The Consumer Price Index (CPI) came out this morning (Thursday October 13,2022) and it was HOT, HOT, HOT. In response, markets did exactly what you would have expected: they full-on collapsed – well, for about 90 minutes anyway.The CPI print came in at 8.2%. Consensus had expected 8.1%. The...
The #1 Reflation Trade of 2021—Copper
This is the very early innings the ULTIMATE SUPER CYCLE for copper. This metal has made investors a lot of money in past cycles, but this one is very different.The Green Revolution is taking hold, and most investors are clueless about how much copper is...
Oil stocks traded REALLY well yesterday. You could just say ‘DUH!’ but there’s more to it than that.
Through the day, weakness—what little of it there was—was bought. Stocks opened higher and kept running. Most closed at or near their highs.
The Biggest Gains were reserved for those stocks that had...
THREE THEMES TO CHANGE YOUR ENERGY VIEWS
Why Oil and Natural Gas Should Both Be Stronger To 2020
What happens to oil prices if OPEC does not co-ordinate a cut in oil production? What happens to natural gas prices if Old Man Winter doesn't show up again this year?
Energy strategist Dan...
By Alex Grant
It’s still a nuclear winter for junior lithium stocks—especially for the South American salar (evaporation) projects—but a very different kind of project has been heating up in North America.
Surprisingly, they are deep, hot brine plays, which didn’t get much attention during the lithium bull run of 2016-2017....
There are some very high yielding US mortgage REITs and mortgage originators that I wonder about…because I think it’s a good chance their mid-teen yields are sustainable with the new US stimulus package helping out.Mortgage REITs suffered some of the worst losses of any sector in March and the...
Do you know how most leaks are found on oil and gas pipelines?
They get a shrill complaint over the phone from one of the landowners where the pipeline crosses.
It’s true, says Dr. David Shaw, one of the authors of a draft “Leak Detection Study” prepared for the U.S. Department...
Who is saying “America First” when it comes to oil?
OPEC is! And it means US oil stocks—especially in the Permian Basin in Texas--should have a great run in the coming months.
It’s so simple—let me explain.
The rising oil price is now pricing in a production cut of 1 million barrels...