My take on trading the geopolitical nature of the conflict.
The market is worried about its future well economics.
Solar's the way to go, but not house by house.
Developing European shale is a less outlandish notion than importing U.S. gas.
Investors are buying a story but fundamentals appear weak.
The remaining value in this space may lie in Canadian names.
Domestic prices will trend to the higher world level.
You'll need patience and comfort with volatility.
Torchlight is managing its risk well, and it could soon become better known.
HCLP is a growth company in a shale revolution that's here to stay.

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