Post-Cover (2015-09-24) The Oil Trade

The Oil Trade: Drilling for Ideas (Part 2 of 3)

Christopher Investment Post-Folio Leave a Comment

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 …

Post-Cover (2015-09-24) The Oil Trade

The Oil Trade: Drilling for Ideas (Part 1 of 3)

Christopher Investment Post-Folio Leave a Comment

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. <- …

DD (2015-09-18)

Dear Dollary: Monteneg-roads

Christopher Travel Journal 5 Comments

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 …

Post-Cover (2015-09-08) Where do we go 2

Where do we go from here?

Christopher Investment Post-Folio Leave a Comment

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 …

DD (2015-09-12)

Dear Dollary: Sarajev-whoa

Christopher Travel Journal 1 Comment

September 12, 2015 Sarajevo, Bosnia & Herzegovina Dear Dollary, We’ve been to quite a few cities now where I’ve found myself saying “Wow.  This is beautiful.  You would never know that a major war tore this place apart X number of years ago…” Not the case with Sarajevo. Granted the Siege of Sarajevo occurred not that long ago, but despite all of the rebuilding and repair that …