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The Limits of Technology 05-18-15

The apotheosis of technology provides an apt description of American rationale for its global preeminence. The danger in this belief: most importantly, it exaggerates technology’s power and its ability to solve all our woes. We presume great technological feats ipso facto to solve many more problems than they can. Read more about The Limits of Technology 05-18-15

China’s Energy Near-Obsession 05-11-15

I want to share a few experiences with you that bear on investments you should make. You should not witness many surprises from this recommendation but my sources may surprise you—at least a little. I recently attended a lecture—actually more like a seminar in that fewer than 20 people came. I am unsure why I was invited. Read more about China’s Energy Near-Obsession 05-11-15

Crude Oil: Two Wrongs That Will Make a Right 05-04-15

Several events and stories caught our attention this past week. First we look at a May 1 story from Bloomberg on, you guessed it, oil. It offered yet another reason that we need not worry about oil prices surging back. Read more about Crude Oil: Two Wrongs That Will Make a Right 05-04-15

The Powerful Case for Oil 04-27-15

The case for higher oil—or, more precisely, much higher oil prices—continues to grow. One needs no magical powers to see why. One major source of market oversupply has been “tight” oil from U.S. shale formations. The general consensus has been that growth in fracking would slow with lower prices. Right and wrong. Read more about The Powerful Case for Oil 04-27-15

The Hack Heard ‘Round the World 04-20-15

This update is something a little different. Instead of a single article with a unified point of view, I’m supplying my reactions to a few news stories that appeared in the financial press and how they relate to our recommendations. Read more about The Hack Heard ‘Round the World 04-20-15

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