North American oil prices could have a sharp--but short term—drop in December 2015.
I outline the signs—in the physical market, and the financial market--that oil storage is becoming full in the US.
There is a simple and easy way for investors to profit from this.
I outline this low-risk trading opportunity...
What are the Fathers of the Shale Revolution doing now?
You would be surprised—I sure was. The main part of the technical team from Mitchell Energy—which combined fracking and horizontal drilling to start The Shale Revolution in Texas’ Barnett Shale in 1998—is now working for a 15 cent junior in...
By: Bill Powers
Valuing public companies is a black art.
Analysts use many metrics, and when delivering a final price target on a stock, use the average of several methods—cash flow multiple, Net Asset Value and the esoteric “management premium”.
But I want to suggest to investors that right now, one of...
Many small exploration and production (E&P) companies could still be worthless even if oil prices rise next year according to RBC Capital Markets. RBC’s recent energy note—Surviving The Downdraft--looked at the prospects for 29 US and Canadian small cap stocks.
They are what I call The Zombie Stocks—The Walking Dead. ...
The Biggest Wins in the Market either come from
a) buying the leaders in an industry and staying with them
b) turn-around stocks--typically broken companies on the mend – and unique, high-growth small-cap stocks.
There’s another newsletter that specializes in this—very successfully. It’s Fabrice Taylor’s President’s Club. For the last five years,...
I'm off to Dubai for a week of meetings, but I want to leave you with some ideas that should leave you...questioning...The Bear Case on oil.
I want to be clear...I'm not a perma-bull on oil. Far from it. I'm an investor, and a trader, looking for a trend. Energy...
The Coming Energy Infrastructure Overcapacity Glut
October 1, 2015
By: Bill Powers
When free money is thrown at any part of the energy industry for a long enough length of time, the natural boom bust cycle can be taken to extremes and massive distortions can develop.
Due to unprecedented access to all forms...
To me, the Market (Dow/S&P 500) is a bit of a binary trade right now. It’s pretty clear to me that the Market is determined to retest its late August lows. If it bounces, I think I can safely buy stocks and likely add to my biggest position again...
