Aramco and Saudi Wealth "De-Destribution"
Recent analysis around a potential float of Aramco, Saudi Arabia's national oil company, has missed the mark. This is not a last, desperate, move...
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2016 Names Not Trades and a Tough Energy Environment (And Other Recent Visits)
I outlined my 2016 quick takeaways from visiting clients, ex-clients and friends prior to the break (2016 A year of Reckoning, 23 December 2015),...
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Be Aggressive in Q1 2016 and Be Defensive Through Rest of 2016
This is a quick note on macro views in 2016. The analysis is largely based on cycles of industrial production, inventory levels, real estate...
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2016: A Year of Reckoning, But Possibly Not as Painful For The Prepared
I've been on the road meeting clients, ex-clients and friends and will have more to report after the holidays. But wanted to flag some takeaways...
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Why the Renewable Energy Boom Has Legs
The drive to green power is the well-understood destructive impact of fossil fuel consumption:Investment in renewable energy is driven by the...
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