It has been a busy day in Rome, doing the Vatican Museum, St. Peter's and the Trevi Fountain. But I have to find time to get you your Outside the Box and have I got a great one for you. David Galland of Casey Research was kind enough to let me use an interview he did with two of his energy research staff normally only available to his subscribers. A big thank you to David.
This is a special treat for Outside the Box readers, as they talk about the future of the energy markets. I have been following their work for some time and I think they are the real deal if you are looking for an energy letter to regularly read. You can subscribe at here.
I am going to sign off as the "kids" are waiting. One quick observation. Stop lights in Rome seem to be more of a suggestion than an actual statement. Oh, but what a city!
Your in the city of restaurants analyst,
John Mauldin, editor
Outside the Box.
The Doctor and the Dealman: An Energy Update
By David Galland
At first glance, no two individuals could seem more different. The Doctor, middle-aged and balding, could be the very archetype of the college professor. The Dealman is young with a full head of well-styled hair: more than a few people have compared his looks to Elvis in his prime. The Doctor is quiet and soft-spoken. The Dealman is outspoken and, under the right circumstances, even outrageous.
On further examination, however, you begin to uncover the similarities that make them one of the energy sector's most potent teams, starting with the fact that they each possess an intimidating intelligence.
Case in point, while only 23 years old, the Dealman taught advanced mathematics at the university level. The Doctor, an elected fellow of the Royal Society of Canada, is a PhD professor of petroleum and coal geology at the University of British Columbia and the winner of the coveted Thiessen Award, the highest award presented by the International Committee for Coal and Organic Petrology. They also both share a passion for the energy sector, though as is typical with this atypical team, they approach the sector from two different perspectives.
The Doctor, one of North America's leading experts in "unconventional" oil and gas, loves to analyze every aspect of modern-day hydrocarbon exploration…
