Smart Investing in Ukraine Energy Sector

There is only one certainty in Ukraine: The energy sector must and will be transformed, and how long this takes will depend on who ends up in the driver’s seat and how serious they are about becoming a part of Europe and reducing dependence on Russia.

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Insight from the Latest China Business Survey

It’s always difficult for me to find something interesting to say about the American Chamber of Commerce’s annual China business survey.

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How Stock Buyback Is Becoming a Corporate Crutch

Corporate stock buybacks are usually touted as good for investors – it’s typically one of the top demands that activist investors make when targeting a company.

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How Shale Profit Is Changing the U.S. Refining Industry

In the past three years, U.S. oil production has surged thanks to shale formations such as North Dakota’s Bakken and Texas’ Eagle Ford.

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Who Owns Emerging Market Government Debt?

There are a trillion reasons to care about who owns emerging market debt.

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U.S. Approved the First Oil Re-Export to Europe

With the debate over whether to lift the 40-year-old ban on US crude exports gaining momentum, news the US government has approved the first licenses in years to re-export crude to Europe has caused a flurry of speculation.

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Brent Oil Faces Headwinds in 2014

In reviewing the EIA weekly petroleum report, the oil imports figure came in at 6.889 (Million Barrels per Day) for the week ending 01/10/14.

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5 Stocks Due For A Pullback In 2014

There have been several reports of money managers returning funds to investors because of a lack of attractively valued investment opportunities in the markets.

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Housing Market Setting Up for Another Crash

The housing market appears to be in better shape than it really is and investors should be wary.

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A Financial Crisis is Never Accidental

As a distant but interested observer of history and investment markets I am fascinated how major events that arose from longer-term trends are often explained by short-term causes.

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11.5%: The Real U.S. Unemployment Rate

While it may appear at first glance that the first chart below shows just one data series, what we have shown are two data sets.

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Too Much Oil: U.S. Storage Set to Pass the 400 Million Threshold

A year ago oil in storage stood at 274 million barrels, and with another robust year of domestic production, and despite curtailed imports, the US Oil Inventory stands at 391 million barrels and climbing.

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