These Three Stocks are the Secret to Profiting in Energy Today

by | published August 15th, 2017

Last Thursday, right here in Oil & Energy Investor, you saw how energy investors today need to take into account geopolitics when they invest.

I called it “The Best Energy Investment Strategy as Global Tensions Rise.”

Now, there’s still a very nice range of plays across the energy sector, in both traditional and newer categories of power production, support, and service.

But given the marked increase in geopolitical crises and their impact on the availability, security, and pricing of energy, I also added the following last Thursday:

It’s for all of these reasons that I’ve been bringing subscribers of all my services into cross-over investment plays that bridge energy hot spots and military/defense stocks.

Well, that certainly generated some interest from many of you, wanting to know more.

Now, I don’t usually divulge investment picks here.

At first, those go to subscribers of my premium services – Energy Advantage, Energy Inner Circle, and Micro Energy Trader. In Oil & Energy Investor, we consider the trends and developments.

But this time, it makes sense to convey this new dimension to energy investing.

That’s why today, I’m releasing the names of the three best investment plays that bridge energy and defense…

The Best Energy Investment Strategy as Global Tensions Rise

by | published August 10th, 2017

Much of my earlier career in intelligence was based on a simple assumption. It was the kind of approach the “craft” shares with a number of other pursuits.

One expects that the usual usually happens.

You look for outliers, patterns that don’t fit the normal profile, or events emerging from unexpected quarters. Everything else is largely ignored, filed away, or filtered out.

Which makes the primary approach energy pundits have to geopolitical elements curious.

Perhaps it’s because some of them are so young they have no genuine personal experience to fall back on.

Or maybe it’s a reflection of this crowd’s pervasive lack of any historical understanding that requires something further back than a 200-day moving average.

Many of these commenters paint the rise of a global flashpoint as an exception to some “rule.”

The textbook (and largely fictitious) portrayal of a normal market in which supply and demand intersect to create price without any other factors intervening is still regarded as what markets do most of the time.

In other words, the thought is that the usual usually happens, with an event now and then upsetting the “natural” order of things. Maybe that was the case a century ago.

But it’s certainly not today, with immediate worldwide news, followed (unfortunately) by half-baked immediate analysis.

The difference here is striking. Crisis is not the exception.

Crisis drives the energy markets because it has been the main ingredient producing swings in prices for some time. 

Actually, the connection between international crises and the price of crude oil has been rather direct. The reason is straightforward.