Electric Vehicles and Oil Demand
We examine the relationship between rising penetration of electric vehicles and growth in global oil demand.
Master Limited Partnerships: Coming Through Slaughter
We survey the MLP space, highlighting the risks and opportunities in a volatile market.
Focus and Discipline
The names on our Focus List have held up reasonably well in a difficult tape. We take advantage of the selloff in master limited partnerships to add a high-quality name that trades at a sharp discount to its peers and offers exposure to an appealing organic-growth story.
Around the Portfolios
Fourth-quarter earnings season was anything but uneventful for some of our Portfolio holdings.
Focus List Update: Holding Their Own
Our stock selection in the upstream segment has proved fortuitous in an earnings season where the market has punished companies that reported disappointing results and/or guidance.
Narrowing Our Focus
We narrow our Focus List and dig deep into our picks’ fourth-quarter results to kick the tires on our investment theses.
Portfolio News and Moves
Fourth-quarter earnings season is in full swing. Recent results and developments have prompted us to adjust our buy targets on a few holdings.
Outlook for US Equities
he S&P 500 may have reached new highs in 2017, but our call for a bumpier ride couldn’t have been more wrong: The index hasn’t experienced a correction of more than 5 percent since summer 2016—the longest uninterrupted rally in its history. We explain our base case for US equities in 2018.
Economic Outlook for 2018
Our call for the US economy to expand by 2 to 2.5 percent in 2017 panned out, thanks to strong growrth in the second and third quarters. We look at historical data and trends in some of our favorite leading indicators to challenge some popular wisdom and develop a nuanced economic outlook for 2018.
Outlook for Crude Oil and Natural Gas
We leaned against the consensus outlook for oil prices twice last year, expressing skepticism toward the rally that occurred in WTI after OPEC announced its production agreement and turning bullish in July. These calls were directionally right. Here are our expectations for 2018 and the risks to our outlook.
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Live Chat with
Elliott and Roger on Jan. 29, 2019
Portfolios & Ratings
Model Portfolios
Balanced portfolios of energy stocks for aggressive and conservative investors.
Coverage Universe
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
MLP Ratings
Our assessment of every energy-related master limited partnership.
International Coverage Universe
Roger Conrad’s coverage of more than 70 dividend-paying energy names.
Experts
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Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor