Private Investor
Contributor's Links: Natural Elegance

I am retired apart from managing family investments - mostly equities. I live near Zürich, Switzerland. I keep physically fit by walking and mentally fit by writing mostly on philosophy, economics and politics. My writing is sometimes published internationally.

As a retired ... more

ALL CONTRIBUTIONS

The Euro Is In Crash Territory
The EU has long been in need of reform and now it maybe too late.
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Five Power And Pollution Disrupters
Pollution threatens all of mankind. Paradoxically, pollution and increasing energy demand also provide excellent investment opportunities.
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Oil And Gas And ... Edelweiss?
Despite a lack of the physical assets, Switzerland is home to some of the world leaders in oil and gas trading and midstream assets.
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MasTec In The Connected Age
US infrastructure is decayed and overburdened. New technologies are expanding rapidly into all aspects of our lives and need connecting communications infrastructure. MasTec is in a prime position to benefit from the investments that are required.
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A Tax For All Reasons
I have suggested that the Fed convert student loans into property bonds, but as I doubt the Fed is able to broaden its way of acting, the student loan problem will likely remain unless other solutions are found.
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Comments

Latest Comments
A Ground "Fluor" Opportunity In Infrastructure
1 month ago

Good article. I have long avoided Fluor but did not know about the management change etc. I shall now take a closer. Thank you 

In this article: FLR
Natural Gas Prices Hit Highest Level In More Than Seven Years
1 month ago

Good article 

In this article: UNG
Natural Gas Looking At A Seasonal Ceiling
1 month ago

I do not know whether or not there will be another winter of covid. Hopefully not. But I do know that much of Europe right now is facing a shortage and that has pushed up prices while China and other parts of Asia are sucking in LNG from the US and, presumably elsewhere too.   

In this article: FCG, XOP
Natural Gas Looking At A Seasonal Ceiling
1 month ago

I do not know whether or not there will be another winter of covid. Hopefully not. But I do know that much of Europe right now is facing a shortage and that has pushed up prices while China and other parts of Asia are sucking in LNG from the US and, presumably elsewhere too.   

In this article: FCG, XOP
Natural Gas Looking At A Seasonal Ceiling
1 month ago

Excellent article, thank you. I am invested in AR and this should be good for a gain in coming weeks 

In this article: FCG, XOP
Natural Gas Seeking Higher Highs
1 month ago

I find pricing confusing and no longer appropriate to today's global situation but the US has an advantage with it. For example, US LNG  is being shipped to Indonesia, a country on the doorstep of Australia that is also a major LNG producer. 

Nordstream will not supply all of Europe's needs. It is also a long way from southern Europe and the UK etc.  

I suspect prices in the US will stay reasonably strong since supply is now being restrained by more sensible producers. I am invested in AR for that. 

In this article: FCG, UNG, XOP
Natural Gas Seeking Higher Highs
1 month 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
1 month 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
2 months ago

What about LNG export adding to the demand picture? 

In this article: FCG, UNG, XOP
1 to 10 of 140 comments
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STOCKS I FOLLOW

ABX Barrick Gold Corporation (Old)
BNO UNITED STATES BRENT OIL FUND
COCXF LINDT & SPRUENGLI RE
COG Cabot Oil & Gas Corporation
DBO PowerShares DB Oil Fund
DNO United States Short Oil Fund LP
DTO DB Crude Oil Double Short ETN
DWTI VelocityShares 3x Inverse Crude Oil ETN
GLD SPDR Gold Trust ETF
GOLD Barrick Gold Corporation
HP Helmerich & Payne Inc.
LDSVF LINDT & SPRUNGLI AG
LEN Lennar Corporation
MTRX Matrix Service Company
MTZ MasTec Inc.
OIL iPath B S&P GSCI Crude Oil TR ETN
OLEM Barclays Bank PLC
OLO prev. PowerShares DB Crude Oil Long ETN
PACD Pacific Drilling S.A.
PXD Pioneer Natural Resources Company
SCO ProShares UltraShort DJ-AIG Crude Oil
SZO PowerShares DB Crude Oil Short ETN
TOL Toll Brothers Inc.
UCO ProShares Ultra Bloomberg Crude Oil
USL United States 12 Month Oil Fund, LP
USO United States Oil Fund, LP
UWTI VelocityShares 3x Long Crude Oil ETN
WLL Whiting Petroleum Corporation
WY Weyerhaeuser Co.
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Linde/Praxair: A New Energy Major
The urgency to clean up the environment is growing as major investors, banks and even whole countries seek genuine clean fuel ESG and sustainability progress.

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