Many investors mistakenly assume that collapsing commodity prices were the biggest challenge master limited partnerships (MLP) faced in fall 2008 and early 2008. Read More

Investors should heed the price spread between West Texas Intermediate (WTI) and Brent crude oil. The oil prices you read about in the newspaper and hear about on television often refer to WTI, the variety of crude oil that underlies futures contracts traded on the New York Mercantile Exchange. WTI… Read More

The boundless creativity of financial journalists has produced at least a dozen rationales for the extraordinary gyrations suffered by US equity markets since the beginning of August. But investors are worried primarily about one thing: the state of the global economy. As I’ve said before to subscribers of my investment… Read More

The shale gas revolution also has dramatically changed the fortunes of two related industries, one brimming with promise in the early 2000s and the other forlorn. Read More

The outlook for the Eastern Hemisphere has improved dramatically over the past three months and pricing power is returning. Weatherford’s strength in artificial lift will be a tailwind for the stock. North Africa remains a short-term obstacle, but management noted that activity has increased in Algeria. Weatherford International reported… Read More

A volatile stock market is unnerving, but it also presents long-term investors with ample opportunities. Read More

US investors have been far too focused on the domestic policy toward nuclear power plants and the long lead time required building new reactors. But the reality is that the growth story for nuclear power, much like the growth story for oil and natural gas demand, is centered in the emerging markets. Read More

During their conference calls to discuss second-quarter results, producers discussed a handful of emerging shale oil plays which they hope could become the next Bakken or the next Eagle Ford. Read More