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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Time for Corporate America to Stand up for the Environment
The environmental agenda of President-elect Trump and his transition team is deeply troubling. Plans include dismantling or defunding the...
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Battle of the Second Fiddles: Pence 1, Kane 0
The Dudes Who Don't Matter. When I was studying MBA in New York, I met a senior at Lehman Brothers, and I must have said something like "Wow!...
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Bullish Energy
Chartonics flash 4 October 2016Bullish energy theme for Q4Oil is building energy for a rise out of noted bullish triangle patterns on the back of...
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Moat or Mother Fracker?
Exploration and production companies have long relied on capital markets to fund stellar growth, perhaps assuming that persistently high commodity...
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