The dollar, pipeline regulations, Biden, the mid-terms, Saudi Arabia, Big Oil’s “greed,” and the war in Ukraine…
The mainstream and financial media’s efforts to explain the wild swings in crude oil so far this year are apt to touch on all these emotional hot-button issues while largely ignoring the fundamentals that truly drive commodity cycles: Supply, demand, and price.
Granted, politics and regulation can and do influence supply and demand – more on this later – but our view remains most investors place too much emphasis on these issues and too little on the underlying energy price and investment cycle.
Your complete guide to energy investing, from growth stocks to high-yielders.
In October 2012, renowned energy expert Elliott Gue launched the Energy & Income Advisor, a twice-monthly investment advisory that's dedicated to unearthing the most profitable opportunities in the sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.
Elliott and Roger on Jul. 27, 2022