Energy Is the Ultimate Currency
May 19, 2010 (Investorideas.com energy newswire) - Investorideas.com and its energy portals release mid-day energy commentary from energy executive Karl Miller.
By Karl W. Miller
Time to call in the markers on money managers using the Euro as excuse to sell US Energy Companies and the broader US market.
Supporting Mr. Miller's views and analysis, Mark Fisher, CEO of MBF Clearing advised CNBC today that "Energy and Crude Oil are the ultimate currency".
As Mr. Miller has noted many times, Europe is completely detached from US Energy Companies in price and product regarding energy. Europe sources its own natural gas, LNG and crude oil, primarily from North Sea, Algeria and Russia.
US Energy is a "Purely Domestic" product, especially natural gas. The US does not export energy, and the US Economy is stable and on the move upward.
Interest rates are effectively "Zero" in the US and thus selling off US equities leaves investors absolutely nowhere to go with their capital, outside of re-investing in Europe, Asia or South America, which are "not safe havens".
Thus, what should investors do and what is the moral of the market activity? The US equity sell off is complete BS, and not based on any rational capital deployment rationale.
So investors have a choice, pay over 100% per dollar to earn Zero percent (%) return for US Treasuries, pay 100% for a money market fund, or stay invested in the US market and capitalize on the complete oversold US equity markets in Energy and Infrastructure, which continues to generate solid cash flows.
Separate your mind from the noise in the system in Europe and Asia. There will always be some volatility in the global market, that is the way of the world. If you sell, run and hide and capitulate, you are effectively "giving your money to the robber Barron's", for less than a 100% of its value.
Stay the course, and call BS on this oversold US market, and take advantage of the deeply discounted buying opportunities, for if you don't, your alternative as I discussed above, a guaranteed loss.
Mr. Miller advised Investorideas.com readers on May 5, 2010, that "You Must Be Invested in the U.S. Equity Markets: Overweight on Energy Producers and Utilities".
Previous commentary ,"Did You Miss the Biggest Buying Opportunity in Energy, Thursday May 6, 2010" by energy executive Karl Miller was one of the most read articles on Investorideas.com.
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This column, Energy Commentary from Karl Miller, is the opinion of Karl Miller. Content found in the articles is subject to the terms found in the InvestorIdeas.com disclaimer and does not represent a recommendation of investment advice by Mr. Miller. Investors should seek the advice of a qualified investment professional prior to making any investment decisions.
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Disclosure: Long US Energy Companies