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ENERGY, GLOBAL, STOCKS

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

Saudi Crown Prince Mohammed bin Salman was at the White House this week. And it’s a safe bet the subject of oil prices came up. A decade ago, the Saudis turned on the taps to flush out US shale. But the reality today is different, notes Elliott Gue, editor of Energy and Income Advisor.
We see investor worries about energy dividends as well overblown. Accordingly, we’re adding Western Midstream Partners LP (WES) to the High Yield Energy List, explains Elliott Gue, editor of Energy and Income Advisor.
This month, we’re taking a higher-yielding bet on an oil and gas price recovery, buying royalty producer Dorchester Minerals LP (DMLP). It’s ideal for risk-tolerant investors who want rising commodity prices to flow directly into higher quarterly dividends, notes Elliott Gue, editor of Energy and Income Advisor.
Energy royalty companies’ cash flows depend not just on realized selling prices from what’s pumped and/or mined from their lands. They’re also affected by the production decisions of the companies operating on their lands. Here’s what I think will happen with variable payouts in 2025, says Elliott Gue, editor of Energy and Income Advisor.

Elliott's Videos

Join Tim and Elliott for a “fireside chat” about energy market conditions, strategies, and profit opportunities. You’ll get critical insights on supply, demand, and pricing trends in the oil, natural gas, and products markets. Plus, you’ll learn about ways to capitalize on AI-driven power demand, alternative energy market developments, and more. Do NOT miss this compelling – and actionable – session!

You've probably heard the story about the Federal Reserve and the Great Inflation of the 1970s. Specifically, we're told the Burns Fed failed to tighten enough to quash inflation in the 1973-75 recession while the Volcker Fed's more forceful and persistent efforts finally slayed the inflation beast in the early '80s. The only problem is that's not how it works -- the Federal Reserve has little or no influence over oil, energy, and commodity prices, a key source of inflation then and now. In this presentation, Elliott will explain the real forces that drive the oil and commodity price cycles and the powerful force that actually brought an end to the oil price surge through the 1970s. He'll also explain how "green energy" policies pursued by governments the world over dramatically worsened the current cycle, delaying key adjustments that could bring down energy costs dramatically over the next few years. He'll detail specific stock and ETF investments to profit from the current energy and inflation supercycle. 

The past 18 months have been a wild ride for the energy market with oil trading over $100/bbl and under $70/bbl and US natural gas prices reaching 10+ year highs in the summer of 2022 only to crash under $2/MMBtu last spring. A year ago, the US and other developed countries were begging Saudi Arabia and the rest of OPEC for more supply; today the market is obsessed with how much, and for how long, the cartel I willing to restrict production to prop up prices.  In this session, Roger Conrad and Elliott Gue, will cut through all the noise and conflicting narratives about energy commodities and identify a handful of their top energy stocks to buy for 2024.

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.



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.

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