Matthew WeinschenkMatthew Weinschenk

, Senior Analyst


More Pipelines Mean Trouble for Shipping Stocks

It’s no secret that China is taking over as the dominant force in energy markets. Any move the country makes deserves note. And right now, it’s undergoing a major shift in its energy supplies – one that will have implications for several oil producers and transporters, and shipping companies most of all. Over the last...

What Are We Gonna Do With All This Oil?

Years ago, Chris Rock had a joke about how easy it was for drug dealers to do business. He never knew one that said, “Man, how am I gonna get rid of all this crack?” Not long ago, it seemed like you couldn’t say the same for oil. But today we’ve got just that problem....

To Think Contrarian Right Now, Be a Bull

With the market on such a tear, you may feel that it’s time to don your “contrarian” cap and bet on a pullback. However, doing so wouldn’t be contrarian at all. You’d just be part of the crowd. Just check out this chart that’s been circulating this week. It comes from Mary Ann Bartels of...

How Does Weather Affect Natural Gas Prices?

“Colder-than-normal weather in many parts of the U.S. is lighting a fire under natural gas prices,” claims The Wall Street Journal. Indeed, The WSJ is just one of many publications using cold weather to explain natural gas’ 25% increase since February. And to be frank, it’s B.S. Yes, weather does have some effect – but...

Get Ready for a Second Natural Gas Boom

By now, you’re aware of the American natural gas boom. Thanks to the twin technologies of hydraulic fracturing (fracking) and horizontal drilling, the energy-producing capabilities of the United States have completely changed the global energy landscape. U.S. natural gas reserves have exploded from 192 trillion cubic feet to 862 trillion cubic feet, and production has...

The Market is Finally Getting Back to “Normal”

Yes, we’re enjoying a powerful bull market right now. But looking back, haven’t the last five years seemed especially stressful? That’s because they were, at least as far as investing goes. It all started with the financial crisis, and hasn’t let up since. Fortunately, the latest data shows that we might be getting back to...

The Poster Child for Solar Power Flameouts

Last week, we showed you how government subsidies are distorting the energy market. But what about solar stocks? Do all these subsidies end up lining the pockets of companies producing solar cells? Plainly, the answer is “no.” Just take a look at what happened to Chinese solar cell manufacturer Yingli Green Energy (YGE) earlier this...

Bill Gross: Right on Bonds – Wrong on Stocks

Legendary bond investor, Bill Gross, just released his investment outlook for March. As always, it’s a loaded read. Some have been hailing it as a warning against a bubble in high-yield corporate debt, which Gross expresses concerns about. But as you’ll see in a moment, the argument is more nuanced than that. He also uses...

The Biggest Myth About Commodities Busted

Last week, I pointed out that commodities had hit a 10-year high, and predicted a continued rise in prices due to years of seasonal trends. Right on cue, commodity prices dropped – around 2.5% for February so far. Now, I don’t consider myself a commodity permabull. So it was frustrating to find myself on the...