Fossilized Asset Allocation Still Mis-Pricing Energy And Risk
Hazel Henderson - at Seeking Alpha - Thu Jan 22, 8:12AM CST
FUE: 8.25 (-0.25), DBE: 17.43 (+0.30), GRN: 9.40 (+0.21), RGRE: 16.73 (+1.23), ONG: 25.61 (unch), JJE: 10.42 (+0.25), UBN: 10.14 (+0.20), RJN: 3.98 (+0.09), UHN: 23.32 (+0.69)
Energy lags as crude pulls back following storage data
Seeking Alpha - at Seeking Alpha - Wed Jan 14, 10:13AM CST
KOLD: 79.88 (-4.21), OLO: 7.58 (+0.02), UNG: 14.22 (+0.34), XOM: 93.37 (+1.00), BNO: 23.05 (+0.78), UGA: 36.56 (+0.62), UBN: 10.14 (+0.20), DNO: 54.24 (-1.32), DGAZ: 7.10 (-0.49), OIL: 12.01 (+0.34), UGAZ: 2.97 (+0.18), BOIL: 13.45 (+0.55), GAZ: 1.44 (-0.01), ONG: 25.61 (unch), BP: 41.93 (+0.59), UNL: 13.33 (+0.20), JJE: 10.42 (+0.25), OLEM: 25.07 (+0.30), XLE: 82.04 (+1.70), DCNG: 20.81 (-0.89), DBE: 17.43 (+0.30), USO: 19.62 (+0.44), TWTI: 20.54 (+0.01), UCO: 9.19 (+0.39), DTO: 81.31 (-5.12), RGRE: 16.73 (+1.23), COP: 69.88 (+1.84), UWTI: 3.71 (+0.23), SCO: 70.05 (-3.45), RJN: 3.98 (+0.09), RDS.A: 66.32 (+0.97), SZO: 60.00 (-4.31), TOT: 54.14 (-0.36), DBO: 14.88 (+0.08), CVX: 112.78 (+1.92), DWTI: 95.90 (-7.40), USL: 26.81 (+0.40)
Oil, Markets, Volatility
David Kotok - Seeking Alpha - Sun Jan 11, 4:03AM CST
Editor's note: Originally published on January 6, 2015 Sharply lower oil prices have occasioned a huge discussion about their impact. We see it play out daily in newspapers, on TV and radio, at websites, on blogs, and in market letters. The range...
USO: 19.62 (+0.44), DBE: 17.43 (+0.30), UCO: 9.19 (+0.39), OLO: 7.58 (+0.02), DTO: 81.31 (-5.12), RGRE: 16.73 (+1.23), BNO: 23.05 (+0.78), UWTI: 3.71 (+0.23), UBN: 10.14 (+0.20), SCO: 70.05 (-3.45), RJN: 3.98 (+0.09), SZO: 60.00 (-4.31), DBO: 14.88 (+0.08), DNO: 54.24 (-1.32), OIL: 12.01 (+0.34), ONG: 25.61 (unch), JJE: 10.42 (+0.25), OLEM: 25.07 (+0.30), DWTI: 95.90 (-7.40), USL: 26.81 (+0.40)
My Top 10 Energy Charts Of The Year For 2014
Mark J. Perry - Seeking Alpha - Tue Jan 06, 8:39AM CST
(click to enlarge) 1. US Natural Gas and Crude Oil Production . Thanks to America's shale revolution made possible by revolutionary "Made in the USA" drilling technologies, America's combined oil and natural gas output is on track...
USO: 19.62 (+0.44), DBE: 17.43 (+0.30), TWTI: 20.54 (+0.01), UCO: 9.19 (+0.39), OLO: 7.58 (+0.02), DTO: 81.31 (-5.12), RGRE: 16.73 (+1.23), BNO: 23.05 (+0.78), UWTI: 3.71 (+0.23), UBN: 10.14 (+0.20), SCO: 70.05 (-3.45), RJN: 3.98 (+0.09), SZO: 60.00 (-4.31), DBO: 14.88 (+0.08), DNO: 54.24 (-1.32), OIL: 12.01 (+0.34), ONG: 25.61 (unch), JJE: 10.42 (+0.25), OLEM: 25.07 (+0.30), DWTI: 95.90 (-7.40), USL: 26.81 (+0.40)
Energy Price Declines Not Limited To Oil
Sober Look - Seeking Alpha - Mon Jan 05, 1:22PM CST
With all the focus on falling crude oil prices (chart below) as well as sharp reductions in the cost of gasoline (including retail ), jet fuel , and heating oil, it's easy to miss the fact that prices of other energy products have been hit quite...
