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- On Oil, Freddie, and the AOL Time Warp
- Paul Kedrosky submits: Be it resolved: We're at a price point in oil markets where we are screwed no matter which direction prices move. Higher prices smoke the economy and inflation, and lower prices screw the emerging alternative energy complex. Thoughts? by Paul Kedrosky
- External links 2008-08-06
- Commodities: On the Downhill Slope?
- Roger Nusbaum submits: All things commodities have come way down in the last few weeks.PowerShares DB Commodity Index Fund DBC is down 17% from its July 2 closing high.iShares Comex Gold Trust IAU is down 10.4% from its recent July 15 closing high.iShares Brazil EWZ is down 25% from...
- External links 2008-08-06
- Options Trader: Wednesday Outlook
- Phil Davis submits: Ah, big day today! The Fed wimped out and held rates at 2%, utterly ignoring the fact that their relentless destruction of the dollar that began in September of ‘07 was the fuel that took oil from $70 a barrel to $145 a barrel in...
- External links 2008-08-06
- Which Inflation Is It Anyway?
- Eric Coffin submits: There is a debate building around inflation. The outcome of this debate will determine the direction of interest rates and credit creation. By extension, many commodity prices, especially precious metals and energy, will get direction too. This past week saw the release of the US CPI...
- External links 2008-08-01
- Beware the Equity Trap for Oil
- Tyler Durden submits: by Cornelius Lately, oil has been closely tracking the equity markets - most recently, it closed down for a second straight session (after a high of 54.66, just short of our band at 55) on the back of a poor day in equities. We believe this...
- External links 2009-04-07
- Oil Volatility Will Keep Killing the Economy in Waves
- Gregor Macdonald submits: What a relief! Shai Agassi understands oil. In this regard, he stands apart from many global CEOs and even many who work in the oil industry. Better still, his company, Better Place, is actually very well positioned to do something about our energy problem. Agassi has...
- External links 2009-04-14
- Saudi Khurais Field: Looks Like Easy Oil May Be Gone from Arabia, Too
- Gregor Macdonald submits: Readers may recall Leslie Stahl’s trip-happy-trip to the magic Saudi Kingdom last December, on 60 Minutes. If you missed that bit of Willie Wonka Choclat-ism, you can review my post here: Open Secret: the 60 Minutes Report on Saudi Oil. In addition, I just...
- External links 2009-04-17
- Next Oil Crisis Window Just Two and a Half Years Away.
- Gregor Macdonald submits: Gregor.us Monthly for March, titled Saga North America and published Tuesday this week, takes an in-depth look at future North American Oil supply. It’s not a pretty picture. In fact, I’d advise politicians to start paying attention. Not only for the broader issues...
- External links 2009-04-02
- Is the Market Still Digesting the Fed's Wednesday Move?
- There were some dramatic reactions to the Fed announcement of its planned purchase of Treasuries and additional assets in mortgage backed securities. The bond market reacted immediately with the 30yr Bond contract settling up 5 2/32 on the day on Wednesday after establishing an 8 27/32 range for the day....
- External links 2009-03-20
- Will Oil and Gold Prices Rise Further on Fed's Latest Moves?
- Peter Cooper submits: Last week’s surprise move by the Federal Reserve to buy $300 billion in long-dated bonds and effectively start printing money brought a sharp fall in the US dollar, and a strong bounce in oil and gold prices. Is this the story of things to...
- External links 2009-03-22
- When Oil Was Free
- Gregor Macdonald submits: Were you alive when oil was free? Were you born yet? Did you have TV? Let me help: Oil was free about two months ago in January, when it traded around 34.00 per barrel. Each barrel of oil contains about 5.8 million BTUs. Each...
- External links 2009-03-23
- Crude Oil Price Update: Animal Spirits Are Stirring
- Calafia Beach Pundit submits: This is very similar to what is happening to copper prices. Animal spirits are stirring. Stocks are up about 20% in the past two weeks. The global economy is not going down a black hole. Obama has suffered materially from a series of gaffes....
- External links 2009-03-23
- An Oil / Gold Reflation Pair Trade
- Sean Hannon submits: When making recommendations in my weekly newsletter EPIC Insights, I have always been wary of the risk profile. The portfolio has done extremely well during sell-offs and rallies and I have no interest in surrendering gains by blindly diving into untested ideas. For that reason, one...
- External links 2009-04-21
- Is It Possible the Current Recession Was Caused by Oil Prices, Not Housing?
- Tom Lindmark submits: What would you think if someone told you that all of the reasons advanced so far about the causes of this nasty recession were false and that there was another very simple explanation? If you’re like me you might want to not know about it. Throwing out...
- External links 2009-04-22
- Thoughts on the Current Restructuring of Global Oil Demand
- Gregor Macdonald submits: The global financial crisis may be hastening a process that’s been underway the entire decade: the restructuring of global oil demand. Western OECD oil demand has been much slower the past 15 years and its growth rate started to stall out again as early as 2004....
- External links 2009-04-25
- Mexico's Woes: Quakes, Flu and Oil Production Collapse
- Gregor Macdonald submits: Reluctantly I’m going to briefly cover Mexico today. Your RSS newsreader and your Bloomberg however are already, no doubt, filled up with reports from Mexico’s Flu Zone. Or Quake Zone. Or both. Instead, I lightly suggest you turn your attention away from these acute conditions, to...
- External links 2009-04-27
- Options Trader: Monday Outlook
- Phil Davis submits: War! War is always a fun way to shake up the markets and oil is flying this morning as Israeli jets attack Hamas targets in Gaza for the third day in a row in retaliation for last week’s rocket and mortar attacks from Gaza into Israel...
- External links 2008-12-29
- Gold and Oil: A Long Term Play on the Economy
- Santosh Sankar submits: If Robert Frost were still around today, perhaps as an economist or a banker, he would have probably been caught saying, “Money, money, everywhere, but no one wants to lend.” Yes, this has been the theme this year ever since the Fed began cutting rates and using...
- External links 2009-01-06
- Ten Non-Predictions for 2009, Part I
- Macro Man submits: Better late than never, Macro Man is happy to reveal his list of non-predictions for the new year. And so, without further ado..... 1) Last year's lows in the S&P will NOT hold. Consensus looks for 2009 earnings to be roughly the same level as...
- External links 2009-01-08
- Market May Get Cheaper, But Tail Can't Wag the Dog Forever
- Nick Abe submits: There has been a lot of talk lately about the velocity of money, and how it has slowed down dramatically leading to most of our current problems (the subprime crisis caused the decrease in velocity, the decrease in velocity caused the economic crisis). The velocity of...
- External links 2009-01-13
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