Article Archive | Page 1776

Mar 15, 2011 at 17:23

Sometimes you have to wonder, how did so much energy get packed away in the earth’s crust?  Even with tens of millions of years, moving continents, a series of biological…

Mar 15, 2011 at 17:00

I went into the Japanese earthquake positioning for a big “RISK OFF” trade, and it now looks like we are getting it in spades. The black swans are alighting.

Mar 15, 2011 at 08:53

The trajectory of Libyan oil production remains concerning. Estimates of current shut in production vary from a low of 500,000 barrels/day (b/d) to over 1 million, from a total production…

Mar 15, 2011 at 08:37

We are very much reaching limits in the field of energy. This seems to mean that we ending up taking more and more risks, so that there is a greater…

Mar 15, 2011 at 08:30

The impact of the 8.9-magnitude earthquake in Japan undoubtedly has had — and will continue to have — broad ramifications across commodity markets, currency markets and stock markets, not to…

Mar 15, 2011 at 08:28

Money is usually credited with three essential functions : - Means of exchange- Value storage- Value measure Gold fulfils these three central functions without a problem. Gold is universally accepted money.…

Mar 15, 2011 at 08:24

During the go go years of 2003 to 2007 banks’ balance sheets were still written in black ink and it sometimes seemed all anyone needed to secure financing for a…

Mar 14, 2011 at 21:54

It appears the Gulf Cooperation Council (GCC) has taken the unprecedented step of intervening militarily in the affairs of another member state to crush the democratisation movement there, which is…

Mar 14, 2011 at 21:51

In the constant push to make greening technology not only effective but also profitable, one US company is taking advantage of a Japanese-pioneered innovation: using souped-up plasma torches to vaporize…

Mar 14, 2011 at 09:04

As pointed out in previous reports we think that the maximum global production of conventional oil could soon be reached. There is no doubt that peak oil is more than…

Mar 14, 2011 at 08:58

We don’t know precisely how oil supply will work out, but if it declines quickly, we need to think about how we can deal with such an outcome. A quick…

Mar 14, 2011 at 08:52

Oil is selling higher than it should do. Speculation is just one of the reasons, but a significant one. After being bailed out, pardoned for their crimes, and otherwise given…

Mar 14, 2011 at 08:47

While a popular opinion contends that gold is volatile and thus risky, facts clearly prove the opposite. A look at the past few months as well as the long-term history…

Mar 14, 2011 at 00:00

I just got off the phone with several frightened, somewhat dazed survivors of the Japanese earthquake who work in the financial markets, and I thought it important to immediately pass…

Mar 13, 2011 at 19:24

During my ten years in Japan, I suffered through many earthquakes. One shaker caught me on the 20th floor of the Foreign Correspondents’ Club of Japan, where the building swayed…

Mar 13, 2011 at 10:47

One hundred dollar oil sends a shiver through the economy. One hundred ten dollar oil gets consumer reactions.  If oil prices stay climbing the consuming economic players will respond with…

Mar 13, 2011 at 10:44

There are massive discrepancies between the contracts based on gold price quotations at the COMEX and the price of physical gold. At the moment physical gold commands a premium of…

Mar 11, 2011 at 11:34

A central pillar of the Dow Theory is the description of the phases of a bull market. According to Dow the three phases reflect the confidence of the investors: - 1.…

Mar 11, 2011 at 07:33

The spread between WTI (NYMEX) and Brent (ICE) has seen a drastic widening recently. Historically speaking, WTI tends to trade USD 1.30 higher, but currently Brent exceeds WTI by USD…

Mar 11, 2011 at 07:24

History is littered with examples of ideas that seemed to be good for a while, but were later discovered to have unpleasant consequences. The pharmaceutical industry is full of cases…