Will Gold Take a Breather?

01/13/2021

“Given silver’s huge move in the last six months, gold and precious metals could now go through a potential correction phase within a larger bull market.” 

 

In gold bull markets over the last 50..

Top Three Blog Posts of 2020

01/06/2021

A return of inflation could wreak havoc on many investors’ portfolios, especially those heavy in fixed-income securities. In 2020 we wrote extensively on how the Fed’s actions and the CARES Act..

Where Has Shale Productivity Gone?

11/23/2020

Back in 2Q 2020, amid rapidly slowing drilling activity, a significant historical development occurred in the US shale patch. In previous drilling cycles, sharp slowdowns in activity produced..

[Podcast with Jesse Felder] The Generational Opportunity in Energy Stocks Today

10/13/2020

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...

The 40-Year Odyssey of Schlumberger, Pt 2

10/08/2020

By Leigh Goehring

“Bonds are so popular that $15 bn of sovereign issues trade with negative yields – a first in 4,000 years of financial history.”

 

In part one of our story about Schlumberger, we..

The 40-Year Odyssey of Schlumberger

09/25/2020

By Leigh GoehringThe FANG stocks are today’s investment craze. For comparison’s sake, consider Schlumberger’s odyssey from 1962-1980. From its initial public offering on the NYSE in 1962 to its..

Approaching an Incredible Crossroads

09/18/2020

Recently, Leigh Goehring presented at the Citywire World of Boutiques virtual event. The title of his webinar was: On the Cusp of a New Commodity Cycle. In the presentation, one of the concepts he..

Global Oil Demand and the Impact of Emerging Markets

09/03/2020

“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..

The Rally in Gold Continues

08/12/2020

“Even adjusting the Fed’s balance sheet for excess reserves (a debate in and of itself), we believe today’s balance sheet justifies a gold price in excess of $15,000 per ounce on the low side or..

How Low Can Lithium-Ion Battery Costs Go? (Part 2)

07/21/2020

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 ..

This quarter's

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