In case you missed it, last week Managing Partner Leigh Goehring was fortunate to spend some time with Jesse Felder on his popular podcast Super Investors and the Art of Worldly Wisdom. Mr...
“Over the past decade, there has been a chronic bias in the IEA estimates for non-OECD demand, and we believe this time is no different. Our models suggest that emerging market oil demand has held..
Below is an excerpt from our Q4 2019 Commentary. However, we still believe today this information is valuable and wanted to share it with you in case this topic is of interest to you.
In a ..