Is the Oil Bull Ready to Start Squeezing? (VKIN, PXD, MTDR, FANG, HP, HES, OIH, XOP, CEI)

China issued a decree earlier this week to its power companies: start stockpiling coal.  Many investors in the stock market don’t understand commodity markets fully, which is understandable. But it represents an important blind spot during a commodity-led bull market. And that’s clearly what we have in place right now. Commodity markets are up, in […]

How to Capitalize on the Next Leg of the Oil Bull Market (CEI, PXD, MTDR, FANG, HP, HES, OIH, XOP, VKIN)

Bank of America recently came out with a reaffirmation of their call for $100 Crude Oil. This projection is hardly a shocking outlier. We have seen analysts go all the way up to $150 oil on the way – which would be a new all-time high in nominal terms. But what’s driving these lofty estimates? […]

Aggressive Ways to Play the Infrastructure Bill (PXD, VMC, MLM, CEI, CAT, DE, OSK, CCI)

The momentum seems to be surprisingly on the side of the bipartisans in Congress – surprising, given the political context at present in the US. All to the good. Folks from the right and left getting on the same page. Whatever your bias, it is presently the case that a divided Senate has now finalized […]