The New Profit Points in the Shifting “Balance” of Power

by | published October 23rd, 2014

There’s a new wrinkle in the energy markets.

It revolves around what I call the “energy balance,” and its changing fast.

It’s not about new energy breakthroughs or big oil discoveries. And it’s certainly not about entirely new structures.

Rather, it’s about the accelerating changes in the elements you’re already familiar with.

Think of it, if you will, as a “rebalancing” of what currently exists. As you might have guessed, Asia is already playing a big role.

These fundamental changes are intensifying, handing us huge profit opportunities…

Where the Energy Sector Goes From Here

by | published October 22nd, 2014

With the stock market now roaring back, investors are left to wonder whether the worst is behind us – or if there’s more pain yet to come.

Given the size of the sell-off, it’s clear a slew of folks expected a “correction,” and to that extent received a self-fulfilling prophecy.

However, at times the decline was more like a snowball cascading down a hill with no overall rhyme or reason.

Of course, there is always the possibility that we could revisit this roller coaster again in the short-term, but it is quite unlikely to have the same velocity.

Hit particularly hard during this slide was the energy sector.

And while every segment of the market felt the brunt, energy seemed to drop with a vengeance… but it didn’t last for long.

As the market bottomed out, energy stocks lead the recovery, posting big advances.

So what do the latest market gyrations tell us about the energy sector?

Here’s my take on where the markets go from here…