Tag: energy
The Next Big Energy Investment Cycle Is Here
Recent global events have made it clear that the world’s economies are a long way off from producing the necessary energy from entirely renewable sources. European countries were too quick to shut down coal and nuclear power plants to focus on wind and solar renewable energy sources. The transition was not close to fast enough […]
Massive Market Shift Ahead
Note: The following is an advertorial for Resource Insider… We’re in the early stage of one of the biggest market shifts in history. And most investors are completely missing it. See, for the last decade, the biggest breakthroughs and the biggest profits have come from big tech…but that’s all about to change. Bill Gates […]
3 Good Yields In Energy We’ll Soon Buy As GREAT Yields
The broader market, as defined by the S&P 500, has rallied like crazy. But don’t worry, you haven’t “missed out” on anything. The rally has been carried by large, and largely non-dividend paying stocks! Most income plays are just now getting up off the mat. We’ll discuss one of my favorites today. Energy, for example, is in the […]
Trading War For Money, For The Moment
Seven or eight years ago, I gave a speech in L.A. for a friend of mine, Chris Cordoba. Afterwards, we went out to dinner with some of his friends. They asked economic questions, and eventually the conversation turned to concerns about hotspots around the world. I had one big worry… the relationship between China and […]
Oilmageddon And The Global Economy
I grew up on the Gulf Coast, beginning in Florida, then over to Texas, then part way back to Louisiana. We weren’t testing beaches, we were following boats. My stepfather joined our family when I was quite young, essentially becoming my parent. He took a job on a shrimp boat in the Florida panhandle and […]
Oil Price Frenzy: Big Opportunity Or Sucker’s Bet?
Wall Street is giddy over the latest oil price bounce, but you should be leery. The energy market has played Lucy-with-the-football before. Crude oil surged last Wednesday after the Organization of Petroleum Exporting Countries (OPEC) reached an agreement to curtail production by 1.2 million barrels a day. OPEC currently produces 33.6 million barrels a day, […]
Natural Gas Investing: Private Equity Firms Smell Blood
No doubt about it, the past two years have been a complete disaster for many natural gas exploration and production (E&P) companies. With the price of their product falling through the floor, producers are taking it on the chin. Revenues are sinking, margins are getting mauled, and balance sheets are broken- all due to the […]
Just Go With It… 3 Indicators Signaling A Buy In Natural Gas
It’s hard to fight with some things in life. Topping my personal list is arguing with your spouse. Seriously, how fun is that fight? And it’s also hard to fight a trend. It’s doubly true in the financial world. “The trend is your friend”, to fire off an old cliché… New trends start daily and […]
Smart Investing In The Smart Grid
It’s no secret electricity usage is surging worldwide. In fact, growth in electricity demand is outpacing overall growth in energy demand. Think about it, people are consuming electricity for space heating and cooling, cooking, refrigeration, lighting, water heating, and to power all the great consumer electronics. Consider this… Two-thirds (66%) of our economy depends on […]
Is 20,369% Growth Really Possible?
A week or so ago, my assistant Stephanie dropped the mail on my desk. It was the usual assortment of advertisements, bills, papers, journals, and magazines. I dug through the pile (Did I mention I get a lot of mail?) and suddenly something caught my eye… It was Inc. Magazine. For those of you who […]
