Complete post archive

All 485 recovered posts, newest first, grouped by the month in which they were published.

2020

April 2020

April 4, 2020Portfolio Update

February 2020

February 24, 2020Cabot

January 2020

January 6, 2020Franco-Nevada
January 4, 2020Insightful Commentary

2019

May 2019

May 27, 2019Positioning

March 2019

March 23, 2019Roadmap to recession, or You Own Too Much Common Stock
March 13, 2019Triumphant Return

2015

August 2015

August 22, 2015Cash is King

2013

April 2013

April 6, 2013Saturday Reads
April 5, 2013At Odds
April 4, 2013Looking Around
April 3, 2013Economic Strength
April 2, 2013Soon Enough
April 1, 2013Charts

March 2013

March 29, 2013Friday’s Goods
March 28, 2013Monitoring Signals
March 27, 2013Optimistic Gas
March 26, 2013Middle Road
March 25, 2013Investment Commentary
March 23, 2013Cyprus Tournament
March 22, 2013Scaling In
March 21, 2013Energy Update
March 20, 2013Strong Healing
March 19, 2013QE Commodity’s
March 18, 2013Golden Gas
March 16, 2013Saturday Stuff
March 15, 2013Shooting
March 14, 2013Constructive Oil & Labor
March 13, 2013Big Research
March 12, 2013Holy Grail
March 11, 2013Macro Monday
March 9, 2013Saturday Insight
March 8, 2013The Most Energy
March 7, 2013Infinite Easy
March 6, 2013Crack High
March 5, 2013Another Leg
March 4, 2013Long Monday
March 2, 2013Sequester Saturday
March 1, 2013Sequester Friday

February 2013

February 28, 2013Copper Yield
February 27, 2013Tidbits
February 26, 2013Careful and Patient
February 25, 2013Energy Chips
February 23, 2013Saturday Topic
February 22, 2013Shale ELM Health
February 21, 2013Easy Commitment
February 20, 2013Bowland Cross
February 19, 2013Precious Oil
February 18, 2013Presidential Income
February 16, 2013Weekend Essay
February 15, 2013Big Specifics
February 14, 2013Letter Focus
February 13, 2013Different Markets
February 12, 2013Listening Carefully
February 11, 2013Asset Allocation
February 9, 2013Secular Yearbook
February 8, 2013Precious Friday
February 7, 2013In the Short Term
February 6, 2013Risk & Reward
February 5, 2013Bull
February 4, 2013Stocks for the Long Run
February 4, 2013Velocity Crack-up
February 2, 2013Saturday Fun
February 1, 2013Few Good Ones to Begin February

January 2013

January 31, 2013Heavy Toolbelt
January 30, 2013Petroleum Economist
January 30, 2013Big Picture
January 29, 2013Precious Toolbelt
January 28, 2013High Monday
January 26, 2013Saturday Optimism
January 25, 2013Economic Oil
January 24, 2013Energy Toolbelt
January 23, 2013Different Markets
January 22, 2013Internet Toolbelt 1.0
January 21, 2013Investment Books
January 19, 2013Weekend Reads
January 18, 2013Economic Velocity
January 17, 2013Resources
January 16, 2013Market Options
January 15, 2013Cyclical and Secular
January 14, 2013Sea Oil
January 12, 2013Chinese Reading
January 11, 2013Oil, Change
January 10, 2013Natural Resource
January 9, 2013Oil Shadow
January 8, 2013Coal and Gold Share
January 7, 2013Full Week Start
January 5, 2013Saturday Work
January 4, 2013Heavy Reading
January 3, 2013Breakaway Energy Surplus
January 2, 2013Hello 2013

