Schachter’s Eye on Energy – June 30th

06/30/2021 11:42 AM

Each week Josef Schachter will give you his insights into global events, price forecasts and the fundamentals of the energy sector. Josef offers a twice monthly Black Gold newsletter covering the general energy market and 30 energy, energy service and pipeline &...

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The Lumber Bubble Is Bursting

06/30/2021 6:50 AM

Lumber prices have skyrocketed in the past 12 months, causing the average price of both new and existing single-family homes to increase. Until now. That bubble appears to have burst, finally. Mandated lockdowns caused lumber sawmills to halt production while at the...

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Who are the Dividend Aristocrats in 2021?

06/29/2021 9:40 AM

Legendary investor George Soros once said, “Good investing should be boring”. But an increase in volatile themes today suggests this maxim has gone ignored by at least some market participants. From a high level, we can view investments on a spectrum. Volatile assets...

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