Saturday, June 14, 2025
Dear Investor, Recent global events have made it clear that the world’s economies are a long way off from producing the necessary energy from entirely renewable sources. European countries were too quick to shut down coal and nuclear power plants to focus on wind and solar renewable energy sources. The transition was not close to […]
Europe had already been suffering from low supplies of natural gas this winter, accompanied by higher costs as demand outpaced supply. But now, the invasion of Ukraine by Russia (which had until very recently supplied more than 40% of Europe’s gas imports) has triggered further price increases. With Russian gas out of the picture, European […]
The Russian invasion of Ukraine has roiled the financial markets, but none more so than energy markets. The price of crude oil has skyrocketed. Natural gas prices are have also risen over 30% year-to-date. One way to trade oil and gas is by using the SPDR S&P Oil & Gas Exploration and Production ETF (XOP). […]
The war in Ukraine has roiled the financial markets, especially the currency and energy markets. Investors have been flocking to precious metals in recent weeks to hedge against global uncertainty. With gold becoming expensive in a hurry, some investors have been flocking to silver as a substitute. One of the more popular methods of buying […]
While the headlines last week were rightfully focused on the humanitarian cost of the Russian invasion of Ukraine, under the surface, a lot was happening in the financial markets. Options action can give investors many clues as to what the market is most concerned with. On the day after the invasion began, there was a […]
By now, you’re aware that Russia has attacked Ukraine. As Reuters reported: “In announcing a major military operation, Russian President Vladimir Putin deflected global condemnation and cascading new sanctions—and chillingly referred to his country’s nuclear arsenal as he threatened any foreign country attempting to interfere with ‘consequences you have never seen.’” Unfortunately, the situation could […]
Exxon Mobil (XOM) is one of the most explosive stocks of 2022. In fact, since the new year began, the oil stock ran from a low of about $60 up to around $70—all thanks to tight oil supply, heavy demand, geopolitical tension, and earnings and buyback news. Even better: with oil prices showing no signs […]
Dear Investor, Do not believe rumors that the price of crude oil has stopped climbing. Nearly unstoppable supply-and-demand forces point to continued gains for energy stocks – a trend that cannot be controlled by words from the Federal Reserve or other government authorities. So if your portfolio doesn’t have enough exposure to the energy sector, […]
Dear Investor, For 2021, the energy sector was the top-performing of the eleven S&P-designated sectors, and the Energy Select Sector SPDR ETF (XLE) posted a 52% return for the year. Energy midstream – the pipeline, terminals, and storage subsector – was up a similar 45%. For 2021, the energy sector rode the wave of crude […]
Dear Investor, Every December, I publish my conservative stock pick for the new year, as well as a more aggressive stock pick. Today, I’m sharing my conservative stock, ONEOK, Inc. (OKE). I see ONEOK as the highest quality company and stock in the energy midstream sector. ONEOK is an energy infrastructure company strictly focused on […]
