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Insider Buying 12-20-24 Fill up the Tank Volatility Right On Cue

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Its been a stunning collapse of the premier oil and gas companies stock prices since Trump’s election. You would think that an industry so overwhelmingly Republican and a President so enamored with drilling for oil would be a combustible combination . It’s just the opposite. It’s hard to believe that history can repeat itself right on cue as energy stocks were the laggards of the last Trump administration. With EV investment tax credits likely to disappear, with a President whose platform is “drill baby drill” you would think there would be at least some Holiday Season joy in the oil … Read more

The Fed has a Hammer but needs a Scalpel Insider Buying Week 2-24-23

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It’s a commonly held view amongst market strategists that the Fed follows interest rates, not determines them. You don’t have to look very far to see plenty of evidence of that.  It’s a quiet conspiracy amongst talking heads and futures markets that economic events and statistics are immediately reflected in real-time price action in the bond markets, dot plots, and other dynamic markets. The Fed will often talk up its view, and by the time they do take some action on rates, it’s hardly a surprise. This is, of course, by design. The Powell Fed believes in transparency and no … Read more

‘s 10% Ginnie Maes, right in front of our noses

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I wish I had a nickel, no maybe $10,000 for every time I heard someone say,” I wish I had bought those 10% Ginnie Mae bonds back in the day…”  (GNMA Bonds are guaranteed by the full faith and credit of the U.S. Government) Well, that Ginnie Mae may still be here, staring us right in the face in the oil and gas and particularly MLP market.  Many MLPs in the oil and gas infrastructure business are selling with yields from 8.5%-15%  No, it’s not guaranteed but then again interest rates aren’t at near 0% either.  We put together a … Read more

Best Hedge Against Rising Oil Prices: Part 1

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by: Dr. Osman Gulseven After the UN resolution on no-fly zone in Libya, the coalition forces just launched an almost full-scale operation on Libya. I was watching Euronews to get latest updates on the Libyan crises. Obviously, this is not a single operation that will last for a couple of days. Libya is on fire! We might see a full-scale war in Libya that will last for weeks or months or even years. After learning a smart lesson in Iraq, France is trying to lead the coalition forces with 20 aircraft and a number of warships. Gaddafi’s spokesman said that … Read more