Report Navigation Welcoming Comments 1. Stock Market Update Geopolitical Gyrations Cause Concern. 2. Energy Market Update Short Term Turbulence Expected. 3. Eye on Energy Index Most Recent Issues in This Index. 4. Appearances Index Most Recent Media Appearances in This Index. 5. Top Picks Now One Idea Trading At A Very Attractive Valuation. 6. Company […]
Schachter Energy Report: February 12 Read More »
PREVIOUS INDEX NEXT Stock Market Overview Geopolitical Gyrations Cause Concern. We remain concerned that the overvalued tech sector is rolling over and a meaningful correction may commence shortly that will drag down most stocks. It has been a long topping process but there are clear cracks in the market. Oracle: The company is planning to
SER: February 12, 2026 – 1. Stock Market Overview Read More »
PREVIOUS INDEX NEXT Energy Market Update Short Term Turbulence Expected. Crude oil in 2025 peaked at US$79.39/b at the beginning of the year and it became clear that demand was waning and inventories were building. We sent out reports calling for WTI prices to retreat below US$60/b and for investors to build up cash and
SER: February 12, 2026 – 2. Energy Market Update Read More »
PREVIOUS INDEX NEXT Eye on Energy Index Six issues to catch up on Eye on Energy February 11 IRAN’S NEGOTIATING INTRANSIGENCE LIKELY TO LEAD TO US SURGICAL STRIKE AGAINST IT’S IRGC. Click to view Eye on Energy February 4 Grand Ayatollah Khamenei And His Despotic Followers Are Facing A ‘Death Wish’! Click to view Eye
SER: February 12, 2026 – 3. Eye on Energy Index Read More »
PREVIOUS INDEX NEXT Appearances Index Josef is often seen commentating on podcasts, BNN, or at live events.Browse the Archive Here or check out the most recent appearances below. January 16, 2026 Supply Constraints Could Drive a Long-Lasting Energy Supercycle Download Wall Street Transcript PDF February 6, 2026 World Outlook Financial Conference 2026: Why We See
SER: February 12, 2026 – 4. Appearances Index Read More »
PREVIOUS INDEX NEXT Top Picks Now February 3, 2026 ROYALTYCOMPANIESNoneThis issue DOMESTIC LIQUIDS COMPANIESStrathcona ResourcesSCR-T $26.82 DOMESTIC NATURAL GAS COMPANIESNONETHIS ISSUE INTERNATIONAL E&P COMPANIESNoneThis Issue ENERGY SERVICE COMPANIESNoneThis issue The idea on this list is the best idea and attractive price for the selected company from each group at the present time. The reason we
SER: February 12, 2026 – 5. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of February 3, 2026 *Disclosure: Ownership by JIS or immediate family memberNo new positions either Buy or Sell can be undertaken by anyone at SER until 5 days after an Action Alert has been sent out Valuation List Energy & Energy service
SER: February 12, 2026 – 6. Coverage & Valuation Lists Read More »
PREVIOUS INDEX NEXT Performance Review You can always find the most recent Action BUY List under reports. Reminder We are long-term value investors, and our intent is on helping individual investors create the best possible energy portfolios now while conditions are volatile. We recommend taking advantage of stocks when they are at low-risk entry points
SER: February 12, 2026 – 7. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We hold 11 positions and plan to invest our reserves when we get our next BUY signal. SER Ownership Disclosure February 3, 2026 This chart discloses the purchase dates and prices of any stocks on the SER Coverage List that have been purchased or sold by
SER: February 12, 2026 – 8. Ownership Disclosure List Read More »
Exclusive Video Josef Schachter regularly speaks at the annual World Outlook Financial Conference. Video of his presentation is here presented exclusively to Black Gold subscribers. February 6, 2026 The World Outlook Financial Conference February 6, 2026: Josef Schachter’s Keynote Download Josef’s Presentation World Outlook Financial Conference
Josef at the World Outlook Financial Conference 2026 Read More »
