Keith Schaefer

Back in 2016 there was no bid for oil stocks. The sector was dead money — and I knew it. So I went looking to make money elsewhere — specifically, downstream — in search of innovation and disruption in the energy markets. What I found there was something very special — a microcap stock with a […]

INTRO: I’m off to Africa for almost a month—to celebrate my new “empty-nest” status.  It set off a story idea for me—one that has largely gone under the radar, and is very bullish for oil prices. U.S. shale production represents roughly 7% of global oil production. On a daily basis we can read stories about […]