Geopolitical Risks
The most important factor to producing strong investment returns are valuations, and lately with a slight increase in volatility, valuations on some key opportunities have become more attractive.
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It is very difficult to forecast the future outlook for oil prices.  In relation to other forms of energy such as natural gas it is obscenely expensive.  Supply isn’t really constrained even with the difficulties in demand and production has been relatively solid.  Hundreds of billions of dollars are being spent to develop new deepwater...
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