“Indeflation” and “Compartflation”

Energy and Capital editor Chris Nelder deconstructs the inflation/deflation debate and conjectures that we may have reached an inflection point in economic history, where the price at which energy is high enough to sustain new production is the same price at which things become too expensive, leaving us no option but to downsize.

A Macro Look at Green Energy

Energy and Capital editor Chris Nelder celebrates Earth Day by finding many reasons for optimism in the wave of green initiatives sweeping the nation, but also finds a market still staggering under the weight of a broken financial system.

How to Protect Your Portfolio from the Fed

Energy and Capital editor Chris Nelder offers readers a way to protect their portfolios from the Fed’s latest moves.

Oil Price Drop

This week started with a reaffirmation of Peak Oil by the head of an international oil major.

Energy Stocks for 2009

Energy and Capital editor Chris Nelder surveys the recent rally in oil and the commodity complex and gets bullish on energy stocks for 2009.

My 2008 Year in Review

Energy and Capital editor Chris Nelder reviews his year of analyzing the markets and eats a big slice of humble pie, with the calls he got right for dessert.

Oil Prices are Wrong–Very Wrong

Energy and Capital editor Chris Nelder explains why oil in the $40s is wrong, and why this is the buying opportunity of a lifetime for oil and commodities.

EIA’s Oil Outlook Report

Energy and Capital editor Chris Nelder critiques the EIA’s reduced demand outlook for oil, and contrarily concludes that prices should go higher.

The Looming Energy Crisis

Energy and Capital editor Chris Nelder looks at peak oil as a “black swan” event, and sees a profit opportunity in the disconnect between the conventional wisdom of the market and the reality of energy supply.

Oil and the U.S. Dollar

Energy and Capital editor Chris Nelder examines the relationship between oil prices and the U.S. dollar, the yen carry trade and the credit market, and concludes that we must be near a floor for oil prices.