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Archive for the ‘Oil’ Category

Gold headed dramatically higher

Posted in Currencies, Energy, Equities, Federal Reserve, Fixed Income, Gold, Herd Mentality, Interest Rates, Liquidity, Natural Gas, Oil, Real Estate, Recession, Silver, U.S. on June 8, 2008 | Leave a Comment »

This deleveraging process has been a very unique one. Over the last decade, the Fed led many central banks around the world in an unprecedented expansion of money supply. While there is massive credit being withdrawn from the global system, the long-term effects of this money supply expansion has yet to filter through. Investors are [...]

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4th airline in two weeks goes bust

Posted in Bankruptcy, Herd Mentality, Oil, Peak Energy on April 10, 2008 | Leave a Comment »

Oasis Hong Kong Airlines is the 4th airline to file bankruptcy in the last week and a half.  Read the full story at the International Herald Tribune here.

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How to make money in this mess

Posted in Bankruptcy, CDS, CMBS, Energy, Equities, Federal Reserve, Fixed Income, Foreclosure, Gold, Herd Mentality, Interest Rates, Investment Banks, Liquidity, Natural Gas, Oil, Rating Agencies, Real Estate, Recession, Silver, Subprime, U.K., U.S. on March 14, 2008 | 1 Comment »

In January of 2007, we made macro predictions about how to allocate assets for the coming 5 years in “Our Investment Calls for 2012.” Overall, our recommendations were pretty spot on as you can see from the table below.
One glaring area though where we were totally off is with interest rates. Boy, were [...]

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2008 Market Predictions for Macro Investors

Posted in Currencies, Energy, Equities, Federal Reserve, Fixed Income, Gold, Herd Mentality, Interest Rates, Liquidity, Natural Gas, Oil, Peak Energy, Resource Wars, Silver, U.K., U.S. on January 15, 2008 | Leave a Comment »

This is our “Market Predictions” post from January 17, 2007.  Other than declining interest rates (what is Bernanke thinking!), we were spot on with:

Gold
Silver
Falling US dollar
Oil
Natural gas
Agricultural commodities

The only other sectors we should have added to this list are (i) desalinated water and  (ii) clean and “cleaner” energy (such as solar, wind, geothermal, biomass).  [...]

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Wake up to the dangers of a deepening crisis

Posted in Bankruptcy, CMBS, Currencies, Federal Reserve, Fixed Income, Foreclosure, Herd Mentality, Interest Rates, Investment Banks, Liquidity, Oil, Peak Energy, Private Equity/LBO, Rating Agencies, Real Estate, Recession, Subprime, U.S. on November 27, 2007 | Leave a Comment »

November 25, 2007 (Lawrence Summers) – Three months ago it was reasonable to expect that the subprime credit crisis would be a financially significant event but not one that would threaten the overall pattern of economic growth. This is still a possible outcome but no longer the preponderant probability.Even if necessary changes in policy are [...]

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Posted in Energy, Oil, Peak Energy on November 13, 2007 | Leave a Comment »

“It took us 125 years to use the first trillion barrels of oil, and we’ll use the next trillion in 30.” — Dan Yergin

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Chevron sees its ‘08 Indonesia Oil Output down 6%

Posted in Energy, Indonesia, Oil on August 2, 2007 | Leave a Comment »

JAKARTA, Aug 2 (Reuters) – Chevron Corp (CVX.N: Quote, Profile, Research), the top oil producer in Indonesia, said on Thursday its oil output in the country may decline by 6 percent in 2008 from an average of 415,000 barrel per day in 2007.
Chevron Indonesia’s president director, Suwito Anggoro, told reporters the decline would [...]

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