Subject matter expert in physical and financial commodities, asset valuation, and capital structure.

Guide to Retail Investing – Part II

I’ve recently thought about the Aesop fable: ‘The Boy who Cried Wolf.Cool story. And most of us learn the typical take-away: “if you're known to lie, no one will believe you when you’re telling the truth.”It also gave us the idiom ‘to cry wolf’.A different take on it might be that the moral of the story is: “You should never tell the same lie twice.”That’s a quality in a good huckster.Lay it out for the audience you’re currently in front of, and pivot to a different pitch when you’re in front of another.Depending on whose wallets you’re trying to lighten on that particular day,…

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Guide to Retail Investing – Part I

Many years ago, when I was a young u/mollytime I was working at a company that had a pretty good sized trade book. We traded gas and crude, and your lowly correspondent was in the back office learning settlements and basic volumetric balancing. First job out of university. Life was good. My boss asked me one morning if I wanted to go to an annual meeting. We were across the street from a hotel that happened to be hosting an AGM (annual general meeting) for a local utility. I said what any junior in Sector 7G would say. “Sure”. We went early, got decent…

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