Tracking Three Risks That Could Sink Markets: Oil, Geopolitics and Private Debt Christopher Wood·May 13, 2024Global Strategy·5 Comments·
Rising Rents Feed Inflation, While Lower Bond Yields Trip Up Cyclicals Christopher Wood·August 16, 2021Rising housing prices and rents are telling us inflation will not be cooling off anytime soon. Falling US...Global Strategy·0 Comments·
A Third Major Oil Crisis is on the Horizon Christopher Wood·July 22, 2021The world's focus on green alternatives has the potential to create a global oil shortage....Global Strategy·3 Comments·
Exxon Mobil Results Weak in Q1 – Oil Prices Determine What Happens Next Scott Willis·May 1, 2020Exxon Mobil is up 50% since bottoming in late March on hope sub-$30 oil will rebalance the market...Investing·0 Comments·
Stonks n’ Rockets: Oil Gets Busted Negative, We’re Buyers of the Oil Stonks Scott Willis·April 20, 2020With oil prices going negative for the first time in decades, its time for investors to start buying...Millennial Markets·0 Comments·
Stonks n’ Rockets: Oil Bounces Big Off the Bottom, What Now? Thomas George·April 3, 2020Grizzle discuss the sustainabilility of the big bounce in the oil price, the glut of oil supply in...Millennial Markets·1 Comment·
Coronavirus a Crisis Test for China’s Communist Party and President Xi Christopher Wood·March 15, 2020China's battle with the Coronavirus has become a crisis test for the Communist Party and President Xi. The...Global Strategy·4 Comments·
Baker Hughes Reports Q4 Earnings Miss, LNG and Digital Business a Letdown Scott Willis·January 22, 2020Baker Hughes (NYSE: BKR) may be diversified, but this quarter it was not immune to a slowdown in...Investing·0 Comments·
