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  1. Outstanding Investments: Goldilocks' Revenge • June 29, 2005

    Today, I lose my cool and rant a little bit. We look at government data manipulation and sound the general alarm, while still remaining committed to energy in the long term. The wheels may be coming off the train here.

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  2. Outstanding Investments: Greetings From Baltimore • June 24, 2005

    Greetings from the Agora nerve center, here in lovely Baltimore. The sunny weather is signaling that summer is most certainly here, but believe it or not, traders are already worrying about winter, especially heating oil.

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  3. Outstanding Investments: Oil at the Crossroads • June 23, 2005

    This week, we look at a few different opinions on crude oil at $60 and ask whether or not current prices are justified. Next, there is a clarification on the dividend yield for Peyto Energy -- it's actually higher than what was stated in the recent issue.

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  4. Outstanding Investments: Running On Empty: Come on… Do the OPEC Shuffle With Me! • June 17, 2005

    No big shocker when the OPEC boys met this week in Vienna. The much-telegraphed increase in production did little to quell fears of the coming supply problems.

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  5. Outstanding Investments: A Brilliant Plan • June 15, 2005

    This week, we revisit the China revaluation question, confirm last week's theory on the crude oil/long bond connection and look at the deteriorating state of the market (with the exception of energy and gold).

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  6. Outstanding Investments: WTO Sell and a Macro Trader Update • June 13, 2005

    As you know, our oil & gas positions have been treating us extremely well, with one holding after another making a run for new highs in recent days. (The latest is Suncor, currently heading through the roof).

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  7. Outstanding Investments: US Trade Nightmare • June 10, 2005

    Once again, it's Friday, and we have more numbers to digest…The government announced that the trade deficit widened 6.3%, to $57 billion, in April, as widely expected. This helped support the dollar even further against the euro this morning.

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  8. Outstanding Investments: Conundrum Cafe • June 9, 2005

    Our core positions continue to look great, many challenging all-time highs and most of all them strong. The markets are still awash with easy money liquidity, thanks to persistently low long-term rates. Is there a long bond-crude oil connection?

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  9. Outstanding Investments: Plus Kevin's Five Trading Tips • June 3, 2005

    TGIF. I agree, but when trading on Fridays, especially in the summer, some important rules apply. I shared those with my Resource Trader Alert readers this morning and want to share them with you, too.

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  10. A Nuclear Renaissance • June 1, 2005

    Similar to the commodity bull market, the uranium story is not brand new.

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