U.S. energy self-sufficiency is a game changer Published by Hilliard MacBeth on Jan 31, 2020 The U.S. is close to self-sufficiency in energy, which is changing the balance of power in the world’s oil markets. The price of crude oil surged briefly in the first week of January after the assassination of an Iranian general by the U.S. military.... Read more
Small capitalization companies overdue for a bounce in 2020 Published by Hilliard MacBeth on Jan 24, 2020 Large capitalization U.S. companies continued to outperform last year. The Russell Top 200 mega-cap index gained 30 percent last year, while the Russell 2000, a group of about 2,000 companies that average only $2.43 billion market value rose 23 percent... Read more
The climate change crisis hits the finance world Published by Hilliard MacBeth on Jan 17, 2020 A new year and a new decade triggers thinking about what the most rewarding investment theme will be over the next year and beyond. A leading candidate for a dominant theme is the impact of climate change risk. Bank of England Governor Mark Carney said... Read more
The U.S. obsession with Iran Published by Hilliard MacBeth on Jan 10, 2020 People are wondering what will happen after the U.S. assassinated a senior Iranian commander, Major General Qassim Suleimani. Iran is a long-time enemy of the U.S., after the hostage-taking of 52 Americans at the U.S. embassy in Tehran and the overthrow... Read more
Canadian economic numbers take an abrupt turn Published by Hilliard MacBeth on Jan 03, 2020 Canadian economy followers received an unexpected jolt last week in the form of a GDP report that fell into negative territory. The October GDP report was minus 0.1% and adds to the evidence that something unusual is going on in Canada. The November labour... Read more