By LPL Financial Earnings season is here and, as we wrote in our earnings preview last week (“A Tale of Two Earnings Seasons”), …
A markets-based estimate of US macro conditions has endured a volatile period in recent months, but the outlook remains positive in the new …
By James Stafford With all the conspiracy theories surrounding OPEC’s November decision not cut production, is it really not just a case of …
By Jessica Menton When the U.S.
A few years ago I spent a good deal of time overseas. When you travel for an extended period, it is always interesting …
By Mark Melin Thank god for collapsing oil, is what French hedge fund manager Pierre Andurand is likely saying right now. Andurand Capital, the $400 …
By Dan Steffens Low oil prices today may be setting the world up for an oil shortage as early as 2016. Today we …
by Eric Stubbs Two important developments in 2014 will affect U.S.
1. De-synchronized business cycle: This is the meaning of divergence.
Neither energy companies nor analysts are really confronting the possibility of a permanent drop in oil prices, says Oppenheimer analyst Fadel Gheit, setting CAPEX …
