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Showing posts from October, 2021

The Energy Market with Unreliables

 The energy market is going to be something that will be on people's minds for a long time because right now there is very poor policy and ideological views driving us to a crisis. There has been a nice little bull run going on over the last few months, and this may not be the crisis. It's something that may immerge here, but it might be 5-10 years from now. For the longest time I've been a passive index investor , and I still am for a nice chunk of my portfolio, but over the last 18 months I've decided that I'm going to apply my own judgment to the market place and invest accordingly. Over this time I've accumulated a pretty sizeable portfolio of LNG (Liquified Natural Gas) companies, in particular upstream and midstream companies. Renewable Energy or Green Energy are Unreliables There is a political push for green energy. It's driven by the moral ideas that green energy is this universally good  energy and all the other reliable energies we use like fossil...