Investors have made HUGE capital gains in the last decade in energy metals—think uranium in 2007-2008, lithium in 2011 and lithium again in 2016.
In 2007 I owned a large position in a junior uranium stock that went from 25 cents to $2.50. Last year I owned a lithium stock...
A Six Percent And Growing Royalty On Surging Permian Production
At this point I’m sure you are familiar with charts like the one below.
This chart shows where production in the Permian Basin is going over the next four or five years.
This is the chart from one analyst. I can show...
Great Investors Share One Trait – They Wait For The Fat Pitch
(Exactly Like This One)
If you want to be a really good investor, you need to be able to do one thing really well:
Sit on your hands and do nothing.
It sounds easy, but it is the hardest thing...
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By Bill Powers
"Insanity: doing the same thing over and over again and expecting different results." - Albert Einstein
Therefore, energy investors in North America are insane.
Cheap money (low interest rates) and high oil prices encouraged the drilling of many marginal plays from 2010-2014--causing a huge amount of energy bankruptcies after...
Here's a bar bet you energy investors can use: Hey, how much if any is the world under-supplied oil right now?
The answer, says one highly respected voice, would surprise you: They say the global oil market is currently undersupplied by 2 million barrels per day. That's a very bullish...
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 is very simple.
As...
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 me, when I...
