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 ...
moreI 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 internationally.
As a retired businessman with a passion for drawing, who has lived on four continents, I long ago started to appreciate the natural beauty that surrounds us - the enormous variety of colours, flora, fauna and topography and the impact that has had on cultures and peoples. Most of us view that beauty without really seeing it and for thousands of years artists have tried to capture it and thus, teach us the art of seeing. My email address is jbhanshaw@gmail. com
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Latest Comments
Britain’s Economy Is Decelerating Because Of Brexit
Britain really is in a mess. My thoughts were published in intros article recently
seekingalpha.com/.../4194338-britain-lost-en-route-empire-2
Are Non-Performing Loans Becoming A New Danger For French Banks?
French banks are now caught up in the Turkey crisis too!
US Trade Policy: Not Only Are We Stupid, We Are Hypocrites
Interesting article. You might find this one of mine of interest to you and readers of your article seekingalpha.com/.../4168435-chinas-democracy-vs-u-s-tweetocracy
Conflicting Views On Crude Oil
Another perspective on that low level of discovery is that it is the lowest since the 1930s. That predates the use of trucks, cars and planes for mass transportation of goods and people! Natgas will be one replacement for oil but will not eliminate the still growing need for it. I wrote this piece on gas earlier this year seekingalpha.com/article/4158962-gas-new-oil James
Conflicting Views On Crude Oil
Nadia, very interesting and thorough article. I tend to look at other factors and one stands out for me; last year less than 4 billion barrels of new oil reserves were discovered due to massive cut backs in recent years on exploration capex. If demand increases in coming years, as is likely, then producers will struggle to meet demand. I am investing in oil service companies like DRQ that should benefit from a renewal in expenditure in the coming months and years. Bye. James at www.naturalelegance.ch
MasTec In The Connected Age
As an addition to my "connected world” - that started with $MTZ - I recently added #Corning, $GLW. Given its latest results I am pleased I did and I think there is a lot more upside both medium and long term with Corning’s fibre optic cable investments. Those investments were not welcomed by the short termers in the stock market but they are now starting to show who was right! James
MasTec In The Connected Age
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
MasTec In The Connected Age
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.
The U.S. Spends Billions Annually On Russian Oil
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
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.