Maxroom

In Light of Peak Oil, Financial Diversification Is a Bad Idea

Interesting and quantitative reasoning for what I think I've found myself intuitively (luckily?) gravitating to over the past few years. So much of my portfolio has trended to energy (NatGas, Oil & TarSands, CanRoyTrusts, and even Solar & Coal) that I've been concerned that I was not "diversified" enough. Here's an article that reasures me that I'm not crazy. [my picks might not be perfect, but there were/are reason to be energy/commodity heavy]