Energy – Not Just a Short-Term Investment
https://youtu.be/JQCv4nAPYjI This market update explains why energy is a longer-term issue and investment opportunity. We see energy prices remaining elevated as production in Russia slows due to sanctions and western oil companies leaving the country. This is similar to what happened with Venezuela’s energy production. Watch the video to learn more about today’s energy market.
An Analyst’s Up-close View of the Energy Market
After recently returning from a natural resources conference in Denver, I thought it would be beneficial to share some of my takeaways. The conference was a mix of listening to CEO’s discuss trends in the market and touring companies in the field. One of the main focuses of the event was the energy space – […]
EMERGING MARKETS – DISCOUNT TO US STOCKS
In 2009, we had no money invested in emerging markets. Today, we are overweight international stocks – especially emerging markets. In 2017, emerging markets generated returns in excess of 30%. Despite this performance, emerging markets have significantly underperformed since their glory years that ended in 2009. Much of the financial news in 2009 was […]