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It’s been a few months now, and in my mind I’ve been roughly building out an approach to investing both in and out of a crisis. Today I’m going...
What is the “fifth fuel”? In the energy market there are four prime energy sources – hydrocarbons (oil and gas), coal, nuclear, and renewables. However, there is also something,...
The best way to solve the climate crisis would be to make all cars incredibly inefficient. If they were heavy, difficult to build, and needed regular, expensive re-fuelling, and...
The impact of Shell cutting its dividend can be seen from so many angles. A 70+ year record, dating back to the Second World War, for maintaining dividend payments,...
When I was ten or twelve or something, I sat next to a man who was a professional gambler. It was at some dinner my parents had dragged me...
Today I’m going to talk you about Beyond Oil, the energy investing summit we’re putting on next week. But I’m going to take you behind the scenes, with some...
What is it? The Zulu Principle, I mean. Have you heard of it? Or to be more precise, have you read it? Because it’s a book, or at least...
One weekly investment blog I read religiously is from Evergreen Gavekal. Last week, it had a great opening: For the past 10 years, investors haven’t had much to worry...