Author Archives: Timeless Investor

About Timeless Investor

My name is Samual Lau. I am a long-term value investor and a zealous disciple of Ben Graham. And I am a MBA graduated in May 2010 from Carnegie Mellon University. My concentrations are Finance, Strategy and Marketing.

Like US, China is also starting huge infrastructure projects national wide

Like US, China is also starting huge infrastructure projects national wide – this is good for my oil investment?

Posted in Macroeconomics | Leave a comment

Market rotation today

here is today’s market rotation,

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WTI short interest is very high now

WTI short interest is very high now, is a short squeeze coming?

Posted in Oil Industry | Leave a comment

Saudi Arabia Backs OPEC Push to Make Steep Oil Output Cuts

Saudi Arabia Backs OPEC Push to Make Steep Oil Output Cuts

Posted in Macroeconomics, Oil Industry | Leave a comment

The Economics of Volatile Oil Prices

An excellent article on The Economics of Volatile Oil Prices

Posted in Industry Analysis, Oil Industry | Leave a comment

How sensitive is the oil price to the imbalance of oil demand & supply

Here is an excellent study of how sensitive is the oil price to the imbalance of oil demand & supply – • This model explains how a drop in demand for oil of only 1 million barrels per day can account … Continue reading

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Lesson learned on buying stock/options

Lesson learned on buying stock/options

Posted in Investment Psychology, Lessons Learned, Trading Strategies | Leave a comment

More about John Fredriksen

Here are more about John Frtedrikson. He does not seem like a man that will quit (on Seadrill).

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John Fredriksen of Seadrill

Here are relevant information of Jon Fredriksen of Seadrill Ltd

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Analyzing Trump effects

Analyzing Trump effects

Posted in Macroeconomics | Leave a comment