What’s Holding Oil Down?

As oil melts down, I’m stuck between the writing the blog letter taking the long-term view on oil, or the short-term one. Let’s go short this week; maybe next week, like a good last minute play [...]

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Great Opportunity Ahead

Doom and gloom are all you’re getting from the oil markets these days – a lot of negativity and with it,  depressed oil and oil stock prices. The problem is simple, I suppose, yet so difficult to [...]

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When Logic Fails…

In my most early days on the floor, I had a ‘mentor’ of sorts – another trader with experience who I befriended, who gave me many insights into market action that helped me understand markets [...]

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A Startling Response….

One week after the ‘magic’ oil supply deal was extended between OPEC members and Russian and what do you get?     Just about the most pessimistic response I’ve ever seen to bullish [...]

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OPEC 5/25 Meeting Post-Game Analysis

Ho hum – OPEC extended production cuts that were originally agreed in December 2016 for another 9 months, delivering both OPEC members and Russian discipline that will last well into the Spring [...]

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Last Chance

This week, in the midst of much good news for energy investors, I do some complaining. What have I got to complain about?  After all, oil prices are again on the rise, and with them oil stocks, [...]

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Chasing Lemmings 5/11/17

Last week’s “Lemmings” blog letter, which I hope you didn’t miss, gives a great opportunity for a follow-up this week – with the avalanche of 1st quarter reports flooding in from US independent [...]

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The Energy Lemmings

Watching the first quarter results float in from the large cap energy companies, I keep getting one image in my mind that I can’t shake: Lemmings going over a cliff. After all, only this image [...]

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Speed Reading

I won’t be able to help it – at least for this edition of the Energy Word Blog letter –  you’re going to get a deluge of links. My Lightning Round. The truth is, I was pretty sure we’d be [...]

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Long and Shorts Weigh on Price

What moved oil prices in the previous week? Geopolitics?  News?  OPEC?  Reports from major oil companies about earnings? Mideast violence? To those who find oil to be as complex as measuring all [...]

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