Oct 9, 2023
Cash Position, Cyclicals, Oil and Gas
When I think of energy, the usual suspects come to mind – the United States, Russia, and of course Saudi Arabia. However, the oft-overlooked continent […]
Sep 15, 2023
Cyclicals, Oil and Gas
As I write this oil is rising again with WTI crude nearing $89/barrel. Oil producers make more money as prices rise. Here are a few […]
Nov 9, 2022
Cyclicals, Education, Oil and Gas, Valuation, Warren Buffett
This is a question I’ve been asking myself lately. I’ve seen many people make this comment on #FinTwit, especially when it comes to energy stocks. […]
Jul 13, 2022
Cyclicals, Inflation, Oil and Gas, Paul Tudor Jones, Warren Buffett
What happened to the best performing index in the S&P 500 over the last month? The S&P GSCI is down over 15% and the TSX […]