GUNR News and Press, FlexShares Global Upstream Natural Resources Index Fund From 07/05/23

2023-07-05 01:37:54 ET Summary In December 2021, I shared key insights, top picks, and pans from seven great investors of our time. Their high conviction picks since that time reveal mixed results. Winners were Buffett, Dalio, Gross, Gundlach, and Rogers, while Munger and Miller h...

2023-06-20 09:06:30 ET FlexShares Morningstar Global Upstream Natural Resources Index Fund ( NYSEARCA: GUNR ) - $0.5332 . Payable Jun 23; for shareholders of record Jun 20; ex-div Jun 16. For further details see: FlexShares Morningstar Global Upstream Natural Res...

2023-03-20 10:16:54 ET Summary I presented a contrarian all-weather portfolio in an article series last year. This is a quick take on its performance during the banking crisis and the brutal 2022 market. The S&P dropped, but the all-weather portfolio gained and outperformed a ...

Summary My December 2019 article, “Mean Reversion + Valuation = Opportunity,” cited cheap, out of favor assets including U.S. value and small caps, international, emerging markets, natural resources, MLPs and gold. All 13 asset classes outperformed the S&P 500 in 2022....

Summary 2022’s geopolitical tumult saw commodity prices spike. Only a strong dollar and China SARS-Cov2 lockdowns provided resistance to energy upside. For investors interested in diversified natural resources exposure, FlexShares showcases an enticing ETF. Macroe...

Summary This sequel to “The Contrarian’s All-Weather Retirement Portfolio” describes my top picks in each asset class and the rationale behind them. Compared to conventional portfolios, it is overweight value, small cap, foreign and commodity equities, shorter...

Summary The outperformance of either "value" or "growth" tends to reverse around recessions. In an economic expansion, an investment theme is often driven to excess. In the next expansion, the focus tends to shift to what has been underinvested in. While the commodity bull run...

We are seeing an increase in gasoline demand in North America, not a decrease. Exxon continues to rake in the cash as they touched quarterly revenue levels not seen since 2014. Exxon has increased its buyback plans from $10 billion to $30 billion by the end of 2023. Will we see mo...

Wages are rising rapidly to try to keep up with the pace of inflation. We think that this is leading us to the early stages of a wage price spiral. During periods of high inflation, traditionally, real assets prosper while traditional assets suffer. So traditional assets typically suf...

Petrobras talks about wanting to replicate Exxon Mobil's Guyana assets, just go straight to the source. The company is building up its upstream and integrated asset portfolio increasing margins. The company will be earning $10s of billions in profits which it can utilize for share...