Bruce Campbell’s Top Picks September 19, 2024
Bruce Campbell, president and portfolio manager, StoneCastle Investment Management
Gordon Reid’s Top Picks for September 17, 2024
Top picks from Gordon Reid, president and CEO, Goodreid Investment Counsel
Eric Nuttall’s Top Picks for September 13, 2024
Top picks from Eric Nuttall, partner and senior portfolio manager, Ninepoint Partners
Shane Obata’s Top Picks for September 6, 2024
Top picks from Shane Obata, portfolio manager, Middlefield Capital
OPEC’s Quick Fix Masks Bigger Worry: Too Much Oil Next Year
OPEC+ has staved off an oil surplus this year by deciding to restrain production a little longer. But the temporary fix won’t hold back the supply glut awaiting global markets in 2025.
Oil Sinks as Weak US Jobs Report Adds to Concerns About Demand
Oil was poised for a deep weekly loss on persistent concerns about soft demand and ample supply, with OPEC+ delaying a planned increase in production amid the dour outlook.
Rebecca Teltscher’s Top Picks for September 5, 2024
Top picks from Rebecca Teltscher, portfolio manager, Newhaven Asset Management
OPEC+ Pauses Oil Supply Hike in Effort to Reverse Price Slump
OPEC+ agreed to pause its planned oil output hike for two months after prices plunged amid fragile demand and plentiful supply.
IMF Warns Saudi Oil Revenue to Fall More Sharply This Decade
Saudi Arabia’s oil revenue is seen rising to 2026 before declining quicker than previously expected through to the end of the decade, according to the International Monetary Fund.
David Burrows’ Top Picks for September 4, 2024
David Burrows, president and chief investment strategist, Barometer Capital Management
Paul Harris’ Top Picks for September 3, 2024
Top picks from Paul Harris, partner and portfolio manager, Harris Douglas Asset Management