Oil
I'm Bullish on Oil and Bullish on BP
I would be a buyer of these BP calls.
The OPEC March Meeting Is Turning Out to Be Very Interesting
Those blindly chasing the reflation trade tick for tick, better pay heed to physical market fundamentals.
As Texas Freezes, the Solution Is More Natural Gas
My favorite natgas play has been Antero Midstream, approaching a 300% gain since last March.
3 Reasons Why Caution Is Still Warranted in This Market
A sudden surge in energy prices is among the trio of factors that could put on damper on the market.
Jim Cramer: The Birth of a Market Bottom, Part 2
The Fed's Jay Powell pulled out the heavy artillery to help keep the economy and financial markets going, but would it be enough?
It's Super(cycle) Tuesday
The 'reflation trade' was the theme of the day as suddenly everyone was on board with the commodity supercycle.
How Macro Flows Can Distort the Physical Oil Market Dynamics - But for How Long?
The macro tailwind only works for the oil market until physical market dynamics take over. When they do, unwinds can be sharp and painful.
Are Higher Energy Prices the Next New Normal? A Look at the XLE Breakout
Stay nimble and focus on the bigger picture.
Happy Motoring With This Oil Play
These Exxon calls are way too cheap.
Everyone Is Chasing the Reflation Trade Blindly
It's important to follow the macro trends like growth over value rotation, or reflation vs. deflation trade.
We Are Back to Brent Levels Where Russia/Saudi Tensions Started Last Year
As prices nudge towards $60/bbl Brent today, where do things stand?
2 Firms, 2 Opportunities: BP and Palantir
As these firms expand on their existing relationship, Palantir will provide its platform to BP on a global scale.
A Cheap Options Play as Oil Rallies
While oil has reached new recent highs, some of the big oil stocks have not.
Chevron Still Doesn't Look Ready to Rally
Don't look for impressive results in the short run.
$55 Is the Make or Break Price for Crude Oil
It's difficult to imagine oil moving higher from here without significant help from further weakening in the greenback.
Oil Specs Are All in and Long - Too Much Too Soon?
Oil is especially interesting as it is deemed the cheapest. Cheap is cheap for a reason.
As New Biden Regulations Move Forward, There's Fallout in Some Sectors
This looks like consolidation after a big run rather than a major shift in market character.
Let's Invest in a New Kind of 'ESG'
We're casting a wide net to find investment opportunities that are both underappreciated and undervalued.
Saudi Arabia Shocks the Market Once Again!
It seems Saudi Arabia is just buying time to support oil.
Markets React to Georgia Elections, Banks and Industrials to Gain, Oil Reduced
I will have to give some of my favorite tech names a haircut in the name of balance. Hopefully everyone gained some exposure to gold.
Drilling for a Low-Priced Energy Winner
A Biden administration will be good for oil prices.
Stocks and Commodities Are Flush With Irrational Exuberance
At some point, the piper will need to be paid. And that day might be sooner than some believe it will be.
Oil Remains Stuck Between a Rock and a Hard Place
Oil prices are improving, but that only tends to encourage the release of more production, which then puts a damper on prices again.
Thoughts on the Market Heading Into 2021 (Part 2): S&P 500, Bitcoin, Gold, Oil
Let's examine where several key markets may be headed next -- and revisit financial manias throughout history.
Europe Announces Travel Restrictions Over the Weekend - Oil Oops!
We know that the extra oil is coming, it is just a matter of when not if. The big question is demand.
Growing Crude Oil Inventory Could Temporarily Weigh on Prices
Oil market participants are a little offsides leaving prices vulnerable to a pullback.
Oil Tanker Stocks Are Going Wild Thursday
I see upside in the common stocks of oil tanker shippers as we move into 2021.
Schlumberger Needs More Base Building to Turn Bullish
Let's review the charts and indicators.
I Still See Plenty of Stocks That Look Solid Technically and Fundamentally
I see no reason to be bearish at this point.
It May Be Time for Some Exposure in Energy Stocks, and I'm Looking at Exxon
This is a dividend name, so building equity will be important, and writing puts increases equity risk at a discount.