2/28/23 Capitalist Times Live Chat

By Elliott H. GuePublished On: February 8, 2023

Please click here to download a transcript of the chat in PDF format.

Early Energy Q1 Returns: Shale Discipline in Force

Four Energy and Income Advisor Model Portfolio companies have now released Q1 results and updated guidance: Services companies Baker Hughes (NYSE; BKR) and SLB Ltd...

Earnings and Partners/XPLR Strategic Review

Annual filings are far more detailed than quarterlies. The trade-off for investors is they take longer to compile. Nonetheless, there’s already been plenty of action—as...

Oil: The Imaginary Glut

Last week, crude oil prices broke from a tight trading range to the highest levels in about three months. In my view, there’s more upside...

Nuclear Energy and the AI Data Center Boom

I recently sat down with James Early of BBAE Pro to talk about winners and losers in the AI-driven nuclear renaissance, and how stock prices...

Live Chat

with Elliott Gue and Roger Conrad

On 05/29/2025

Live Chat with Elliott Gue and Roger Conrad