Below you'll find a list of all posts from September, 2015
In Part One of our Drilling for Ideas series we discussed the causes behind the past year’s plunge in oil prices. In Part Two we discussed the catalysts that we believe are needed to reach a bottom in the oil market and painted a picture of what the bottom of oil might look like. The future for oil, as we envision it, is not …
In Part One of our Drilling for Ideas series, we examined the now year-old price decline in oil, concluding that the cause was an oversupply problem, purposefully orchestrated by a Saudi-led OPEC to regain market share and bankrupt the US tight oil industry. The gamble being made by the Saudis is that they can ride out the low price of oil long …
After spending a few weeks in Qatar, Kuwait, and Iran… I spent a lot of time thinking about the Middle Eastern economies and their petro-governments’ dependence on oil. I’ve been focused on the oil sector for a while now looking for some investment ideas, so I thought I’d try to combine some of my macro and investment thoughts into a blog post. <- …
September 18, 2015 Bay of Kotor, Montenegro — Note: Before you read any further… click this link and let the song play quietly in the background. You’ll know why soon… — Dear Dollary, So I knew I wanted to come to Montenegro just to rent a car and drive a certain road. Specifically, the 25 hairpin-turn road from Kotor – through Lovcen …
Note: I had this post mostly done a week ago, but kept tinkering with it, so the charts are a week old. But haven’t changed much. ————— Let’s jump right into it, shall we? Market volatility the past few weeks has been a little nuts. China. The Fed. Oil. Malaysia. ECB QE. The Dollar. Pick your poison. Two weeks ago …
