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Caution, Caution, Caution!
With the latest oil price pullback happening, the bottom still appears to be elusive. As we wrote in our Wednesday OMF titled, "Follow the Process (Part…
May 3
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Caution, Caution, Caution!
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Fundamentally, The Natural Gas Market Is Moving In The Right Direction
Low prices cure low prices. In March following Chesapeake's announcement that it will curtail natural gas production due to low prices, EQT, the largest…
May 2
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Fundamentally, The Natural Gas Market Is Moving In The Right Direction
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(Public) An Alarming Trend Is Developing In US Shale Oil Production
Note: This article was first published to paying subscribers on April 24. EIA oil storage report was fairly bullish today with the crude draw of 6.4…
May 2
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(Public) An Alarming Trend Is Developing In US Shale Oil Production
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Follow The Process (Part 2)
On April 9, we published our WCTW titled, "Follow the Process." At the time, we wrote that 1) our process indicated oil prices to pull back in the near…
May 1
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Follow The Process (Part 2)
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April 2024
(WCTW) An Alarming Trend Is Developing In US Shale Oil Production (Part 2)
Please read part 1 of the report. EIA released its monthly US oil production figures for February, showing a material rebound. At 13.154 million b/d, US…
Apr 30
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(WCTW) An Alarming Trend Is Developing In US Shale Oil Production (Part 2)
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Is A Multi-Year Natural Gas Bull Market In The Making?
“It's tough to make predictions, especially about the future.” ~ Yogi Berra Color me a skeptic, but there are some wildly insane figures being thrown…
Apr 26
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Is A Multi-Year Natural Gas Bull Market In The Making?
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(Idea) Comstock Resources
Avoid, avoid, avoid
Apr 26
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(Idea) Comstock Resources
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Repeat After Me, This Is Not A Real OPEC+ Cut
It has been 4 months since the announcement of the OPEC+ voluntary production cuts and since then, compliance is virtually nonexistent. We've written…
Apr 25
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Repeat After Me, This Is Not A Real OPEC+ Cut
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An Alarming Trend Is Developing In US Shale Oil Production
EIA oil storage report was fairly bullish today with the crude draw of 6.4 million bbls outpacing our forecast of -4.33 million bbls. More importantly…
Apr 24
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An Alarming Trend Is Developing In US Shale Oil Production
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Something Really Interesting Is Happening In China
For 2024, one of the main bearish headwinds for the oil market was the potential SPR release from both the US and China. As we cautioned at the start of…
Apr 23
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Something Really Interesting Is Happening In China
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(WCTW) Oil Pullback Is Here But The Weakness Is Not Over Yet
Two weeks ago in our WCTW, we wrote about "following the process" and what it meant for the oil market. We wrote: The combination of positioning …
Apr 22
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(WCTW) Oil Pullback Is Here But The Weakness Is Not Over Yet
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(Public) Memo - The Long-Term Is Made Up Of Short-Term Events
By: Wilson Roughly 12 years ago when I first embarked on the journey we call investing, I was naive beyond belief. I had read everything Warren Buffett…
Apr 22
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(Public) Memo - The Long-Term Is Made Up Of Short-Term Events
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