KOLD: 79.88 (-4.21), OLO: 7.58 (+0.02), UNG: 14.22 (+0.34), BNO: 23.05 (+0.78), UGA: 36.56 (+0.62), UBN: 10.14 (+0.20), DGAZ: 7.10 (-0.49), DNO: 54.24 (-1.32), OIL: 12.01 (+0.34), GAZ: 1.44 (-0.01), BOIL: 13.45 (+0.55), UGAZ: 2.97 (+0.18), ONG: 25.61 (unch), UNL: 13.33 (+0.20), JJE: 10.42 (+0.25), OLEM: 25.07 (+0.30), UHN: 23.32 (+0.69), DCNG: 20.81 (-0.89), USO: 19.62 (+0.44), DBE: 17.43 (+0.30), TWTI: 20.54 (+0.01), UCO: 9.19 (+0.39), DTO: 81.31 (-5.12), RGRE: 16.73 (+1.23), UWTI: 3.71 (+0.23), SCO: 70.05 (-3.45), RJN: 3.98 (+0.09), FUE: 8.25 (-0.25), SZO: 60.00 (-4.31), DBO: 14.88 (+0.08), GRN: 9.40 (+0.21), DWTI: 95.90 (-7.40), USL: 26.81 (+0.40)
Argentina's Uncertain Energy Future
Global Risk Insights - Seeking Alpha - Wed Dec 31, 7:49AM CST
Despite natural resource potential and recent policy changes to encourage investment, Argentina faces challenges in the energy sector as global oil prices are low, investor confidence remains shaky, and neighboring countries offer a less risky...
DBE: 17.43 (+0.30), USO: 19.62 (+0.44), ARGT: 19.94 (+0.24), RGRE: 16.73 (+1.23), ONG: 25.61 (unch), YPF: 26.86 (+1.15), JJE: 10.42 (+0.25), UBN: 10.14 (+0.20), RJN: 3.98 (+0.09)
Cheap Oil And The Next Economy
Garvin Jabusch - Seeking Alpha - Fri Dec 26, 5:05AM CST
Next economics posits that for the global economy and earth's tolerances/carrying capacities to run in a mutually tolerable equilibrium, we must continue to make rapid advances in economic efficiencies in all sectors. For 7.3 billion of us (and...
FUE: 8.25 (-0.25), DBE: 17.43 (+0.30), RGRE: 16.73 (+1.23), ONG: 25.61 (unch), JJE: 10.42 (+0.25), UBN: 10.14 (+0.20), RJN: 3.98 (+0.09)
Energy 'Crisis' Is A Drop In The Bucket
Calafia Beach Pundit - Seeking Alpha - Thu Dec 25, 8:08AM CST
This year's plunge in oil and natural gas prices - oil down almost 50% and natural gas down 35% - sparked fears that defaults on energy-related debt could trigger a broad-based economic slowdown and/or financial crisis. Those fears have largely...
DBE: 17.43 (+0.30), RGRE: 16.73 (+1.23), ONG: 25.61 (unch), JJE: 10.42 (+0.25), UBN: 10.14 (+0.20), RJN: 3.98 (+0.09)
Commodity Darwinism: Strong Hands Emerge
Andrew Hecht - Seeking Alpha - Tue Dec 23, 5:28AM CST
2014 has been a rough year in the commodity sector. Commodity prices are cyclical and history, in this sector, tends to repeat itself. Commodities are volatile assets; they are highly sensitive to changes in supply and demand. Historical volatility...
