Energy Contrarian

The OPEC production cut was a call to action for analysts to disgorge a slew of shopworn memes rather than provide any useful insight or critical analysis that might help investors.

If financial success were as simple as the memes that often guide investors, everyone would be rich.

The market is pricing in the more-likely case that China’s long period as a driver of oil growth is near its end.

Magical thinking about the possibility of nuclear fusion in the future does nothing to address our bad energy behavior today.