Charles Gave a partner in GaveKal Research, and co-author of the book "Our Brave New World" has been on a lecturing tour of the UK sharing with others, amongst other things, his unique view on World energy and oil. This has been the subject of some debate around the TOD office in recent days and it was therefore fortuitous when an article detailing his insight fell into our mail box affording us the opportunity to examine some of this influential character's analysis of world energy trends. Given my location in the UK, I had at least six hours head start on my US based colleagues and the opportunity to pass the TOD ruler over Charles Gave fell to me.

The article Oil: Will the Malthusian View Carry The Day? appeared on InvestorsInsight on 26th September. Editor John Mauldin had this to say:

Today's "Outside the Box" will be one of the more controversial pieces that I have sent out over the past year. My long-term readers are well aware of my views on oil and energy, yet despite my beliefs, I find it valuable to read thoughts from those who have different views. These challenging view points come from my good friend, the very intelligent and always thought-provoking Charles Gave.

Thank you John for providing us with the opportunity to put the record straight on some fundamentally important issues.