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Contributor's Links: Energy Profits in Dividends
Power Hedge is an independent stock research and analysis firm with a passion for macro- and microeconomic analysis. The company was founded in 2010 by Daniel E. Gibbs. Mr. Gibbs has a very interesting background. He graduated summa cum laude from the Pennsylvania State University with a B.S. in ...more

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The Energy Report: Running Into The New Year
11 months ago

This would actually make the inflation figures worse and kill the whole "Fed pivot" narrative.

Is It Time To Rethink Stock-Bond Allocations After Rate Hikes?
1 year ago

Treasuries still have a negative real yield. No thank you.

In this article: IEF, SPX
LNG Shipping Cannot Keep Up With World LNG Demand
1 year ago

They did sign a charter for an FSRU in Germany, but it wasn't the Excelerate Experience. It was the Excelerate Excelsior: https://ir.excelerateenergy.com/news/news-details/2022/Excelerate-Energy-and-the-German-Government-Sign-FSRU-Charter-Agreement/default.aspx

Interestingly, I can't find anything about the contract for the Experience, but it's probably valid for a couple more years given the length of these things. The only contract that Excellerate Energy signed for an FSRU in Germany over the past three years is for the Excelsior.

In this article: EE, FLNG
LNG Shipping Cannot Keep Up With World LNG Demand
1 year ago

The Excelerate Experience (the FSRU in the photo) is in Brazil, not Germany...

In this article: EE, FLNG
The Biggest Collapse In M2 Money Supply Since The Great Depression
1 year ago

I don't know about you, but I certainly don't see deflation when I go to the grocery store!

Netflix Focuses On Improving Monetization
1 year ago

NetFlix's problem is that it is paying too much for content and its exclusive shows and movies are not good enough to get people to pay more for subscriptions.

In this article: NFLX
Three Ways To Play Gold’s 2023 Surge
1 year ago
$PHYS is better than $GLD. There are still many legitimate concerns over whether GLD actually owns all the gold that it claims to. PHYS allows you to actually redeem shares for gold so there is no real concern there.
What Triggered Silver’s Hiccup On The 5th Of January?
1 year ago

Honestly, I'm not sure.

I'm thinking that there are probably a lot of people out there that think that zero interest rates and no inflation is "normal." Historically, it's not... it's just that we had it for a decade and that's basically an entire generation on Wall Street.

In this article: GLD, SIVR
What Triggered Silver’s Hiccup On The 5th Of January?
1 year ago

For some reason, the market is looking at nominal interest rates, not real interest rates.

Monetary tightening would be very bad for precious metals. We don't have monetary tightening though since real rates are still negative. The Fed's current policy is simply less loose than it was.

In this article: GLD, SIVR
Fed Admits Recession Is "Plausible", Pushes Back Against "Unwarranted" Easing Expectations
1 year ago

Central banks around the world seem to agree with you considering all the gold buying and dollar dumping going on.

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