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  • The Most Boring Commodity Has The Most Upside

    Sometimes finding the next big opportunity requires nothing more than common sense. By 2018 frac sand demand in the United States will have tripled from 2016. Common sense is all you need to know that this will be very good for frac sand stocks. That is simple economics. It really...
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  • The Most UN-Sustainable Dividends in the Market

    What’s the most un-sustainable part of the global energy complex? Maybe you would say co-ordinated OPEC production cuts. Or perhaps you would bring up high growth rates of shale producers. If you talked about the lack of free cash flow among shale producers you would be getting warm… But for...
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  • I Do NOT Want to Own This Stock For One Year

    Investors don’t need to hire Sherlock Holmes to help them see what it did to the balance sheet of Cenovus (CVE-NYSE/TSX) after spending $17.7 billion to buy most of Conoco-Phillips (COP-NYSE) Canadian assets this week. It’s a whopper of a deal. In total what is being acquired adds 298,000 BOE/day...
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  • There’s An Exception to Every Rule – Here’s One

    “Shale production is uneconomic and I will claim that to my dying day” Those are the words of Jim Chanos who runs the most successful short-selling hedge fund in the history of the business.  Now Jim, really–tell us what you really think.  In early January I wrote a story on how Chanos was shorting...
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  • The Bullish Silver Lining In The Oil Price Collapse

    Psychological fears of an oil glut are have caused oil prices to drop from $55-$48.  But there is some fundamental  economic factors that suggest this price drop will be short lived. So far in 2017, U.S. crude oil inventories have increased 49.38 million barrels to 528.39 million barrels as the...
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