Energy
Geopolitics Driving Big Oil Price Moves…
Executive Summary US Can Do Without Russia's Oil, EU, NATO … Not So Much
US Will Ban Russian Oil Imports…
Executive Summary Nuclear Worries Take Center Stage
Rising Risk Of A Nuclear Apocalypse…
Oil Inventories Will Draw Hard…
Executive Summary Chinese Onshore Stocks Are Less Impacted By External Factors
Upgrading Chinese Onshore Stocks To Neutral…
Executive Summary Wars Don’t Usually Affect Markets For Long
Monthly Portfolio Update: Keep Calm And Stay Invested…
Executive Summary Hopes of an imminent peace deal between Russia and Ukraine will be dashed. The conflict will worsen over the coming days. As was the case during the original Cold War, both sides will eventually forge an understanding that allows the…
Executive Summary Stronger Capex Than Last Decade
Fallout From Ukraine…
Executive Summary Risk Premium Abates, But Does Not Disappear
Oil Risk Premium Abates, But Still Remains…
Executive Summary From Nixon-Mao To Putin-Xi
From Nixon-Mao To Putin-Xi…