The Investments Blog

As a follow up to yesterday's post on  Contango Oil and Gas ( MCF ), here's a  presentation  that contains a summary of the company...

Contango Oil and Gas ( MCF )  is a houston-based exploration and production business with a ~ $ 920 million market value.  Kenneth Peak, the...

A follow-up to this post . Warren Buffett, in the 1985 Berkshire Hathaway ( BRKa ) shareholder letter , explained his thinking about commo...

"...when a company is selling a product with commodity-like economic characteristics, being the low-cost producer is all-important....

From this CNBC article : Increased production of energy from a number of sources including deepwater drilling, natural gas exploration and...

Fracking* is a method of extracting natural gas (and increasingly oil) that seems to be transforming the energy industry. This Bloomberg  ...

From Buffett's 1982 Berkshire Hathaway ( BRKa )  shareholder letter : "Businesses in industries with both substantial over-capaci...

From this recent Jason Zweig article  in the Wall Street Journal on the  iShares Silver Trust ( SLV ).  The article points out that the fu...

Michael Masters was interviewed by Maria Bartiromo on  CNBC yesterday . Below are some excerpts of his thoughts on oil prices and commoditi...

I often hear the glut of housing inventory as an explanation for why house prices will continue to drop in the coming years. This Business ...

An interview with Ray Dalio of Bridgewater Associates in Barron's. In the Barron's interview, Dalio says that China will continue...

Energy stocks from integrated ( COP ,  CVX ), to pure exploration and production ( APA ,  DVN ), along with the oil-services stocks ( SLB , ...

Jason Zweig wrote this  Wall Street Journal article  a few months back on algorithmic trading programs or "algos": An algo doesn...

An excerpt from this CNBC  article : J ust a few short years ago, the now-monstrous GLD ETF was but a curiosity in the gold market, an ob...