DAG: 4.69 (+0.06), UBN: 10.14 (+0.20), UBM: 14.75 (-0.30), JJP: 59.02 (+0.73), BDG: 16.45 (-0.66), TAGS: 30.30 (+0.45), UAG: 21.09 (+0.09), JJM: 25.82 (-0.10), BDD: 6.71 (-0.30), AGF: 13.35 (+0.28), RJZ: 8.02 (+0.08), ONG: 25.61 (unch), BLNG: 34.06 (unch), JJE: 10.42 (+0.25), JJA: 40.54 (+0.51), AGA: 25.56 (-0.39), DBE: 17.43 (+0.30), HEVY: 28.73 (unch), DBB: 15.26 (unch), RGRA: 18.94 (-0.07), DBA: 23.57 (+0.21), USMI: 19.72 (+0.30), ADZ: 33.50 (unch), BOM: 16.87 (+0.17), RGRE: 16.73 (+1.23), USAG: 21.03 (+0.12), GLTR: 63.73 (+0.76), RGRI: 20.14 (unch), BOS: 24.00 (-0.10), RJN: 3.98 (+0.09), RJA: 7.09 (+0.08), DIRT: 36.61 (+0.42), FUD: 21.37 (+0.21), RGRP: 18.01 (+1.01), DBP: 38.44 (+0.36), WITE: 34.95 (+0.83)
Dessert Bells Ring: Warren Buffett Eats At Distressed Buffets
Andrew Hecht - at Seeking Alpha - Tue Dec 23, 5:07AM CST
RTM: 90.31 (+0.95), XLB: 51.44 (+0.43), DAG: 4.69 (+0.06), BNO: 23.05 (+0.78), UYM: 53.97 (+1.01), UBN: 10.14 (+0.20), SBM: 24.88 (unch), JJP: 59.02 (+0.73), TAGS: 30.30 (+0.45), UAG: 21.09 (+0.09), FMAT: 28.92 (+0.27), AGF: 13.35 (+0.28), OIL: 12.01 (+0.34), MATL: 71.97 (+1.25), ONG: 25.61 (unch), BLNG: 34.06 (unch), JJE: 10.42 (+0.25), XLE: 82.04 (+1.70), JJA: 40.54 (+0.51), AGA: 25.56 (-0.39), USO: 19.62 (+0.44), DBE: 17.43 (+0.30), DBA: 23.57 (+0.21), RGRA: 18.94 (-0.07), IYM: 86.13 (+0.83), FXZ: 32.53 (+0.29), ADZ: 33.50 (unch), RGRE: 16.73 (+1.23), USAG: 21.03 (+0.12), GLTR: 63.73 (+0.76), RJN: 3.98 (+0.09), SMN: 26.75 (-0.53), RJA: 7.09 (+0.08), DIRT: 36.61 (+0.42), FUD: 21.37 (+0.21), RGRP: 18.01 (+1.01), DBP: 38.44 (+0.36), WITE: 34.95 (+0.83), BRK.B: 148.34 (-1.45), BRK.A: 222,555.00 (-1,905.00), VAW: 112.81 (+1.05)
More On The Energy Sector Crash
Bespoke Investment Group - at Seeking Alpha - Fri Dec 12, 12:05AM CST
Below is a look at our trading range chart for the S&P 500. As shown, after peaking out in the middle of overbought territory (the red zone) last week, the index has moved back into neutral territory this week as oil prices have collapsed. ...
DBE: 17.43 (+0.30), RGRE: 16.73 (+1.23), ONG: 25.61 (unch), JJE: 10.42 (+0.25), UBN: 10.14 (+0.20), XLE: 82.04 (+1.70), RJN: 3.98 (+0.09)
Is The Recent Market Decline Really A Rout?
David I. Templeton, CFA - at Seeking Alpha - Thu Dec 11, 1:16AM CST
On a price only basis the S&P 500 Index is down 3.86% from the high reached on December 5, 2014 and headlines describe this recent market action as a "rout" or a market "tumble." I do not intend to pick on the publishes of the...
DBE: 17.43 (+0.30), SPY: 209.78 (+0.86), RGRE: 16.73 (+1.23), ONG: 25.61 (unch), JJE: 10.42 (+0.25), UBN: 10.14 (+0.20), RJN: 3.98 (+0.09)
Crude Oil: A Bounce Is On The Horizon
Andrew Hecht - at Seeking Alpha - Mon Dec 08, 5:19AM CST
One word describes action in the crude oil market since summer, ugly. After trading at $107.73 during the week of June 16, the price has gone lower, picking up steam along the way. (click to enlarge) While the move lower started in June,...
