As I wrote about here, I believe large cap energy has a lot of value, and I outlined my new position in BP. I mentioned a few articles back, energy have been in deep decline recently and has gone down even more since the OPEC meeting Thursday. Almost all energy names have slide considerably across the board, so I’m now …
Get some more Energy Links
Oil Prices – and here and here and here and here Halliburton to buy Baker Hughes Oil and Water (N. American energy revolution) Private Equity bets big on oil and gas revolution Oil-Glut Spurs Further Losses America’s Uneven Boost from Cheaper Oil Falling Oil Prices Middle East Impact GOP Takeover of Senate puts crude export ban in focus The real …
Millenial Money – Book Review and Notes
I recently finished Patrick O’Shaughnessy‘s book, Millennial Money. who also has a great blog over at Millennial Invest. I really enjoyed the book. It’s good to hear an investment philosophy specifically geared toward the under 30 crowd. There wasn’t a lot of groundbreaking information, but it was a very solid primer on all the advantages that youth conveys to the …
November Fruit Tree Update
The best part of November and December is obviously the holidays. But here in Houston, my other favorite thing is watching the citrus change colors. I think it’s a wonderful thing that right when people are most in need of Vitamin C, the orange trees are perfectly ripe. Not every one realizes this, but oranges start out completely green and …
November Garden Update
Last time I posted about the garden, we had just planted all the fall greens. Since then we’ve had some HUGE growth. The fact that you can put seeds in the ground, add some water and love (or fertilizer) and they turn into giant plants, full of nutritious food never ceases to amaze me. I really can’t get over the …
Craiglist for the Win
I continue to constantly sing the praises of craigslist for the frugal and value minded. As I mentioned in this post, I’ve pretty much outfitted my entire house with 2nd hand furniture, that is essentially brand new, for pennies on the dollar of new items. In our new house, the upstairs has the master bedroom, as well as a small …
Quarterly 401k Review
I try to sit down quarterly and review my current asset allocation, portfolio value, how each fund is performing and see if I need to do any rebalancing. I must admit that I found I was doing several things for the past year, that in retrospect were not very smart. I initially spread my investments across an allocation of international, …
Energy Links
Goldman says expect crude to fall to $70 America’s BTU Balance Sheet ($ Decline no longer huge economic boost) Boone Pickens tells US companies – stop drilling the pace of technological innovation is pricing oil, not Saudi supply Oil will tumble to $70 says new ‘bond king’ and analyst predicts $70 crude The bear case on the US oil boom …