Aramco and Saudi Wealth "De-Destribution"
Recent analysis around a potential float of Aramco, Saudi Arabia's national oil company, has missed the mark. This is not a last, desperate, move...
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Tanker's Hit Broadside by Teekay Distrution Cuts
The tanker sector experienced a substantial sell-off on 17 December as a result of three Teekay group companies slashing their distributions....
297 Views
AmpGFX - Oil may be stabilizing, rate pressure on EUR
As we head towards the US payrolls report, US rates have continued to drift up this week, building on the rise last week on a less dovish than...
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Buying China Without the China in It
Last week was a great line in the sand for some of the names I mentioned. Accumulating risk and China related paid off. While continuing to keep an...
291 Views
Commodities: The Harder They Come, The Harder They Fall... One and All
We are finally trading in a proper bear market, with the market getting comfortable trading down while bull buyback activity appears more subdued....
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