USO: 19.62 (+0.44), TWTI: 20.54 (+0.01), UCO: 9.19 (+0.39), OLO: 7.58 (+0.02), DTO: 81.31 (-5.12), BNO: 23.05 (+0.78), UWTI: 3.71 (+0.23), UGA: 36.56 (+0.62), UBN: 10.14 (+0.20), SCO: 70.05 (-3.45), CRUD: 26.94 (-0.43), SZO: 60.00 (-4.31), DNO: 54.24 (-1.32), DBO: 14.88 (+0.08), OIL: 12.01 (+0.34), JJE: 10.42 (+0.25), OLEM: 25.07 (+0.30), DWTI: 95.90 (-7.40), UHN: 23.32 (+0.69), XLE: 82.04 (+1.70), USL: 26.81 (+0.40)
The Long And Short Of Falling Energy Prices
The Federal Reserve Bank of Atlanta - Seeking Alpha - Fri Dec 05, 2:37AM CST
By Dave Altig, executive vice president and research director, and Pat Higgins, a senior economist, both in the Atlanta Fed's research department Earlier this week, The Wall Street Journal asked the $1.36 trillion question: " Lower Gas...
DBE: 17.43 (+0.30), USO: 19.62 (+0.44), UCO: 9.19 (+0.39), OIL: 12.01 (+0.34), RGRE: 16.73 (+1.23), BNO: 23.05 (+0.78), ONG: 25.61 (unch), JJE: 10.42 (+0.25), UBN: 10.14 (+0.20), SCO: 70.05 (-3.45), RJN: 3.98 (+0.09)
Don't Buy And Hold Commodities, Trade Them
Hard Assets Investor - Seeking Alpha - Tue Dec 02, 12:03AM CST
By Sumit Roy Tim Rudderow discusses why the old way of looking at commodities is wrong. Tim Rudderow is CEO and chief investment officer at $1.5 billion asset manager Mount Lucas Management. He has been in the investment business since the late...
GLDI: 12.39 (+0.06), OLO: 7.58 (+0.02), OUNZ: 12.26 (+0.06), DAL: 44.50 (-0.31), UGLD: 12.39 (+0.18), BNO: 23.05 (+0.78), UBN: 10.14 (+0.20), GLDE: 14.06 (+0.24), CRUD: 26.94 (-0.43), GYEN: 13.48 (+0.12), SGOL: 120.32 (+0.59), GEUR: 13.61 (+0.09), VLO: 58.60 (+2.05), SOYB: 20.03 (+0.20), RIG: 19.05 (+0.42), DNO: 54.24 (-1.32), OIL: 12.01 (+0.34), ONG: 25.61 (unch), JJE: 10.42 (+0.25), OLEM: 25.07 (+0.30), UGL: 41.23 (+0.32), DBE: 17.43 (+0.30), USO: 19.62 (+0.44), BARS: 47.25 (-1.58), TBAR: 23.57 (-0.27), UCO: 9.19 (+0.39), DTO: 81.31 (-5.12), DZZ: 6.85 (-0.07), RGRE: 16.73 (+1.23), UWTI: 3.71 (+0.23), DGL: 40.62 (+0.21), SCO: 70.05 (-3.45), DGP: 25.12 (+0.28), RJN: 3.98 (+0.09), DGLD: 67.61 (-1.14), SZO: 60.00 (-4.31), UBG: 31.86 (+0.15), DGZ: 14.99 (-0.06), MPC: 103.48 (+2.08), DBO: 14.88 (+0.08), GLD: 117.98 (+0.64), IAU: 11.89 (+0.06), GGBP: 13.25 (+0.48), BAR: 29.93 (+0.49), AGOL: 121.01 (-0.19), DWTI: 95.90 (-7.40), USL: 26.81 (+0.40), NE: 18.54 (+0.30), GLL: 92.03 (-1.02)
