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The Chart to the left (from
Chris Gilpin at Casey
Research) shows that even
though energy and basic
materials have had an
excellent run, they are still
not near their recent historic
average allocations in the
S&P 500. Additionally, the
chart below shows crude
adjusted for real inflation is
still cheap!
The chart below shows how oil stocks have
outperformed the S&P 500 strongly since the start
of 2004.
Charts Energy Archive July 2007-December 2007
In my reading, I frequently come across literature that interests me (see third party research links
for some of my reading list). Typically, I post these files to the Research Library by their
category, and as that fills up, I post them in their category archives so I (or readers) can reference in
the future (see below):
In my reading, I frequently come across literature that interests me (see third party research links
for some of my reading list). Typically, I post these files to the Research Library by their
category, and as that fills up, I post them in their category archives so I (or readers) can reference in
the future (see below):