Over the past 25 years I have learned more about investing each day. The one lesson I have learned over and over again is that we should ignore most investment ideas, even the good ones.
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Having studied economics and being in finance for over two decades, I have learned that only one thing is certain – that almost nothing is certain. As we endeavor to come up with our best analysis of the world around us, the opportunities and risks, we have to try to overcome a myriad of issues including our own ignorance, biases and emotions. What follows are my attempts to overcome those obstacles. Welcome to my view.
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Each week I bookmark the articles, columns and editorials that I want to come back to and read again. Some of these pieces offer insights that I think are valuable, others are updates to something I am following and a few could be contrary indicators. Make no assumptions about what you are reading. Set aside opinions, ideology and feelings. Find the information that might not be inline with your thinking […]
Saudi Arabia has exerted itself and is once again in control of oil prices. President Trump was forced to deal on Iran waivers and is unlikely to regain control of oil prices.
IMO2020 which impacts maritime fuel requirements will shift spreads and keep light sweet crude prices firm come autumn.