RISK ON / RISK OFF

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

Uranium or Myranium?

POSTED ON December 30th - POSTED IN Commodities, Commodity, Risk On / Risk Off

By Zev Abraham - In true to form life imitating art, the Three Mile Island nuclear accident occurred in 1979 only 12 days after the theatrical release of the “China Syndrome,” a movie that premiered to awards at the[…]

Here's to You Mrs. Robinson

POSTED ON October 11th - POSTED IN Commodities

By Zev Abraham - Early in my career, during the dot com boom, I covered energy and chemical stocks for a large asset manager.   In those days everyone on Wall Street and in much of the rest of the country was[…]

A Pipeline to Wealth

POSTED ON July 19th - POSTED IN Commodities, Thinking About the Future

By Zev Abraham - A few days ago, came news that Jeff Bezos of Amazon is the richest person on Earth and that he is the first person ever with wealth topping $150 billion.  Exciting news for him.  However, adjusted[…]