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Tag Archives: energy

Indonesia energy reforms look like a lost cause: Fuel for Thought

Indonesia’s continuing attempts to sort out fuel subsidies and how to best reform various parts of the energy industry is now having an effect on upstream business, Mriganka Jaipuriyar explains in this week’s Oilgram News column, Fuel for Thought.   Indonesia’s president Joko Widodo came with a lot of promise and Indonesia’s embattled oil industry was filled with hope. But one year on, progress has been erratic to say the least. The retail fuel price reform has slipped off...

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The right way to ride Buffett’s coattails

It isn't often that we get to participate in buying stocks at the levels that Warren Buffett's Berkshire Hathaway bought them at. Most of the time, the public finds out in regulatory filings after the fact and the stocks have already moved up. Here is one exception that I discovered.In August 2013, Berkshire disclosed that it had invested about $500 million in Suncor Energy (SU) (CNN). The Street got excited because it had also made an investment in ExxonMobil (XOM). Fast forward to February...

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Profit by buying America, selling China and Iran

Regular readers will know that I am fond of trend following models that spot persistent macro trends, but stock indices have been rather choppy and range-bound for most of 2015. However, I believe that I have identified a couple of macro trends that are likely to be long lasting.First, consider this three-year chart of the relative performance of US equities (SPY) against global stocks, as represented by the MSCI All-Country World Index (ACWI). US stocks have been in a relative uptrend...

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