Could the Delta Variant Equal Fresh Life for Commodity Plays? (CEI, FCX, PAAS, TECK, VKIN, WY, DBC)

The Delta variant doesn’t seem to be changing behavior on a bottom-up level. The vaccinated understand they are protected. The unvaccinated, at least in countries like the US, are unvaccinated by choice at this point, and don’t seem to believe it was ever an issue in the first place. But Delta does have one extremely […]

Why this Oil Pullback Could be a Critical Opportunity (SBOW, MTDR, CEI, FANG, HP, SM, VKIN, OIH)

Crude Oil has been running higher for most the past year, advancing as much as 120% during the trailing twelve-month period. The story has been clear: demand is taking off, but production capacity has been barren of new investment for the past 18 months and US shale players refuse to ramp up production despite the […]

Stocks to Watch as Oil Threatens a Fresh Breakout

The oil market is built of the following set of key ideas: either oil production and production capacity will be able to ramp up over the near term or we will face a supply shortage. At least, that’s the prognosis from Goldman Sachs, who recently put out a piece of analysis stating that Oil would […]