Clik here to view.
Could Higher Energy Costs Abroad Lead to a Recovery in U.S. Manufacturing?
U.S. manufacturing may be down but don’t count it out. In fact, the U.S. manufacturing sector could be poised for a comeback. The reason? Skyrocketing energy and transport costs now make it far more...
View ArticleClik here to view.
Book Review: Wealth Building Strategies in Energy Metals and Other Markets
Although not a pioneering work, Wealth Building Strategies in Energy, Metals, and Other Markets details easily accessible and timely methods for navigating upcoming investment markets that are sure to...
View ArticleClik here to view.
Could Relocalization of Output Threaten China’s Role as Factory to the World?
Over the past two decades there has been a persistent and substantial widening of the aggregate current account balance surpluses and deficits of the G20 countries, most notably China and the United...
View ArticleClik here to view.
The Next US President and His Geopolitical Challenges
Willis Sparks, an analyst in the global macro practice at Eurasia Group, a global political risk research and consulting firm, recently laid out some of the political fault lines that will shape...
View ArticleClik here to view.
Turning Points: The Calm Before the Storm?
Ron Rimkus, CFA, wraps up the key issues affecting global markets for fundamental investors. Read more →
View ArticleClik here to view.
Turning Points: US Housing, Cyprus Bail-In, and Monetary Policy
A wrap-up of key issues affecting global markets for fundamental investors. Read more →
View ArticleClik here to view.
Peter Zeihan: The World Should Watch Out for a Shift in U.S. Foreign and...
Geopolitical analyst, Peter Zeihan, believes that North America has the capacity to become energy self-sufficient by 2020 and predicts a US that adopts a more economically isolationist stance. Read more →
View ArticleEnergy, Markets, And Money: Talking with Daniel Lacalle
Daniel Lacalle works at Ecofin, where he runs a long–short sector-focused hedge fund in London. The hedge fund concentrates on the oil and gas industry, utilities, and infrastructure. Lacalle writes a...
View ArticleClik here to view.
Turning Points: Commodities Sluggish, Real Estate Prices Climbing
Here's a wrap-up of key issues affecting global markets for fundamental investors. Read more →
View ArticleClik here to view.
US Industrial Renaissance is Eroding Emerging Markets’ Competitive Edge
Antoine van Agtmael argues that an industrial renaissance in the United States is eroding the competitive edge of emerging markets. Read more →
View ArticleTake 15: The Global Impact of the US Shale Energy Boom (Video)
Robert Johnston, director of the global energy and natural resources practice at Eurasia Group, addresses the prospects for the United States becoming a natural gas “superpower,” and the global...
View ArticleTake 15: Rise of the Shale Gas: Economic and Political Implications (Video)
Peter Zeihan shares his analysis of economic and political implications of the rise of shale gas production in North America. Read more
View ArticleClik here to view.
Does 2Q Weakness Mean You Can’t Make Money?
Since mid-June, we’ve attended the Paris Air Show and met with companies involved in oil production, hydraulic fracturing, and wind turbine towers and components. As an investment analyst, I am always...
View ArticleClik here to view.
Linkfest: Bankers on tape fixing swap benchmarks; Volcker on the Fed at a...
Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear...
View ArticleClik here to view.
Real Energy Independence: Making Oil No Longer “Strategic”
In the United States, there are some big misconceptions among politicians, the media, and the public about reliance on Middle East oil, according to Anne Korin, co-director of the Institute for the...
View ArticleClik here to view.
Turning Points: Real Estate, Emerging Markets, and Politics
While the world is seemingly distracted with the loss of Malaysian Airlines Flight 730, the big news this month of course is Russia's invasion and annexation of Crimea. The Fed continues with its...
View ArticleClik here to view.
Turning Points: Credit Spreads Historically Tight, Interest Rates Low
Low rates on sovereign bonds have pushed many investors farther and farther out on the risk spectrum into equities, junk bonds, and other more speculative investments — including the central banks...
View ArticleClik here to view.
Finding Value in Energy with Morningstar’s Jason Stevens
Morningstar’s Jason Stevens discusses the companies and countries best positioned to unlock the potential of trapped oil and gas with fracking. Read more
View ArticleClik here to view.
Turning Points: The Impending Taper, Japan’s Troubled Economy
Analysts continue trying to assess the dependence of markets on the Fed and to discern the direction of the economy. Read more
View ArticleClik here to view.
Turning Points: Shifting Central Banks, Fading Growth, and Falling Oil Prices
The central message encoded in last month's news is that the status quo has changed. We are shifting from the post-crisis recovery to late cycle growth. Only now there is greater concern about large...
View Article
