Category Archives: Oil

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 […]

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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 […]

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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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Oil Angles

Good morning! Let’s explore ways to profit off high oil prices: ______________________________ OVERVIEW Benefit From Even Higher Oil Prices | If oil country unrest worsens, the price of oil will rise further and so will these investments. Benefit From Interest in Alternative Energy | Expensive oil always reinvigorates the alternative energy sector, and these investments […]

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Expensive Oil and the Economy

Good morning! Here’s what you need to know: ______________________________ OVERVIEW Oil Prices Hit $100 | Mideast contagion fear has sent crude prices to $100. Might Endanger Economy | Some analysts say expensive oil could stop the recovery in its tracks; others aren’t nearly as worried. Real Risk is Contagion | So far, the Mideast uprisings […]

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