Jay Discusses Uranium on B-TV
Uranium long term price is holding steady and should be a good buy as the Nuclear Market expands.
Click picture or link below for video.
J. Taylor's Energy and Technology Stocks Newsletter
Oil at $90 During a Recession? What Gives?
Everyone agrees that the global economy is slowing down. How much it
is slowing is open to speculation. Some commodity bulls reason that
even if we are in a recession it won’t matter much, because China
will continue to grow at 8% to 10%, which will mean a continued surge
of growth even as global production of raw materials remain squeezed.
There is no doubt in your editor’s mind that the world has a special problem with respect to global supplies of oil. Notice the chart on your lower right. We are no longer making major discoveries of new oil like we did from the 1930s through the 1990s. The blue line in the chart below shows the pattern of new oil discoveries. The red line shows the pattern of oil production, which is in decline at the very time wealth is being transferred from the West into the hands of millions of middle class and wealthy Asians who can now trade in their bicycles for automobiles.
The lowhanging fruit, so to speak, has already been picked. Oil companies have been pumping oil out of the ground as rapidly as they can to take advantage of high prices. But, as the red line indicates, the ability to pump oil from these major wells is in decline. We would also call your attention to the chart on the left, which shows that oil prices have remained high despite a bump up in recent production coinciding with $100 oil. Of course, we can’t forget monetary policy either. Ben Bernanke’s helicopter printing presses are now working 24/7 to avert a deflationary depression. Add them altogether and you get a very bullish picture for oil and energy prices in general.
The
beauty of markets, to the extent policy makers and politicians can keep
their cotton-picking hands off of them, is that they serve to allocate
scarce resources as efficiently as possible. As prices rise, what would
before be uneconomic sources of oil and other forms of energy becomes
economic. This month, thanks to our cracker-jack mystery energy analyst
who wishes to remain anonymous, (We will call her “Ms.
X”) we are featuring a review of one of those new sources of energy,
namely, the Oil Sands. We are also recommending a new Canadian oil
stock in the oil sands production business that we think has a shot
at becoming one of the most extraordinary energy stories over the
next 10 years. We hope you enjoy this special oil sands addition and,
of course, most important, we hope you profit from it.
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Uranium and Other Energy Stocks are in a Raging Bull Market
Energy and energy related stocks are in a bull market and unless and until we enter a major collapse of the global economy and the global financial system, oil, gas, uranium and alternative energy sources, including certain select renewable stocks should lead the equity markets for the foreseeable future. Energy provides perhaps the best way to protect your wealth and hopefully increase it during periods of rising inflation like now.
Why Energy?
Twilight in the Desert Spells "Danger" and "Opportunity"
Matthew Simmons, author of “Twilight in the Desert” explains why oil and gas will continue to become ever more scarce even as the global economy grows dramatically. We are facing an energy crisis and according to Simmons, the only way humankind can survive globally will be to use every and all sources of energy available.
In fact, market sources are now working their magic to stimulate profit growth in three key areas, all of which provide fantastic investment opportunities. Those areas are: 1) traditional oil and gas companies (including coal bed methane and tar sands; 2) uranium driven nuclear power plants and 3) Alternative, renewable energy sources such as sun, wind and geothermal. We have identified some very exciting companies in all these major areas that we think will generate substantial wealth for investors in the years to come. We hope you will allow us to serve you by way of our monthly newsletter and our email alert service.
Read more on the Why Energy? page