customer man

Time To Start Buying Some Dogs?

Somethimes when you go bottom fishing you get hoooked

Juiced Earnings and Fanciful Figures

It seems pretty clear that many contracts are going to be renegotiated as the payors will simply not be able to fulfill their obligations in both the piblic and private sectors.

Not Your Father’s Credit Crunch

Good article but there is a lot more driving Natural Gas demand than just using it to produce ethanol. It is still at an historical low to crude on a BTU basis (6:1). I doubt that BP and COp would consider the just announced very costly pipeline if the main driver of demand was only ethanol.

Have Recent Crises Blown a Hole Through Modern Financial Theory?

The notion that there is a big difference between the real world and the academic neo classical hypothesis of how it is are does not seem very new...why all the surprises ?

$2 Trillion of Petrodollars Looking for a Home

Good point