HoustonHusky

Short on time, but if I remember correctly wasn’t part of the reform making companies have to detail their CEO pay when historical it had been pretty hidden? The idea was it would shame them into get… (View Post)

Again, I need to preface this with the fact I haven’t read the book. That said, I’d argue it’s much more fundamental that what I’m assuming is the methanol plant in Louisiana. Take steel as an exampl… (View Post)

Should say I’ve always found Yergin exceptional in his historical summation/characterization on things that have happened...can’t always say the same about when he applies it going forward (true of m… (View Post)

Haven’t read so I should probably stay out...but I won’t. I can say nothing has been a bigger destroyer of capital ($$$) than shale. Not great for oil companies, but it’s been an absolute boon for th… (View Post)

Looks like the tweet is gone now, but for those who didn’t realize it that was from Michael Burry of The Big Short fame... (View Post)