Source: Globes

The oil price rise is generating some absurd analysis, but also interesting opportunities.

Jonathan Lipow

With oil "stabilizing" in the $60-70 per barrel range, there has been a lot of talk about the impact of high oil prices on global output and inflation. Nearly all of this talk is simply a distraction. What investors have to focus on is the long run implications of higher oil prices, and what this means for portfolio strategy. Read more