2019 Energy Market Themes & Stocks with Exposure: Focus on Oil, Refining, LNG, M&A & Renewables
We run through our views on the main themes that will impact the oil and gas market in 2019 and the stocks to play these through. We outline the...
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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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