Nearly half of UBS Group AG’s billionaire clients see the energy sector as one of the biggest opportunities for positive returns over the next five years, reports an article in…
Tag: energy
Grantham: Oil Spikes Will Trigger Recession
In a paper published last Wednesday, Jeremy Grantham writes that spikes this steep in the price of oil have historically always resulted in a recession, and more challenges are on…
Buffett's Energy Dump
While oil prices were tumbling in the fourth quarter, Warren Buffett’s Berkshire Hathaway was dumping most of its energy holdings, according to recent regulatory filings. (more…)
Lynch and O'Shaughnessy Style Energy Picks
In his latest Forbes.com column, Validea CEO John Reese says his Guru Strategies are finding some big bargains among big oil companies, many of which have lagged the market in…
Grantham: Resource Shortages Are Looming -- Deal with Them Now
GMO’s Jeremy Grantham continues to warn about global resource shortages, saying in his new quarterly client letter that soil erosion and limited supplies of potash and phosphates “are the real…