Commodities
How The Oil Bust Is Crushing The Office Real Estate Market
Commercial real estate, particularly office space, in Calgary, Alberta, the epicenter of the Canadian oil bust with 1.2 million people, is collapsing at a breath-taking rate. As companies in the oil & gas sector have downsized or gone out of business, 25,000 people who used to work downtown have lost their jobs. Office vacancy rates […]
Is Peak Oil Demand In Sight?
Our latest research suggests lower long-term growth in demand for oil than previously forecast. This warrants a fresh, critical look at energy investments. Energy outlook: Key insights Our business-as-usual case integrates the latest McKinsey view on economic-growth fundamentals and granular sector and regional insights. Six key points have emerged: Growth in global energy demand will […]
Gold: A Great Junior Game
It wasn’t so long ago that some of the more famous investor gurus were shrugging off gold as nothing more than shiny trinkets with no investment value. They were wrong. This safe haven is back, the recovery is clear, and there have been some very big changes of heart. The biggest gold producers in the […]
Natural Gas Price: 2016 Rebound?
Is There Any Hope For A Natural Gas Price Rebound? Much like the price of oil, the natural gas price has been decimated the past few years. In fact, the commodity recently plunged to new decade lows under $1.90 mmBtu. At that price, natural gas is 70% lower than where it traded in early 2014. […]
Chesapeake Energy: Another One Bites The Dust?
Is Chesapeake Energy Headed To Bankruptcy Court? Things are quickly going from bad to worse in the US energy space… Case in point, shares of one of the largest natural gas producers in the US sank 50% in yesterday’s trading session. Chesapeake Energy $CHK plunged as low as $1.55 a share as panicked investors ran […]
The Baltic Dry Index Signals Crash!
Baltic Dry Index Hits Record Low… Over the past few weeks, we’ve discussed important economic factors and data points suggesting a recession and big market downturn is looming in 2016. From horrifically weak Chinese economic data to outrageously poor performance in the commodities space, there are plenty of signs suggesting global growth is screeching to a […]
Gold Price Surge In 2016?
Gold Price Surge Coming This Year? No doubt about it, gold bulls have endured more than their fair share of embarrassment the past few years. Ever since the yellow metal rocketed to $1,900 an ounce in 2011, it’s been nothing but bad news and lower prices. Fact is, gold has dropped just over $800 an […]
2016 Commodity Outlook: El Niño To Shake Things Up?
2016 Commodity Outlook: Will These Oversold Assets Reverse Course? In recent weeks, we’ve been discussing what’s in store for commodities in 2016. After a disastrous 2015, investors are searching for signs of a bottom in assets like crude oil, gold, corn, and coffee. Let’s pick up right where we left off… In the first part […]