return to the past
You may remember to read a newsletter that includes who is the world's largest oil company [see "Investment News" in August 2005] and how they are investing in other industries. The "common sense" belief that rising oil prices will make oil companies bankrupt may be widely believed... this does not mean that it is true...
The price of oil is rising, buying more oil...
Huh? Since the article was written, the price of oil [and gasoline] has continued to rise sharply. Oil companies' profits and stock prices have risen sharply. Have you bought an oil company? The price of fuels and lubricants has risen by 21%, and the price of oil for all of us has dropped by 20%? Do not, from
We bought 18% more.
Oil companies don't just let us over a barrel; they have more than a few million barrels of oil a day... Have you bought an oil company?
Look over, look now
Ok, so you got information about the oil company. Like the dinosaurs they dig, these giant giants* will rule the world for a long time. Don't hit it, get used to it, and learn to profit from it. If you don't believe me, look at what the main investment managers do with their money.
Which fund managers are buying oil companies and how much have they purchased? Will they recruit more money in the future instead of this year? The job of fund managers is to make money in the future, so what are they doing now?
Fund Manager - - -
What are their top ten? [as of June 30, 2005]
Credit Suisse----mortgage, telephone companies and financial companies.
Barclays: ----- The total Fina Elf ranked second, Exxon Mobil ranked seventh.
Merril Lynch ----- Total Fina Elf is the second largest stock on their list, Platinum Royal Dutch Shell is also the top ten stocks
UBS Global ---- Total Fina Elf ranked 3rd, BP ranked 10th
Westpac Intl - Exxon Mobil 1st Stock Hold
BT USA ---- Exxon Mobil 2
BT Global ---- Exxon Mobil 1
BT Europe----Royal Royal Shell No. 1, Fina Elf Total No. 3
Oil = money
If oil companies don't make billions of dollars in profits in the next few years, why are the biggest and smartest fund managers investing in oil companies? Perhaps with all their funds and all research, major oil companies know that major oil companies will continue to reverse huge profits. Perhaps with the largest fund managers and funds, research, fund managers have come to the same conclusion: oil equals money.
Save the trees: shoot the beaver...
Of course, you can reverse the trend of dominating *. You can invest all your money in stocks other than mining and oil. You can invest in "new" areas such as Internet stocks and biotechnology. You can invest in financial companies such as mortgages and Credit Suisse. You can invest in ecological responsibility, genetically unmodified, environmentally sustainable food, alpaca friendly, hippies embracing trees**.
It may make you feel good. It might even make you a dollar or two. A good idea is to diversify your funds: - Have some smiles, care about bear investments, and invest a little bit in some "crush, plunder and destroy the environment" stocks.
Exxon/Mobil has hurt some penguins because of the leaking tanker. Very good, sell their stocks, fight CEOs, or volunteer at Greenpeace.
Union Carbide made some people feel uncomfortable with some dirty battery acid. Throw away your torches, toys and computers, or choose to make positive changes.
When I discovered that a subsidiary of BHP Billiton was mining uranium, I was very frustrated, so I donated some of the BHP Billiton dividend to my favorite charity. Now, BHP Billiton is not making uranium nuclear weapons, but making nuclear energy; this is not BHP Billiton, it is only one of their relations.
I am not crazy, just because some of their friends are not environmentally friendly and sell all of my BHP Billiton stocks: - It will be stupid. Beyond that, I can do more for the environment by donating thousands of dollars to a good business, rather than by linking myself to a bulldozer... bulldozer. Well, this gives me another excuse to use the word "juggernaut"...☺
Speaking of powerful and heavy things without binding or social conscience, let's take a look at the world's largest superpowers and large economies. Do you know who it is? Do you think the future answer may change?
Living now, looking to the future
Oh, I don't want to be an alarmist; you have newspapers and horror movies to make you fire. I just want to point out some things that make you "alert but don't panic."
Question 1 Who uses the most oil in the world?
Question 2 Where do oil users get oil?
Question 3 What are they going to do to keep this way?
