Elliott H. Gue

Strategy Update

To say that 2017 has proved a challenging year for energy stocks would be an understatement. The ebullience that reigned in the aftermath of OPEC’s November 2016 agreement with Russia and other major oil-producing countries...

By |September 8, 2017|Executive Summary|

Chemical Reaction

One of the most important features of the US shale oil and gas revolution has been the rolling wave of oversupply that has moved through the energy value chain, creating market imbalances and distorting long-standing...

By |August 5, 2017|Executive Summary|

Natural Gas: More of the Same

Commodity traders call natural gas the widow-maker because of its breakneck volatility and extreme price swings. Nevertheless, our outlook has called for the thermal fuel to remain volatile but range-bound, as spikes toward $3 per...

By |July 13, 2017|Feature Article|

The Lay of the Land

After OPEC and other major oil-producing countries agreed to curb production in fall 2016, specialist and generalist portfolio managers alike bet heavily on West Texas Intermediate (WTI) rallying to at least $60 per barrel this...

By |June 20, 2017|Executive Summary|

05/04/17: Opportunity Knocks, Hard

MPLX LP (NYSE: MPLX)--Buy<$36 on Focus List EOG Resources (NYSE: EOG)--Buy<$85 in Model Portfolio Pioneer Natural Resources (NYSE: PXD)--Buy<$160 With the exception of refining stocks, the energy sector has sold off hard during today’s trading...

By |May 4, 2017|Alert|

TRENDING TOPICS

Live Chat

with Elliott Gue and Roger Conrad

On 07/29/2025

Live Chat with Elliott Gue and Roger Conrad

PREVIOUS LIVE CHATS

Go to Top