CaptKorn

Brazil: Policy Changes Signaling New Era of Oil Production Underway

Everyone talks of peak oil but few mention peak use of that item. When price goes up replacements are found. And I do not mean the silly wind and solar thing that is the current fun thing to do. Soon the real alt fuel will be found. And then what. well I don't know exactly what it will be or when but you can bet that in the next 50 years it will be as common as computers are now. And they where not on our radar 50 years ago or in the dictionary. Save oil in the ground. No sell it and use the money to find the "next oil" if you can find the really hard thing. Political will.

Stages of Typical Bear Markets

As always, very informative and helpful! I will second that motion.

Oil Production: Brazil Making the Wisest Choice of All

Seems like that is just what the U.S. has been doing for many years now. If the oil company's where left to there own devices I would guess we would be pumping a much greater amount of our own usage.

Why Value Investors Hold So Much Cash

The definition of high risk and value come into play here. If your always trying to pick the tops and bottoms of the market, well good luck with that. I find that I am always rearranging the chairs on my personal Titanic. Sticking to only one style of investing and waiting for the market to come around to suite you would not work for me personally. In my 40 years of investing I have found that I need a few arrows in my quiver to maximize my returns. But lets face it the 40 years helps you need to have seen a few train wrecks and taken a few rides up also.

Bullish Picture for Energy Once Economy Picks Up

I don't think it will take three years. This is starting to look like the perfect storm and I expect the markets will trade up out in front. But if it is three years theirs no rush because this is going to be the big one when it hits.


On Mar 17 08:57 AM epeon wrote:

> Oil will be big in three years. Right now all of the engineering
> & construction companies are seeing huge pullbacks in oil projects.
> In three years, oil is going to spike again. If we are lucky, just
> before the 2012 election.
>
> And, yes, Obama is against coal. And, yes, wind farms and solar
> are just another in a long line of failed government efforts to pick
> winners out of the energy milieu.

Some Perspective from Grantham

It's always O.K. to sell low as long as you are using the proceeds to buy low. If you need the money to live on you have either done a poor job of money management or fate has conspired to deal you a cruel blow.
Prieur du Plessis I just want to say you help keep my feet on the ground. Keep it up.

Puzzled by Harvard's Weight in Emerging Market ETFs

This the first time in a long time that Harvard and I agree on anything. As for the school ethics should be a required course for all there MBA and JD students. Please don't tell me it already is.

How the Treasury Bubble Will Burst and Why

I am quite impressed with the sane and rational level of discourse happening here. I wish the national debate regarding the economy was going as well.

Is the Media Partially Responsible For the Panic?

I am reminded that at the end of the Clinton years I found myself often saying to myself, allot of bad news is being sugar coated. Ask your average non financial and they will not recall that we were in a virtual recession when Bush took over. They will call you crazy. If Obama wins mark my words there will be for lack of a better word a Clinton effect.

Using ETFs to Beat the Market with Lower Risk

Better yet buy DOY and on the other side hold some large dividend paying oil stocks. Canadian trusts would be good for this with there big payouts. You collect the big dividends while netting out on the holdings. Safe right?