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...
I became a believer in this oil price move on Wednesday, when a bearish weekly report came out from the EIA—the US Energy Information Administration.
US production was up and inventories were up—everything about that report was bearish. The oil price only dropped for an hour, maybe 90 minutes, then...
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...
RICK RULE INTERVIEW PART II
Keith: Rick, in the first part of our interview we talked about the state of the energy market now, and what some of the opportunities are.
But let’s talk details for a second—you’re aiming to come in somewhat as a lender of last resort in a...
Oil and gas producers are among the least profitable sectors in the energy world—yet they gain the most attention.
And they’re cyclical—you have to trade them. They had a great two year run from 2009-2011, then were the wrong place to be for two years, but the Polar Vortex of...
WHY DOES RICK SOUND SO HAPPY IN THIS ENERGY MARKET?
INTERVIEW WITH RICK RULE, SPROTT US HOLDINGS INC.
Rick Rule is a naturally happy guy, despite being immersed in one of the most depressed parts of the economy right now. I’ve known Rick for almost two decades, and it was his...
