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.

US markets: Donald Trump’s bull run – from Financial Times

US markets: Donald Trump’s bull run

Posted in Macroeconomics | Leave a comment

What Will Donald Trump Do on Economic Policy? Here’s a Top Adviser’s View

What Will Donald Trump Do on Economic Policy? Here’s a Top Adviser’s View

Posted in Macroeconomics | Leave a comment

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,

Posted in Macroeconomics | Leave a comment

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

Posted in Industry Analysis, Macroeconomics, Oil Industry | Tagged , | Leave a comment

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).

Posted in Equity Analysis | Leave a comment