---
title: "Four Ideas and a New Blog"
url: https://independentstockanalysis.com/four-ideas-and-a-new-blog/
description: "Four ideas stand out in the investment landscape: 1) Peak conventional oil production is still real, with the higher price deck and technological…"
published: 2012-04-21
updated: 2012-04-21
---

# Four Ideas and a New Blog

Published 2012-04-21

Posted on

by

J.J. Butler

Four ideas stand out in the investment landscape: 1) Peak conventional oil production is still real, with the higher price deck and technological advancements [changing the game](http://media.pimco.com/Documents/PER033-022312%20US_Game%20Changer%20GBL.pdf). 2) The industrialization of China and the emerging markets growth with their [raw materials consumption](http://www.usfunds.com/media/files/pdfs/researchreports/2011-research-pdfs/11-226_S-curves_Schwab_revised.pdf?CFID=317255&CFTOKEN=60789334) and attendant disruption. 3) The credit bubble and the money printing saga [continues](http://kingworldnews.com/kingworldnews/KWN_DailyWeb/Entries/2012/4/20_Hathaway_-_Fed_to_Print_More_Money_%26_Gold_to_Hit_New_Highs.html). 4) Rapid technological and comunication [advancements](http://howardlindzon.com/my-thoughts-on-crowdfunding/). More on these in the days and months ahead.

Meanwhile, Michael Steinhardt: “You can’t avoid being specific, you can’t avoid picking something. Asset classes are not a way to get rich.” Investment commentary on the market direction and asset classes seems ubiquitous to the exclusion of individual security insight. Thus the *Independent Stock Analysis* has been born. The quote is at the 4:50 mark in the [video](http://www.bloomberg.com/video/90527665/).

Welcome to *Independent Stock Analysis*.