thinking ahead

Global Warming: Investment Implications

It just doesn't matter what we do in this country about Co2, because China and India have already said -- over and over and over -- that they will not impair their economic growth to accomodate a western obsession with climate change, since we had the benefits of the industrial revolution and they didn't. So chill everybody. Our 305MM population carbon footprint just isn't very important.

The Gas Price Roller-Coaster: It’s Not an Amusement Park Ride

Good article and some interesting information about Utah. I like the NG investment options even without the move to NG cars. Of the two types you mention I own more of the MLP's because of their very high dividend rates and steady earnings. Instead of CHK stock I like their convertible bonds. In both cases I'm willing to trade big upside for modest (10%+) upside and less volatility.

Smells Good: The Case for Natural Gas

Fitz: good article. But no mention of NG liquids (propane and butane are the biggest). What is the future for these products? And I was surprised that APC wasn't listed, since it trades at less than 9X PE and it's the second largest NG producer in the US.