In today’s penultimate piece on shale oil (you can catch up on the previous letters here: Part I, Part II, and Part III), Harris talks about the role of central bankers of the world in the current energy bloodbath. Enjoy! [hr]Date: 20 January 2015Subject: There Will Be Blood – Part IV Modern central bankers are from the… Read More
Commodities
Letters From a Hedge Fund Manager – Part II
Following right along from “Letters from a Hedge Fund Manager – Part I”, today we have “part deux” as a follow up for you… [hr]Date: 10 December 2014Subject: There Will Be Blood – Part II Let me be clear: I am no expert on shale wells. I’m not even an “almost” expert in the shale… Read More
Letters From a Hedge Fund Manager – Part I
Humans are hardwired to take things to extremes. Take junk food, for example; here is something that could be a nice treat every once in a while, and we go and scoff so much of it that we’ve turned diabetes into a national sport. And then we have shampoo. I was asked to do some… Read More
Mede-Jean, not Medellin
Driving the back streets of Medellin a few weeks ago I found it interesting to see the various little pockets to the city. In the poor parts of town I noticed on a couple of occasions taxi drives running their vehicles on empty. I’ve seen this before in countries where there is a lack of… Read More
9 Charts to Meditate On
As headlines flickered across a Bloomberg news feed this morning, I was struck by the plethora of slanted views. If it was anymore slanted it’d be vertical. A mishmash of sound bytes sans fact. I was reminded of days spent imbibing on University economics. It’s no wonder university students drink so much… Looking around for… Read More
