Patient Investing

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Patient Investing Sometimes it takes years for a potentially attractive investment opportunity to materialize.  Investors should be aware of the probable time frame involved when making decisions. For example, the development of fracking in the US energy industry resulted in a significant surplus of natural gas and a marked softening of prices.  This gave rise … Continued

The EV Dichotomy

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Following a recent visit to India, I came away with several pertinent climate and energy observations. Traffic in major cities, such as Delhi and Mumbai, is very difficult. Air quality is bad.  In the morning, visibility from my hotel room window was generally less than one mile.  While some improvement developed during the day, the … Continued