2/29/24 Capitalist Times Live Chat

By Elliott H. GuePublished On: February 12, 2024

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

Natural Gas: A Summer Buying Opportunity

The front-month futures price of natural gas is down from over $4.50/MMBtu back in early March to under $3.25/MMBtu today. And, on a shorter-term basis,...

Sell Occidental, Buy Permian Resources

Last year, the value trade in energy was natural gas. NYMEX natural gas prices averaged around $2.27/MMBtu and front-month gas prices dipped well below $2.00...

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...

Live Chat

with Elliott Gue and Roger Conrad

On 07/29/2025

Live Chat with Elliott Gue and Roger Conrad