Seeking Alpha

Vincent Ho's  Instablog

Vincent Ho
Send Message
An independent trader who takes a multidisciplinary approach to investing and seeks to always expand his circle of competence by understanding technology.
  • The Least Talked About Driver Of Growth: American Energy Independence 3 comments
    Feb 3, 2014 6:32 PM | about stocks: SPY, DOW, QQQ

    Warren Buffet has said repeatedly that he doesn't take macro considerations into his investment analysis. His position in BYD, an automaker and technology company based in Shenzhen, is simple: it's cheap. Although the market can stay irrational longer than accounts can stay rational most people read the reports of America's future energy outlook and can't help but go out for a few months of sushi. Although Europe relies heavily on Middle Eastern oil, especially that of the Kingdom of Saudi Arabia, America relies largely on Mexico and Canada. This is forecasted to change due to innovations in Shale, abundance in natural gas, enough coal for 300 years, and petroleum reserves. Although Munger has made the point that every barrel of oil imported from someone else's backyard is your friend it's not entirely clear if the traditional calculations of human energy, labor, or other resources for finite oil will hold up in a world moving towards better or alternative forms of energy, at least for America.

    What remains clear is that other drivers of growth, in Silicon Valley or Seattle, are not in a bubble. Their success however is largely based in a world in balance, both environmentally and in terms of stability. What is the price of stability given the outlook?

    Disclosure: I am long BRK.B.

    Stocks: SPY, DOW, QQQ
Back To Vincent Ho's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (3)
Track new comments
  • Nathan Gantz
    , contributor
    Comments (39) | Send Message
     
    Could you please elaborate on the assertion that there is internal stability within Silicon Valley/Seattle?
    9 Feb, 04:46 PM Reply Like
  • Vincent Ho
    , contributor
    Comments (25) | Send Message
     
    Author’s reply » It's future isn't guaranteed the same way IBM, Sony, and HP no longer dominate the electronics industry which for some probably was unimaginable.
    9 Feb, 04:56 PM Reply Like
  • Nathan Gantz
    , contributor
    Comments (39) | Send Message
     
    Yes, agreed
    9 Feb, 04:58 PM Reply Like
Full index of posts »
Latest Followers

StockTalks

More »
Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.