The events of the past week will undoubtedly be remembered among the most dramatic in financial history. Early in the week, we learned of the demise or forced fire-sale of some of the largest, most respected companies in the world including American International Group, Merrill Lynch and, of course, Lehman Brothers. Read More
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The past two months have been tough for all investors, particularly those with exposure to the energy and commodity sectors. But we've seen this sort of correction before, and I'm quite certain we'll see more in the future; no great bull market proceeds in a straight line higher. The good news is that the longer-term bullish factors driving these markets remain intact. Read More
Over the past three issues of The Energy Strategist and on the blog At These Levels, I’ve explained both my long-term strategic view of the energy markets and my shorter-term tactical take. Read More
The past few weeks have brought considerable volatility to the commodity markets and related stocks. Unfortunately, periodic painful corrections aren’t uncommon in any bull market move, and the energy patch is no exception. Read More
Tropical Storm Gustav is currently located near Jamaica and has maximum sustained winds of about 70 mph, just shy of the 74 mph required to become a Category 1 hurricane. Gustav’s current projected path puts it right into the heart of key Gulf of Mexico (GoM) energy infrastructure, including offshore platforms, rigs and key pipeline hubs. Read More
In-house oil and natural gas guru Elliott Gue gives us his take on the US natural gas market and how tropical activity may affect prices going forward. We’ve seen a big run up in prices in the first half of 2008, but what’s expected for the remainder of the year? Read More
The pullback in oil, natural gas and related stocks has been dramatic over the past month and a half. But we’ve seen corrections of this magnitude before, and the recent move isn’t at all unusual from a historical perspective. Read More
Last week I sent out two flash alerts discussing the continued selling pressure we're seeing in the oil and natural gas markets. First, the bad news: The selloff in crude oil, natural gas and energy-related stocks continues, and I wouldn’t be surprised to see further selling over the next few weeks to take oil back to around $110 per barrel. Read More
Alternatives Field Bet Company Name (Exchange: Symbol) Entry Price (USD) Total Return Since 01/24/07 (%) Total Return for 2008 (%) Advice Covanta Holding Corp (NYSE: CVA)* 28.23 -3.0 -3.0 Buy First Solar (NSDQ: FSLR)* 289.36… Read More
The energy commodity markets have become oddly bipolar. It seems most pundits are either projecting a collapse in oil prices to $80 per barrel or a super spike to $200 per barrel. Read More