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
MasTec In The Connected Age
6 years ago

Hello Michelle, I mentioned another article of mine in a comment above, seekingalpha.com/.../4177118-pass-candle-please

I am also an artist off you are interested in art www.naturalelegance.ch Bye. James

In this article: MTZ
MasTec In The Connected Age
6 years ago

I have not done an update specifically on MTZ but mentioned them in this article recently seekingalpha.com/.../4177118-pass-candle-please

There is a huge amount of oil and gas pipeline building in the US and more needed so I expect MTZ to get a fair share of that to.

In this article: MTZ
The U.S. Spends Billions Annually On Russian Oil
6 years ago

Interesting points. I will add another. In the coldest part of this winter the US imported Russian LNG to stop the people of Boston from freezing! Trump could have used emergency powers to suspend the Jones Act and allow US LNG to be shipped around the coast to Boston but he did not!

Warning: The Everything Bubble Is In Serious Trouble
6 years ago

If one looks at the Consumer Prices chart it suggests that inflation over the period has probably averaged lees that 2%. I suspect a chart showing a longer period would show similar. In 2014 when energy prices hit their highest CPI remained low but now, at a time they have not reached that high, energy price increases are apparently a threat. I see no reason for the Fed to raise interest rates at all.

In this article: SPX
Is The Spanish Property Market In A Bubble?
6 years ago

I own Spanish house builder Neinor and plan to stick with it.

American "Consumers Held Captive" As WTI Crude Tops $75, Gas Prices Highest Since Nov '14
6 years ago

In 2014 Saudi Arabia declared war on US shale oil producers driving many into bankruptcy. Now the US President is encouraging the Saudis to do it again!

In this article: OIL
3 Breakthrough Technologies Changing The Energy Sector
6 years ago

Interesting article with some new names there for me to look up. I have some views of my own here seekingalpha.com/article/4158962-gas-new-oil

Major Turnaround In Crude Oil’s Price
6 years ago

Hello Nadia, I read your excellent articles and do not comment but if you look at natgas over the long term I would be interested to see your way of presenting that. I wrote on demand aspects here: seekingalpha.com/article/4158962-gas-new-oil James

In this article: OIL, USO
3 Construction Stocks To Buy Right Now
6 years ago

Good article. I prefer Ashtead to URI. That is ASHTF or, better, AHT on the London exchange. Ashtead owns Sunbelt in the US where most of its activities are.

In this article: CAT, TEX, URI
Plastics Recycling Paradigm Shift Will Create Winners And Losers
6 years ago

Excellent article. Something needs to be done. Many billions are being invested in building new plastics making plants in the US to make use of low cost feedstock. Perhaps more could be done to ensure that the plastics made are only “safe” plastics. More should also be done to force food and drink producers back to using cartons again and other forms of paper packaging.

In this article: DD, LYB, USO
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