Saudi IPO, Backward Aussies, and Bulls

Finally – FINALLY! – a week of energy news to report that is mostly devoid of TRUMP. If you’re investing in energy, that lack of Trump has translated into some pretty good news – and not [...]

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It Is Deja Vu…All Over Again

Some weeks, I work rather hard to try and find the three most important stories in energy for this blog.   Sometimes it takes some fairly deep digging and some …..uh…..stretching to find [...]

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How to Ride the Rally

Things are starting to get very interesting indeed in the oil markets. We’ve been coasting along in the last several weeks, having enjoyed a terrific turnaround in oil stocks, accelerated by the [...]

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All Aboard the Dicker Express

It was with my subscribers at the ENERGY WORD that I positively laid down my timeline for recovering oil markets.  In Late August I noted to subscribers that the negativity that was pummeling oil [...]

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Hurricane Alerts: I Called It

Normally in my weekly blog, I like to make a quick take on the energy stories I’ve found the most important in the last week. Then, I normally exhort many of you to join me in my bi-weekly [...]

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Harvey, Irma and Shale

This week the energy story is still really all about Harvey and Irma – and how those storms continue to impact the energy markets – from both a supply and demand side. One thing we know:  There [...]

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What To Watch Not Named Irma

This week we’re watching Hurricane Irma bear down on Florida, just after watching the full-scale destruction that Hurricane Harvey dealt to the Gulf Coast in Texas. For us as energy investors, [...]

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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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