boden11

Today in Commodities: Strength vs. Dollar Weakness

We heard the same argument and then same (Peak Oil) for crude and yet that's only at like 1/2 its highs and that stuff is burned as soon as its refined...

Is this just the next bubble? A combination of nowhere for money to go and a hedge against the USD?

Watch Out: A Correction in Oil is Coming

Bunk--

While I too believe some correction-- >10% and more likely 15-20%+ is in the cards for crude prices (most likely shortly after 100 is breached) this methodology is flawed. DIG's largest holdings are the big oil companies which have underperformed lately. This underperformance is due to poorer margins relating to refinery and other operations. Not all oil companies will continue to kick butt as the price of oil soars. IE--I own some Oil & Gas Royalty Trusts which will often hedge prices with all sorts of derivatives. In order to put a floor under them in case oil drops they often have to put a ceiling on profits as well. I know that this example relates to Royalty Trusts and not big oil, but the point is that companies that make money in the oil market don't move tick-for-tick with the price of crude.

It would be interesting to back-test this method with more data...anyone?

Nintendo: Why Not Raise Prices?

If you're still looking for a Wii, why don't you try ebay Tommo? And seriously, considering the "success" of their previous system--the Gamecube and the fact that the Wii in pure technical muscle is even farther behind the 360 and PS3 than the Gamecube was in the last-gen it's not surprising that Nintendo wasn't expecting such a large amount of demand.

Killing Off the Original Xbox: A Big Microsoft Mistake

In re: to previous comment:

The PS3 is *NOT* suffering because of the PS2, the PS3 is suffering because of the PS3. Expensive, launched late, multiple SKUs--4 difft hard drive choices, some with no backwards compatibility, continued Sony arrogance (next gen starts when we say so). Microsoft killed off the Xbox early so it could focus on the next-generation and gain a large foothold in the next-gen (this gen) race. I guarantee you Microsoft will walk away from this Christmas a big winner while Sony continues to suck air. BTW: PS3 sales are WORSE than Gamecube sales to give you an idea.

Killing Off the Original Xbox: A Big Microsoft Mistake

In re: to previous comment:

The PS3 is *NOT* suffering because of the PS2, the PS3 is suffering because of the PS3. Expensive, launched late, multiple SKUs--4 difft hard drive choices, some with no backwards compatibility, continued Sony arrogance (next gen starts when we say so). Microsoft killed off the Xbox early so it could focus on the next-generation and gain a large foothold in the next-gen (this gen) race. I guarantee you Microsoft will walk away from this Christmas a big winner while Sony continues to suck air. BTW: PS3 sales are WORSE than Gamecube sales to give you an idea.