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…
The blatant injustice of US Government oil policy
If China was dumping a product in the US market, and businesses in the US were not allowed to sell a similar one in the Chinese market, politicians would be up in arms at the injustice of it all.…
Portfolio Holdings 12/2/14
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More thoughts on oil
From JP. Morgan Dec 1,2014 US oil producers unlikely to slash output anytime soon – while US firms may slow new investment, they will prob. continue pumping from existing fields. The cost of…
Why Larry Summers sees danger ahead for the economy - The Washington Post
I'm not a big fan of Larry Summers more on style points as he comes off as pedantic and long winded but I have to admit he makes a lot of sense here. There is a big difference in investing between…
Has Oil Bottomed? America's most successful oil man thinks so
Has Oil Bottomed? Continental Resources Thinks So By Ben Levisohn When Continental Resources CLR revealed that it had cashed in its hedges on the price of oil–earning $433 million in the process–it…
Portfolio Holdings 11-6-14
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Portfolio Holdings 10-17-14
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The contrarian view in the oil patch is hard to come by these days, here's mine
It's hard to find the contrarian view in the oil patch these days but some of our contrarian observations are: A barrel of oil is worth far more in the U.S. than in other parts of the world. The U.S…