Energy Update – Price actions vs fundamentals and a look at recent bankruptcies

June 19, 2020

Josef Schachter joins me to share his outlook for the energy sector, with a focus on oil. We outline the supply and demand fundamentals compared with the price moves. Also a discussion on the companies to look for after a dip in price considering we have seen bankruptcies start to rise.

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    Jun 19, 2020 19:58 AM

    Yup many of your recommendations went off the board.

    Jun 19, 2020 19:24 PM

    Hi Matthew, do you agree with Schachter that oil will drop below 30? if so I might sell some CVX or XOM…

    Jun 20, 2020 20:37 AM

    Reduce prodution by short term us government order [ law ] by 20% Also why is BOZO DONALD going to have a massive indoor rally ?? Its a dangerous mess . Biden is looking like a genius just by being calm . Happy to say DEMS will win new senate seats in AZ , Maine, CO , N carolina , and maybee sluth carolina [ big suprise ] my sister lives in s carollina and says people want to change senators pray for change rsh