Thoughts from the Frontline: Tag = "Energy"

What’s in My Personal Portfolio?
  • September 15, 2023

What’s in My Personal Portfolio?

I am now in my 24th year of writing Thoughts from the Frontline. I started in early 2000 with 2,000 readers from a previous newsletter project and had no idea it would become as popular as it has. I want to thank all of my longtime readers and welcome the new ones! You are what keeps me writing and energetic!

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A Much-Needed Crisis
  • June 2, 2023

A Much-Needed Crisis

“Crisis” is an overused word. Actual crises are those rare times when we are on the knife edge of disaster. It’s not a crisis when a bank fails, or Congress can’t agree on a budget. Those are annoyances (unless it's your bank). While not good, they don’t spell immediate catastrophe.

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Technology Turning
  • May 19, 2023

Technology Turning

We often talk about technology’s influence on the economy. After the Strategic Investment Conference, though, I’ve decided that isn’t strong enough. It’s more correct to say technology is the economy. But when I use the word technology here, I'm not talking about the big, nifty eight tech companies that dominate today’s stock market. I'm talking more about the entire scope of technological advances over the past 300+ years. None of our economy today is possible without those advances....

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Thinking the Unthinkable
  • April 7, 2023

Thinking the Unthinkable

“Thinking the Unthinkable.” What does that phrase bring to mind? To me it suggests a situation that has become so stressed you are forced to consider undesirable solutions.

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Year of the Pause
  • January 6, 2023

Year of the Pause

“Every new beginning comes from some other beginning’s end.” — Seneca, the Elder

“Democracy is the theory that the common people know what they want and deserve to get it good and hard.” 
— H.L. Mencken

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Turning Bullish on Energy
  • October 28, 2022

Turning Bullish on Energy

I literally grew up in the oil patch: Wise County, Texas, 60 or 70 miles northwest of Fort Worth in a little town called Bridgeport. The two first-generation Greek immigrant brothers who became Mitchell Energy talked old man Christie into funding Christie, Mitchell and Mitchell and they drilled (hundreds?) of natural gas wells which they eventually sold to an Illinois utility. This was in the 1950s and ‘60s.

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Notes on Inflation
  • September 23, 2022

Notes on Inflation

We were a bit preoccupied here in Puerto Rico this week. Hurricane Fiona decided to camp out over the island, bringing mind-boggling amounts of rain. I am sure you have seen the flooding pictures. The entire island lost power and much of it is still down. Our oversized diesel generator, which I thought quite expensive but decided to get anyway, proved a good investment.

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Inflation Sinks In
  • September 16, 2022

Inflation Sinks In

Remember when inflation was going to be transitory? Good times. I was in that camp myself early on, as were some serious analysts I greatly respect (and still do). Then the data began to show core inflation would be stickier than expected, and I turned in my Team Transitory T-shirt. I appreciate people who admit their mistakes. We all make them.

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Your Inflation May Vary
  • August 26, 2022

Your Inflation May Vary

People who think about the economy are a non-random subset of the population. Most folks aren’t like us. Worse, we aren’t always like us. Hence the endless arguments.

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Weirdness Factors
  • August 5, 2022

Weirdness Factors

It’s a recession! No, not yet! I see these arguments everywhere and I’m already tired of them. For those who believe it is not yet a recession, I will make a deal with you. The third quarter is likely to be negative. When we have three quarters of a recession in a row, just give it up.

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