Elliott Gue

Editor and Publisher,

Energy and Income Advisor and Capitalist Times

  • Editor and Publisher of Energy & Income Advisor
  • Founder of Capitalist Times
  • Author of The Silk Road to Riches and Rise of the State

About Elliott

Elliott Gue is chief strategist at Capitalist Times, an investment research firm he co-founded ten years ago. Prior to founding Capitalist Times, he shared his expertise and stock-picking abilities with individual investors in several highly regarded research publications, including The Energy Strategist, and as chief editor of Personal Finance, one of the largest and oldest financial newsletter publications in the US.

Mr. Gue is one of the foremost experts on energy investing and has dedicated himself to learning the ins and outs of this dynamic sector, scouring trade magazines, attending industry conferences, touring facilities, and meeting with management teams. He is also the co-author of two investment books published by the FT Press, The Silk Road to Riches: How You Can Profit by Investing in Asia's Newfound Prosperity and Rise of the State: Profitable Investing and Geopolitics in the 21st Century

Elliott's Articles

Q2 2023 was always going to be a tough one for energy sector earnings comparisons. That includes the best-in-class midstream companies in our model portfolio. But several continue to shine in this environment, including Black Stone Minerals LP (BSM), explains Elliott Gue, editor of Energy and Income Advisor.
Leading US midstream company Kinder Morgan (KMI) recently reported quarterly results. As an early reporter and dominant player in its sector, its results are also a useful bellwether for what we’ll see at other companies in the next couple weeks, explains Elliott Gue, editor of Energy and Income Advisor.
Congress made rapid federal approval of the long-stalled Mountain Valley Pipeline a condition of raising the US federal debt limit. That will mean a lot for pipeline owners, the wider industry, and a promising natural gas company, Chesapeake Energy (CHK), writes Elliott Gue, editor of Energy and Income Advisor.
Midstream energy M&A entered a new stage recently: ONEOK Inc. (OKE) offered $25 in cash and 0.667 of its own shares for Magellan Midstream Partners (MMP). Expect more major North American midstream companies and MLPs to join forces in coming months, counsels Elliott Gue, editor of Energy and Income Advisor.

Elliott's Videos

Resilient inflation means the tightest Fed policy since the 1980s isn't likely to reverse until the US economy enters a real recession. And that means the risk of another big leg down for stocks and bonds is rising daily. But there's also an emerging opportunity for investors to lock in monster returns, while others' portfolios evaporate. Here's where to look.

Since the Great Recession and financial crisis of 2007-09, only one decision has mattered for investors looking to generate superior returns—buying US technology and growth stocks on any dip in price. The equity market hegemony of this small US "Tech-Plus" contingent was also behind the S&P 500's outperformance over most equity benchmarks around the world from Europe to emerging markets and even small caps in the Russell 2000 index. In this session, I'll explain how the global experiment with negative interest rates and quantitative easing drove an epic bubble in a handful of stocks and market sectors and why there's still value to be found in key market sectors like energy.

Energy stocks have beaten the S&P 500 by 85 percentage points since the end of 2021 alone. In this presentation, Roger Conrad and Elliott Gue will explain why the sector's run is just getting started and why energy commodity prices are likely to remain elevated for years as part of a price supercycle driven by chronic supply shortfalls. Mr. Conrad and Mr. Gue will also outline a handful of the most powerful trends they are watching in energy and their top recommendations in the energy patch for both income and growth potential.

After a more than a seven-year bear market, energy stocks are again the market leaders. Energy and Income Advisor readers have enjoyed multiple opportunities to buy very low the past two years, starting with our bottom tick call in April of 2020 and more recently our six top picks for 2022. That group has beaten the S&P 500 by almost 50% year-to-date.

Amazingly, the emerging conventional wisdom is that the days of $100 plus oil are numbered. And once fallout from Russia's invasion of Ukraine loses its sting, prices will come crashing back to earth, as oil and gas are replaced by wind, solar, and electric vehicles.

The result: your last, best chance to buy high-quality energy stocks cheap, including producers likely to double from these prices, midstream companies yielding nearly 9% that are once again hiking payouts at double-digit percentage rates, and takeover targets in line to bag offers as much as 50% above current prices, within a matter of months.

In this discussion, we will:

  • Highlight the drivers of the energy stock returns and where this super cycle is likely to peak.
  • Unveil our four top energy picks for the rest of 2022 and beyond.
  • Unmask energy stocks you'll still want to avoid.
  • Answer your questions about all things energy.

Elliott's Books

Elliott Gue

The Silk Road to Riches: How You Can Profit By Investing In Asia's Newfound Prosperity

Asia is now the world's #1 growth story. Farsighted investors will realize enormous profits by investing in companies that benefit from Asia's historic transformation. In The Silk Road to Riches, a team of world-class financial analysts and newsletter editors point you to the right companies, the right sectors, and the right strategies.
Elliott Gue

Rise of the State, The: Profitable Investing and Geopolitics in the 21st Century

If you want to make money in the coming decade, you need to understand the two most powerful trends that are reshaping global markets right now: the growth of emerging economies, and the accelerating influence of sovereign wealth funds. Both trends share one crucial characteristic: they reflect the rising role of government actors, and make it more important for investors to understand geopolitics than ever before.&amp

Newsletter Contributions

Energy & Income Advisor

Complete guide to energy and income investing with Elliot Gue and Roger Conrad.

Learn More