We invest in energy. More specifically: Oil and gas futures. We are believers in Peak Oil Theory. Supply has peaked, while demand continues to grow strongly.
Oil and gas are classic econ 101 examples of "price inelasticity of demand". (Goods that everyone worldwide needs, cannot consume less of, and cannot find substitutes for even if prices rise. For such goods, the price elasticity of demand is considered inelastic.) As such, we typically like crude oil on pullbacks: the bigger the pullback the bigger the opportunity. We also like longer term futures contracts when they trade at extreme discounts to current prices.
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