Portfolio Holdings 1/12/15

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Saudi prince: $100-a-barrel oil never again

Maria Bartiromo for USA TODAY Saudi billionaire businessman Prince Alwaleed bin Talal told me we will not see $100-a-barrel oil again. The plunge in oil prices has been one of the biggest stories of…


Entire oil complex slips into contango for first time since 2009

This is a very encouraging report for oil bulls.  I think once you get the big earnings revisions coming this quarter, the group could be selectively bought. The market might be discounting this…


US Bank Oil Exposure - just who are the counter-parties?

Bank Analyst Explains How We Should Think About Wall Street's Exposure To The Oil Crash Today the financial sector particularly big banks was hit hard. In fact it was the worst performing sector,…


U.S. Stocks Tumble Along With Oil Prices - WSJ

I'm more worried about the surging dollar than the crumbling price of oil for U.S. multinationals. The Dow industrials tumbled more than 300 points Monday, kicking off the new year on a sour note as…


SEC Plans to Fix Flaw in Electronic Distribution System - WSJ

SEC Plans to Fix Flaw in Electronic Distribution System - WSJ.


Portfolio Holdings 12/31/14

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CBO report says consumers would benefit from repeal of crude oil export ban - Oil & Gas Financial Journal

CBO report says consumers would benefit from repeal of crude oil export ban December 10, 2014 George Baker, executive director of the Producers for American Crude Oil Exports (PACE) coalition, has…


The Market is Up It's Down. It is a tale, told by an idiot, full of sound and fury, signifying nothing.

The stock market had its worst week since 2011 finally waking up to the broader implications of the sudden and unprecedented crash of crude oil, a commodity that is essential to the functioning of…