OPEC Discussing Extending Its Production Cuts For One More Quarter Lifts Crude Prices Modestly. Global Economic, Political & Military Update Mixed economic data in the US continues with some data showing a slowing economy but others indicating inflation reversings to the upside. This stagflation pivot is not what the bond and stock market want to […]
Eye on Energy: February 28 Read More »
Weak US Demand And Rising Commercial Stocks Likely To Cause Near Term Correction In WTI Price. Global Economic, Political & Military Update Mixed economic data in the US, with some indicators like manufacturing weakening are being offset by rising inflation after many months of declines. The Fed meeting notes out this week (from the last
Eye on Energy: February 22 Read More »
Report Navigation Welcoming Comments 1. Stock market Overview Parabolic Move In AI Stocks Continues For Now. 2. Energy Market Update Another Low-Risk Energy BUY Signal Imminent. 3. Company Lists Covered Companies & Valuation Analysis. Company Links. 4. Action Alert Lists Action Alert Performance Reports, & Action Sell Lists. 5. Disclosure List SER Family/Staff Ownership Disclosure.
Schachter Energy Report: February 15, 2024 Read More »
PREVIOUS INDEX NEXT Stock Market Overview Parabolic Move In AI Stocks Continues For Now. One measurement of the ‘Extreme Greed’ in the market is the CNN Fear & Greed Index. Below a reading of 25 it is at an extreme fear level and above 75 at an extreme greed level. On February 9th it was
SER: February 15, 2024 – 1. Stock Market Overview Read More »
PREVIOUS INDEX NEXT Energy Market Update Another Low-Risk Energy BUY Signal Imminent. Energy and commodity super cycles last for quite a few years. The first one I experienced in my career was from 1974-1981, the second from 1999-2008 and now, the start of the third super cycle that started in 2020 which may well last
SER: February 15, 2024 – 2. Energy Market Update Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of February 9, 2024 *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 15, 2024 – 3. 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 15, 2024 – 4. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We currently hold nine positions and continue to add to positions when they are bargains. In January we added to our holdings in Birchcliff Energy, Surge Energy and Touchstone Exploration when we felt they were very cheap.Of the nine positions we hold, Crew Energy has been
SER: February 15, 2024 – 5. Ownership Disclosure List Read More »
Crude Oil War Premium Expands US$3.50/b Over The Last Week As Houthis Continue Attacks In Red Sea. Global Economic, Political & Military Update The surprisingly hot US CPI data yesterday drove the Dow down over 520 points to 38,273 and at its worst was down over 700 points, before a late afternoon recovery. The US
Eye on Energy: February 14 Read More »
Crude Oil War Premium Shrinks US$6/b Over The Last Week As US Does Not Hit Iran Directly. Global Economic, Political & Military Update The frenzy over the AI area continues and stocks in the sector continue their parabolic moves. The money flow into this sector is using up the cash on the sidelines and is
Eye on Energy: February 7 Read More »
