Newmont Proposes Taking Newcrest Back Into The Fold
Newcrest will, in all likelihood, grant due diligence to Newmont. I don't expect any FIRB pushback. Look to short Newmont late in the day, and buy...
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Global Metals and Mining: Reluctantly Grinding Higher
Metals and Mining stock exposure among active Global funds is at a 7-year high. Average weights hit a new multi-year peak of 1.64%, with cash...
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Global Markets Deteriorating...Except EM
With U.S. markets stumbling, the MSCI ACWI index is breaking down to new lows: defensive Sectors remain attractive. Relative to MSCI ACWI however,...
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E&P Financial Health: Better Than You Think. Liquidity Reserves Will See Most Firms Through Downturn
The precipitous slide in oil prices since fall 2014 has eroded the financial health of most exploration and production, or E&P, firms. Natural...
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