Signs of Range Breakout

Last week’s blog letter pointed out the now long history of insanity being followed – in lockstep – by virtually every oil company drilling for oil in the US – Keep increasing production at every [...]

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Oil Companies Finally Wake Up

So here we are – more than three years after the initial collapse of oil, watching oil companies continue to screw up every opportunity to help themselves and their shareholders. It’s like [...]

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Quick! Do the Opposite…

Every blog letter I write seems to have the same theme for oil companies – And the image of lemmings going over a cliff – If we could make up one investment rule for oil for the past three years [...]

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