Jake A. Walsh - Systems, Economics, Investing
Sunday, November 30, 2014
OPEC’s miscalculation and the shifting oil supply cost curve
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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
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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
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With oil prices recently drifting lower, companies in the Canadian oil and gas exploration and production (E&P) business h...
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