The Iranian Sanction Liftoff: Winners and Losers
The Iran Sanctions are a done deal. Here we inform you on the winners and losers of Iranian oil coming online and being sold into the international markets (9 minute read).
January 18, 20168 min read
Archive
Research
3 Key Facts the News Outlets are Missing on the Saudi Aramco IPO
The hottest topic of conversation today is the speculation that Saudi Aramco may go public with an IPO. But there are some simple questions that no one is asking.
January 15, 201610 min read
Revisiting my Open letter to David Einhorn’s Big Oil Short
A trip down memory lane: David Einhorn’s oil short and comparing our largest holdings.
November 19, 20157 min read
2015 Silver Summit, India and the Elephant in the Room
An invite to San Francisco and the new elephant in the oil and gas sector.
November 13, 20156 min read
The Future of Uranium: Three Major Takeaways from the 2015 World Nuclear Fuel Market Conference
I had the pleasure of speaking at the 2015 World Nuclear Fuel Market (WNFM) Conference in Paris, France
June 26, 201513 min read
Connecting the China Syndrome with Bubbles
The Next Asian Flu Pandemic will be caused by this Bubble Popping
May 21, 20157 min read
Why David Einhorn is Wrong on the Big Oil Short
The Oil Fundamentals Einhorn got Wrong
May 15, 201513 min read
An Easy Arbitrage Opportunity: The Next New Gold
Arbitrage: a trade that profits by exploiting price differences of identical or similar financial instruments, on different markets or in different forms.
May 15, 201515 min read
The Clintons, the New York Times, Uranium and the Truth
What the New York Times didn’t tell you, and the Real Threat to US Energy Security
May 15, 201520 min read
Slow Down the Trains & Speed Up Those Profits
Warren Buffett, the US Department of Transportation (DOT) ruling and what you need to know.
May 12, 20157 min read
K1.15 Magna Carta, Tuum Est, and the first edition of The Katusa Report
800 years ago in mid-June, a document called the Magna Carta changed the world forever.
May 6, 201525 min read
Lukas Lundin Raw: An Insiders Take
Lundin: The Broken Slot Machine Talks Shop and Strategy
May 6, 20158 min read
