Bob Marcin ran the MAS Value Fund for Morgan Stanley a while back. He's good.
He's suggesting COP, if you want an oil. Sounds good to me, look for a break to buy.
Speculations on oil, peak oil theory, energy in general, and the investment implications.
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Blog Archive
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2005
(303)
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March
(64)
- Et tu, Brunhilda?
- Buy early. Buy often. Repeat.
- Send in the clowns.
- Free Kenneth Lay!
- I just see ^&%$#@ ink blots!
- Oil sands development needs natural gas.
- David Dreman on Bloomberg 3/29/05.
- Oh %^$#, somebody said "new era".
- Kenneth Deffeyes in NY Times.
- To invest, or not to invest: that is the question.
- The Energy Crunch to Come - Soaring Oil Profits, D...
- Oil barons and railroad tycoons get all the chicks.
- Fear and loving of hot commodities.
- When in Rome..
- I see a Wal-Mart and I want it painted black.
- Correction.
- How refined.
- The Tiger looking a little winded.
- You're entering.. the Peak Oil Twilight Zone.
- Recommended Resource.
- Oil as currency?
- Peter Thiel - Tar Baby.
- Dance with who brung yu.
- Gone fishin'
- File under: Undecided.
- It gets interesting.
- Dr Strangelove or: How I Learned to Stop Worrying ...
- Now at Bat: The Mighty Economides.
- Yogi Bera Al Sabah (5th cousin of Kuwaiti oil mini...
- Asia's Energy Resources are Inadequate
- What goes up quickly..
- NY Times to Long Island: "Good luck with that Peak...
- Out Of Gas.
- Pump up the volume.
- The dominoes line up..
- The Texas Railroad Commission Announced Today The ...
- And now a word from our sponsor.
- Sun Tzu on Oil.
- A bear, the Pope, and a technical analyst go into ...
- And the Oscar for "Best Prime Time Mention of Peak...
- Where's the ^%$# graphics?
- John Segner on Bloomberg TV 3/8/05
- Stephen Leeb on Bloomberg 3/7/05.
- Thankfully, it's not a cover story.
- Oil futures market sort of gets it.
- Merger Activity May Heat Up Oil Sector.
- Energy complex repriced for mid 40's oil.
- Jim Rogers on oil.
- Attack on Iran?
- Bob Brinker peak oil caller.
- What would Warren do?
- How they play the game.
- Fire Sale on Iran Invasion.
- Bush: "Ich bin ein Albertan"
- Plan B.
- How to play the game.
- Attention: Chinese Fire Drill in Progress.
- A sign?
- Moon over Parador time?
- The Elephant has Left the Building.
- Further justification for Operation Alberta Freedom.
- CNBC endorses Operation Alberta Freedom.
- A value guy's oil.
- I want a new drug.
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March
(64)