Less is More 4/23/15

Crude oil climbed to a four-month high today, and the case continues to mount, that the sharp rebound in prices is only getting started. This year’s IHS CeraWeek, an annual gathering of oil company executives in Houston, has been laced with frank discussions on the state of things. 

The Big Deal About the Big Deal 04-09-15

Those who seek additional confirmation that we’re near the bottom in the crude oil cycle may feel sorely tested with yesterday’s U.S. weekly inventory data from the Energy Information Administration, which showed yet another massive buildup in stockpiles and sent prices reeling on the day (though they remain well above the March lows). The nearly 11 million barrel increase pushed the total available domestic supply (excluding the Strategic Petroleum Reserve) to 482.4 million barrels, the highest amount available for this time of year in 85 years. Read more about The Big Deal About the Big Deal 04-09-15

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April 3, 2015

Solar Flair

We’re now seeing evidence that the long-awaited drop in U.S. crude oil production is underway. The current rivulet should soon become a big waterfall that clears the way for strong rebound in energy prices. This issue we return to Denbury Resources (DNR), a unique opportunity in the energy space that is a relatively low-risk choice to play the recovery.

Also in this issue, we reexamine the latest developments in the world’s rush to adopt solar power. The story just keeps getting ever more bullish for silver, a metal that vital to solar’s success.

Note that our offices are closed tomorrow in observance of the Good Friday holiday. Read more about Solar Flair

A Decisive Storm Indeed 03-26-15

Fighting in the Middle East has prompted a spike in crude oil prices and is sending stocks lower. The market’s reactions are likely to be short lived, but they require attention. Read more about A Decisive Storm Indeed 03-26-15