Issue Articles

  • April 2, 2008

The first quarter was a tough quarter for most sectors of the market, including energy stocks. Nonetheless, there were some notable bright spots including agriculture plays leveraged to the explosion in global demand for biofuels. Read More

  • March 19, 2008

The winning theme for the past two years was bullish on oil, bearish on natural gas. This year, however, that’s reversing. Read More

  • March 5, 2008

In today’s issue, I’ll take a closer look at the outlook for deepwater oil and gas production and spending, with a particular focus on Brazil. The country is set to become one of the most important markets for deepwater in the coming years. Read More

  • February 20, 2008

Exploration and production (E&P) firms have been among the most successful recommendations in The Energy Strategist over the past year; my five pure-play E&Ps are up an average of nearly 50 percent since their initial recommendation. Read More

  • February 6, 2008

The broader market averages saw one of their best weeks in years last week only to give back most of those gains in the first two trading days this week. I believe we have more downside and volatility to come near term. Read More

  • January 23, 2008

The global selloff in stocks since the end of 2007 has been among the most severe in stock market history. Few sectors have been immune to the volatility, and the energy patch is certainly no exception; the panic is palpable. Read More

  • January 2, 2008

With the books now closed on 2007, it’s an opportune time to reflect and review some of our key calls and investing themes. In this issue, I’ll review some of the year’s most memorable recommendations and calls, both those that turned out profitably and those that didn’t work out quite as well as expected. Read More