Thank you to everyone who tuned into my live video! I chatted about the oil market, the risk from the Houthis blocking the Bab Al-Mandab Strait (the Red Sea oil route), the risk of oil market price manipulation, and the potential upside in oil producers and services stocks.
I highlighted recent articles, including this high hit rate, rare bullish oil market signal:
Oil Is Surging, Right After a Rare Buy Signal
Oil is moving higher this evening after Iran attacked three commercial vessels in the Strait of Hormuz, prompting U.S. retaliatory strikes against Iranian targets and the re-imposition of sanctions o…
This article about the boom in the Canadian oil and gas industry:
Canadian Oil & Gas Is Booming
The Canadian oil and gas industry is booming. Average Canadian production through the first four months of 2026 reaching record levels for both crude oil and natural gas:
Compelling oil stocks in the current market:
Five Compelling Oil Stocks
I’ve been asked a lot recently about my thoughts on the recent oil price volatility and what I’m focused on here. With my commodity price short-term crystal ball broken, I’m focusing on the investment ideas that I think can do well in a lower oil price environment ($60+ WTI oil) and extremely well in a higher price environment ($80+ oil).
Oil’s turn in the commodity cycle, from December 2025:
Oil’s Turn in the Commodity Cycle
Since launching Bison Insights, the seven investment ideas I’ve published have performed well versus the broader energy market, as measured by the XOP energy ETF:
Popular stocks can be expensive and risky. My favorite natural gas stock, vs this overhyped natural gas producer touted by the biggest Substacks and all over TV and social media:
Jerry Jones’ Bet is Good, But This Stock is Better
Jerry Jones has built a legendary track record as a businessman. He’s perhaps best known for his purchase of the Dallas Cowboys for $140 million in 1989 and turning it into the now most valuable franchise in the NFL, worth roughly $13 billion.
*Disclaimer: This is for informational and educational purposes only. This is not an offer, solicitation, or investment recommendation. I own shares and/or related securities of companies mentioned and may buy or sell them at any time. Please consult an advisor and do your own diligence. Investments incur risk of loss. Past performance is not indicative of future results.
