Even in this current market environment, it's time to buckle down and prepare for more volatility as we ride out this storm. The 2008 outlook remains solid as battled trusts are simply victims of perceived recession risk. Read More

Cambodia is coming back from the dead. Just over a decade ago, Cambodia was battling through a bloody political crisis reminiscent of the days after Phnom Penh fell to the Khmer Rouge in 1975. Since then, however, the country has achieved relative political stability compared to its past and has pursued pro-development policies as it integrates into the global economy. Read More

In today’s issue, I’ll take a closer look at the outlook for deepwater oil and gas production and spending, with a particular focus on Brazil. The country is set to become one of the most important markets for deepwater in the coming years. Read More

We’ll get to the fun stuff in a moment (a week worthy of both a “Scam” and a “Gate”), but because it’s come up largely in the US Democratic presidential nomination battle--and has assumed an even more distinct Canadian flavor in the last several days--let’s talk about the North American Free Trade Agreement (NAFTA). Read More

The news on the US economy and the global credit crisis is still gloomy, and it will remain so for some time. But as long as the global financial system doesn’t collapse, and my working assumption is that it won’t, the current market volatility provides excellent opportunity to buy Asian stocks. Read More

With the per-barrel price of crude surpassing USD100, the oil sands and other alternative sources are back in play. Canada is in great shape to weather a US downturn because of interest from new trading partners in its resources. Read More

We’ve had another week of almost manic ups and downs in the markets as investors digest both good news and bad on the economic front as well as from companies. Read More

Infrastructure has been a favorite Silk investment theme for more than a year. Not a day passes that I don’t see solicitations from multiple outlets touting new opportunities. Infrastructure is a great long-term idea, but it shouldn’t have a disproportionate position in your portfolio. Read More

The question of whether the US will fall into recession--or how deep the one the world’s largest economy inevitably suffers will be--animates all forms of financial media these days. Read More

Exploration and production (E&P) firms have been among the most successful recommendations in The Energy Strategist over the past year; my five pure-play E&Ps are up an average of nearly 50 percent since their initial recommendation. Read More