The Third Horseman
The arrival of War so soon after Pestilence or Plague has unsurprisingly led many to speculate (some idly, others determinedly) as to whether the...
466 Views
A Crude Development
The rise in Oil is a development that cannot be ignored. A rally through $124 on Brent would open the way for not only $139 but possibly $150 -...
580 Views
Positioning and Imbalances
Efforts to identify peak inflation and yields or lows in growth stocks and new investments have not worked in 2022. The assumption has been...
320 Views
CX Daily: How the War in Ukraine Is Rattling China’s Energy Transition
In Depth: How the war in Ukraine is rattling China’s energy transition. Regional bank under corruption probe faces more trouble after online...
446 Views
Bulls & Bears: Near-Term and Short-Term View on Oil Prices
China's Covid curbs seem to be almost the only major challenge to the Ukraine war-driven upward thrust in crude prices. We derive the net result of...
602 Views