2012

December 2012

December 31, 2012So Long 2012
December 28, 2012Sector Trading
December 27, 2012Fiscal Holiday Energy
December 26, 2012Post-Christmas
December 24, 2012Christmas Eve Chart-fest
December 21, 2012Commodity Express
December 20, 2012Big Energy
December 19, 2012Precious Complex
December 18, 2012Specific Securities
December 17, 2012Weather & Forecasts
December 15, 2012Chinese Flavor
December 14, 2012Bullish Bubble
December 13, 2012Energy Mismatch
December 12, 2012Equity Schadenfreude
December 11, 2012$4 Trillion, Massive and Open-Ended
December 10, 2012Insourcing Oil & Gas
December 8, 2012Gifts, Graphs and Gold
December 7, 2012Energy Extravaganza
December 6, 2012China Letters
December 5, 2012Uranium
December 4, 2012Financial Un-Repression
December 3, 2012Energy Competition
December 1, 2012Agriculture Resources

November 2012

November 30, 2012Crude Heavy
November 29, 2012Natty & Coal
November 28, 2012Wheat from the Chaff
November 27, 2012Market Posture
November 26, 2012Cyber Energy
November 23, 2012Gas, Coal and Economy
November 22, 2012Thankgiving Economic History
November 21, 2012Goldbug Long Reads
November 21, 2012A Feast:
November 20, 2012Commodity Turkey
November 19, 2012Santa Rally?
November 17, 2012Weekend Reading
November 16, 2012Cold Assets
November 15, 2012Downside & Divergence
November 14, 2012Outside Markets
November 13, 2012Energy Accuracy
November 12, 2012Columbus Markets
November 9, 2012Bulls & Bears
November 9, 2012Energy Catch-Up
November 8, 2012Combine Markets
November 8, 2012Income Thoughts
November 7, 2012Papa Comments: Gas over Oil
November 7, 2012Weak Oil
November 6, 2012Election Precious Metals
November 6, 2012Election Energy Edition
November 5, 2012NG Calls
November 5, 2012Oil & Gas News
November 2, 2012Extensive Weekend Reading
November 2, 2012Ultra Results
November 1, 2012Coxe Commodity’s
November 1, 2012Sandy Energy Restoration

October 2012

October 31, 2012Precious Strength
October 31, 2012Higher Gas
October 30, 2012Teck Quarter
October 30, 2012Energy Riddle
October 29, 2012Coal Calls
October 29, 2012Sandy Energy
October 27, 2012Naming Names
October 26, 2012Coal and China
October 26, 2012Energy Change
October 25, 2012Income Security
October 25, 2012More Energy!
October 24, 2012Gas over Oil, III
October 23, 2012Commodity’s: Money and EM’s
October 23, 2012Gas over Oil II
October 22, 2012Market Tells
October 22, 2012Catch Up Oil & Gas
October 20, 2012Weekend Reads
October 19, 2012Investment & Speculation
October 18, 2012Oil from 20,000 meters
October 17, 2012Natural Gas Market Share
October 16, 2012Constructive Metals
October 16, 2012Energy Logistics
October 15, 2012Materials
October 15, 2012Gas over Oil
October 13, 2012Weekend Smorgasbord
October 12, 2012More Coal & Gas
October 12, 2012Tons of Coal
October 11, 2012Big Oil & Gas
October 11, 2012An Old Friend
October 10, 2012Goldbug Delight
October 10, 2012Oil Stock Resolution
October 9, 2012Slow Income
October 9, 2012Wide Oil
October 8, 2012Turkey & Trains
October 8, 2012Columbus Energy
October 6, 2012Weekend Religion
October 5, 2012Best of
October 5, 2012Oil, Gas and Money
October 4, 2012Crude Fall: What’s Happening?
October 3, 2012Precious Coal
October 3, 2012Mostly Gas
October 2, 2012Macro Strategists
October 2, 2012Mostly Gas
October 1, 2012Markets and Smooching Gold
October 1, 2012Oil Hinge

