From SCS OTC Corp: Last Friday, we argued that the rally in WTI and Brent looked overstretched from technical and positioning viewpoints. This week obviously didn’t serve our viewpoint as geopol...
From JR Crooks: Spain continues to suffer under its crushing debt load. Meanwhile, one of its autonomous provinces wants to declare its fiscal independence as soon as this Sunday, Oct. 1. That’s...
Low oil prices take toll on state-backed investment vehicles The article SWFs pull money from asset managers for 12th consecutive quarter was originally published at FT.com....
Frac sand stocks have been jostled by concerns about the dunes sagebrush lizard, which lives in the Permian basin. The article A tiny lizard is messing with mining stocks in the hottest oil region in...
From Invesco: In my more than 20 years in the investment business, I have seen many companies and industries lose their focus and discipline for a variety of reasons. Today, the exploration and produc...
Today in our ETF Fund Flows recap, we speak about position trimming in SMH (VanEck Vectors Semiconductor, Expense Ratio 0.36%), with the fund seeing some bloodletting in recent sessions as it pivots n...
CNBC’s Jackie DeAngelis reports on crude oil prices and inventories for the week. The article $50 crude appears to be sticking, for now was originally published at CNBC....
From Zacks: The U.S. technology sector was irresistible until recently as evident by the 19.5% year-to-date gains in the tech-heavy Nasdaq-100 ETF PowerShares QQQ ETF (QQQ) and 18.6% advance...
U.S. drillers need oil prices to stay above $50 a barrel in order to make a meaningful return and achieve capital efficiency, Moody’s said. The article Moody's: Oil drillers are trying to fix t...