bricki

Crude Oil and Gasoline Prices: Like Déjà Vu All Over Again

Yes there are supply constraints but they are not in play at the current level of economic activity. OPEC has cut production to support prices already and it is difficult to believe they will do it again.

Disclaimer: dumped my oil related stuff two weeks ago.

Commodities for Income Investors

I hope it isn't a range, but with the new dynamic of third world levels of volatility in first world equities it could be.

If it turns out to be so, I'm going to start re-purposing sick bags from bankrupt airlines to stock traders everywhere.

Must-Know Criteria for Picking Inflation Proof, High Dividend Stocks

I've seen the telecom industry from the inside, and I wouldn't touch it with a 10-foot pole. Companies like T and VZ are ripe to become the GM's of the 2010's at the hands of internet innovators. Their traditional cash cow, copper land lines is losing subscribers at a 7-10% yearly rate. VZ has a decent program going with FIOS but they aren't gaining customers as fast as they thought they would from cable companies because they haven't made it attractive. Two year contracts? You have got to be kidding. T's UVerse is a flat out bad technology. The new cash cow, wireless, is under pressure from the innovators at the FCC to make bandwidth open, and Obama has appointed people sympathetic to that viewpoint.

These companies are slow, hide-bound, top heavy dinosaurs who cannot compete with the mammals of the internet age. Long term they represent something to watch for shorting opportunities, not risk free inflation hedges.

Oil Majors Should Just Buy Real Gold

Still not accepting the idea that oil companies should buy gold. Yes, they should protect the value of their cash, but by investing in their particular business - pay off debt, buy back stock, invest in oil drilling rights, oil recovery technology etc. All of these will reap huge benefits and far more than investing the same money in gold because ultimately gold is a non-productive asset.

Oil Majors Should Just Buy Real Gold

My God I'd like to know where you get your tobacco. The oil/gold price ratio is at historic lows and you are advising oil companies to buy gold? Ludicrous. Oil companies should be buying oil related assets in such circumstances. When demand rises oil prices will rise far faster than gold.