Category Archives: Oil

Stick With Our Plans In The Stock Market Crash

In this video, I answer recently emailed subscriber questions about the war in Ukraine, its impact on the stock market, and managing our plans. In the show notes below the video on YouTube, you can click the times to jump straight to a section: (0:21) What would a third world war do to the stock […]

Also posted in Geopolitics, Income Sig, Sig System, Video | Comments closed

The Oil Trade is No Longer a Slam Dunk

In last year’s Note 17 of The Kelly Letter, sent to subscribers on April 26, 2020, I wrote an article, “Cheap Oil Will Become Expensive,” from which: “The solution to cheap prices is cheap prices. … “In the case of oil, last week’s negative price and this era’s persistently low prices will create a production wasteland […]

Also posted in Trading Tactics | Comments closed

Why We’re Short Oil

My decision to short oil, announced to subscribers in last Sunday’s Kelly Letter, sparked controversy. The letter has maintained an interest in bargain-priced oil companies for years, so to short the price of the commodity appears to some to be a contradiction. It’s not. Oil majors are proven good investments through various oil-price environments. Oil […]

Also posted in Finance at First Light | Tagged | Comments closed

Will Fear of Climate Change Reduce Oil Demand?

The following is from this year’s Note 38 of The Kelly Letter, which went out to subscribers last Sunday morning. We know the correlation between carbon emissions and temperature increase, so we can plot roughly how much more carbon we can emit globally before exceeding the two-degree temperature limit: 565 more gigatons. Even in this […]

Also posted in Environment, Kelly Letter Excerpt | Comments closed

Canada’s Oil Will Get To Market

The Obama administration rejected the Keystone XL oil pipeline yesterday, a project intended to move Canadian tar sands oil through the US to the Gulf of Mexico. While environmentalists jumped on the decision as a victory for the climate, it was not so much a green move by the White House as it was a […]

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