There is one letter I look forward to receiving every year.
This year, it arrived in the beginning of February…
You see, the same analyst mails me a letter once a year with unwavering bearish sentiment. What’s worse than his never-ending skepticism in the energy sector is his unquestionable faith in shorting these stocks.
It never ceases to amaze me how much he ends up losing…
When oil hit $30 per barrel in 2008, he proclaimed it was going to plummet further to $10/barrel.
We know how things turned out for him…
Oil’s back in triple-digit territory today — even in spite of the fact that it’s mid-winter, when prices are usually at their lowest.
This time is no different, and once again my pen pal is going to eat his words…
Long-term Energy Bull
At Energy and Capital, we’ve been telling readers for years about the long-term energy bull market.
With seven billion people on this planet and another three billion joining us by 2050, the one thing we can count on is global energy demand continuing to increase.
And we know where we’ll be looking to satisfy that need:
Considering 87% of total U.S. energy consumption comes from just three sources, things aren’t expected to drastically change over the next several decades.
Making Bears Cry
When I took a second look at his letter, I understood why my reader was so cautious.
Looking at just one of the now-famous oil stocks with a prominent land position in North Dakota, the recent run-up was concerning for him…
Since receiving that letter three weeks ago, shares of Continental have gained another 22%. And Continental’s success isn’t an anomaly.
Here are some of the top investment stories in energy and commodities to cross my desk this week…
SEALS Invade Somalia: Obama’s Shadow War
Somalia has a lot of oil. Kenya has oil. So do Mozambique, South Sudan, and Uganda… All of these countries are on the Indian Ocean side of Africa, which is very likely the last great non-frozen, land-based pool of hydrocarbons on earth.
Investing in Electric Cars: What You Need to Know About Electric Car Sales
One of the things I’ve learned in this business is that profits are real whether they come from actual sales or anticipated ones, whether the latter materialize or not.
Flush with Natural Gas: How to Handle Cheap Energy
Editor Keith Kohl discusses how the U.S. will handle its only source of cheap energy, and why gov’t red tape could stifle U.S. investors.
America’s Oil and Gas Boom: Cowboys Are the Next Filthy Rich Oil Sheiks
It’s a perfect storm for the American oil industry… one that spells super profits in North American oil and gas stocks.
Sell These Natural Gas Stocks Now: Plus Great Housing Chart, Dow 14,279.96, and Gold
Time to dump the natural gas producers: buy the infrastructure plays instead. Plus gold, Obama’s housing chart, and much, much more…
A New Era for U.S. Oil: The Shift in U.S. Oil You Had Better See Coming
A fundamental shift is happening right now in U.S. oil production. What you need to know.
Natural Gas Boomtowns: Expect More Towandas and Steubenvilles
Towanda is a Native American name meaning “burial ground.” And for the past few decades, Towanda was exactly that: a dying old industrial town that lifelong residents were fleeing as if it were on fire. But Towanda is starting to gain quite a reputation.
GE Electric Car Opportunity: Buy GE’s $4.3 Billion Trump Card
GE’s building a $4.3 billion back door to the electric vehicle market.
How Nick Hodge Plays Oil: Successful Calls on Crude and Transocean
I started blowing my bull horn last October, citing the intense merger and acquisition activity in the oil and gas space. Oil touched $106 this week on continued Iranian tensions.
$6 Gas Prices Are Already Here: You Won’t Believe What Pelosi Just Said…
Analyst Ian Cooper takes a look at why oil prices could surge to 2008 highs —and offers a simple way to profit.
Next week, we’ll delve into one particular sector that’s been grossly ignored for more than two years.
Enjoy your weekend,
Keith Kohl
Editor, Energy and Capital
