Aramco and Saudi Wealth "De-Destribution"
Recent analysis around a potential float of Aramco, Saudi Arabia's national oil company, has missed the mark. This is not a last, desperate, move...
340 Views
The Pain Trade in Oil Gets Ugly (And a Look at the Teekay Group in the Sell-Off)
Analysts pushed their estimates for oil lower yet again, with Standard Chartered calling for as low as $10 oil to add insult to injury. Lower oil...
335 Views
Tanker's Hit Broadside by Teekay Distrution Cuts
The tanker sector experienced a substantial sell-off on 17 December as a result of three Teekay group companies slashing their distributions....
419 Views
Buying China Without the China in It
Last week was a great line in the sand for some of the names I mentioned. Accumulating risk and China related paid off. While continuing to keep an...
409 Views
Commodities: The Harder They Come, The Harder They Fall... One and All
 We are finally trading in a proper bear market, with the market getting comfortable trading down while bull buyback activity appears more subdued....
413 Views