Alternative Thinking, Part 4 Many investors have two large questions when it comes to investing in alternatives: “What Can Alternatives Do to My Portfolio?” and “Which Alternatives Should I Use?”…
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Posted in Investing
Tagged alternative thinking, alternatives, energy, energy infrastructure
Over the past year, I’ve been travelling around the country telling people that the U.S. economy really is in pretty good shape. Manufacturing, an industry once left for dead in…
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Posted in U.S. Policy & Politics
Tagged debt, demographics, Don’t Count ‘U.S.’ Out, energy, housing, U.S. economy, U.S. manufacturing
Despite a less than robust near-term global macro picture, the long-term outlook for global energy demand is strong. However, while demand continues to increase, supply is in natural decline. By…
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Posted in Investing
Tagged energy, equity, global investing, GrowthSpotting
In my last blog post, I “fessed up” to being a “recovering political scientist” and expressed some regret about the importance political analysis has recently played in influencing investment decisions….
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Posted in U.S. Policy & Politics
Tagged election, energy, healthcare, oil, policy, reform, taxes
As I’ve met with investors and their financial advisors over the past few years, I think the most commonly asked questions have been some riff on the theme of “what…
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Posted in U.S. Policy & Politics
Tagged energy, labor market, oil, U.S. economy