http://pragcap.com/warren-buffetts-favorite-index Sat, 26 May 2012 12:51:06 +0000 hourly 1 http://wordpress.org/?v=3.3.2 http://pragcap.com/warren-buffetts-favorite-index/comment-page-1#comment-2941 Aki_Izayoi Mon, 13 Jul 2009 03:16:02 +0000 http://pragcap.com/?p=6366#comment-2941 Are railroads are more efficient (in terms of cost) way of transporting goods than trucks? Jeff Rubin stated that higher oil prices would wipe out the wage advantage of producing certain goods in China. Perhaps railroads are a way of profiting from the macroeconomic trend of increasing oil prices in the long term. I wonder if this would be a nice synthetic call option (that nobody looked at) for oil. Are railroads are more efficient (in terms of cost) way of transporting goods than trucks? Jeff Rubin stated that higher oil prices would wipe out the wage advantage of producing certain goods in China. Perhaps railroads are a way of profiting from the macroeconomic trend of increasing oil prices in the long term. I wonder if this would be a nice synthetic call option (that nobody looked at) for oil.

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