This idea is predicated on three assumptions I have There will be no Border Adjustment Tax on Canadian energy imports to the USA. The price of oil stays above $40US/barrel The US-Cdn exchange rate stays below $1.35Cdn Dollars for each US Dollar (above ~$0.74US Dollars per Canadian Dollar). If these assumptions remain true, Canadian energy stocks […]
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Energy Investment Idea
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Energy Stocks Have More Upside
The short interest in energy stocks has fallen but it is still elevated. Bespoke
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The Oil Story in Charts
Right now the market only cares about OPEC ignoring… : Confluence Investment Management and EIA Yet year to date Bespoke Think Big Blog and since Aug 2015 Bespoke Think Big Blog and 2011 Bespoke Think Big Blog but all the media discusses is they looking in the ?
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What if?
Saudi Arabia has suggested that they will IPO a portion of Saudi Aramco . Some have suggested Aramco is the world’s largest and most valuable company. So what if one of the goals of the oil price war was to sell the IPO shares to wealthy Sunni’s at a discount valuation and then cut oil production, […]
Read moreUS Global Funds You can own 4 technology stocks or every single energy firm in the S&P500. All those reserves or all the data.
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