Fifty Shades of Fear: Geopolitical Premium in Crude Prices
Benchmark crude touching three-year highs at the start of this year -- Brent hovering around $68/barrel and WTI around $62 -- has prompted calls...
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Oil Inflection Points that Will Mushroom Energy Plays
Energy inflection points To view click on this link: https://www.screencast.com/t/vSEpXQFaLq4:06 min.Energy plays have been a core long theme from...
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Global: 18 For '18 - Part 1
2018 promises to be another fascinating, but almost certainly more challenging year for global investors. We have identified a number...
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Strategy: Around the Horn 2018, the Long and Short of It. Pacific Basin Initial Notes
People who bought China, Nvidia Corp (NVDA US), iShares MSCI Emerging Markets Indx (ETF) (EEM US) somewhere in 2017 performed well. A bit below the...
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Here's How to Look at the Oil Market in 2018: Reset Your Calculus
In the Sheikh versus Shale match, round one goes to the Sheikh. Benchmark Brent crude is up around $10/barrel from a year ago and settled at a...
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