Fred Hickey, the editor of the highly respected newsletter The High Tech Strategist, which Fred has been publishing since 1987. I do not subscribe to Fred’s newsletter but I do listen to him when he is interviewed as he has ...
I am a big fan of Francis Melton’s blog “The Manhattan Contrarian” It is not an investment blog but he does write quite a bit on ESG and DEI issues. I share many of his views and criticisms. His recent ...
I have been fortunate to be a long-suffering tanker bull. This applies to both crude carriers and clean tankers (so called because they carry refined products). As I have mentioned in various weekly updates we own several tanker companies. I ...
Link to Interview Discusses China re-opening and its effect on oil demand. We have the experience of what happens when we opened the US and EU. People may be underappreciating Chinese demand. Javier Blas comments from Bloomberg: Globally, don’t underestimate ...
Here is a link to the Seymour Hirsch article about how the US and others destroyed the Nordstream pipeline. Here are a few snippets: The New York Times called it a “mystery,” but the United States executed a covert sea ...
As I have said, I believe that liquidity flows determine asset price moves in the short and medium term. I have quoted Stan Druckenmiller’s view on liquidity many times; Earnings don’t move the overall market; it’s the Federal Reserve Board… ...
I am positive about uranium for 2023. In this recent article from Harris Kupperman, he reiterates his positive view on uranium and the positive catalyst that is not discussed by most analysts. On this site, I’ve previously detailed the bullish ...
I like to point out people whose investment wisdom I admire and who I have learned from. One of the best thinkers I have found recently is the guys at Smead Capital Management. I have been reading their letters and ...
A recent interview I did with Jesse Day of Commodity Culture. We discuss oil, uranium, energy, ESG. ...