Investment decisions, their genesis, and our thinking behind them.

Think Things Through!

POSTED ON June 10th - POSTED IN Commodities, Commodity, Risk On / Risk Off, climate change

By Zev Abraham - “Five percent of the people think; ten percent of the people think they think; and the other eighty-five percent would rather die than think.” ― Thomas A. Edison, someone who knew a little bit about[…]

More Natural Gas Investing Lessons from Dr. Seuss

POSTED ON May 21st - POSTED IN Commodities, Commodity, Risk On / Risk Off, Natural Gas

By Zev Abraham - "Somehow you’ll escape all that waiting and staying. You’ll find the bright places where Boom Bands are playing” - Dr. Seuss from Oh the Places You’ll Go

Great Companies; Bad Prices

By Zev Abraham - Great Teams There have been many great sports teams over the past hundred years. Some have been dominant for stretches of ten years or more. In North American professional sports, the New York[…]

Worried About Inflation? Back to the Future

POSTED ON March 18th - POSTED IN Risk On / Risk Off, interest rates, inflation

By Zev Abraham - Is there anyone over the age of fifty who doesn’t think back fondly on the “Back to the Future” trilogy, particularly the first movie? In the original, we were introduced to Marty McFly, played by[…]


POSTED ON February 26th - POSTED IN Risk On / Risk Off

By Zev Abraham - You don’t see that everyday! On February 17, the price of electricity in Houston closed for next day delivery at $8,786 per megawatt hour (mwh). Normally, at the peak of summer air conditioning[…]

Zev Abraham
Director of Research

Author of Risk On / Risk Off.

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