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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Three Quick Things to Read Today

This week’s blog will be short and sweet – a quick run-down of the three most important stories I’m seeing out there in the oil world, and what I think it means for oil markets and oil stocks. No [...]

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The Summer Energy Word

As we head towards the dog days of Summer, we also seem to be headed towards the dog days of Oil. There seem to be hard caps on where oil can go from here for the time being – certainly on the [...]

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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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