Section
Energy & Natural Resources
973 posts
BCA: Is China Losing Competitiveness
There is little evidence to suggest that Chinese manufacturing competitiveness has deteriorated meaningfully. The mainstream media has been…
Q4 Oil Price Targets
Below we highlight the recent survey of strategist price targets for oil in the fourth quarter of 2008.…
Cost of Rising Commodities Falls
Last week, we highlighted that the rising prices of commodities during 2008 was costing the average American an…
Hendry: De-flation is Contrarian
Hugh Hendry, CIO, Partner, Eclectica "Bonds! The credit crunch – you’ve got to go back to 1942 to…
Gartman: Oil Bull Market Over
Dennis Gartman says that the bull market in oil is over for now, and it could be as…
Most Overbought Most Oversold ETFs
Courtesy: Bespoke Investment Group - August 4, 2008 - Below we highlight the 25 most overbought and oversold…
Oil, Computers, and Momentum Trading (WSJ.com)
August 6, 2008 - Posted by David Gaffen, WSJ.com Ann Davis has this report on an aspect of…
The Cost of Rising Commodities
While we know all too well that most commodities have risen in price so far in 2008, how…
Has Oil Broken Down?
David Gaffen, writes in WSJ's MarketBeat Blog: Many theories exist as to why the price of crude oil…
Oil and U.S. Banks
(by John Authers, FT.com) Bastille Day, July 14, is a good day for an old order to come…
Video: Faber Says Fannie, Freddie Should Split Up, Not Get Aid
Investor Marc Faber, publisher of the Gloom, Boom & Doom Report, talks about the future of Fannie Mae…
Commodity Snapshot
July 23, 2008 - Courtesy: Bespoke Investment Group - Below we highlight our trading range charts of ten…
Interview: Larry Sarbit, Sarbit Asset Management
Despite the fact that you may not ever come close to catching up to Warren Buffett's wealth does…
Asset Class Correlations
July 22, 2008 - (Courtesy: Bespoke Investment Group) Today's Wall Street Journal had an interesting article about asset…
Oil and Energy Stock Correlation
July 22, 2008 - (Courtesy: Bespoke Investment Group) Below we highlight the rolling one-year correlation between the daily…
