Energy is leading the inflation charge. There is likely to be lower oil prices in the next year or two, but prices at the pump might not change much. Learn why and how to invest.
There is a developing global refining shortage combined with a growing need to fight climate change. I have found one company whose business is both adds to refining and fights climate change. I believe this company is a potential 20-30 bagger from its current market cap.
The popular narrative that the Fed caused inflation is flat out wrong. Oil and supply chains are responsible for virtually all of the current inflation. Here’s what can happen if the Fed overtightens and how to invest either way.
Oil’s last bull market is here. So what. Invest in clean energy anyway. Open with Free Library Card
Macro Dashes economic insights that impact the markets and your investments. Open to all Free Library Card members. Sign-in today and join the conversation.
Keeping our focus focused, I have been digging into our Very Short List – our focus stocks – and pruning a large tree or old ideas, bad ideas and mostly ideas where the thesis changed due to Coronavirus running up debt and running down growth for certain companies. Read this important piece on how we are getting rid of commies, oil, laggards and zombies. Sustainable Growth of higher membership required.
A quick look at the macroeconomy, the Presidential Cycle, Joe Biden’s strategy, making money in SPACs as zombies die, oil is still doomed and tech is still king. Great summary read for members.
The Petrodollar and dollar obituaries have been written for two decades now. And every time wrong. Both the dollar and Petrodollar will survive, one long-term, the other long enough. Get a free library card to read this important economic piece.
The following report covers where we are in the economy and markets. It has become clear to me that another […]
Oil stocks were crushed in recent days. There is a small “hope rally” going on. I am taking that opportunity to clean out the last of my oil stocks and move onto greener sustainable investing pastures.
Oil and oil stocks are crashing as Russia and Saudi Arabia squabble. Russia’s motivation is clearly retaliation against U.S. shale over recent sanctions on Russia. Investors should not expect a quick or deep recovery for most oil stocks. Oil on the other hand holds some promise. Access with membership or a Free Library Card.
I have been predicting #Crash2020 since summer 2018. How did I know? Recently, I said expect a “limit down” day from the opening bell soon. How did I know? Watch my Investing 2020s webinars on YouTube to find out for free. Tonight’s special webinar is your chance to catch up. Also, a special 50% discount offer for all viewers. If nothing else, sign up for a free library card.
The stock market is hitting its first support levels. We were heavy cash coming into this correction, so can start to sell a few puts for companies we’d like to own a bit lower than today’s price. Also, oil is getting crushed which is making it interesting for a rebound play. Do you know what “backwardation’ is? — Read this research with a “free library card.”
We have now moved past the “beginning of the end” of the oil age. While there might be one more cyclical bull market in store, the 2020s will mark a profound shift in energy usage. The advent of EVs is upon us and petrochemicals will fail to grow as projected due to better technology driven options. You need an exit strategy from oil and gas stocks.
The Peak Oil Plateau is arriving earlier than expected. Investors need to prepare for the risks and opportunities. Read this piece with a Free Library Card or any membership.