ConocoPhillips/Marathon Oil and Shale Consolidation
Conocophillips to acquire Marathon Oil in $22.5 billion all-stock deal, focusing on consolidation in Permian Basin for cost reduction and...
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Weekly Stock Bullfinder- Week of 3/28
On Friday, the EU and US announced a major liquefied natural gas deal that will likely have a transformational impact on energy security.
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U.S. Equity Strategy: Several Indicators Suggest a Pullback Likely
Despite the bulls still being in control, we have several ongoing concerns and we cannot rule out the potential for a pullback. Below we highlight...
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U.S. Equity Strategy: Bulls Still In Driver’s Seat, But For How Long?
Continued encouraging COVID-19 news and accommodative moves by the Fed have allowed the bulls to remain in control while short-term support on the...
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Vermilion Macro Vision - U.S. Equity Strategy: Sector Commentaries with Recommendations
Our last strategy “Fake Moves” highlighted our view that the markets were showing no parallel to the “fake news” narrative and indeed provided a...
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