A Little History

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JCHarper Posted: 05-04-2009 9:55 AM

I notice that a few refugees from the Investor Village CWEI message boards are filtering to this forum. This is a temproary spot to regroup. Ian Wyatt may want his space back

Investor Village management decisided to begin deleting posts that were not supportive of Obama policies and rhetoric. This was particularly offensive to those who had endured years of the vilest "Bush Bashing" imaginable only to find that criticism of Obama was off-limits at IV. Over the past year or so, many of the thoughtful, knowldegble and experinced poster began to fall silent. Also, there was a group (including myself) who felt that the single most important investment consideration is government policy in todays environment.

Taxation, sanctity of contract, Federal regulation and mandates, government decreed allocation of resources, dictated management decisions, and massive unaccounted disbursement of public funds are just a few of the things that are uncertain under emerging federal policy. These things need to be discussed before rational investment decisions are possible, IMO.

For newcomers, the question arises about why long-time CWEI posters would want to "regroup" instead of just going their own separate ways. Here is a little history:

On Yahoo, there were a number of very experienced O&G professionals that began to exhange information and ideas on the CWEI board more than a decade ago. Just why there is open to question, but some of it had to do with the fact that many of them knew (or knew of) Clayton Williams personally and admired his aggressive style. The man is a true warrior in everthing he does. Most did not own his stock for the same reasons they admired his style.

The personal Claytie aside, he did attract top O&G talent and delegated well to them in his businesses. That core of talent drew other top talent to the CWEI message boards at Yahoo. (As a matter of interest, Robry made the first post on the Yahoo CWEI board) Since CWEI was a small, obscure company in the big scheme of things, it was largely ignored by the chattering classes. Then it got "discovered". The ignorant began to drive out the informed. So contributors moved to Investor Village CWEI board where the same thing happened quickly.
 
A lot of the old talent is gone, Claytie is getting old and, to use Stephen Kings words, the world has moved on. If the remnants want to get together again somewhere, sometime, they can make contact at the Investors Insight moderated forum (not a message board) and go from there. Fell free to make suggestions. When a consensus emerges among the O&G professionals I respect, I will go where they want to go.

 Cordially,
J. C. Harper
www.jcharper.net

 

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