Bounce for oil and precious metals
Seeking Alpha - at Seeking Alpha - Mon Dec 01, 9:41AM CST
OLO: 7.58 (+0.02), UGLD: 12.39 (+0.18), BNO: 23.05 (+0.78), UBN: 10.14 (+0.20), DSLV: 50.26 (-4.39), CRUD: 26.94 (-0.43), AGQ: 45.47 (+2.26), DNO: 54.24 (-1.32), OIL: 12.01 (+0.34), ONG: 25.61 (unch), JJE: 10.42 (+0.25), SLV: 16.54 (+0.39), OLEM: 25.07 (+0.30), ZSL: 95.15 (-4.85), UGL: 41.23 (+0.32), DBE: 17.43 (+0.30), USO: 19.62 (+0.44), BARS: 47.25 (-1.58), UCO: 9.19 (+0.39), DTO: 81.31 (-5.12), USV: 23.27 (+0.71), DZZ: 6.85 (-0.07), RGRE: 16.73 (+1.23), UWTI: 3.71 (+0.23), DGL: 40.62 (+0.21), SCO: 70.05 (-3.45), DGP: 25.12 (+0.28), RJN: 3.98 (+0.09), DGLD: 67.61 (-1.14), DBS: 28.01 (+0.79), SZO: 60.00 (-4.31), UBG: 31.86 (+0.15), USLV: 24.06 (+1.76), DGZ: 14.99 (-0.06), DBO: 14.88 (+0.08), GLD: 117.98 (+0.64), BAR: 29.93 (+0.49), DWTI: 95.90 (-7.40), USL: 26.81 (+0.40), GLL: 92.03 (-1.02)
Analyst sees beginning of the end for oil
Seeking Alpha - at Seeking Alpha - Fri Nov 28, 11:52AM CST
XES: 27.64 (+1.10), OLO: 7.58 (+0.02), OIH: 36.16 (+0.87), XOP: 53.32 (+1.37), BNO: 23.05 (+0.78), DUG: 48.19 (-2.01), PXJ: 17.45 (+0.61), UGA: 36.56 (+0.62), UBN: 10.14 (+0.20), CRUD: 26.94 (-0.43), ERY: 17.74 (-1.21), FXN: 22.40 (+0.52), ERX: 65.07 (+3.92), DNO: 54.24 (-1.32), OIL: 12.01 (+0.34), ONG: 25.61 (unch), JJE: 10.42 (+0.25), OLEM: 25.07 (+0.30), RYE: 70.53 (+1.71), XLE: 82.04 (+1.70), DBE: 17.43 (+0.30), VDE: 115.76 (+2.32), USO: 19.62 (+0.44), TWTI: 20.54 (+0.01), UCO: 9.19 (+0.39), DDG: 24.88 (-0.47), DIG: 57.30 (+2.23), DTO: 81.31 (-5.12), RGRE: 16.73 (+1.23), UWTI: 3.71 (+0.23), SCO: 70.05 (-3.45), IYE: 46.47 (+0.95), RJN: 3.98 (+0.09), FENY: 23.66 (+0.49), IEZ: 50.18 (+1.54), PXE: 30.45 (+0.73), SZO: 60.00 (-4.31), DBO: 14.88 (+0.08), DWTI: 95.90 (-7.40), IEO: 76.79 (+1.93), PSCE: 30.18 (+1.12), USL: 26.81 (+0.40)
Cold Weather Or The Dollar - Which Is Most Important For Commodity Prices For The Rest Of 2014?
Andrew Hecht - Seeking Alpha - Tue Nov 25, 5:06AM CST
It has been a very chilly start to the winter in the United States. Just ask the citizens of Western New York State, some of whom received over seven feet of snow in the last week. On November 1, less than 1% of the US had snow cover. This week snow...
