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  1. Be Afraid. Be Very Afraid • October 31, 2007

    On Monday, Oct. 29, the price for a barrel of West Texas Intermediate crude oil crossed $93, while on the same day, the price of gold spiked to $794 per ounce…

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  2. The Front Line of the Energy and Resource War • October 26, 2007

    Hello from the front line of the energy and resource war. I just returned form the Dow Jones alternative energy innovations conference in San Francisco and let me tell you with oil surging to new highs on what seems to be a daily basis…

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  3. The Rock That Burns — And a Rock-Stock That Will Get Your Portfolio Sizzling • October 24, 2007

    t Outstanding Investments, we love energy and natural resource companies that stand out in their line of business. If a company stands out in more than one line of business, that is even better. So if you want to beef up your portfolio…

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  4. Not All Fairy Tales Have Happy Endings • October 19, 2007

    As some of you know, I do appear on a lot of TV programs, and one that I used to frequent a lot was Kudlow & Co. I used to always talk about gold rising and oil surging…

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  5. The General and the Admiral — Part II • October 18, 2007

    Yesterday, we reviewed some of the stocks in our Outstanding Investments portfolio. Today, we will offer some perspective on the inner workings of an immensely complex, industrial-scale energy development program.

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  6. The General and the Admiral — Part I • October 17, 2007

    There is just so much to discuss this week that we are breaking the update into two parts. Today, we will discuss economic issues and some of the stock picks in our Outstanding Investments portfolio…

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  7. Oil Math, 2 + 2 = 4 • October 12, 2007

    Crude oil is on a tear. We burst through the $84 level today, and crude is looking very, very strong indeed. You still don't believe in the Peak Oil theory?

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  8. Profit from the Weather? • October 10, 2007

    "Everyone talks about the weather," said Mark Twain, "but no one ever does anything about it." In this weekly update, we will also talk about the weather, and then discuss how you can profit from it.

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  9. The Weak Dollar and “Kick-My-Ass Chili” • October 5, 2007

    Hello again, this time from merry old England as I run for the exit at Gatwick before I wipe out my bank account. Wow! Weak dollar -- what an understatement. It's so bad here in London that I am simply in shock.

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  10. Energy Policy and Energy Crisis • October 4, 2007

    As promised, here is part two of yesterday's update. First, we will review some comments on the U.S. energy and manufacturing situation. Then we will briefly update our position in BP (BP: NYSE).

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