redbaron

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  • Crude Sell-off: Solid Entry Point into U.S. Oil Majors
    Well said, Fitzman.
    Aug 06 07:51 am |Rating: 0 0 |Link to Comment |View article
  • Stagflation and Peak Oil: How Related Are They? (Part II)
    Larry, good article......I agree.
    Jul 27 11:17 am |Rating: 0 0 |Link to Comment |View article
  • The T. Boone Pickens Approach
    Michael, you are spot-on! And the country needs to act now.
    Jul 25 08:27 am |Rating: 0 0 |Link to Comment |View article
  • Want to Profit from Sky-High Oil? Avoid the Majors
    I agree on the majors, and would add that the oil the the majors can't find, they will be forced to buy and acquire. The little guys who have the oil are going to be bought up by the majors, IMHO. Look for the independents with lots of reserves to be likely candidates.
    Jul 13 08:48 am |Rating: 0 0 |Link to Comment |View article
  • Barron's Banks on $100 Oil
    That link must be too long to copy............go to thestreet.com to see his interview............h... titled it, 'Calling out the oil lies'.
    Jun 22 19:55 pm |Rating: 0 0 |Link to Comment |View article
  • Barron's Banks on $100 Oil
    www.thestreet.com/_yah...
    Jun 22 19:54 pm |Rating: 0 0 |Link to Comment |View article
  • Barron's Banks on $100 Oil
    Cramer had some thoughts on this that I agree with. Here is a link to his video comments in an interview on TheStreet.com:

    www.thestreet.com/_yah...

    His logic says that gasoline consumption has dropped by 1%, while the price of crude has doubled. Wow! That is really some demand destruction.......or words to that effect. A whole 1%, which is essentially nothing. A whole lot of folks are trying to talk the price of oil down, but I think it is just that....talk. In the meantime, new sources are not coming on-line as fast as old sources are drying up. IMHO






    Jun 22 19:54 pm |Rating: 0 0 |Link to Comment |View article
  • Windfall Profits for Big Food: Where's The Outrage?
    make that..........'when we are going to need all the big-oil supplies'.......note to self.....'proof read before posting'.

    Jun 02 08:45 am |Rating: 0 0 |Link to Comment |View article
  • Windfall Profits for Big Food: Where's The Outrage?
    Great article, and spot-on exactly correct. Our energy future is going to expand beyond oil and natural gas, but not in time to do anything meaningful about near-term future consumption of those products. Why beat up on 'big-oil' so severely, when we are going to near all the 'big-oil' supplies we can muster up. And at the same time, ignore 'big-Ag'.
    Jun 02 08:44 am |Rating: 0 0 |Link to Comment |View article
  • In Light of Peak Oil, Financial Diversification Is a Bad Idea
    'Are You Diversified?' is a fools game, in this current investment enviornment, as Fitz correctly points out (IMHO). I have laughed at Cramer each night, as he plays this little game, and can say without reservation that those who have followed his diversification game, have not done nearly as well for the past 3 years, as my non-diversified grouping of energy stocks and funds. The question now, however, is 'what happens next'........and the answer to that is not nearly so clear. If the last energy crisis is any guide, energy stocks continued to go up, after everything else turned down, with oil stocks up 60%+ in 1980 alone. Kurt Wulff (superb Oil Analyst, IMHO, mcdep.com), sees some similarities between our current situation and 1980 (election year, energy shortage recognized, high energy prices affecting the economy, etc.), and is still very bullish on oil and energy stocks. I follow Kurt closely, and continue to follow his advice. I recommend him highly. He posts here from time to time, but his advice is free on a time delayed basis at mcdep.com.
    May 30 10:04 am |Rating: 0 0 |Link to Comment |View article
  • Oil Manipulations Exposed
    I agree with the Fitzman, and would add a 6th factor, Where (or 'What') are the reserves, i.e., who has the reserves and how much are they.

    American's continue to look at the oil market using only their own factors and considerations, while the energy market is a global market. They just don't see the whole picture.

    Speculation is part of any market that is this hot. It was part of the housing market, it was part of the Nasdaq bubble in 2000, and it is part of this energy market today. Oil has one difference, however, as it has a limited and finite supply that is not renewable. We are not going to solve this problem by building another something, or coming up with a new software program.
    May 27 09:58 am |Rating: 0 0 |Link to Comment |View article
  • Oil, Iraq and U.S. Foreign Policy: A Way Forward
    Fitz has it right, but then we have been long oil and the oil majors for several years. However, seeing the logic in what he is saying, moves our targeted exit out of the oil majors out a little farther into the future, like perhaps until we get out of Iraq. IMHO
    JK
    Apr 09 07:55 am |Rating: 0 0 |Link to Comment |View article
  • Filling Up on Natural Gas
    And when we get around to using hydrogen as a fuel, it will likely be made from natural gas. Natural gas has a very bright future.
    JK
    Apr 03 08:03 am |Rating: 0 0 |Link to Comment |View article

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