DAG: 4.69 (+0.06), BNO: 23.05 (+0.78), SGAR: 26.08 (unch), UGA: 36.56 (+0.62), UBN: 10.14 (+0.20), CRUD: 26.94 (-0.43), CAFE: 20.95 (+1.13), SOYB: 20.03 (+0.20), DNO: 54.24 (-1.32), UGAZ: 2.97 (+0.18), BOIL: 13.45 (+0.55), ONG: 25.61 (unch), UHN: 23.32 (+0.69), DCNG: 20.81 (-0.89), COW: 26.72 (+0.48), DTO: 81.31 (-5.12), ADZ: 33.50 (unch), UUP: 24.91 (-0.01), RJN: 3.98 (+0.09), RJA: 7.09 (+0.08), CANE: 11.70 (unch), UBC: 21.03 (+0.36), DWTI: 95.90 (-7.40), GRU: 4.96 (+0.11), KOLD: 79.88 (-4.21), JO: 29.81 (-0.02), NAGS: 10.40 (-0.39), OLO: 7.58 (+0.02), UNG: 14.22 (+0.34), CHOC: 42.40 (unch), TAGS: 30.30 (+0.45), UAG: 21.09 (+0.09), DGAZ: 7.10 (-0.49), LSTK: 48.17 (-0.81), OIL: 12.01 (+0.34), AGF: 13.35 (+0.28), JJG: 36.65 (+0.54), GAZ: 1.44 (-0.01), UNL: 13.33 (+0.20), JJE: 10.42 (+0.25), OLEM: 25.07 (+0.30), JJA: 40.54 (+0.51), AGA: 25.56 (-0.39), SGG: 37.95 (+0.11), USO: 19.62 (+0.44), DBE: 17.43 (+0.30), UCO: 9.19 (+0.39), DBC: 18.30 (+0.20), DBA: 23.57 (+0.21), RGRA: 18.94 (-0.07), RGRE: 16.73 (+1.23), UWTI: 3.71 (+0.23), USAG: 21.03 (+0.12), SCO: 70.05 (-3.45), NIB: 38.10 (+0.25), DIRT: 36.61 (+0.42), FUD: 21.37 (+0.21), SZO: 60.00 (-4.31), DBO: 14.88 (+0.08), UDN: 22.76 (+0.03), USL: 26.81 (+0.40)
Negative Energy: How Lower Energy Prices Change Commodity Fundamentals
Andrew Hecht - Seeking Alpha - Wed Nov 19, 5:02AM CST
The prices of many commodities have dropped in 2014. It all starts with the demand side of the fundamental equation that relies on global growth. While the US economy has recovered from the financial crisis of 2008 and continues to chug along, the...
KOLD: 79.88 (-4.21), NAGS: 10.40 (-0.39), OLO: 7.58 (+0.02), UNG: 14.22 (+0.34), BNO: 23.05 (+0.78), KOL: 14.24 (+0.27), UBN: 10.14 (+0.20), CRUD: 26.94 (-0.43), DGAZ: 7.10 (-0.49), DNO: 54.24 (-1.32), OIL: 12.01 (+0.34), GAZ: 1.44 (-0.01), BOIL: 13.45 (+0.55), UGAZ: 2.97 (+0.18), ONG: 25.61 (unch), UNL: 13.33 (+0.20), JJE: 10.42 (+0.25), OLEM: 25.07 (+0.30), DCNG: 20.81 (-0.89), USO: 19.62 (+0.44), DBE: 17.43 (+0.30), UCO: 9.19 (+0.39), DTO: 81.31 (-5.12), RGRE: 16.73 (+1.23), UWTI: 3.71 (+0.23), SCO: 70.05 (-3.45), RJN: 3.98 (+0.09), SZO: 60.00 (-4.31), DBO: 14.88 (+0.08), DWTI: 95.90 (-7.40), USL: 26.81 (+0.40)
Global energy demand may outpace supply in future, IEA says
Seeking Alpha - at Seeking Alpha - Wed Nov 12, 10:30AM CST
KOLD: 79.88 (-4.21), NAGS: 10.40 (-0.39), OLO: 7.58 (+0.02), UNG: 14.22 (+0.34), BNO: 23.05 (+0.78), UBN: 10.14 (+0.20), CRUD: 26.94 (-0.43), DGAZ: 7.10 (-0.49), DNO: 54.24 (-1.32), OIL: 12.01 (+0.34), GAZ: 1.44 (-0.01), BOIL: 13.45 (+0.55), UGAZ: 2.97 (+0.18), ONG: 25.61 (unch), UNL: 13.33 (+0.20), JJE: 10.42 (+0.25), OLEM: 25.07 (+0.30), DCNG: 20.81 (-0.89), USO: 19.62 (+0.44), DBE: 17.43 (+0.30), TWTI: 20.54 (+0.01), UCO: 9.19 (+0.39), DTO: 81.31 (-5.12), RGRE: 16.73 (+1.23), UWTI: 3.71 (+0.23), SCO: 70.05 (-3.45), RJN: 3.98 (+0.09), SZO: 60.00 (-4.31), DBO: 14.88 (+0.08), DWTI: 95.90 (-7.40), USL: 26.81 (+0.40)