Brexit: The Clock Is Ticking and Little Has Been Achieved in Energy
Since earlier this year, I cautioned the “Business as Usual” / “no change” solution favored by the consensus as unlikely to happen in Brexit energy...
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A Few FWIW Insights (FX … Stocks … Performance Drivers)
The simple stupid catalyst for change in performance this summer is the decline in the US dollar.Against the Euro the USD has essentially gone from...
535 Views
2016 Oil&Gas Reserves: PetroChina Overtakes ExxonMobil for #3
At a time of low oil&gas prices and with companies having cut CAPEX, it is important to check the disclosed proven reserves at the end of 2016...
445 Views
New York and London Battle for Saudi Aramco IPO
Interesting article in the Financial Time (FT) on stock exchanges fighting for Saudi Aramco IPO...
3.2k Views
Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
405 Views