The blatant injustice of US Government oil policy
If China was dumping a product in the US market, and businesses in the US were not allowed to sell a similar one in the Chinese market, politicians would be up in arms at the injustice of it all.…
Portfolio Holdings 12/2/14
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More thoughts on oil
From JP. Morgan Dec 1,2014 US oil producers unlikely to slash output anytime soon – while US firms may slow new investment, they will prob. continue pumping from existing fields. The cost of…
Why Larry Summers sees danger ahead for the economy - The Washington Post
I'm not a big fan of Larry Summers more on style points as he comes off as pedantic and long winded but I have to admit he makes a lot of sense here. There is a big difference in investing between…
Has Oil Bottomed? America's most successful oil man thinks so
Has Oil Bottomed? Continental Resources Thinks So By Ben Levisohn When Continental Resources CLR revealed that it had cashed in its hedges on the price of oil–earning $433 million in the process–it…
Portfolio Holdings 11-6-14
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3rd Quarter 2014 Partner Letter
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Portfolio Holdings 10-17-14
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The contrarian view in the oil patch is hard to come by these days, here's mine
It's hard to find the contrarian view in the oil patch these days but some of our contrarian observations are: A barrel of oil is worth far more in the U.S. than in other parts of the world. The U.S…
Merrill Lynch is the cause of the Ebola economic panic, written by a lawyer not even a healthcare worker!
I think Merrill Lynch is the main cause of the global economic panic about Ebola. They published this report 10-3-14 on Ebola front page as part of their big global strategy update. Note the…