Energy

December 22, 2016

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Market Summary Over the next few months, we believe, the U.S. economy will grow, and certain industries are poised for more rapid growth in the immediate future.  We see no U.S. economic recession on the near horizon, and without a...
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May 19, 2016

Executive Summary 1.  Market summary.  The movement of the U.S. dollar will be the key determinant of the direction of U.S. stocks, gold, and oil — and a great deal about the direction of the U.S. currency and market depends...
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February 19, 2016

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Market Summary  Some market sectors have become very good values.  Others need to fall more in price to become attractive.  Seeing the outsized declines in energy, technology, and other sectors has made us quite certain that some values have been...
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September 25, 2015

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Global Winners and Losers in the Oil Shakeout Oil analysts were mostly caught flat-footed by the price decline that began to unfold in June of last year, which has become one of six such drops of greater than 30 percent over...
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January 12, 2015

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Executive Summary 1. Short-term fears, long-term prospects. Once again, we see some short-term volatility led by various market fears: of a Greek departure from the Euro, of a collapse of European banks or even of the common currency itself; of...
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October 17, 2014

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Falling Oil  Oil continues its sharp decline, driven by seasonal factors, although a strong U.S. Dollar and global growth slowdown fears are also involved. Oil companies have been hurt, and the U.S. consumer is benefitting from cheaper gasoline. Although the strong Dollar...
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February 06, 2014

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Coals to Newcastle, Gas to the Gulf U.S. Shale Continues to Reshape Global Energy Markets and Alliances Last year, the United Arab Emirates (UAE) awarded a contract for the construction of a liquefied natural gas (LNG) import terminal. Yes, you read...
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January 09, 2014

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The Bullish Case for 2014: Productivity Growth is the Key We are looking forward to 2014 with optimism, and we believe the key factor supporting the U.S. and global economies in the present phase of the economic cycle will be productivity...
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December 5, 2013

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Yieldcos: Spinoffs Seek Tax and Other Advantages for Renewable Projects Government support is providing powerful tailwinds for renewable energy projects. Despite some public relations problems, the Obama administration’s clear policies still favor renewables over any type of hydro-carbons — even domestically...
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