Argentinean shale compares well with anything in the world, and development is still in relative infancy – there is a long learning curve ahead. The unconventional resources are key in Argentina’s energy policy, and dependence on foreign expertise and capital is large, so the investment climate for energy can’t be that bad. Madalena is the […]
Entries from September 2015
September 9th, 2015 · Comments Off on Madalena Energy Sits In The Sweet Spot Of Massive Shale Resources
September 9th, 2015 · Comments Off on Amateur Hour In China?
China’s stock market frenzy has multiple signs of a bubble, as fundamentals are worsening and new inexperienced investors plunge in with abandon. It’s liquidity driven, mostly because of much lack of alternatives and in expectation of further easing of policy. The rally could continue for some time, but certain sectors are getting really overvalued. Source: […]
September 6th, 2015 · Comments Off on Is There Any Upside Left For U.S. Stocks?
Stocks have had a fantastic run, but valuations are stretched. The bull run has been fueled by a number of forces, but on closer inspection, most of these are struggling. So it’s difficult to see what will provide the catalyst for the next runup in stocks. Source: Is There Any Upside Left For U.S. Stocks? […]
Tags: The Markets
September 6th, 2015 · Comments Off on Ellie Mae Is Due For A Breather
A terrific company with a terrific stock performance. However, the shares are rather expensive and they have run up quite a lot, while earnings are not expected to do better this year than the previous one. We therefore see little immediate upside and think they could be due for a breather. Source: Ellie Mae Is […]