Portfolio Holdings 12/17/14
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Winners and Losers of the Great Oil Collapse of 2014, Themes for 2015
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Portfolio Holdings 12/16/14
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Cheaper oil: Winners and losers | The Economist
I'm composing my own list but I like this well written article from the Economist. Cheaper oil: Winners and losers | The Economist.
Why the Collapse in the Price of Oil is Reminiscent of Previous Financial Bubbles
Bubbles all have the same characteristics of unrealistic expectations but are incredibly difficult to recognize until after the effect. Prices in an economic bubble can fluctuate erratically, and…
Hi-Crush Partners Is a Solid Buy or is It?
By CASEY HOERTH | NOV 26, 2014 | 10:00 AM EST | 0 The market definitely sees at least some pain ahead for much of the fracking industry, but will $75 oil stop the shale revolution? Major frac sand…
Oil Freefall Gives Dow Worst Week Since 2011; VIX Jumps - Bloomberg
Signs of an improving economy did nothing to shield stocks from oil’s freefall as the Dow Jones Industrial Average (INDU) had its worst week since 2011, volatility surged and fund managers said…
Exxon's annual take on the future of energy
While oil and gas stocks are collapsing, it is useful to contemplate a horizon beyond the end or your nose. Who knows when crude prices will recover but according to Exxon we are going to be using a…
Is it time to buy oil and gas stocks? Well,the results of insider buying might surprise you
The big name E&P companies apparently don't think their stocks are cheap enough yet to buy. Buying is sparse considering the meltdown in share prices. The following are the brave souls who are…