Peak Oil Investing

I'm at Vanguard, so VDC or VCSAX. Additionally, I don't particularly love most makeups of these funds. They seem to be market cap weighted. Most staples funds have PG as their #1 holding. Equal weighted funds exist, but their expense ratios are no bueno for long term investing IMO. I personally just...

If one was to believe the economic impacts of Peak Oil as a slow reversion to pre-industrial output, it might make sense to review companies who were around back then. The list: Symbol Company Name Founded GSK GSK plc 1715 NWG NatWest Group plc 1727 IHG InterContinental Hotels Group PLC 1777 TAK Tak...

I'm counter intuitively avoiding directly investing in oil companies. I wrote a small post about it here . main points are: - Gail Tverberg makes a compelling case that crude prices won't actually spike and stay high. Instead it will be highly volatile as the economy gets crushed crashing oil prices...

One of the most efficient ways of transporting commodities is via river. Beats even rail. If we're still somewhat of a civilization still trading anything river transports will still be in biz. But the only publicly traded co with exposure here is Kirby Corporation (KEX). Sporting a hot -3.76 eps I ...

Mexico to Stop Exporting Oil in 2023 in Self-Sufficiency Quest

1st domino? Will they actually pull it off?

When performing thought experiments about potential investments that may hold up in a Peak Oil world, I inevitably think about the world as it was pre-fossil fuels. Especially before coal became widespread. What jumps out as the main commodity that enabled and fueled that life? Wood. First there was...

Welcome All, For one reason or another I've noticed a lack of true specific discussions around navigating the rough investment waters that Peak Oil presents. Hoping to gather like minded folks pitching, discussing and critiquing investment ideas to help us all weather the storm for ourselves and fam...