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The troubled Saudi Aramco IPO: It’s what you can’t see that counts

The troubled Saudi Aramco IPO: It’s what you can’t see that counts It’s what you can’t see—the oil beneath the Arabian sands—that potential investors in Saudi Aramco’s on-again, off-again initial public offering (IPO) ought to focus on. The truth about the remaining oil resources beneath the Saudi desert continues to be a state secret. I’ll […]

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Never Trust A Banker About Oil Prices

Never Trust A Banker About Oil Prices In recent weeks I’ve commented on the powerful bullish forces that have combined in oil and oil stocks and your need to increase your exposure to them. So, before going on to other topics, this has to be the start of any column until further notice, despite the […]

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Saudi Aramco IPO More About Geopolitics Than Finance

Saudi Aramco IPO More About Geopolitics Than Finance In the first week of 2016, Saudi deputy crown prince Mohammed bin Salman, in an interview with the Economist, revealed that the Saudi government is considering selling shares in government-owned Saudi Aramco and/or its downstream assets through an IPO. He indicated that a decision on the IPO […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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