Salient to Investors: Robert Gorman at TD Wealth said: The 3-yr period of sharp underperformance for Canada is coming to a close Dividend stocks will continue to rule but resource stocks will do comparatively better after showing signs of bottoming out. The S&P/TSX Composite Index and the S&P 500 will
READ MORE... →Salient to Investors: Bloomberg New Energy Finance says peak fossil fuels demand could happen in 2030 – the point when humans stop increasing their annual burn, either because the environmental danger makes it too costly or because buildings and cars run more efficiently. Oil and coal companies worth more than
READ MORE... →Salient to Investors: Robert Bryce at the Manhattan Institute writes: Any transition away from our existing energy systems will be protracted and costly. Energy transitions occur over decades, even centuries. Coal use in the US is declining, but it is soaring in the developing world and booming in Europe. Global carbon
READ MORE... →Salient to Investors: Jim Rogers writes: The oil and gas boom is not quite the boom that the press seems to think it is. Natural gas wells decline very quickly and reserves may not be what we thought. Oil wells decline at the rate of 38 to 69 percent in
READ MORE... →Salient to Investors: Jim Rogers says: Natural gas fundamentals are not nearly as good as the hype. The number of rigs on the ground is down 75% over the last two years as the wells are very short-lived, and it takes an enormous amount of money to keep them up.
READ MORE... →Salient to Investors: 4 of the biggest stakeholders in untapped deposits known as the Utica Shale in Ohio have put up all or part of their acreage for sale, as prices fall by a third in some cases. The flip-flop underscores the difficulties faced by even experienced drillers around the world
READ MORE... →Salient to Investors: Biotech, fracking and diversity are keys to prosperity for cities. David Albouy at the University of Michigan says Austin is ‘quality of life city’. Austin could lose its crown to Houston if it is unable to take advantage of industries that are on the rise, such as biotechnology
READ MORE... →Salient to Investors: Students at more than 300 campuses, including the eight Ivy League schools, have joined fossil-fuel divestment activist group 350.org demanding that over the next 5 years universities purge their endowments of investments in 200 publicly traded companies with the largest reserves of oil, gas and coal. Scientists
READ MORE... →Salient to Investors: Quest Offshore Resources estimate spending on subsea equipment to build underwater oilfields will grow 66 percent in 2013: spending on subsea trees in 2013 is expected to be more than double the amount spent in 2005, and rise another 29 percent by the end of 2017. James Crandell at
READ MORE... →Salient to Investors: A. Gary Shilling at A. Gary Shilling & Co writes: Investor zeal for yield and disregard for risk favors the junkiest of the junk. When the grand disconnect between investor focus on the immense liquidity created by central banks and weak and weakening global economies becomes unsustainable, probably
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