Iran
Oil 2020 Outlook: Middle East Peace, Peak Shale & Cheap Equities
Our 2020 outlook for the oil market: The apetite for conflict in the middle east is deminished, shale oil growth…
Oil: Market Not Factoring in Iranian Political Risk
There is one area which is receiving very little attention in the markets but which could well be dominating headlines…
Expect Markets to Rally Thanks to Mid-terms and an Impending China Trade Deal
There is clearly the potential for more of a technical rally in stock markets with the bogey month of October…
The Impact of Middle Eastern Oil on the US Economy
There are all kinds of concerns currently percolating in world financial markets, such as a US-China trade war. But what…
China, North Korea, Iran… Has Trump Achieved Maximum Winning?
The news flow over the past few weeks has not supported hopes that there is a better chance of a…
Electric Car Hype Sows the Seeds for a Future Inflationary Oil Price Spike
“Oil forecast to hit peak demand by 2036”. Such was the headline in a newspaper article recently (see Financial Times…
Release the Barrels! The Impact of the OPEC Pivot on Oil Stocks
The Organization of the Petroleum Exporting Countries (OPEC) concluded its biannual meeting of despot dictators on Friday in Vienna. As…
US Sanctions on Iran: The Unraveling of Pax Americana
Amid current news headlines about North Korea and related nuclear issues, it is important not to ignore the potential schism…