James Hanshaw - Comments
Private Investor
I am retired apart from managing family investments - mostly equities. I live near Zurich, Switzerland. I keep physically fit by walking and mentally fit with an art hobby and by writing on philosophy, economics and politics as related to cleaning up our polluted planet. My writings are published ...more
Latest Comments
Natural Gas Seeking Higher Highs
4 years ago

You watch those things closer than I but some like banning gas use in buildings cannot happen as there is nothing to replace it. Electrical supply systems are already stretched beyind breaking point. https://seekingalpha.com/article/4450930-evs-driving-us-back-to-the-future

Oil is something else and I do not invest in that. 

US LNG exports are my main bet (plus hydrogen)and the US has a big LNG price advantage.

A bit more is here;  https://www.reutersevents.com/downstream/operations-maintenance/us-lng-exporters-seeing-strong-demand-recovery-and-record-volume 

and here;  https://seekingalpha.com/article/4409377-tellurian-10-bagger-bankrupter

In this article: FCG, UNG, XOP
Natural Gas Seeking Higher Highs
4 years ago

You watch those things closer than I but some like banning gas use in buildings cannot happen as there is nothing to replace it. Electrical supply systems are already stretched beyind breaking point. https://seekingalpha.com/article/4450930-evs-driving-us-back-to-the-future

Oil is something else and I do not invest in that. 

US LNG exports are my main bet (plus hydrogen)and the US has a big LNG price advantage.

A bit more is here;  https://www.reutersevents.com/downstream/operations-maintenance/us-lng-exporters-seeing-strong-demand-recovery-and-record-volume 

and here;  https://seekingalpha.com/article/4409377-tellurian-10-bagger-bankrupter

In this article: FCG, UNG, XOP
Natural Gas Seeking Higher Highs
4 years ago

What about LNG export adding to the demand picture? 

In this article: FCG, UNG, XOP
Remembering Jeff Miller
4 years ago

That was a shock. Like many I looked for to Jeff's weekly insights about the week ahead.

My condolences and best wishes to those close to him. James

US Dollar Breaks Below 90 – Continues To Confirm Depreciation Cycle Phase
4 years ago

Not long ago the US labelled Switzerland - among others - as a currency manipulator. Switzerland has the strongest currency in the world and only tries to stop it appreciating even more against ever depreciating currencies like the euro and USD.

A manipulator is usually applied to countries that try to lower the value of their currency. The USD is a long term decliner against the SFR; https://www.tradingview.com/symbols/USDCHF/

US Dollar Breaks Below 90 – Continues To Confirm Depreciation Cycle Phase
4 years ago

The US likes to call others currency manipulators yet lets its sink constantly lower

No Country Has Ever Taxed Itself Into Prosperity
4 years ago

We taxed our way into prosperity in Switzerland via low taxes!

Note To Elon: Crypto Miners Are Part Of The Solution To Curbing Greenhouse Gas Emissions
4 years ago

Interesting article but it ignores other demands on power generation and ageing grids such as data centres, EV recharging and, soon, quantum computing plus population growth demand

In this article: HVBTF, BITCOMP
3 Housing Market Stocks To Buy On The Dip
4 years ago

Good article. LEN is also now into the house rental business.

In this article: LEN, WHR, TROX
The Euro Is In Crash Territory
4 years ago

Since I wrote this article Mario Draghi has become the new PM of Italy. When he was the head of the ECB he said he would do whatever it takes to save the euro. It will be interesting to see how he can now save the failed state of Italy that the euro contributed to the destruction of AND not damage the euro in doing so because the two things simply cannot be done while the euro remains Italy’s currency.

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