September 2012

September 29, 2012Maximum Opportunity
September 28, 2012Natural Gas and Coal
September 28, 2012Oil Quarter
September 27, 2012Relative Metals
September 27, 2012Crude Products
September 26, 2012NGDP vs Helicopters
September 26, 2012Sideways Oil
September 25, 2012Natural Gas and Coal Seas
September 25, 2012Oil & Gas
September 24, 2012Commodity and Economy
September 24, 2012Oil World
September 22, 2012Gold Crux: Irresponsible?
September 21, 2012King Coal’s Clothes
September 21, 2012Crude Charts
September 20, 2012Fun with Fed Numbers
September 20, 2012Oil Fall & Commodities
September 19, 2012Silver: Insensative Maniac Stepchild
September 19, 2012Oil on Rails
September 18, 2012Golden Riddle
September 18, 2012Rebalancing Global Oil Flows
September 17, 2012One-Handed Economist
September 17, 2012Shale vs Net Export Oil
September 15, 2012Mr. Partridge on the Precious Rally
September 14, 2012Materials and China
September 14, 2012Oil & Gas and Money Printing
September 13, 2012Unofficially, Today Printing Became Continuously Permanent
September 13, 2012Oil Detail
September 12, 2012Golden Radar
September 12, 2012Oil and Emerging Market Demand
September 11, 2012Coal Rally?
September 11, 2012Oil Opinions
September 10, 2012Print Economy
September 10, 2012Oil Supply & Reflation
September 8, 2012Metal Mania
September 7, 2012Housekeeping
September 7, 2012Oil & Gas
September 6, 2012Divergent Metals
September 6, 2012Oil over natty and liquids
September 5, 2012Gold: Papered Over for the Dance
September 5, 2012Coal Grind
September 5, 2012Oil Assumptions
September 4, 2012Crushed Coal
September 4, 2012Giddy Gold Bugs
September 4, 2012Robust Oil
September 1, 2012PM’s to the Front of the Line

August 2012

August 31, 2012Commodity Overview
August 31, 2012Tight Oil Supply
August 30, 2012Rails Crossing
August 30, 2012Extensive Chart Festival
August 30, 2012Oil & Gasoline
August 29, 2012Still Waiting on Coal
August 29, 2012Oil Speculation
August 28, 2012Thermal over Coke
August 28, 2012Precious Metal Complex
August 28, 2012Flush Inventory & Tight Supply
August 27, 2012Coal Call
August 27, 2012Income Investing
August 27, 2012Market Charts – a quick look
August 27, 2012Oil Dynamics
August 25, 2012Gold Breakout
August 25, 2012Markets
August 24, 2012Natty Coal Stock(s)
August 24, 2012Commodity Complex & ISA
August 24, 2012Markets and Commodities
August 24, 2012Huge Oil
August 23, 2012Coal Commentary
August 23, 2012Economic & Market Thoughts
August 23, 2012Oil Supply
August 22, 2012Coal Baggers? Maybe
August 22, 2012Macro China
August 22, 2012O&G Spreads and Gushers
August 22, 2012Stock Analysis Membership
August 21, 2012Coal Education
August 21, 2012Precious Positioning
August 21, 2012Crude Consumption and Production
August 20, 2012Coal Relationships
August 20, 2012Oil & Gas Catch-Up
August 16, 2012Rest to Recharge
August 16, 2012Coal Crux
August 15, 2012Gold Bug Royalty
August 15, 2012Expensive Oil
August 14, 2012Commodities and China
August 14, 2012International Thermal Coal
August 14, 2012Oil Balance
August 13, 2012Giddy on Coal
August 11, 2012Oil & Gas Supply
August 11, 2012Saturday Gold Bugs
August 11, 2012Big Picture
August 10, 2012Coal Thesis
August 10, 2012World & Canadian Oil & Gas
August 9, 2012Shoulder Season
August 9, 2012O&G Earnings & Treadmills
August 8, 2012Coal Exports
August 8, 2012Oil & Gas
August 7, 2012Natty’s headlock on King Coal
August 7, 2012Shale Unbelief
August 6, 2012Coal Shakedown
August 6, 2012Oil Supply & Demand Balance
August 4, 2012Saturday Gold Bugs
August 4, 2012Weekend Reading
August 3, 2012Waiting on NG for Coal
August 3, 2012Eagle Ford Oil
August 2, 2012Thermal Map
August 2, 2012International Oil
August 1, 2012Coal Industrialization
August 1, 2012Fed Day Gold Bugs
August 1, 2012Fed Day Oil

