U.S. Equity Strategy: Value Overtaking Growth; Treasury Yields and Commodities Bottoming
New and ongoing developments continue to support our bullish outlook. In the “new” column, we have bullish inflections in Treasury yields, the...
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Houston, We Have A Problem
* Pay Me To Take Your Assets: Yesterday, US West Texas Intermediate (WTI) crude futures closed at a negative USD 37.63 per barrel (bbl) [yes,...
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Toxic Cocktail
Increasing Systemic Risks:Events are moving quickly and the fluidity of this pandemic has created a destructive amount of market volatility,...
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In A Light, Sweet Spot As Geopark Bids For Amerisur
AIM-listed South America-focused oiler Amerisur Resources (AMER LN)announced a strategic review, including a formal sale process (FSP) on the 19...
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Reversing Our Enthusiasm for Oxy After Decline Rate Deep Dive
Occidental delivers stellar initial production rates in the Permian, but much of the benefit is offset by above-average declines.Occidental...
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