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Category: oil

Macro Value Update, Q2 2020

MACRO OVERVIEW "Unprecedented" is the word of choice among investors trying to make sense of the market's wild swings this year. After one of the fastest bear markets ever in Q1, global equities surprised with an equally furious comeback in Q2. But the rally has been at odds with deteriorating fundamentals, clear in the divergence … Continue reading Macro Value Update, Q2 2020 →

B C M 2020, oil, quarter update July 1, 2020May 31, 2021 6 Minutes

Lesson Learned Looking Back

The year is close to an end and both main street and Wall Street are quiet.  The holiday time tranquility is a good time to reflect on the past year.  Heading into 2016, my highest conviction investment ideas were the Russian stock market, silver, and oil.   Though the year's not quite over, it looks … Continue reading Lesson Learned Looking Back →

B C M 2016, emerging markets, oil, stocks December 29, 2016May 31, 2021 3 Minutes

Powering the Future

There are few sectors that are in absolute need of progress.  For example, if the tech sector were to never again experience a great leap forward, we'd all be fine. And if healthcare were unable to extend average longevity beyond 70 years, we'd all be okay (except for the 70+ maybe). But it just isn't … Continue reading Powering the Future →

B C M 2016, energy, oil November 1, 2016May 31, 2021 1 Minute

Fitting the Earnings Shoe

The first quarter started with a bang but ended with a thud.  The US stock market was basically flat and the bond market was modestly up.  The widespread global recession rhetoric seems to be quieting. This is particularly true in the US where we have been pointing out economic conditions are not as bad as … Continue reading Fitting the Earnings Shoe →

B C M 2016, economy, energy, investing, oil, stocks, value April 1, 2016May 31, 2021 1 Minute

Not the Biggest Loser

The year's not quite over, but I think it's safe to say that oil prices will be one of 2014's biggest losers.  Year to date crude oil prices are down close to 50%.  It's hard to believe that even just months ago many people assumed we'd never see oil prices below $100 per barrel again! … Continue reading Not the Biggest Loser →

B C M 2014, energy, oil, value December 27, 2014May 31, 2021 1 Minute

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