The Trouble with Oil (Part Three)20160201205252

The Trouble with Oil (Part Three)

Mathias Mamou-ManiFebruary 1, 20160 comments
One thing that I’ve realized is that there’s a disconnect in how different investors think about oil. For asset allocators, oil and commodities ar...
The Trouble with Oil (Part Two)20160129201734

The Trouble with Oil (Part Two)

Mathias Mamou-ManiJanuary 29, 20160 comments
Two weeks ago we wrote a post on oil (The Trouble with Oil Part 1)  – why it matters to equities these days, and how the initial market response (a...
The Trouble with Oil20160116192938

The Trouble with Oil

Mathias Mamou-ManiJanuary 16, 20161 comment
In an earlier post, we talked about market volatility when new risks move to center stage. Well, crude oil is center stage, to say the least.  Why? ...
An Excerpt from the Mid-Month Update20160115192619

An Excerpt from the Mid-Month Update

Mathias Mamou-ManiJanuary 15, 2016, , , 0 comments
Given the market volatility, we provided a mid-month update to our investors.  The following is a brief commentary on the markets: For purposes of th...