What’s the Next Big Thing in the Oil Space? (SBOW, PQEFF, MTDR, FANG, HP, SM, HAL, SLB)

The energy space is the unambiguous market leading group so far in 2022. And there’s plenty of data out there to suggest that isn’t likely to change very soon. One of the key points helping to drive this idea home is information from the Commodity Futures Trading Commission (CFTC), which puts out a weekly report […]

2022 is Turning into the Year of the Energy Stock Boom (HAL, VKIN, SLB, OXY, EOG, HES, APA, COP)

Unless you’ve been living under a rock for the past 6 weeks, you are painfully aware of recent events in eastern Europe. That story is unfortunately taking a big turn for the worse over the past 24 hours as Russia mobilizes and crosses over the border into Ukraine. For investors, the news has been very […]

Oil Stocks Ripe for Santa Claus Rally as Market Looks Past Omicron (COP, CEI, OXY, SLB, XOM, SM, OIH, XLE)

The Oil market has rebounded 8% from its lows recorded Monday mid-morning after reports of the Omicron variant exploding in major developed markets hit the wires. The rip since that point has likely reinforced the standing narrative for oil, which was nailed into place by Goldman Sachs and Bank of America last week. That view […]

Commodity Stocks For the Win as the Fed Falls Behind the Curve (CLF, CEI, CCJ, X, SLB, BHP, AA)

The Federal Reserve is set to conclude its two-day December meeting today with an announcement likely to involve a speeding up of the QE taper process in reaction to its growing awareness that inflation can no longer be said to be “transitory”. Yesterday’s Producer Price Index data further confirms this notion, setting a new all-time […]