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Phillips 66 (PSX US)
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152
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Energy
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United States
Phillips 66 is a downstream energy company. The Company's operations include oil refining, marketing and transportation. Phillips 66's operations also include chemical manufacturing and power generation.
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bearish
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Thematic (Sector/Industry)
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25 Aug 2016 14:02
Oil Price - OPEC Deal or No Deal?
Brent Oil prices have rallied by more than 18% since end-July'16 close, after new Saudi oil minister tipped for an 'OPEC deal' on oil production...
HL Tan
217 Views
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bearish
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Thematic (Sector/Industry)
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16 Aug 2016 09:31
Tanker Shipping - Recent Quarterly Results and Dividend Cuts Confirm Our Thesis, Not Just Seasonal
Early in the summer, we had downgraded the tanker shipping sector and asked investors to brace for lower earnings and lower asset values and stock...
Drewry Maritime Financial Research
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162 Views
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bullish
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Thematic (Sector/Industry)
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05 Aug 2016 12:19
Building a Rules Based Perpetual Portfolio(Incl Global Investor Q & A)
It is no easy task generating decent relatively low-risk long-term returns portfolio. Over the last decade I have put a lot of thinking into...
Charles De Trenck
201 Views
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bearish
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Thematic (Sector/Industry)
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02 Aug 2016 03:30
Is The Commodities Complex Breaking Down All Over Again?
Oil symbolically broke $40 to the downside US time Monday, though many stocks last week stubbornly refused to read the tea leaves from the physical...
Charles De Trenck
177 Views
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bearish
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Macroeconomics
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19 Jun 2016 00:28
Market Commentary (June 2016)
Our sixty-page market commentary for the month of June, including macro analysis and trade ideas across asset classes-- macro, volatility,...
Asymmetric Payoffs
422 Views
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