July 2012

July 31, 2012More Coal
July 31, 2012Commodities & Bonds
July 31, 2012U.S. Oil & Gas
July 30, 2012Coal Tell
July 30, 2012Crude Oil
July 28, 2012Smorgasbord
July 28, 2012Saturday Gold Bugs
July 27, 2012Waiting for Coal
July 27, 2012Booming Oil & a Treadmill
July 26, 2012Hot Coal
July 26, 2012Shale Underestimated
July 25, 2012Black Coal
July 25, 2012Oil & Gas
July 24, 2012Iron Ore & Real Assets
July 24, 2012BTU’s Coal
July 24, 2012High on Oil
July 23, 2012Macro Peek
July 23, 2012More Coal
July 23, 2012Big Oil & Gas
July 21, 2012Saturday Gold Bugs
July 20, 2012Tons of Coal, part III: World Fundamentals
July 20, 2012Tons of Coal, part II: Natural Gas
July 20, 2012Tons of Coal, part 1: Valuations
July 20, 2012More Oil than Gas
July 19, 2012Home CRB Bull Market
July 19, 2012Precious Metal Gold Bugs
July 19, 2012Oil & Gas
July 18, 2012Coal Introduction con’t
July 18, 2012Oil and Gas Supply
July 17, 2012Coal Train
July 17, 2012Commodities & Agriculture
July 17, 2012Oil & Gas
July 16, 2012Continuing with Coal
July 16, 2012Oil Energy
July 14, 2012Goldbug Saturday
July 13, 2012Small Smorgasbord
July 13, 2012Growing Oil
July 12, 2012Natty’s chokehold on Coal
July 12, 2012All Crude
July 11, 2012Digging into Coal
July 11, 2012Investment Smorgasbord
July 11, 2012Energy Details
July 10, 2012All Energy
July 10, 2012My Investment Path
July 9, 2012Smorgasbord
July 9, 2012More Energy
July 7, 2012Saturday Goldbugs
July 6, 2012Big Coal and China
July 6, 2012Slick Oil
July 5, 2012Thermal Coal Play
July 5, 2012Easy Energy
July 4, 2012Independent Stock Analysis
July 3, 2012Comodity Complex Smells Debasement
July 3, 2012More Gas than Oil
July 2, 2012China Industrialization Meme
July 2, 2012Energy to start your week

June 2012

June 30, 2012Goldbugs, TA and Stragglers
June 30, 2012Book: A Thousand Barrels A Second
June 29, 2012China and Coal
June 29, 2012Bakken Player Update
June 29, 2012Energy Linked
June 28, 2012Precious Economics
June 28, 2012Canadian Income
June 28, 2012Energy Eleven
June 27, 2012Commodity Supercycle
June 27, 2012Oil Price, Undulating Plateau
June 26, 2012Easy Recession
June 26, 2012Oil Heavy
June 25, 2012China Meme, Good and Bad
June 25, 2012Oil and a lot of Gas
June 23, 2012Book: Get Smarter
June 23, 2012Commodity Complex and Big Picture
June 23, 2012Goldbug Central
June 22, 2012Down & Dirty with Coal
June 22, 2012Oil & Gas Dozen
June 21, 2012Precious Fix
June 21, 2012Oil & Gas
June 20, 2012Energy!
June 20, 2012Industrialization Meme
June 19, 2012Default or Debase
June 19, 2012Natty and UPL
June 19, 2012How Real Is Shale?
June 18, 2012Mining
June 18, 2012Energy!
June 16, 2012Goldbug Saturday
June 15, 2012Investment Income Idea
June 15, 2012Energy
June 14, 2012Default or Debase
June 14, 2012Weighing China
June 14, 2012Energy Dozen
June 13, 2012Easy Easing?
June 13, 2012Energy Bonanza
June 12, 2012Smorgasbord
June 12, 2012Oil and Gas
June 11, 2012Macro
June 11, 2012Energy!
June 9, 2012Goldbug Saturday Morning Coffee
June 9, 2012Saving Silver
June 8, 2012Smorgasbord
June 8, 2012Energy
June 7, 2012Tribute to the China Rate Cut
June 7, 2012Energy and a Cut
June 6, 2012Newfield Webcast Notes
June 6, 2012It’s a Gas
June 5, 2012Easy Edition
June 5, 2012Energy
June 4, 2012Goldbugs
June 4, 2012China and Metals
June 4, 2012Energy!
June 2, 2012Goldbug Delight
June 1, 2012Energy!
June 1, 2012Losing Steam

