1. Oil has a profound impact on the fortunes of our country.
2. Jeremy Grantham is one of the best financial writers of our time.
3. You must read his article in Barrons.
Jeremy Grantham Divines Oil Industry’s Future – Barron's.
Whether or not you agree with his views, you have to respect his attention to detail and constant stream of information he provides to the world’s investors. How does he have time to write these multi-page articles and white papers while simultaneously managing billions of dollars of OPM? I am lucky to get out one decent blog post per week.