Closing GEA 3 and Cumulative Performance of GEA 1, GEA 2, GEA 3
(September 29, 2015 5:09 PM EDT)
We realized when we started Gold and Energy Advisor in late 2004, that there would be several legs of the energy bull market. We took advantage of the first and second legs.
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China & Commodities - the First Major Trend Reversal of the 21st Century
(August 26, 2015 9:32 AM EDT)
There are major economic and investment trends that happen about every 10 years. They include.....
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August Debt and Equity Market Outlook
(August 21, 2015 3:38 PM EDT)
Below is the bearish, bullish case for the markets.
This month's outlook, a special section for bond investors.
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Is the "World Flooded with Oil"?
(August 11, 2015 8:56 PM EDT)
Over the past dozen years, surpluses were greater in real and percentage terms two other times, and oil prices did not fall over 50%.
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Invest in These Investment Books
(August 7, 2015 2:19 PM EDT)
“The search for truth is more precious than its possession”
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July Market Outlook
(July 22, 2015 3:33 PM EDT)
Investors and analysts have low expectations for 2nd quarter 2015 earnings season.
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July Economic Outlook
(July 10, 2015 12:00 Noon EDT)
Since we’re half way through 2015, it’s a good time to review the first half of 2015.
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What Makes Stocks/Market Go Up/Down? Part 2
(June 19, 2015 11:30 AM EDT)
Last week I wrote the first of a three part series on what are the three most important variables that move the markets/stocks up/down. Below is the second most important variable.
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June Market Outlook
(June 18, 2015 11:58 AM EDT)
Below are my price targets for the markets.
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What Makes Stocks, Markets Go Up/Down? Part 1
(June 12, 2015 4:15 PM EDT)
Inflation & Interest Rate Are Key to Stocks and Markets Going Up/Down
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June Economic Outlook
(June 11, 2015 4:32 PM EDT)
This economy slow growth has frustrated job seekers, businesses, consumers, investors, economists, politicians....In this issue I update the “New Normal” – the U.S. slower economic growth.
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The Real Reasons Oil Prices "Plummeted" Last Year
(June 3, 2015 9:58 AM EDT)
The main reasons for the oil price collapse are listed below:
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What Is the Real Impact of the Dollar on Oil?
(May 27, 2015 3:13 PM EDT)
Briefly, there are many variables that determine the price of oil: finding and development costs; supply, demand; disruptions from wars, terrorists attacks; weather; labor strikes; maintenance issues; oil spills; news events from the Middle East; OPEC....
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How to Value an Oil Company?
(May 13, 2015 4:15 PM EDT)
There are many ways to value a company: discounted cash flow models, book value, direct comparison models, a P/E times earnings, EBITDA times multiple, capital asset pricing model, asset valuations....
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May Market Outlook
(May 12, 2015 12:53 PM EDT)
Below is the current bullish and bearish case for the markets.
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May Economic Outlook
(May 7, 2015 12:49 PM EDT)
This month I will provide a quick review of the state of the U.S. economy. I will also focus on this cycles’ economic performance.
Also, I want to focus on the 2nd most important variable that makes markets, stocks move up/down. I will also focus on this cycles’ earnings and the markets price appreciation.
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What Makes Stocks, Markets Go Up/Down? Part 3
(May 5, 2015 11:40 AM EDT)
This Special Report will be the last in a 3 part series.
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What Makes Stocks, and Markets Go Up/Down? Part Two
(May 4, 2015 12:47 PM EDT)
In this Special Report I will write about the second most important variable that makes stocks go up and down.
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What Makes Stocks and the Market Go Up/Down? Part 1
(May 4, 2015 12:36 PM EDT)
Growth in the economy is essential for appreciation of stocks and the markets
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Special Report: The Dollar
(May 4, 2015 12:34 PM EDT)
Last year the main economic story was the collapse of oil prices. The oil story is still important for 2015, but the dollar is probably the most important story this year. It will impact U.S. and global growth, inflation, interest rates, corporate earnings, the direction of gold and to a lesser extent oil.
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March Economic Outlook
(March 20, 2015 5:03 PM EDT)
The economy should continue to grow at a moderate pace thanks to strong employment growth, low inflation, low oil prices, higher consumer confidence.
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Monthly Market Outlook
(March 20, 2015 5:01 PM EDT)
Larger cap stocks that have businesses globally and have exposure to the strong dollar aren’t doing that well. Stocks that are smaller, and do mostly domestic business are doing better.
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2015 U.S. Oil Outlook
(February 20, 2015 2:54 PM EST)
Below is the 2015 U.S. Oil Supply and Demand Outlook
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2014 GEI 3 Portfolio Performance, Returns
(January 7, 2015 8:06 PM EST)
The return includes depreciation, short-term losses/profits, dividends and option premiums collected. Below are our returns compared to our peers, energy, gold mutual funds and the major market indexes.
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