Energy Sector

The Energy Conundrum

October 11, 2018

Everyone watches oil prices, and for a good reason: nearly all goods and services produced in the global economy require the use of some energy during the production or sales [...]

The Next Correction

July 5, 2017

Over the last few months we have seen a fairly dramatic decoupling between oil prices and stock prices.  The chart below shows that prior to this year, there had been a [...]

More of the Same

October 20, 2015

Amid a clear weakening in incoming economic data, third-quarter earnings are coming in a bit ahead of expectations…again. Shocking I know. Corporate management teams [...]