Quick takeaways

• The challenges in the energy and offshore industry include shortage of resources, political uncertainty, and higher costs of capital, leading to limited supply but potential cash flow.

• Coal and gold are seen as attractive investment opportunities due to the demand for coal in countries like India and China, and the safe-haven status of gold in times of potential economic issues.

• The weak jobs numbers have fueled a market rally, with investors anticipating the Fed to remain on pause, alleviating pressure on the markets and possibly causing a stronger dollar.

Deep dives