The Market Sentimentalist - Confusion Reigns (The Crude Oil Price and the Global Economy)
Introduction Ever since the OPEC-induced shocks in the mid-to-late 1970s, which ushered in a period of extreme economic and financial volatility...
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Teekay Offshore Breakout
Teekay Offshore Partners LP (TOO US) is still down some 50% over the last year. This was due to a continuation of having overleveraged into a...
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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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