The Crude Reality of Energy Markets
Tag: relative value


Bank Runs and Liquidity Challenges
Recent developments in the global financial sector have triggered an elevated range of questions. We provide our roadmap to navigating this space.


Value Investing Masterclass - Asset TV
With a resurgence of interest in value investing, Brian Barish joins a panel of investors who compare international and domestic equities while sharing where they see opportunities and what they tend to avoid.


Asset-Liability Perils in the Banking Sector
The worst may be over, but we are heading into a dry desert of higher capital costs.


It’s Tough Out There… But It’s Not a Bear Market in Value Stocks
2023 Outlook: Cost of Capital” Bear Market becomes a cost of liquidity slog and other things to consider.


Past Peak Hawkishness
The worst may be over, but we are heading into a dry desert of higher capital costs.


Bear Market Ruminations
Thoughts on a bear market, recession, and other financial developments.