Mother Nature’s been good to the North American natural gas sector. Not only did she gift several massive shale gas plays over the last few years. She also delivered a frigid winter this year, helping draw down a mountain of gas inventory. Last fall, it looked like U.S. inventories were going to be a stiff headwind...
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This isn’t the first time that I’ve written about Canada, a well-run country that has avoided many of the mistakes made by the United States. Its budget deficit is moderate, its balance-of-payments deficit is also small, its banking system is in pretty good shape and it faces...
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There is no Substitute for Water....
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....Because investors and traders are bullish on the stock market again the money flow into the safe havens like precious metals and energy has decreased. I believe this is the reason stocks moved up last week while precious metals drifted lower...
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Last weeks price action unfolded just as we expected. Money poured into stocks with the focus being on small cap, banks and technology stocks. The fact that these sectors are showing strength while utilities, health care and consumer staples lag is a good sign that investors are once again taking risks in the market. Because...
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...So far this week has been pretty slow. Large cap stocks continue to lag the market which can be observed by looking at the Dow Jones Industrial Average which still has room to move higher before breaking the January high...
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Oil companies Royal Dutch Shell PLC (NYSE ADR: RDS.A) and PetroChina Co. Ltd. (NYSE ADR: PTR) yesterday (Monday) made a joint offer for Australian energy producer Arrow Energy Ltd. in yet another demonstration of how China is turning Australia into its personal commodities broker.
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In addition to learning more about the Casey Free Ride approach and Marin's current energy sector views, get an early glimpse of the European shale plays that have captured his fancy in this exclusive Energy Report interview....
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Since this panic selling low in February 2010 we have seen stocks and commodities work their way higher, which we expected. Overall the broad market looks as though it’s trying to make a move higher.....
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Geothermal is still an infant industry. In many countries, governments lack even a basic mechanism for granting licenses on geothermal projects. There just isn't any legal-work around giving a company rights to hot groundwater.
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