If you answer "the United States," "Middle East," and "start the war," then for most of the last century, you will be close to the truth... or the truth. In the past few decades, we have seen the United States use most of the world's oil and source it from Middle Eastern countries. We see the United States involved in the conflicts in Afghanistan, Iran, Iraq, Saudi Arabia, Kuwait and Iraq [Part II].
In recent years, the amount of oil used in China has shown an upward trend. Soon, your answers to the above three questions will be "China", "Africa" and "anything".
Prepare for scale conversions worldwide. Why does China purchase oil from African countries rather than Middle Eastern countries? Does the oil taste better? Will it last longer? Is it cheaper? Or does it just not cause anger from the US government because Africa is not considered a de facto US land?
Anyone who is long enough in the Kuwaiti oil field will accidentally disturb the United States: look at what happened to the poor old Saddam Hussein in 1991. Oops, it happened again in 2003. The United States regards the Middle East as their own small vegetable garden. They let the gardener have some carrots to make them happy, but they don't like any rogue rabbits breaking in, or any other person wanting to specify signs of gardening or market conditions.
Prepare for the war....again....哼哼
Will more wars take place in the Gulf? probably. Will things change? not much. Sometimes the United States sells weapons to the left ["allies"], and sometimes the United States sells weapons to the right ["axis of evil"]. Sometimes they sell weapons to both sides ["Iranian opposition"] and blame it on Oliver North. As long as one party wins and sells oil to the United States at a reasonable price, they will be happy.
In a truly diversified style, the United States does not really care who wins: the winner will sell them oil, and the losers will come back to buy more weapons next time. The United States is a business. They sell guns and buy oil in the same way that Australia sells steel and buys DVD players. War is a commercial activity in some countries. This is good for their economy. Realize this, thank God, if you are smart enough, you can stay away from the shooting line and be in front of the checkout queue.
Therefore, the Middle East war will continue, just like the war between Coca-Cola and Pepsi, or the war between McDonald's and Burger King. This is just business. This is just money. This is nothing personal. The "war on terror" will never end; it will be as undulating as the tides. The United States manufactures weapons and needs to sell them. They use oil and need to buy it. What are you going to do? They are the world's largest economies, and they need to protect their economies from any economic threats. God bless America...
Because they believe that the police world ["complete the wars that others started"] and the provision of weapons to the highest bidders are their responsibility, it is likely that Americans pose a threat to world peace. For the same reason, we are fortunate to have them. Without the tremendous power of "school bullies" in the world, complete anarchy may occur.
Although the US Marshall Plan is offensive, it [and its clones] can be seen as helping the world. It can be said that the victory of the First World War could have been attributed to the Germans, or to avoid the British for a longer time without the help of the United States. The Second World War was also seriously determined by the entry of the old American United States. The involvement of the United States in South Korea, Vietnam and Kuwait may be selfish, but it does have some positive effects on the rest of the world.
What did this leave for us? What about China? Well, I am very glad that you asked. China has not even approached the Middle East. no need. Why do you have to fight for something that has been cooked for centuries and deal with an enemy with a lot of money and a lot of guns? The Chinese did not commit suicide, Hare Kari is a Japanese trait...
When Americans struggle with Arabs in the Middle East [and any other incoming people], China is quietly trying to drill Africa's oil... Hey!
Will China fight for survival, or will it buy friends? Chinese people make friends in Africa, build infrastructure, create jobs, and buy oil. They are injecting blood into their economy. Far from sucking Sudan and Zimbabwe's dry oil supply to Chinese machines; it is more like a symbiotic relationship.
You illegally find that Africans hate Chinese people, just as Arabs hate Americans. from
There are thousands of schools and jobs for every Chinese oil well in Africa. from
Africans who used to cultivate land are now drilling for oil and have higher wages. The uneducated children they had been destined to work on the farm are now learning to become geologists and engineers in the field.
The Chinese do not need to sell weapons to Africans or African enemies; instead, the Chinese have done a good job in selling cheap DVD players, laptops, cameras, and T-shirts. Just as the Chinese bought a lot of Australian steel and coal, then waved Australia's cheap plasma...
Orignal From: God bless China - why you can make more money in China and Australia than in the US
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