U.S. Equity Strategy:Â Tactical Shift in Favoring Value over Growth; Buy Energy; Retailers Bottoming
Short-term rotation is underway. FANG stocks and parts of Tech, both long-term leaders, have become a short-term source of funds. Fortunately, this...
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EM Continues to Escort Int'l Markets Higher
In developed markets, Europe offers textbook pullback opportunities, with indices like the STOXX 600 and DAX (below) testing 200-day moving...
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Global Natural Gas and LNG Outlook: U.S. Exports Low Prices to the World
Demand Is Growing, but It Won't Be Enough to Offset the Latest Wave of SupplyThe latest wave of liquefied natural gas supply including new export...
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Australian Domestic Gas Security Mechanism Increases Risks of Under-Delivering for LNG Producer
The Australian government has been relying on the private sector regarding Liquefied Natural Gas (LNG) exports with the belief that the corporate...
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The Gartman Indicator – Perhaps an Oil Bottom Is Nearer than We Think?
Dennis Gartman, publisher of his eponymous investor newsletter, is known for making forceful comments on commodities. Increasingly, he has also...
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