Here's the link to the speakers list(click here). Leave me a reply if there's anyone in particular you want me to ask a question of. I'm pretty convinced that Peak Oil is real and significant, but have not:
•Found any way to trade it for excess profit OR
•Made any significant lifestyle adjustments other than buying a prius and buying a suburban home w/natural gas heat closer to key infrastructure.
Here's the chart I'm going to present as a conversation starter:
I got hip to Peak Oil too late to benefit from that really juicy run-up from 1999 thru mid-2008. Since then, Peak Oil doesn't seem to have provided a mechanism for excess returns. My questions are:
•If Peak Oil is real, why hasn't it been providing excess returns lately - probably because the price of oil keeps crashing the world economy, but I'd like to hear the thoughts of others.
•When will Peak Oil start providing excess returns and what industries will it show up in?
◦Long crude oil (near-term futures or long-term, e.g. 2016 futures)?
◦Long oil producers with significant reserves in politically safe places?
◦Long alternative fuel producers (natural gas)?
◦Long natural gas futures (near-term or long-term)?
◦Short oil-intensive, discretionary industries (airlines, tourism, gambling, etc.).
◦Something else?
•Will this North Dakota, tight-oil fracing production and technology (and potential follow-ons) change the Peak Oil timetable or the energy outlook for the USA significantly? Again, let me know if there are any particular questions you want me to check out or people you want to ask a question of. Last year I got a quite nice tip from Charles Maxwell regarding going long Cenovus (CVE). I made a little money on that in my mother's account. If I had stuck with it I would have done better.
worldofwallstreet
