Joseph Dancy's Contributions

John Kosar on Market Outlook; Joe Dancy: Prepare for Energy Surprises

May 10 – Ryan Puplava gives this week's market wrap-up on Financial Sense Newshour. John Kosar at Asbury Research gives an update on the technical outlook for stocks, oil, bonds, and interest rates. Lastly, Joe Dancy says that energy investors need to be prepared...

Joseph Dancy: Oil Price Could Move Lower Short-Term, but Global Consumption Continues to Grow

Mar 13 – Jim welcomes back Joseph Dancy, manager of the LSGI Technology Venture Fund LP, and a professor of oil & gas law at Southern Methodist University. Joe and Jim analyze the oil markets, and the potential for...

Joseph Dancy: Crude Oil Markets Surprise Analysts and Investors

Are Central Bankers to Blame?

Dec 11 – Jim welcomes back Joseph Dancy, manager of the LSGI Technology Venture Fund LP, and a professor of oil & gas law at Southern Methodist University. Joe and Jim discuss the 40+% decline in the crude oil markets over the last five months, and why it took most analysts and investors by surprise.

Joe Dancy: Middle East Oil Producers in Turmoil

Jul 2 – Jim welcomes back Joseph Dancy, SMU School of Law Professor teaching Oil & Gas Law, and manager of the LSGI Technology Venture Fund LP. Joe and Jim discuss the oil production volatility and uncertainty in certain key...

Fuelled by Iraq the Energy Sector Returns to Investor Favor

Despite the markets performing well retail investors across the board have dramatically increased their allocation to cash according to a new State Street study. Cash allocations have jumped in the past two years with the average rising...

Identifying Opportunities in the Energy Sector Using Warren Buffett’s Investment Strategies

Technology and biotech shares have been the focus of investors over the last year and have outperformed the market, however that has begun to change as many firms in the energy sector have begun to attract attention from investors.

Joseph Dancy: Natural Gas – The Next Big Play

Apr 25 – Jim welcomes back Joseph Dancy, manager of the LSGI Technology Venture Fund LP and Professor of Oil & Gas Law at SMU Law School in Dallas. Joe discusses a number of trends in the energy sector, both long term and global...

Natural Gas: Will a Robust Injection Season Elevate Prices?

Over the last three or four years the supply of natural gas available to the U.S. market has jumped sharply higher with the advent of advanced drilling technology and multi-stage hydraulic fracturing.

Natural Gas Markets Are Revitalized While Oil Plows Ahead

As we look out over the next year a number of interesting long term trends are developing in the energy sector. These trends have significant implications for investors in the sector, as well as for the overall economy...

Joseph Dancy: Strong Economics for Natural Gas

Feb 25 – Jim welcomes back Joseph Dancy, manager of the LSGI Technology Venture Fund LP and Professor of Law at Southern Methodist University in Texas. Joe and Jim discuss the strong economics behind the revitalized natural gas markets.

Joseph Dancy: The Shale Mirage – IEA Report: World Could Face Future Oil Supply Crunch

Dec 17 – Jim welcomes back Joseph Dancy, Adjunct Professor of Law at Southern Methodist University and manager of the LSGI Technology Venture Fund LP. Joe and Jim discuss the latest International Energy Agency (IEA) World Energy Outlook...

IEA: The Shale Mirage – Future Crude Oil Supply Crunch?

A number of investors have subscribed to the theory that we are entering a new era of global energy abundance, led by technological advances in horizontal drilling and hydraulic fracturing. The domestic price of natural gas in the U.S. has plummeted, and...

Fed President: Monetary Easing Needed to Address Labor Market Issues

In a presentation to Michigan Tech finance students and local executives Narayana Kocherlakota, President of the Federal Reserve Bank of Minneapolis, last month discussed the use of monetary policy to address labor market issues arising from the Great Recession of 2008...

Joseph Dancy: A Fundamental Mismatch in Supply and Demand Explains High Oil Prices

Sep 5 – Jim welcomes back Joseph Dancy, Adjunct Lecturer of Oil & Gas Law, Southern Methodist University, and Manager, LSGI Technology Venture Fund L.P. Joe discusses the energy market from a supply and demand perspective.

Fundamental Analysis Supports Triple Digit Oil Prices

Some analysts are explaining the fact that crude oil prices have risen to triple digit price levels as a result of the ‘fear premium’ attached to concerns about future oil supply disruptions.

Correlation Broke: Commodities Index Underperforms the S&P 500

In an article last month the Wall Street Journal pointed out that for the last two years commodity prices—as measured by the Dow Jones-UBS Commodity Index, as well as commodity related stocks—have substantially underperformed the S&P 500 index.

Energy Sector Remains Out-of-Favor With Investors

If China’s historical consumption growth continues, and if demand remains relatively price insensitive, the growth in demand for oil will be ‘relentless’ according to Staniford.

Joseph Dancy: Global Demand for Oil is Growing Relentlessly

May 3 – Jim welcomes Joseph Dancy, Manager LSGI Venture Fund, and Professor at SMU Cox School of Business in Texas. Joe sees a discrepancy between energy company performance and share prices, as most major oil producers have...

OECD Study Forecasts Sharply Higher Global Crude Oil Demand

A working paper published by the Economics Department of the Organization for Economic Cooperation and Development (OECD) last week examined the long term trends that are driving global crude oil supply and demand levels and hence influencing oil prices.

“The Success Equation” - The Role of Skill & Luck in Investment Decisions

When analyzing specific results in business, sports, and investing it is often difficult to distinguish what share of the outcome was attributable to skill, and what share of the outcome was attributable to luck.

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