(WCTW) More Noise Than Ever

Helping you navigate through this noisy energy investing/trading environment.

I hope you are ready for a lot of noise for the next 4 years. For investors who never lived through the 2016-2020 energy investing era, it was not fun. This was especially the case from 2018-2019 when we had to deal with 1) Iranian sanctions, 2) OPEC+ premature production increase, and 3) the US-China trade war.

I think the best advice I can give you all is this, "What seems bullish may not be bullish, and what seems bearish may not be bearish."

If I had a time machine, that would be the piece of advice I gave myself at the beginning of 2017. Actually, it probably would've been to buy Bitcoin or Nvidia (haha).

All kidding aside, I hope you are ready. It's going to be difficult to tell what's noise and what's signal, but I strongly believe that it's my job to give you all the right tools and data to decipher just what those signals are. To make your lives easier, we will issue more directional calls on both oil and natural gas going forward.

For example, we published our WCTW last week noting the overly optimistic oil market environment we were seeing. And our NGF last week explained why we went long KOLD (short natural gas).

We will also try our best to mix some medium to long-term outlooks for both markets to help you stay focused on the right track. But if there's one thing we are confident about, it's that navigating this market is going to be tricky.