Enbridge's Long and Winding Road Leads to Significant Upside
The market is underestimating future cash flows, but news flow may lead to volatile swings before investors are rewarded.The last year and a half...
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US Crude Benchmark WTI Flips into Backwardation – Is It Ready for a Bull Market?
The NYMEX WTI crude futures curve flipped into backwardation this week, breaking a three-year uninterrupted spell of contango. The front two...
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The Gartman Indicator – Perhaps an Oil Bottom Is Nearer than We Think?
Dennis Gartman, publisher of his eponymous investor newsletter, is known for making forceful comments on commodities. Increasingly, he has also...
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Are International Oil Companies Adapting to Climate Change Challenges?
As International Oil Companies (IOC) have now published their FY2016 results, let's compare their level of oil and gas production to see which one...
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DFRS Maritime Model Portfolio - 1 Year Performance with 38% Return
DFRS Maritime model portfolio – 1 year performance with 38% return Our portfolio defied a terrible year for the industry to produce a 38% return...
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