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17 May 2024
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The US has become the world's new energy superpower, combining production, technology and capital in a way never previously achieved – a development sure to have global implications for decades to come.
Much of the economic commentary on the attack of the Ukraine has focused on oil. Peter Zeihan suggests that much of that discussion has failed to appreciate the pre-war decline of the Russian oil industry.
The world is experiencing declining investment in fossil fuels with increased dependency on intermittent sources such as solar and wind. It creates investment opportunities for those who follow global megatrends.
Throughout time, transformative technology has changed the course of human history, but it is easy to be lulled into believing new technology will also transform investment returns. Where's the tipping point?
The oil market is as much about geopolitics as it is demand and supply, with regimes controlling much of the global production. Are negative oil prices part of a bigger plan by someone?
US shale oil producers and the combined alliance of OPEC and Russia need one another to maintain the 'sweet spot' in oil sector dynamics and profitability into the future.
The so-called oil supply problem is the result of oil-producing countries deciding what to produce, but the market has relatively little spare capacity. There's a short-term power play underway by the lower-cost producers.
If you’re like me, you may have put money into term deposits over the past year and it’s time to decide whether to roll them over or look elsewhere. Here are the pros and cons of cash versus other assets right now.
How useful are the retirement savings and spending targets put out by various groups such as ASFA? Not very, and it's reducing the ability of ordinary retirees to fully understand their retirement income options.
Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise.
There's been little debate on how spending changes as people progress through retirement. Yet, it's a critical issue as it can have a significant impact on the level of savings required at the point of retirement.
Recently, I compiled a list of ASX stocks that you could buy and hold forever. Here’s a follow-up list of US stocks that you could own indefinitely, including well-known names like Microsoft, as well as lesser-known gems.
The $3 million super tax will capture retired, and soon to retire, public servants and politicians who are members of defined benefit superannuation schemes. Lobbying efforts for exemptions to the tax are intensifying.