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Trader Who Scored $100 Million Payday Bets Shale Is Dud – Bloomberg 09-02-14

Salient to Investors: Andrew John Hall at Astenbeck Capital Mgmt said: The shale-oil boom will not mean long-term cheap, abundant energy because it will play out far sooner than many analysts expect,...

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Drillers Piling Up More Debt Than Oil Hunting Fortunes in Shale – Bloomberg...

Salient to Investors: Most oil drillers are spending money faster than they make it; an average of $1.17 for every dollar earned in the 12 months ended on June 30, 2014. Only 7 US-listed firms in the...

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Goldman Sees Global LNG Projects at Risk as Demand Growth Slows – Bloomberg...

Salient to Investors: Mark Wiseman et al at Goldman Sachs said: LNG projects in Africa, Canada and Australia face delays or cancellations as global demand slows, US output increases, nuclear reactors...

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Oil at $80 a Barrel Muffles Forecasts for U.S. Shale Boom – Bloomberg 10-21-14

Salient to Investors: Bob Brackett at Sanford C. Bernstein said oil at $79.78 a barrel renders one-third of US shale oil production uneconomic. Bernstein said the price will rise to a level where more...

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Dividend Stocks Could Be Dangerous in 2015, Ketterer Says – Bloomberg 12-31-15

Salient to Investors: Sarah Ketterer at at Causeway Capital Mgmt said: Buying energy stocks very incrementally as oil prices eventually reach a floor and rise again but no idea when. Looks for...

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Why The Stock Market Casino Is Dangerous: The Case Of Looney Tunes In the...

Salient to Investors:  David Stockman writes: Emerge Energy Services’s parabolic rise from its IPO and absurd valuation demonstrates the momo play by robots, day traders and flavor-of-the-month hedge...

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These Experts Know Exactly Where Oil Prices Are Headed – BloombergBusiness...

Salient to Investors: Gary Cohn at Goldman Sachs predicts oil will decline to as low as $30. Astenbeck Capital Mgmt said shale oil will soon be needed to make up for global production declines, pushing...

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Zanny Minton Beddoes – Charlie Rose 02-10-15

Salient to Investors: Zanny Minton Beddoes at The Economist said: The economy’s fundamental drivers, particularly rapid technological change, means that the rewards disproportionately go to the top....

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Goldman: Here’s Why Oil Crashed—and Why Lower Prices Are Here to Stay –...

Salient to Investors: Sven Jari Stehn at Goldman Sachs said: The massive supply shock in half2 2014 accounted for most of the oil price decline, joined by slowing demand in December and January. Since...

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Fareed Zakaria GPS – CNN 06-14-15

Salient to Investors: Fareed Zakaria said: The cold war between Russia and the West over Ukraine is worsening. Saudi Arabia will not build a nuclear weapon whatever happens with Iran’s nuclear program...

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