Scott Van Den Berg Speaks With Pam Krueger at The Advisor Thought Leader Summit
Scott talks about who he is and how being a truly independent advisor makes a difference.
Jim and Arnold on Oil and Energy Stocks
Jim and Arnold provide an update on our thinking regarding our energy investments.
We Believe Q4-'19 Will Be Opposite Q4-'18 for the Price of Oil and Energy Stocks
During the first nine months of 2018, the price of oil and oil stocks had appreciated nicely. Then, in Q4-2018, the energy sector led the market decline. In this podcast, Jim explains what he believes caused this decline and why the remainder of 2019 is likely to be just the opposite.
Overview of the CM Portfolios
Arnold Van Den Berg and Jim Brilliant give their thoughts about the CM portfolios and the economy.
Are We Headed for a Recession?
Arnold Van Den Berg gives his thoughts about inverted yield curves, the economy and the potential for a recession.
CM Energy Market Update - Memorial Day Weekend 2019
Fundamentals continue to support the case of higher oil prices and higher energy stock prices. We believe that investors need to keep in mind that the global supply shortage we are seeing in the physical oil market will be worsening into year-end and into the years ahead. This in turn should lead to materially higher prices. This is at the heart of our energy thesis and is why we continue to hold our energy positions.