• 4 minutes Phase One trade deal, for China it is all about technology war
  • 7 minutes IRAN / USA
  • 11 minutes Shale Oil Fiasco
  • 16 minutes Swedes Think Climate Policy Worst Waste of Taxpayers' Money in 2019
  • 6 hours Indonesia Stands Up to China. Will Japan Help?
  • 1 day China's Economy and Subsequent Energy Demand To Decelerate Sharply Through 2024
  • 18 hours Beijing Must Face Reality That Taiwan is Independent
  • 19 hours Gravity is a scam!
  • 22 mins Three oil pipeline projects inch toward goal-line for Canada
  • 3 hours We're freezing! Isn't it great? The carbon tax must be working!
  • 15 hours US Shale: Technology
  • 2 hours The Libyan Oil in a Sea of Chaos, War and Disruptions
  • 6 hours OIL & GAS LOSSES! Schlumberger Posts $10B Loss in 2019
  • 19 hours Trump has changed into a World Leader
  • 10 hours Prototype Haliade X 12MW turbine starts operating in Rotterdam
  • 16 hours Iranian government can do everything to avoid attacking American people.

Time to Get Back Into Oil and Mining Stocks?

I might concentrate on energy, but that doesn’t mean I devote every waking hour to reading quarterlies of E+P companies and oil stockpile reports.  Recently, I read a copy of the special report on alternative investments from the Money Management Institute – certainly not written to influence a view on oil prices.  But do you know what that overview of capital flows of alternative investments told me?  It helped confirm my belief that oil is indeed headed higher.

The Money Management Institute (MMI) is composed of virtually every important asset management group and together contributes data that charts the course of where large individual and family trust money is moving.  The 2014 issue of the MMI research report on Alternative Assets distribution through wirehouses appeared on May 2nd, and gives an overview on the way that asset allocation of big investors has been trending in the last year, as well as how that has changed in the last three years.  

Two major takeaways exploded out at me with even a cursory look at the report.  First, it’s very clear that big money investors are moving rapidly away from traditional alternative investments like hedge funds and into what are being called ‘liquid’ alternatives, like ETF baskets and mutual funds.  This makes a lot of intuitive sense as hedge funds have racked up two sub-par years, at least compared to the major indexes. But the shift is also obviously…




Oilprice - The No. 1 Source for Oil & Energy News