Archive for January, 2016

A Few Op-Eds on the Low Price of Hydrocarbons.

Wednesday, January 20th, 2016

Read them, comment on them, add your own analysis, or add more op-eds. There should be plenty around.

HEK

http://www.aei.org/publication/how-the-shale-revolution-has-reduced-geopolitical-and-price-risk/?utm_source=paramount&utm_medium=email&utm_content=AEITODAY&utm_campaign=012015

https://www.washingtonpost.com/posteverything/wp/2016/01/19/why-cheap-oil-is-not-an-economic-blessing/?hpid=hp_no-name_opinion-card-f%3Ahomepage%2Fstory

http://www.nytimes.com/2016/01/22/business/energy-environment/this-time-cheaper-oil-does-little-for-the-us-economy.html?emc=edit_th_20160122&nl=todaysheadlines&nlid=42576909

Polling Problems

Saturday, January 16th, 2016

Do I like polling issues? Why yes, I do. Here’s another good read. Go to the link to the original report to see it all.

HEK

http://www.theatlantic.com/politics/archive/2016/01/likely-voter/423456/

 

Costs and Benefits of EPA Regulations Interview

Friday, January 15th, 2016

From Resources for the Future. Worth a read.

HEK

http://www.rff.org/research/publications/real-costs-and-benefits-federal-regulations-interview-richard-morgenstern

Oil Prices and the Canadian Economy

Sunday, January 10th, 2016

http://www.theglobeandmail.com/report-on-business/rob-commentary/canada-forgot-to-plan-for-its-future-by-leaning-on-oil-and-the-loonie/article28083772/

This is a good article other than, “Barring some geopolitical catastrophe, the new prices are here to stay.” Hydrocarbon prices are cyclical, as are pretty much all commodity prices. Portfolio theory applies to economies as well as individual investment strategies, i.e., leaning on oil and the loonie isn’t a good idea, as the article says. Even with promoting and growing other sectors, there will be ups and downs, but they will usually be tempered, because it’s rare that all industries go up or down at the same time.

HEK