Our friend and colleague Harris Kupperman recently wrote an article about Kashagan and the massive delays being enjoyed by this particular project. The problem is that Kashagan is a poster child for the sector as a whole. This isn’t an anomaly. Let me copy a few key paragraphs from his
My recent post “It’s over!” stirred up a lot of emotions. I received many thoughtful replies commending me on it, and quite a few others threatening me and wishing me bodily harm, disease, death or a job at the TSA. I’m not sure which would be worse…? In that piece
At a “pitch fest” a few nights ago, while sitting listening to the companies present their stories, and questioning the founders, one particular company struck me as a glaring outcast. I’ll tell you why they were an outcast, but first… After just a few pointed questions I discovered that this
This week Brad discusses his view on short and long term trading ideas, and outlines the criteria he uses to screen the companies. If you have any questions, thoughts or comments for Brad feel free to drop them here. Brad is a trading veteran with 20+ years of experience under
Recently I wrote an article explaining why I want my children to go cold and hungry. I’ve read a lot about resiliency and self sufficiency and I’m oft amused by the concept of resiliency being seen as a setup. A series of items as it were, all provided as a
Recently, while going through the process of changing an insurance policy on a home I own, I was subjected to the stereotypical fear driven sales “facts”. Apparently THOUSANDS of homes each year burn to the ground! Thousands, I tell you. Hail Mary, save us from the terror. With the requisite
This will be the third and final instalment (to better understand the context I encourage you to read Part I and Part II) on a short series of articles on the Democratic Peoples Republic of Korea (DPRK, aka North Korea). For the past three weeks I have argued that, while it
I have yet to meet Paul Rosenberg, but I’ve followed his work for years. He’s a brilliant thinker, and from what I can gather via my communications with him, just a damn nice guy! Paul knows a lot about a lot of things. An adventure capitalist with a broad range
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