I’ll be speaking at IMN’s 2nd Annual World Series of ETFs & Indexing in Boston on March 29. I’m a panelist on the “Enhancing the asset allocation process” seminar.” Details and the full agenda for the conference are available here.

OPEC Pressured as African, Asian Oil Tops $100: Energy Markets
Bloomberg, Jan 20
OPEC is facing growing calls to boost oil production as crude prices in Asia and Africa surpass $100 a barrel for the first time in two years.
Bernstein Energy: Conference Call Transcript – Key Themes or 2011 and Bernstein’s Best Ideas
Bernstein Research, Jan 21
As we start 2011 we see a number of key themes that can help drive higher earnings in the energy sector over the next few years. On the oil price, we see improving economic data driving oil demand ahead of consensus expectations. Combined with limited supply increases, this should lead to reduced spare capacity and a rising oil price out to 2015, when we expect to see $130 oil.

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