Cinquero

The Bullish Case for Natural Gas

THe CHK report even says it itself...

"So there is a tremendous amount of recently built-up new capacity that is idled and I think it will take quite awhile even after prices start to return on the gas front, before much of that trickles into the service side of things."

The Bullish Case for Natural Gas

You wanna hear my opinion?

If you cut gas exploration wells, you cut th most unprofitable if them first. Has some of these CEOs estimated how much the exploration reduction impacts output at an aggregate level?

Fact is that the market is riding the energy boom for years now. So it is no wonder there is huge overcapacity now. Companies like CHK are not far away from bankcruptcy and nothing more like call options on natural gas price. And this reader who does not want to get named probably is related to CHK in some way.

Debt ridden companies like CHK *HAVE TO* produce natural gas even at a loss to *MINIMIZE* their losses and to survive as long as possible.

Please stop talking such a bullshit if recent gas inventory numbers RIGHT NOW show that since May A LOT OF new gas inventory has been built up.

There's No System of Controls Capable of Eliminating Rogue Trading Altogether

I always wonder how diminshed the knowledge of market principles is. So many are talking of market manipulation -- but ALWAYS the manipulators pay a hefty price for their manipulation. So, OF COURSE you can manipulate markets when injecting LOTS OF money that others can identify as misplaced and profit from it.

WHAT IS THE PROBLEM?? THEY LOST MONEY!! THAT'S THE CONTROL MECHANISM IN PLACE -- AND IT IS MUCH MORE EFFICIENT THAN ANY ARTIFICIAL REGULATION.

Is the Dollar Rally Over Now?

My stance on all of this:

many argue that the EURO has problems. That may be true, but these problems have a chance to get solved because the whole world is talking about them. That is in stark contrast to the US. Nobody thinks the US has fractures. The US people are not even aware that the only thing that holds together the USA is greed and ignorance.

Germany and France have great and stable economic policies. There is much more reason to believe that the US will break up. From my point of view, the fall of the US economy is tightly bound to the oil price and peak oil: oil price and oil burden will go back when US GDP goes down. Otherwise, rising oil price will prevent US GDP growth to some extent.

Many US citizens are already acquiring EU memberships. That will drive house prices in the US down and (maybe) up in Berlin, Germany, where house prices have fallen for a decade now because of eliminated subsidies to eliminate current accounts deficits.

Excel Maritime Carriers: Set Up To Excel

Someone has an idea how shipping stock or transportation in general evolves/evolved during credit crises? (ie. in the crash of1929+)

I guess no one really cared for the details in the end....