Energy Prospectus

There were a couple of articles on energy in this week's Barrons. One of the points made was that in the next couple of months (I think Dec) both the UK and USA insurance companies (which control world shipping insurance) will cease insuring ships that load in Russia. That will effectively end tanke...

I recommend you check out a YouTube video by a man whose name is Steven van Metre. I have no idea what his bona fides are, nor do I know if his warning has merit; I am simply not knowledable enough to know. However, his take on a Lehman-like crash in Europe linked to energy trading is, if nothing el...

According to the Times of Israel, the Israeli gov't has been told by our State Dept that the Iranian deal is off the table for now. I am surprised that oil hasn't responded positively.

Israel made an important announcement this morning. They said that Iran is preparing its citizens to expect a new agreement with the Biden administration to be signed shortly. Right now there are two impediments to signing, both of which are deal-breakers for the US. Israel expects Iran to reluctant...

Reuters London: Hedge funds dumping oil (futures) on heightened recession risk. ....positions have fallen to only 445mm barrels, down from 761mm barrels in January. The hedge fund sector's bullish bias has evaporated. Do they know something we do not?

The West, unfortunately, is shooting itself in the foot vis a vis Russia. As long as India and China continue to buy as much as they need from Russia Putin will continue to do whatever he wishes as long as he is willing to treat Russian troops as canon fodder. As you have stated ad nauseum, the only...

In case you were engrossed in baseball and bar b q on Sunday, you may have missed the news that once staunchly conservative Colombia elected a marxist as president who was, not too long ago, a narco rebel, and best buddies with Venezuela's Hugo Chavez and Cuba's Castro. Colombia is an exporter of en...

Thanks for another great View. They are worth the price of admission all by themselves. Awhile ago, I believe you said you might include target prices for all the companies in the Yield section of the View. There appears to be room on the Table to do so. I think that would be particularly useful now...

Any idea why AR got hit today?

Since when do you do a "Top PIcks for Next Week," and why these in particular for next week?