Interesting article. I put my own thoughts on this in seekingalpha.com/.../4168435-chinas-democracy-vs-u-s-tweetocracyhere

Interesting article. You mention Britain importing LNG from Russia last winter. Did you know that Boston in the US did too? Sounds crazy but I suppose the craziness is home grown and the Jones Act prevents non US built ships doing coastal work and there are no US built LNG carriers.

Also I doubt that a hard Brexit will stop electricity from crossing borders because last winter France - not a lover of Britain - had to import some from Britain.

Interesting article. I live in Switzerland but have most of my investments in US equities so watch the movements closely. I have also watched the pound over the longer term, not against the USD but against the German DM when that existed. In 1960 the exchange rate was GBP 1 = DM 12. If the DM existed today it would be GDP 1= DM 2 or thereabouts. Looking ahead I see no reason why that decline will not continue. James

I know there are some super companies in Israel - many listed on the Nasdaq - and plenty of money but did not know about milk too. I think I will stick with our alpine stuff... James

Excellent article Nadia. I do not invest directly in oil and gas as commodities but do in companies that get partly influenced by what happens to the prices of those. I had an article published this week on two of my favourites among those that I hope you might find interesting. James

www.talkmarkets.com/.../oil-and-gas-and--edelweiss

Home building permits are now down too

Thank you to all who read and especially to those who made a comment on my article. Most of us are naturally be interested primarily in the opportunity for investing today and, in the context of this article, that is Burckhardt Compression.

Equally important however is UniSieve. Its potential is immediate - although it is not yet quite ready to profit from that - and huge. The environment benefits are very important and the oil and gas industry is waking up and doing something about that which will take it to UniSieve. But what will drive them there in droves is the cost savings. It is easy to sell a product that demonstratively adds to profits with a relatively short pay-back time. Plus that product will generate an ongoing service income stream for UniSieve for years after the initial product sale.

I will endeavour to keep those interested posted on progress. James

There is a bit more about what Burckhardt is doing in South Korea here:

www.burckhardtcompression.com/.../assembly-hall-south-korea-worldwide-quality-2/

That you for the link to Michael Molman. I shall look him up, We can all learn from each other. James

Hello Doug, it certainly is worth a deeper look as those new regulations are coming into effect soon. Many ships are getting old and are due for replacement soon. Many of those will be built in South Korea and Burckhardt is on the spot to take advantage of that in that country. James