ENERGY RESEARCH

Since 1999, Moncrief Willingham has published its own macro institutional research on the energy sector. The Firm places heavy emphasis on the data and trends that form its macro views and investment outlook.

These research pieces offer not only a public track record of the manager's assessment of the energy landscape, but also provide insights into the ebb and flow of various Waves on the Tide (major energy "up" cycle). This research is instrumental to the Firm's positive performance in six of the last seven years.


ENERGY LIBRARY

2007

Bloomberg Interview Aug. 2007

2006


Earnings, Earnings Earnings!!!
(Mar. 2006)


Hedging Energy
(Sep. 2006)

 

2005


Oil Prices - What level
(Mar. 2005)

   

2004


Depletion Depletion
(Jan. 2004)

   
 

2003


But For Energy Data
(Jan. 2003)

   
 

2002


Energy vs. Rest Of Economy
(Jan. 2002)


Bogus Accounting or War Premium
(Aug. 2002)


Hard Asset Investing
(Sept. 2002)

 

2001


Looking for Waves, Missing the Tide
(Jan 2001)


Trip Through ANWR
(Sept. 2001)


Supply Supply Supply
(Nov. 2001)

 

1999


Case for Investing in Energy
(Aug. 1999)


Our 1st Year In Review
(Dec. 1999)

 
 

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