On May 29, 2018, Century Management posted a report that discusses its latest thoughts on oil.
James Brilliant, Century Management Investment Advisors co-CIO, discusses with Bloomberg's Julia Chatterly and Scarlett Fu on Bloomberg Markets:
On January 12, 2018, MarketWatch interviewed Jim Brilliant for his thoughts on whether the shrinking gap between high-yield bonds and Treasuries is typically a warning of bad times ahead. Jim believes it's different this time.
On September 20, 2017, Century Management posted a report that discusses its latest thoughts on oil.
Century Management's Brilliant Says Oil Industry Resilient to Storms
James Brilliant, Century Management Investment Advisors co-CIO, discusses the impact of Hurricane Harvey on the oil industry with Bloomberg's Julia Chatterley and Joe Weisenthal on "What'd You Miss?" (Source: Bloomberg).
Jim Brilliant, CFA, CIO, and portfolio manager for the CM Advisors Fixed Income Fund (CMFIX), was interviewed by Forbes’ own Wallace Forbes on August 10, 2017. The title of the interview was“Loading Up On Bonds Of Companies That Have Gotten Priced As If They're Never Going To Survive”
OPEC producers continue to be squeezed by their fiscal breakeven levels, which on average is between $90 and $100 per barrel of Brent Crude. In other words, this is not their breakeven price to produce a barrel of oil. Rather, this is the price per barrel of Brent Crude, in U.S. dollars, these countries need in order to balance their budgets, most of which include large social programs which are very difficult to reduce or cut.
Jim Brilliant, CFA® and Scott Van Den Berg, CFP® provide an update on our investments in the energy sector and what we see in the years ahead. We believe that the case for oil and energy markets is bullish.