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101 comments on Tertzakian: A Review by Dave

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Calorie on March 24, 2006 - 8:03pm Permalink | Subthread | Parent | Comments top
I regularly read the Wall Street Journal op-ed pages and the Forbes columnists.  With the exception of some of the financial columnists in Forbes, both publications editorially reject peak oil.  Individuals I pay attention to are Peter Huber, Daniel Yergin, and Michael Lynch.    Freddy Hutter has been a peak oil critic and occasionally pops in at The Oil Drum.  A conservative economist I like to read is Irwin M. Stelzer, whose writings are at http://www.theweeklystandard.com and http://www.hudson.org/learn/index.cfm?fuseaction=staff_bio&eid=StelIrwi.

What I find most interesting is that a growing number of investment managers are starting to talk about peak oil in their communications with their clients.  For example, Bill Miller of Legg Mason brought it up in his 2005 year-end letter to shareholders.  For the most part I think the top buy-side analysts and investment managers are relatively unbiased in their assessment of peak oil.

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Simstim on March 25, 2006 - 8:30am Permalink | Subthread | Parent | Comments top
Although, as with pretty much any prominent commentator, it helps to be aware of where these people are coming from.  Stelzer, for instance, is considered to be Rupert Murdoch's right hand man, at least in Britain.
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101 comments on Tertzakian: A Review by Dave

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