Immigration

UNG Gets Creative, Secures $500M Natural Gas Swap

$500MM total return swap...hmmm

Cramerica Runs on Natural Gas

1st - US gov't has never liked domestic energy companies as THE policy is to be the last country on the planet with the stuff, 2nd - the hedging strategy is working but if the market went the other way I'm not sure Anadarko would allocate E&P capital to support hedging.. 3rd - mean reversion doesn't consider new pricing regimes, doesn't like leverage and can outlast any patience you allocate to a trade....

Natural Gas: The Next Big Thing

be careful about classifying NG or Oil as an asset class - in the end, it is consumed - very different than a bond

2009 Depression Will Be Nothing Like 1929

It all comes down to opening up the borders.. immigrants are the "yeast" to the US picture - they will buy the foreclosed homes, increase the birth rate, create a new tax base and feed the social security..

Why the Dollar Has Rallied During Current Crisis

No doubt you touched the relevant points and now the question is timing. My thoughts are the inflationary pressures on the USD are being hedged by capitalistic-expectati... tendencies.. the more gov't is involved in US business, the less capitalistic it feels and the less hedge there is against inflationary pressures.