The Amount of Oil Used by North America In a recent blog, I talked about how shale gas is changing North America’s energy needs, and how that could change the way that the world works. The effect is starting to be felt. A quote from “MISH’S Global Economic Trend Analysis” Another Plunge in 3-Month Rolling… Continue reading Is Oil Overvalued? Could the USA become Energy Sufficient?
Tag: alternate energy
The Rapid Changing World of Investments – the Flow of Oil Money to the Middle East
The Changing World of Investment In my last blog, I talked about how rapidly investments can change in scope and importance. I talked about the bountiful supply of shale gas coming on stream, and the profits of large equipment manufacturers. The essential point was that investors could never simply “Buy and Hold”, but had to… Continue reading The Rapid Changing World of Investments – the Flow of Oil Money to the Middle East
Think and Act Big. The Energy Crisis, Are junior Resource Stocks Safe?
Think and Act Big I was reading an article by Jim Carroll in his regular “Netwatch” column of April 2011. I will quote some of his comments. “We are in the era of Big Thinking, yet a lot of people have a small outlook.” “Pursue big math.” ”Think big in scope.” “Align strategies to the… Continue reading Think and Act Big. The Energy Crisis, Are junior Resource Stocks Safe?
Oil – The Only Way is UP *** Vacation Time – Blogs start again in March ***
Oil is a Barometer of Economic Times as is Gold Standard & Poor’s downgraded Japan’s sovereign debt rating last week. It was the first cut in Japan’s rating in nine years. Japan now joins Greece, Ireland, Portugal, Spain — all of which have been downgraded. Everyone is also looking toward the U.S. fiscal situation, given… Continue reading Oil – The Only Way is UP *** Vacation Time – Blogs start again in March ***
Investing in Renewable Energy – The Incredible Bumbling of the Liberal Government of Ontario, Canada
Renewable Energy A recent phenomenon of political correctness and social responsibility of the Liberal Government of Ontario, Canada points out just how ridiculously inefficient the actions of government can be. In their rush to be environmentally correct, the Liberal government of Ontario brought in a number of the most ridiculous rules and regulations. One of… Continue reading Investing in Renewable Energy – The Incredible Bumbling of the Liberal Government of Ontario, Canada
The Recovery Continues – North American and European societies are simply too strong to lay dormant
We have often commented that the economy is gradually recovering. The North American and European societies are simply too strong to lay dormant. There will be a lot of bumps in the road, and a lot of bad news along the way, but gradually and surely, this cycle will become a memory, just like every… Continue reading The Recovery Continues – North American and European societies are simply too strong to lay dormant
A Very Good Hedge Against Currency Fluctuation is Oil
US Debt and the Currency Wars Previously we have discussed the currency wars and the creation of new US debt. While the current amount of debt in US dollars is high, and has led to calls for a different standard of international trade, the US still remains the economic powerhouse of the world and the… Continue reading A Very Good Hedge Against Currency Fluctuation is Oil
The World Seems in Turmoil, but it is Unfolding As Expected
We have often repeated that one has to take a longer term view of what is happening around us, and ignore the screaming headlines. There are some unmistakable trends occurring and one has merely to observe what is going on from a bit of an overview to understand what the future likely holds. Trend One… Continue reading The World Seems in Turmoil, but it is Unfolding As Expected
Some Thoughts about Oil, Natural Gas and Alternate Energy
Is the Place to be Energy? Or energy Service Companies? Fracking One of my favorite magazines is Forbes, and one of my favorite columnists is Ken Fisher. In the July 19, 2010 issue, Ken makes some comments about the changing nature of gas and oil exploration. To summarize his comments (forgive me if I misquote),… Continue reading Some Thoughts about Oil, Natural Gas and Alternate Energy