Crude Oil Futures Trading News and Videos

submitted by oiltrades 690 days ago (via energyinvestmentstrategies.com)

Here’s an email that asks a question other readers may also have:Hi Jim,I’m a regular reader of your site. I enjoy all the interesting articles that you compile and write about. I’ve read Profit from the Peak, View from the Top and all about oil megaprojects.What I don’t understand is why the oil futures, priced [...]

Investment Strategy Addendum

submitted by oiltrades 690 days ago (via energyinvestmentstrategies.com)

Buy, sell or hold? I think it is too late to sell. The question in my mind is whether to “catch a falling knife” or wait until there is some confirmation of a bottom in technical or fundamental terms. Countless pundits have warned against ever trying to call a bottom in a real bear market, [...]

Midstream Income Vehicle Review

submitted by oiltrades 690 days ago (via energyinvestmentstrategies.com)

The following discussion published at Seeking Alpha regarding investment opportunities in midstream energy distribution companies is a useful reference for investors looking for income and energy participation. Midstream MLPs Crashing, Present Opportunityby: Prudent Speculations posted on: October 10, 2008 | about stocks: EPD / ETE / GLP / KMP / NSH / OKS / TPP [...]

EIS Portfolio: September 30, 2008

submitted by oiltrades 690 days ago (via energyinvestmentstrategies.com)

ChartPositions Greater than 0.5%:23Concentration:Top 5 holdings = 33.9% of totalPercent Long:82.25%Percent Short:0.7%Top 5 Holdings,in order:Petrobank (PBEGF)Canadian Oil Sands Trust - COSWF (oil sands)Sociedad de Chile (SQM)Diamond Offshore (DO)Transocean Inc. - RIG (drilling and services)Note: percentages above taken on stock portion of portfolio onlyPERFORMANCEEISOIHIYESPY (without DIVS2008 YTD

Newsletter #19: October 10, 2008

submitted by oiltrades 690 days ago (via energyinvestmentstrategies.com)

Stocks are clearly in panic mode; prices no longer correlate remotely with valuations. My son asks me as the market tanks another 500 points who is buying. Someone has to be buying. It’s a brilliant question. I suppose the answer is that people who think the price being offered discounts all the risks of continued [...]

US oil demand down

submitted by oiltrades 690 days ago (via energyinvestmentstrategies.com)

Revised July oil demand lowest in 11 years: EIAFri Oct 3, 2008 1:19pm EDTBy Tom DoggettWASHINGTON (Reuters) - U.S. oil demand in July fell to the lowest level for the month in 11 years, with consumption 736,000 barrels per day less than previously estimated and down 1.335 million bpd from a year earlier, according to [...]

Financial Meltdown: Bad Luck - or Good?

submitted by oiltrades 612 days ago (via energyinvestmentstrategies.com)

Here’s a Chinese parable that I try to keep in mind. Good Luck Bad Luck!A farmer used an old horse to till his fields. One day, the horse escaped into the hills and when the farmer’s neighbors sympathized with the old man over his bad luck, the farmer replied, “Bad luck? Good luck? Who knows?” A [...]

Deflation Watch 2

submitted by oiltrades 611 days ago (via energyinvestmentstrategies.com)

Here’s what Nouriel Rubini says about deflation:Deflation is dangerous as it leads to a liquidity trap: nominal policy rates cannot fall below zero, so monetary policy becomes ineffective. Falling prices mean that the real cost of capital is high and the real value of nominal debts rise, leading to further declines in consumption and investment [...]

Deflation Watch

submitted by oiltrades 611 days ago (via energyinvestmentstrategies.com)

Robert Shiller knows something about real estate and if he is correct in the predictions contained in the above chart then U.S. housing prices have a good deal further to fall and they won’t begin to level off until about 2013. It seems unlikely that economic contraction will end before housing prices stop falling. Thus, [...]

U.S. Oil Demand in Oct. Down Less Than Expected

submitted by oiltrades 611 days ago (via energyinvestmentstrategies.com)

October oil demand down 4.07 pct from year ago: EIAMon Dec 29, 2008 11:25am EST WASHINGTON (Reuters) - U.S. oil demand in October was 598,000 barrels per day more than previously estimated and down 833,000 bpd from a year earlier, the Energy Information Administration said on Monday.U.S. oil demand in October was revised up by 3.14 [...]