Energy

Global Oil Problems

Sep 5th, 2008 | By | Category: Commodities, Energy, International
Western nations — the U.S., in particular — are now experiencing the bow wave of a profound change in the current and future availability of oil. According to recently published data, oil output from all major Western oil companies is on an ominous decline trend. Exxon Mobil, for example, announced ...read more


Investing in Africa

Aug 28th, 2008 | By | Category: Commodities, Energy, International
Zanzibar, Dar es Salaam, Mombasa, Mogadishu, Mumbai, Mangalore…all trading cities along the fabled rim of the Indian Ocean. These eastern African cities thrived between the 12th and 18th centuries, with ships sailing in and out on monsoon winds. They will thrive again on the tailwind of a long-term bull market ...read more


Investing in Microturbines

Aug 26th, 2008 | By | Category: Energy, Technology
Imagine a municipal bus that’s powered by an electric motor, crawling along the crowded streets of Beijing. What does this bus have in common with the Ronald Reagan Presidential Library in Simi Valley, California? Or imagine offshore oil production platforms in the Gulf of Alaska or the North Sea. What do ...read more


Protecting Yourself in this Dismal Economy

Aug 20th, 2008 | By | Category: Energy, Investing Strategies, Macroeconomics
Last year, I devoted several issues of my Strategic Investment service to the web of structured finance. I think it paid off. Since then, banks and brokerage stocks were punished. Energy and material stocks have soared-thanks to the Fed’s inflation campaign. Fed officials have taken their ability to devalue the U.S. ...read more


Turning Your Plastic Garbage into Fortunes

Aug 18th, 2008 | By | Category: Energy, Technology
As a nation, we recycle almost 33% of our waste — a rate that has doubled in just 15 years. According the EPA, The U.S. now recycles 52% of all paper, 31% of all soft drink bottles, 45% of all aluminum cans, 63% of all steel packaging, and 67% of ...read more


Investing in Western Oil

Aug 7th, 2008 | By | Category: Energy
As I drive across Canada and down into North Dakota, I’m seeing energy everywhere. The farms are well tended, and the agricultural productivity is awe-inspiring. There are wind farms up, and going up, on many a hillside. Power lines crisscross the landscape. There are dams and impoundments on many of the ...read more


Indicators of a Falling Market

Jul 17th, 2008 | By | Category: Energy, Housing, Investing Strategies, Macroeconomics
As I wrote last week, it’s pretty clear times are tough right now. With three quarters of the population thinking we’re already in a recession and the market sinking by the day, I don’t think there’s any more debating as to whether or not we’re in bear market territory. So the ...read more


Fixing the Energy Policy is the Number One Priority

Jul 14th, 2008 | By | Category: Energy
With the price of oil doubling in the past year, there are more fingers being pointed than solutions being offered. Unfortunately, one of the biggest “culprits” garnering much of the blame has been the oil speculators. Congress has decided to make them the scapegoat for our energy concerns, and unfortunately ...read more


Our Last Cheap and Abundant Energy Source

Jul 10th, 2008 | By | Category: Energy, Technology
By a wide margin, the United States has the largest coal reserves on the planet. The coal supplies in the U.S. account for 95% of its fossil fuel reserves and a whopping 60% of the fuel reserves in the world, according to the American Coal Foundation. Yes, coal prices have continued ...read more


Watch Out for the Climate Security Act

Jun 18th, 2008 | By | Category: Commodities, Energy
I received an email from a Washington, D.C. advocacy group urging me to urge my U.S. Senators to “support the Climate Security Act.” Climate security? This is legislation to set up emissions trading or a “Cap & Trade” system for carbon-based energy supplies. Basically, the government sets up a national limit ...read more