Latest Insights on PLAN
The Emerging Market Crisis Could Topple Oil Demand September 27, 2018 Global Economy It was November 2016. My colleagues and I convened to discuss our biggest and best ideas for the various markets in the years ahead. One of my ideas was “peak demand.” I believed we could approach a point in a few years when global oil demand growth slows down. The world will not stop using […]
Trump is a Contrarian Indicator for Investors September 26, 2018 Stocks When the efficient market hypothesis was developed, no one predicted Twitter. More specifically, no one predicted President Donald Trump’s use of Twitter.
Trump’s Tweets Prove Markets Can Adapt to Anything September 26, 2018 Stocks When the efficient market hypothesis was developed, no one predicted Twitter. More specifically, no one predicted President Donald Trump’s use of Twitter.
The Trade War Is Dragging on the Price of Metals September 25, 2018 Commodities Base and precious metals are likely to stay near their recent lows until resolution for the U.S.-China trade war appears.
American Shale Basins to Save Production September 21, 2018 Oil Now that we are over a year into the bull market in oil, we are seeing the second- and third-tier shale deposits getting drilled.





