In a paper published last Wednesday, Jeremy Grantham writes that spikes this steep in the price of oil have historically always resulted in a recession, and more challenges are on…
Tag: energy
Buffett's Energy Dump
While oil prices were tumbling in the fourth quarter, Warren Buffett’s Berkshire Hathaway was dumping most of its energy holdings, according to recent regulatory filings. (more…)
Lynch and O'Shaughnessy Style Energy Picks
In his latest Forbes.com column, Validea CEO John Reese says his Guru Strategies are finding some big bargains among big oil companies, many of which have lagged the market in…
Grantham: Resource Shortages Are Looming -- Deal with Them Now
GMO’s Jeremy Grantham continues to warn about global resource shortages, saying in his new quarterly client letter that soil erosion and limited supplies of potash and phosphates “are the real…