Energy Cable #43: Price Resilience Despite Warm Weather
Temperatures in Europe and the US are above mean levels, but only prices in the US have reacted (materially), and there are no signs of actual weak...
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The Energy Cable #40 – Time to follow crack spreads!
It’s once again time for us to give our weekly take on energy markets, as well as where to place your chips in the time to come. The crude...
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The Oil Price Low May Finally Be Here
A surprise OPEC cut has sent oil prices higher, a surprise cut could leave the SPR depleted. An oil surge could see lower growth and a return to...
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Weekly Stock Bullfinder - Week of 5/23
These days, it seems to me that the business media and Twitter is all consumed with predicting when a U.S. economic recession will occur coupled...
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EM Energy: Sentiment Depressed. Reliance Industries/Lukoil Bucking the Trend
The fallout from the Oil price wars has sent Energy allocations in GEM active portfolios towards their all-time lows. The average EM fund now...
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