Oilfield Services in a Time of Conflict: Near-Term Disruptions, Medium-Term Opportunity
​Middle East conflict impacts SLB and Halliburton shares, with potential for increased oilfield services demand tempered by geopolitical instability.
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Islam, Terror, Politics and Oil - Third & Final Part
Align yourself with the Qatar government, $200bn in GDP, $200bn in assets for 200,000 civilians who own 96% of the stock market. Qatar Investment...
444 Views
MACRO TAKE: In from the Cold of Mother Russia
KVP highlights key data points from recent subzero Moscow trip Things have to get a whole lot worse before they get better Oil back at $100 is...
434 Views
Islam, Terror, Politics and Oil - Part 1
Align yourself with the Qatar government, $200bn in GDP, $200bn in assets for 200,000 civilians who own 96% of the stock market. Qatar Investment...
458 Views
Curator's Cut: Crude Reality, Reshuffling Gold Miners & Banking on Japanese Fintech
​This Curator's Cut highlights energy market outlook, gold miners coverage, and opportunities in Japanese financials from Smartkarma insights....
333 Views