Game Changing Battery Technology: Is It Here Now? Nearly every oil observer - Simmons, Maxwell, Jeff Rubin, many others, and least of all myself - see oil prices rising in 2 - 5 years, probably to new heights, if the global economy continues to recover. That’s based on pretty accurate visibility of new oil supply over the next 5 - 7 years, fairly certain rates of decline in old fields, plus assumptions of demand growth rates for OECD, developing, and oil exporting economies. I provided my own version of this …
Entries Tagged as 'Midstream Companies'
Newsletter 26: July 28, 2009
July 28th, 2009 · 34 Comments
Tags: Economic Strains of Peak Oil · Investment Ideas · Midstream Companies · Ultracapacitors · batteries · hybrid vehicles
Investment Strategy Addendum
October 12th, 2008 · 56 Comments
Buy, sell or hold? I think it is too late to sell. The question in my mind is whether to “catch a falling knife” or wait until there is some confirmation of a bottom in technical or fundamental terms. Countless pundits have warned against ever trying to call a bottom in a real bear market, which this clearly is. But the other mandate is to “buy when there is blood in the street” - buy when fear grips the market, sell when greed is peaking. To decide which philosophy …
Tags: Investment Ideas · Midstream Companies · Shipping Companies
Midstream Income Vehicle Review
October 10th, 2008 · 9 Comments
The following discussion published at Seeking Alpha regarding investment opportunities in midstream energy distribution companies is a useful reference for investors looking for income and energy participation. Midstream MLPs Crashing, Present Opportunity by: Prudent Speculations posted on: October 10, 2008 | about stocks: EPD / ETE / GLP / KMP / NSH / OKS / TPP / XTEX As we all know, the entire market has been crashing in recent weeks. The price action in the MLP sector has been …
Tags: Investment Ideas · Midstream Companies


