Energy
We don’t play politics at Penny Sleuth. Frankly, we can’t agree on politics. But that doesn’t mean smart investors should ignore what Washington’s doing. Some of the largest profits in history spawned from legislation and court rulings.
Take solar energy for example. After the introduction of the Solar Energy Research and ...read more
The Clientele Effect and Oil
Nov 19th, 2008 | By Jim Nelson | Category: Commodities, Energy, Featured, Macroeconomics
Clientele Effect: The preference of an investor or group of investors for buying a particular type of security.
— BNET Business Dictionary
We’ve seen a run up of banks, real estate, and commodities, just to see all three crash in unforgettable fashion. Now, investors are a little more skeptical…at least, you’d think ...read more
Rising Inflation: How the Fed’s Pro-Inflation Policies Spell Opportunity
Nov 17th, 2008 | By Dan Amoss | Category: Energy, Featured, Housing, Macroeconomics
The battle between credit contraction and government-sponsored inflation rages on. For several weeks, the forces of credit contraction have been winning.
There are fears that banks will never expand lending again, and that everyone with debt wants to pay it down as fast as possible.
I think these fears are excessive. They ...read more
Sailing to Safety
Oct 28th, 2008 | By Byron King | Category: Commodities, Energy, Investing Strategies
The price of oil goes up. The price of oil goes down. On July 11, 2008, oil sold for a record $146 per barrel. Just over two months later, on Sept. 15, oil plunged through the $100 mark for the first time since last February and was changing hands at ...read more
Using the Green Movement to Your Advantage
Oct 21st, 2008 | By Byron King | Category: Commodities, Energy, Technology
“It’s not easy being green,” sang Kermit the Frog many years ago on Sesame Street. At the time, Kermit was simply referring to the fact that he’s a frog, frogs are green and it’s tough out there for green frogs — especially if they can talk.
But today, “being green” has ...read more
The Energy President
Sep 9th, 2008 | By Byron King | Category: Commodities, Energy
In the world of energy and scarcity, the name of the next president will matter to us quite a bit. “People are policy,” as Ronald Reagan used to say.
But then again, a lot of energy and scarcity facts defy party labels. The energy resources are out there.
They are what they ...read more
Global Oil Problems
Sep 5th, 2008 | By Byron King | Category: Commodities, Energy, International
Western nations — the U.S., in particular — are now experiencing the bow wave of a profound change in the current and future availability of oil. According to recently published data, oil output from all major Western oil companies is on an ominous decline trend. Exxon Mobil, for example, announced ...read more
Investing in Africa
Aug 28th, 2008 | By Chris Mayer | Category: Commodities, Energy, International
Zanzibar, Dar es Salaam, Mombasa, Mogadishu, Mumbai, Mangalore…all trading cities along the fabled rim of the Indian Ocean. These eastern African cities thrived between the 12th and 18th centuries, with ships sailing in and out on monsoon winds. They will thrive again on the tailwind of a long-term bull market ...read more
Investing in Microturbines
Aug 26th, 2008 | By Byron King | Category: Energy, Technology
Imagine a municipal bus that’s powered by an electric motor, crawling along the crowded streets of Beijing. What does this bus have in common with the Ronald Reagan Presidential Library in Simi Valley, California?
Or imagine offshore oil production platforms in the Gulf of Alaska or the North Sea. What do ...read more
Protecting Yourself in this Dismal Economy
Aug 20th, 2008 | By Dan Amoss | Category: Energy, Investing Strategies, Macroeconomics
Last year, I devoted several issues of my Strategic Investment service to the web of structured finance. I think it paid off.
Since then, banks and brokerage stocks were punished. Energy and material stocks have soared-thanks to the Fed’s inflation campaign. Fed officials have taken their ability to devalue the U.S. ...read more
