2016: A Year of Reckoning, But Possibly Not as Painful For The Prepared
I've been on the road meeting clients, ex-clients and friends and will have more to report after the holidays. But wanted to flag some takeaways...
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The Outlook for Copper Prices Is Worse than Most Think
The outlook for copper prices is worse than most think. Battered copper mining stocks may now screen as cheap, but we see further...
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E&P Financial Health: Better Than You Think. Liquidity Reserves Will See Most Firms Through Downturn
The precipitous slide in oil prices since fall 2014 has eroded the financial health of most exploration and production, or E&P, firms. Natural...
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Gold Miners ETF (GDX US) March Rebalance: 4 Adds and US$5.1bn Trade
The index rebalances at the close today. With gold trading lower since rebalance announcement and another big down move overnight (though off the...
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Gold Miners ETF (GDX US) March Rebalance Preview: Capping Finalised; Announcement on Friday
There could be 6 adds resulting in an estimated one-way turnover of 7.8% and a round-trip trade of US$5.7bn. There will be capping inflows to the...
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