Don’t say I didn’t tell you so. I warned about PEIX’s poor fundamentals a year and a half ago, and the share price has fallen steadily since then. Pacific Ethanol suffers a bigger-than-expected loss Pacific […]
Tag: investing
Slow Squeeze
I have been thinking a lot lately about the impact of $100+ oil prices on the world economy. Like many others, I am trying to work out the probable implications – for the overall economy, […]
Investing in Energy Storage
I attended a presentation last year where a number of alternative energy technologies were discussed, and I was asked whether any major topic had been missed. I responded that I felt like the single most […]
Recession-Proof Jobs
I sometimes get questions from people wondering what kinds of jobs will be safest in the future. I always recommend that people look for something that interests them in either the energy or health care […]
Oil Stocks for 2008
CNN is recommending oil stocks for 2008: Oil stocks: Best picks for 2008 They cover the integrated oil companies, the independents, the refiners, natural gas, and oil services. Here is what they said about the […]
The Bet
Background In December of 2006, there was a lively discussion at The Oil Drum about what would happen with oil prices in 2007. Although almost everyone felt that oil prices would rise, some argued that […]
Pacific Ethanol Woes Continue
I have been a critic of Pacific Ethanol’s (PEIX) business model for a long time. I criticized it a year and a half ago in an article I wrote for Financial Sense, arguing that it […]
Beginning of the Correction?
It’s no big secret that I think oil prices ran ahead of themselves in the past couple of months. I don’t think they should have cracked $90 this year (and despite mass amnesia by analysts, […]
Prepare for Volatility
I saw a comment from someone yesterday that if this week’s inventory report shows a sharp drop in crude inventories, oil will probably spike up above $100. I do think that because of the storms […]
Pacific Ethanol Continues Slide
In June 2006, I warned about Pacific Ethanol (PEIX) in response to a story suggesting that the company presented a great investment opportunity: Ethanol Investing: Counterpoint Some excerpts of what I wrote: I will make […]