Why America’s Oil Output Refuses to Collapse

Posted by & filed under Company Analysis, Industry Analysis, Management Issues.

Description: Somewhere amid the maze of wells that Murphy Oil Corp. has scattered across Texas’s sprawling Eagle Ford shale formation, Brett Pennington is carrying out a little experiment. Source: Bloomberg.com – video report Date: Oct 01, 2015 Link: http://www.bloomberg.com/news/articles/2015-09-30/america-s-oil-output-refuses-to-collapse-here-s-one-reason-why-#r=read Questions for Discussions: How have oil companies reacted to collapsing oil and sand prices? How does… Read more »

What’s next for oil prices?

Posted by & filed under Economic Analysis, Growth & Valuation, Industry Analysis.

Description: Blackstone CEO Stephen A. Schwarzman talks with Fortune’s Susie Gharib about his predictions for oil prices. Source: Fortune.com – video report Date: Sep 24, 2015 Link: http://for.tn/1VbQrgC Questions for Discussions: What advice does Stephen A. Schwarzman provide to the investors? Do you agree with his analysis and recommendations?

Prince: corporate debt is way too high

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Description: Corporate America has been tapping into the cheap stream and with normalized interest rates on the horizon, David Prince, Founder & President, Harbinger Capital Markets Research says debt levels have gotten altogether too high. Source: BNN.com – video report Date: Sep 11, 2015 Link: http://www.bnn.ca/Video/player.aspx?vid=702589 Questions for Discussions: Summarize the analysis presented by David… Read more »

Is $20 oil possible after all?

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis.

Description: BNN speaks with Ira Epstein, Managing Director, Ira Epstein Division of Linn & Associates about the latest trading activity in oil and Goldman Sachs’ warning that $20 oil is possible amid a relentless supply glut. Source: BNN.com – video report Date: Sep 11, 2015 Link: http://www.bnn.ca/Video/player.aspx?vid=702465 Questions for Discussions: Summarize the analysis presented by… Read more »

U.S. frackers feel the pinch of low oil prices

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Description: U.S. frackers are fighting for survival in a volatile energy landscape. They’ve been one of the driving forces of the U.S. economy but as oil falls, so do their profits. Source: CNNMoney.com – video report Date: Sep 02, 2015 Link: http://money.cnn.com/video/news/economy/2015/09/02/us-frackers-oil-prices.cnnmoney/ Questions for Discussions: What are the reasons for oil price volatility? How should… Read more »

The Oil-Sands Glut Is About to Get a Lot Bigger

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Description: The last place oil producers want to be when prices plummet to profit-demolishing lows is midstream on a billion-dollar project in one of the costliest parts of the planet to extract crude. Source: Bloomberg.com – video report Date: Sep 03, 2015 Link: http://www.bloomberg.com/news/articles/2015-09-03/canada-oil-sands-fork-over-billions-for-500-000-unneeded-barrels Questions for Discussions: Summarize the analysis presented in this report. Do… Read more »

Wilbur Ross: Chinese government panicked over markets

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Description: U.S. investor Wilbur Ross discusses what’s behind China’s economic crisis and estimates its growth in the 4-5% range. Source: CNNMoney.com – video report Date: August 26, 2015 Link: http://money.cnn.com/video/news/2015/08/26/wilbur-ross-china-economy-markets.cnnmoney/ Questions for Discussions: What does Wilbur Ross say about why the markets dropped? What are the risks in the current investment environment? What should investors… Read more »

Why China’s market meltdown affects the rest of the world

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis.

  Description: As the saying goes, when China sneezes, the world catches a cold. But in this case China has flu — and it’s contagious. From nearby neighbors Japan and South Korea, to those in Europe, the U.S. and deepest Africa, everyone is affected by China. Andrew Stevens explains why its slowing economy is having… Read more »

Global Rout Wreaks Havoc on U.S. Stocks

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Description: Bloomberg’s Mike Regan, Lisa Abramowicz, Julie Hyman and Alix Steel discuss today’s selloff in U.S. stocks on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: August 21, 2015 Link: http://www.bloomberg.com/news/videos/2015-08-21/global-rout-wreaks-havoc-on-u-s-stocks Questions for Discussions: What does the report say about why the markets are dropping? How should investors be advised to respond to… Read more »