Money Talks Michael Campbell interviews Josef Schachter, Canada's leading independent energy analyst and founder of Schachter Asset Management, on OPEC's fate as the U.S. marches toward energy independence.
On the surface, investing in precious metals appears relatively simple, and yet as soon as one comes to terms with the many good reasons for doing this, the decisions involved become quite complicated — almost to the point of absurdity.
Tungsten and fluorspar may sound like dry subjects, but the Jennings Capital analyst makes them positively magical. The two critical materials parallel the rare earths investment thesis, but Chernin's picks are more than a bet on shifting Chinese policy.
Lackluster economic recovery, coupled with cautious consumer sentiment, is keeping demand for petroleum products suppressed. Nevertheless, concerns over geopolitical tensions have prompted some governments to raise possible releasing strategic reserves.