A Tsunami Of New Shale Production | Oil and Gas Investor $OXY
A Tsunami Of New Shale Production by Richard Mason Chief Technical Director Hart Energy 2017/08/04 1,004 26 Fasten those seatbelts. Oil and gas has a been busier than commonly understood and the…
Day 1 Enercom Denver
This year's annual ritual, the Enercom Oil and Gas conference in Denver, kicked off with a recurring theme: Commodity prices are low, producers are lowering costs, and producing more. Nothing here to…
If I am not for myself who is for me?
The Fund has returned 33.02% net of fees over the last twelve months ending June 30, 2017 versus the S&P 500 return of 17.90%. When you beat your benchmark by 84% you should crow about it for a…
Nasdaq stocks including Apple, Microsoft, Amazon see prices changed to $123.47
I have often said the probability of the next crash lies greatest with computer glitches that cause investors to lose confidence in the pricing system, either by design by cyber-terrorists or…
We will be at Enercom next week visiting three of our investments
We are making the annual pilgrimage to Denver's Enercom next week. Dozens of CEOS and top management from mid to small market oil and gas companies pitch the investment merits of their companies to…
A number of interesting 10% plus yields
One we have a sizable position is ARRC ARES Capital Corporation, is one of if not the largest of these BDC companies that basically are mezzanine lenders to midtier companies. It's a good business…
Stocks suffer worst week in two years
You will hear a lot of explanations of why stocks had their worst week in two years. The truth of the matter is no one knows. Sure there are a lot of explanations and perhaps its just the sum of…
Sax Angle June Performance
Sax Angle Partners put up very good numbers for June, up over 5.5% for the month. We did that in spite of finding very few equities corporate insiders were willing to buy.
House Republicans Resume Efforts to Reduce Fed’s Power - NYTimes.com
Any number of things could derail the benign climate for equity investing. This is one of them. It could happen as early as November elections but I couldn't handicap when Republicans will gain…
Typical business cycle- let the bull run!
Do you believe in the word typical when it comes to the economy and stock market? If so you might find this chart interesting. Where do you think we are in the cycle? I would have to say we are in…