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Category Archives: Energy
1st Quarter 2012 Investor Newsletter
Our quarterly client newsletter is now available for download: 1st Quarter 2012 Investor Newsletter. This letter contains our view on global oil markets and how our client accounts are being managed with respect to oil and oil-related investments. If the … Read the rest of this entry
Price Is What You Pay
In mid-April we will publish our quarterly investor newsletter and the topic will be crude oil markets and the oil-related investments that we’ve made within client accounts. As a prelude to this letter I’d like to spend a few minutes … Read the rest of this entry
There’s Something About Oil
Trivia Question: Can you name the largest oil company in the world? (Hint: it’s not Exxon Mobil) Before getting to the answer, let’s quickly recap a handful of recent developments in global oil markets. Crude oil prices are once … Read the rest of this entry
I Want To Say Two Words To You – Just Two Words
In the iconic 1967 movie, “The Graduate”, the main character is Benjamin Braddock (played by Dustin Hoffman). Ben is a recent college graduate who lacks direction in his life and has grown to be disillusioned with the conventional adult world. … Read the rest of this entry
SPR Oil Release
I don’t usually comment on daily news headlines but today I will make an exception. Earlier this morning, on June 23rd, the International Energy Agency (“IEA”) announced that it’s member countries would undertake a coordinated effort to release 60 million … Read the rest of this entry