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[…]

Tall Trees & Tiny Things

POSTED ON October 8th - POSTED IN Commodity, Risk On / Risk Off, residential housing, Lumber

By Zev Abraham - Trees are the biggest living organisms on earth. The largest trees are more than ten times the size of a blue whale, which is the largest animal. That is huge! The typical trees harvested for lumber[…]