Robert Johnston, director of the global energy and natural resources practice at Eurasia Group, addresses the prospects for the United States becoming a natural gas “superpower,” and the global geopolitical and investment implications of the US shale energy boom. Read more
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Antoine van Agtmael argues that an industrial renaissance in the United States is eroding the competitive edge of emerging markets. Read more
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Here’s a wrap-up of key issues affecting global markets for fundamental investors. Read more
Leave a CommentDaniel Lacalle works at Ecofin, where he runs a long–short sector-focused hedge fund in London. The hedge fund concentrates on the oil and gas industry, utilities, and infrastructure. Lacalle writes a weekly column for the Spanish digital newspaper El Confidencial … Read more
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Geopolitical analyst, Peter Zeihan, believes that North America has the capacity to become energy self-sufficient by 2020 and predicts a US that adopts a more economically isolationist stance. Read more
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A wrap-up of key issues affecting global markets for fundamental investors.
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Ron Rimkus, CFA, wraps up the key issues affecting global markets for fundamental investors. Read more
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Willis Sparks, an analyst in the global macro practice at Eurasia Group, a global political risk research and consulting firm, recently laid out some of the political fault lines that will shape politics and international finance in the coming years. Read more
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Over the past two decades there has been a persistent and substantial widening of the aggregate current account balance surpluses and deficits of the G20 countries, most notably China and the United States. Credit Suisse’s Daniel Kurz, CFA, explains why an impending economic rebalancing could usher in a trend toward selective relocalization of output by net debtor nations. Read more
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Although not a pioneering work, Wealth Building Strategies in Energy, Metals, and Other Markets details easily accessible and timely methods for navigating upcoming investment markets that are sure to be stormy. Author Chris Waltzek, host of a weekly broadcast on GoldSeek.com, focuses on a few economically sensitive sectors — namely, energy, metals, and real estate. The book consists of three sections: “Successful Investing,” “The Housing Bubble,” and “Banking—Super Profits.” Read more
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