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Oil and Gas
867 posts
Baltic Dry Index: A Valuable Leading Indicator?
The Baltic Dry Index is a very important indicator of the health of trade globally, as it measures…
December 5, 2008
10-Yr+ US Treasury and Canada Yields Falling
During the December 1st liquidation of stocks, the yield on 10-Yr. US treasury securities fell to 2.81%, a…
December 1, 2008
'Encouraged by a wicked wizard, Greenspan, Bernanke toils at his printing press'
The Guardian has published below, an insight-full essay by Hugh Hendry, CIO, Eclectica Asset Management. Hendry's brash and…
November 28, 2008
Must-Read China Reading: World Bank Quarterly
If you read one thing on China this week/month/quarter/season, let it be the new World Bank China Quarterly.…
November 27, 2008
Bill Ackman: Pershing Square Q3 2008 Letter
Pershing Square Q3 2008 Investor Letter by Bill Ackman, November 15, 2008 at 11:44 pm These are extraordinary…
November 27, 2008
ScotiaMocatta: Precious Metals Forecast 2009
ScotiaMocatta has put out an an informative report, published November 20, 2008, "Precious Metals Forecast 2009." Here is…
November 26, 2008
Mr President: spend, spend, spend
The United States is ready to roll towards prosperity, if a good hard shove can be given in…
November 26, 2008
McCulley: The Paradox of Deleveraging will be Broken
Paul McCulley, Managing Director and Portfolio Manager, PIMCO, earlier this year wrote a landmark discussion piece titled, "The…
November 24, 2008
Hendry: Going long on government bonds
By Hugh Hendry Published: November 19 2008 16:03 Someone once said there are certain things that cannot be…
November 24, 2008
Worst Oil Bear in Decades
The 53% decline in oil prices since September 22, 2008, without a 20% rally is the biggest since…
November 15, 2008
Donald Coxe: Barron's Interview
This week's issue of Barron's features an in depth interview with Don Coxe, Chief Investment Strategist, BMO Capital…
November 9, 2008
Donald Coxe: Post US Election Analysis
Donald Coxe and his colleagues at BMO Harris provided their post-election views following the Obama victory: Donald Coxe,…
November 9, 2008
Commodities Snapshot
A snapshot view of commodities reveals that they have all experienced some mild recovery at the end of…
November 5, 2008
Better To Be Late, Amid Credit Crises: Thomas Barrack, Jr.
Thomas J. Barrack Jr., billionaire and Founder of Colony Capital, which controls $39-billion in real estate assets, in…
October 30, 2008
Commodity Snapshot
Judging by the way that commodities prices have literally been "drawn and quartered" since July, its obvious that…
October 26, 2008