I believe that United States energy independence is a myth. While it is clear that shale oil and gas production has rapidly expanded, so has the cost of production. I am a contrarian in search of beaten down stocks and sectors. In particular, I am extremely interested in the energy and precious metal markets because of the relationship between geopolitical events, supply and demand, and the economy. I believe in peak cheap oil and have learned a great deal from following the late Matthew Simmons, Jeffrey Brown (ELM Model), Art Berman, David Hughes, Eric Sprott, John Embry, and many others.
Early fifties, long term in real estate development, Oil and gas title and drilling deals, slowing down some and interested in growing my equities portfolio, which has been kind of a set it and forget it, neglected baby. Not so much of an algorithym guy at present, more of a macro knowledge trader. Willing to learn differently, however.