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  • Gazprom Neft Aims to Become Russia's Leading Oil Producer [View article]
    An interesting analysis which throws some doubt as to the validity of the peak oil concept. I don't have any information to the contrary, so will assume the numbers in this article are reasonably correct.

    Having said that, given the current poltical climate in Russia, I can easily see oil being used as an economic "weapon" to bolster Russia's resurgence as a "super power". In other words, I suspect one shouldn't be looking for a return to "cheap oil" anytime soon, even if all of the production increases mentioned above do, in fact, occur.

    Jun 15, 2008. 01:00 PM | 1 Like Like |Link to Comment
  • Nearly $1.5 Trillion Now Indexed to S&P 500 [View article]
    Help me out here....WHY is this important? HOW is this going to help me as an investor? Now, I'm not looking for "tips" i.e. "buy XYZ @ ***, with a tight stop @ ###", but some "backstory" would be nice. Throwing out random factoids is pretty useless.
    Jun 8, 2008. 11:44 AM | 1 Like Like |Link to Comment
  • Natural Gas Inventories [View article]
    ASAP does appear to be on to something. Upon reflection, I don't ever recall seeing such a number put out; only absolute volume vs. some historical 5/10 year figure.

    Generally speaking, here, in the Midwest, temps are running much higher than normal, for the time of year, which could well lead to increased demand because of increased utility use for incremental power needs. Also, hurricane season has just started, and the last couple of years have been pretty much "non-events", hurricane-wise. How long can that bullet be continued to be dodged? In short, any "excess" in storage could evaporate fairly quickly.

    Jun 7, 2008. 05:06 AM | 1 Like Like |Link to Comment
  • Airline Troubles Means More Demand for Private Jets [View article]
    Actually, the rationale for used jets commanding a premium over new jets, reminds of the situation Harley Davidson found itself in a few years back.

    Jun 7, 2008. 04:56 AM | 1 Like Like |Link to Comment
  • Energy Stocks: Which Horse To Ride for Income? [View article]
    Why haven't you explored the Canroy sector? (PGH, PVX, PWE, etc). High yields, paid monthly, and a currency play, to boot.

    May 30, 2008. 08:57 PM | 1 Like Like |Link to Comment
  • Investment Tail Wagging the Oil Dog? [View article]
    Given geopolitical/meteorlog... uncertainties...imho, oil exposure in almost ANY portfolio is "mandatory".

    May 30, 2008. 08:47 PM | 1 Like Like |Link to Comment
  • Nordic American Tanker's Nice Dividend Boost [View article]
    Get this Hudlow JERK off the site!!!!!

    May 6, 2008. 11:36 PM | 1 Like Like |Link to Comment
  • U.S. Recovery Could Push Oil Much Higher [View article]
    PS:...yeah, SERIOUSLY long oil.
    May 6, 2008. 11:34 PM | 1 Like Like |Link to Comment
  • U.S. Recovery Could Push Oil Much Higher [View article]
    Commodity Bubble Proponent,

    I read the same piece about all the tankers parked in Iranian oil parked off their shores, but did you miss the part about it ALL being high sulphur crude (3.6%, as I recall, with only Syrian oil being higher at 3.9%). Evidently, there're roughly 236 prices for "oil", based on quality and location (transport to refineries drives price), with WTI and Brent being the quoted "standards".

    May 6, 2008. 11:33 PM | 1 Like Like |Link to Comment
  • Natural Gas Sold Out: Stage Set for Long-Term Price Doubling [View article]

    If you haven't read "Twilight in the Desert", I would highly suggest it. The first section covers the creation of Saudi Arabia, and the House of Saud, and gives some insight as to WHY the Saudis "screwed" us in the first embargo.

    May 6, 2008. 11:23 PM | 1 Like Like |Link to Comment
  • The Politics of Gas Prices: Comprehensive Energy Policy Needed [View article]

    Re: "tax breaks for SUV's". Comments like that give blogging a bad name. The "tax break" mentioned was actually was actually a credit for business cap ex. The MMM media jumped on it, pointing out that a general contractor, for example, could buy an Expedition, or Navigator for "business" and claim the credit, which is HARDLY the same thing as a "tax break for SUVs".

    May 2, 2008. 02:17 AM | 1 Like Like |Link to Comment
  • The Worst Is Over ... Again ... And Again ... [View article]
    karchab..I sure as hell hope you're a trader..and a DAMN nimble one, or less those "gains" will melt like a snowball in Dante's Inferno.

    Great post, gaucho...*s*.

    May 2, 2008. 01:48 AM | 1 Like Like |Link to Comment
  • Taxes - A Good Reason to Sell in May (and Go Away) [View article]
    Al....Have you ever heard the expression "history doesn't repeat itself, but it sometimes rhymes"? Recall hearing/reading about the "South Seas Bubble"...the Dutch tulip "craze"?...both examples of markets gone awry.


    PS: and those happened HUNDREDS of years ago.
    May 2, 2008. 01:25 AM | 1 Like Like |Link to Comment
  • OPEC Signals U.S. Rally [View article]

    Oil @ $70? We should be so lucky! While I can't dispute that chance of a fairly sharp drop in oil, should the global economy were to take a big hit, I'm thinking a "floor" somewhere in the $90 range, and as the economies resume perking, the price goes back up, up, and away. As a previous poster (actually, a couple of 'em) pointed out, the price of "new" production has gone through the roof.

    Apr 29, 2008. 09:57 PM | 1 Like Like |Link to Comment
  • Stock Market Overvaluation and the Passive Investor [View article]

    You said it much better than I ever could. I like your comparison of MSFT to GOOG.

    Apr 27, 2008. 02:03 PM | 2 Likes Like |Link to Comment