May 2012

May 31, 2012Shifting Energy Profile
May 31, 2012Tidbits
May 30, 2012Oil
May 30, 2012Stimulate Me!
May 29, 2012China
May 29, 2012Natural Gas Catch Up
May 26, 2012Books
May 26, 2012Oil Supply and Demand
May 25, 2012Money Printing
May 25, 2012A Reminder:
May 25, 2012Oil Edition
May 24, 2012Goldbugs!
May 24, 2012Smorgasbord
May 23, 2012Green on my Screen?
May 23, 2012Undulating Plateau
May 22, 2012Presentations and Goldbugs
May 22, 2012Macro Oil and Stimulus
May 21, 2012Bakken Producers
May 21, 2012Energy!
May 19, 2012Goldbug Bottom Calling
May 18, 2012China and Base Metals
May 18, 2012The Good Links
May 17, 2012Which way, oh Market?
May 17, 2012Facts and a little Opinion
May 16, 2012Big Picture Energy
May 16, 2012China Edition
May 15, 2012Goldbugs!
May 15, 2012Tech and TA
May 15, 2012Energy!
May 14, 2012Chesapeake: Square Peg & Round Hole
May 14, 2012Monday!
May 11, 2012Big Picture
May 11, 2012Chesapeake Endgame
May 11, 2012Goldbugs!
May 10, 2012Energy
May 10, 2012Smorgasbord
May 9, 2012Eagle Ford
May 9, 2012Reversal
May 9, 2012Crude Oil
May 9, 2012Goldbugs!
May 9, 2012Housekeeping
May 8, 2012Undulating Plateau
May 8, 2012Supercycle and Oil
May 7, 2012Northern Oil and Gas
May 7, 2012Energy
May 5, 2012Goldbugs!
May 5, 2012Big Picture
May 4, 2012MHR and KOG Results
May 4, 2012NG, Coal, Oil, PM’s
May 3, 2012Industrial Metals Supercycle
May 3, 2012CLR Notes
May 3, 2012Energy!
May 3, 2012Minor Change
May 2, 2012Getting Creative…
May 2, 2012Worldwide Shale
May 2, 2012Chesapeake
May 1, 2012Industrialization
May 1, 2012Oil
May 1, 2012Individual Companies:

April 2012

April 30, 2012Gold Discussion
April 30, 2012Frack or Freeze in the Dark
April 30, 2012Oil
April 28, 2012China
April 27, 2012Oil Heavy Chartfest
April 26, 2012Goldbugs!
April 25, 2012Oil commentary
April 24, 2012Smorgasbord
April 23, 2012Natural Gas
April 21, 2012Four Ideas and a New Blog

2020

April 2020

February 2020

January 2020

2019

December 2019

November 2019

October 2019

May 2019

March 2019

2015

August 2015

2013

April 2013

March 2013

February 2013

January 2013

2012

December 2012

November 2012

October 2012

September 2012

August 2012

July 2012

June 2012

May 2012

April 2012