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10 Resources for

andrew horowitz and energy

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Trends in Oil Inventories: Difficult to Measure
Andrew Horowitz submits: There was a draw-down on oil inventories that helped to push markets higher. (Note: Correlations these days are unbelievably high across many market segments.) We have seen these numbers see-saw on a weekly basis, giving us little trend to lock onto. Clearly total inventories have been...
Tags: Energy, Andrew Horowitz
External links 2009-11-04
Oil Inventories and the Dollar: Hitting the Market Again
Andrew Horowitz submits: At 10:30am yesterday, oil inventories were released by the Energy Information Administration (EIA). This is the weekly update of the gas and distillate inventories the U.S produces worldwide. On Tuesdays, after hours, we get the American Petroleum Institute (API) numbers that cover U.S. inventories. by Andrew...
Tags: Energy, Andrew Horowitz
External links 2009-11-11
Atwood Oceanics: Gushing Profits
Andrew Horowitz submits: We own Atwood Oceanics ATW as we found the fundamentals to be gaining momentum and the technicals continuation to hold the uptrend. What we like is their execution and portability as well as their ability to adjust to market conditions. Key Fundamentals: by Andrew...
Tags: Energy, Andrew Horowitz, Atwood Oceanics Inc.
External links 2009-11-25
Natural Gas ETF: At an All-Time Low and Still Declining
Andrew Horowitz submits: The cyclical nature of Natural Gas is showing no signs of changing over time. Sure, we see the trend of higher lows in term of weekly storage – meaning that there is a long-term build in inventories occurring. But almost right on schedule, inventories, while high,...
Tags: Energy, Andrew Horowitz
External links 2009-12-04
UNG: The unNatural Gas ETF
Andrew Horowitz submits: The chart below sure tells us what is happening with UNG – the biggest natural gas related ETF available. Look at the differential between the Natural Gas pricing futures and the ETF. We have written about this before HERE. The problem is that there...
Tags: ETF, Energy, Andrew Horowitz
External links 2009-11-17
China Ramps Up Coal Reserves: Consol Energy Will Benefit
Andrew Horowitz submits: There have been a few items that we have seen lately regarding China’s desire to build their commodity stockpiles and now they are reportedly looking to create strategic coal reserve. Our position in Consol Energy CNX could do well as they have been discussing their China...
Tags: China, Energy, Andrew Horowitz, Consol Energy Inc.
External links 2009-11-17
Really Diggin' DIG
Andrew Horowitz submits: It has been an amazing thing to watch as crude oil has dropped from $147ish to under $60 per barrel. We chose to close out our [[DUG]] position for a nice profit, although admittedly too soon. But the recent drop in oil, coupled with the shellacking...
Tags: Portfolio, Position, Seeking Alpha, Andrew Horowitz, Energy
External links 2008-10-30
Oil Demand Continues to Slide
Andrew Horowitz submits: Oil inventories released yesterday morning continued to show a lack of demand for relatively low priced oil. The latest build of approximately 370 million barrels is the largest we have seen since 1990. This latest rally does not seemed to be confirmed by a change in...
Tags: Energy, Andrew Horowitz
External links 2009-04-23
What Are Diesel Inventories Telling Us?
Andrew Horowitz submits: API put out their Oil, Gas and Distillates information yesterday evening and I wanted to take a look at the numbers as well as the latest diesel inventory data. The reason we look at diesel is to see what is occurring in the commercial transportation area....
Tags: US Market, Energy, Transport, Andrew Horowitz, United States Oil Fund LP
External links 2009-07-22
Gasoline Trumps U.S. Oil Inventories
Andrew Horowitz submits: Yesterday’s latest release from the Energy Information Administration showed a larger draw-down for oil inventories but a much greater build in gasoline inventories. Economists were expecting a draw-down in oil inventories of approximately -1.2 million barrels versus the reported -3.9 million barrels. Although, this...
Tags: Energy, Andrew Horowitz, United States Oil Fund LP
External links 2009-06-18

Additional Resources

Natural Gas Is Oversold, and We Are Buying
Andrew Horowitz submits: Recently, we bought U.S. Natural Gas Fund UNG for The Disciplined Investor Managed Growth Strategy portfolios… Below is an interesting graphic that shows the effect on energy commodities by the legislation that closed the Enron Loophole. Even though there has been a great deal of...
Tags: Energy, United States Natural Gas Fund LP
External links 2008-08-29
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