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  1. Shiv Kapoor on Sector Performance and the Economic Cycle: Ron - I have not read it though I suspect they are not far off... more »
  2. Ron Rowland on Sector Performance and the Economic Cycle: Shiv, have you reviewed the paper "Sector Rotation over... more »
  3. dividend_growth on Energy Sector and the Price of Success: Where oil comes of course matters: when supply is cut because of... more »
  4. jerrydd on Energy Sector and the Price of Success: While much of the article is true, it overstates both future... more »
  5. long_on_oil on Energy Sector and the Price of Success: Cost of production is based on averages just like purchasing stock... more »
  6. OilFinder on Energy Sector and the Price of Success: Nice write-up Shiv. Via a more in-depth write-up, you've come to... more »
  7. Shiv Kapoor on Energy Sector and the Price of Success: Where the oil come matters because at least you have it. But if... more »
  8. dividend_growth on Energy Sector and the Price of Success: Speaking of Straight of Hormuz, the latest data shows that US gets... more »
  9. Davewmart on Energy Sector and the Price of Success: Shiv, That clears up where you are coming from nicely. Thanks. I... more »
  10. Shiv Kapoor on Energy Sector and the Price of Success: I think I may be missing your point. But between 1990 and 2006,... more »
  11. Davewmart on Energy Sector and the Price of Success: The 2015 is not a spike, but a discontinuity, as the exploitation... more »
  12. Shiv Kapoor on Energy Sector and the Price of Success: I don't think there is a great deal of tweaking. 2015 shows a... more »
  13. Davewmart on Energy Sector and the Price of Success: Thanks fort clarifying how your data compares to the IEA... more »
  14. Ferdinand E. Banks on Energy Sector and the Price of Success: This is a genuinely valuable article, even though I disagree with... more »
  15. Shiv Kapoor on Energy Sector and the Price of Success: IEA outlook for 2009 sees Mexico declining from 2.7m bpd in 2010... more »