Jake A. Walsh - Systems, Economics, Investing

Sunday, November 30, 2014

OPEC’s miscalculation and the shifting oil supply cost curve

›
I made my bearish case for oil about a year and a half ago, and so far it appears to be playing out.   This post is a follow up to my prior...
Tuesday, April 23, 2013

The Bearish Case for Oil – In Charts

›
In my last post I discussed why oil service companies could make for a great short play.  But there’s a huge caveat to that recommendation ...
Monday, April 22, 2013

A thesis for shorting Canadian oil service companies

›
With oil prices recently drifting lower, companies in the Canadian oil and gas exploration and production (E&P) business h...
‹
Home
View web version
Powered by Blogger.