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 [...]
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, [...]
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 [...]
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 [...]
