Monthly Natural Gas Consumptions Show No Sign Of Fuel Switch [View instapost]
this is interesting, but i think a lot of utility executives have stated that they're either switching out of coal or that they've seen switching happening already.
also, coal inventories at multi-year highs at these power plants.... we'll need a really hot summer!
SAC Capital Headed for a Crackdown over Insider Trading [View article]
yup yup, know guys over at SAC and Third Point. The SAC guys were smart, the Third Point guy was definitely... kinda... dumb... but talked a lot as if he knew something but clearly spoke outta his other orifice. seems like it's part of that firm's culture.
Dan Loeb: Investment Outlook 'Favorable' Through Mid-2010 [View article]
met one of the douchebags at Third Point before, some loudmouth from Harvard Biz School who talks a big game but doesn't realize how retarded he sounds. tried getting some info outta me, don't be surprised to see folks from here do the perp walk a la Raj Rajrat-whatever.
yeah, the CodePink outings have been somewhat lame (how about a noose and some pitchforks?), but I agree with their message... Summers, Blankfein, Geithner... all these criminals helping out their criminal friends on Wall St...
so I can't really diss CodePink, they're doing more than the guys just bitchin' on random websites (like this one) and not bothering to do anything more.
Shale Gas Companies: All Talk, No Walk? [View article]
wait a minute... i guess i'm not understanding the author when he says he's bullish on natgas prices and natgas stocks
is he saying that these natgas producers can actually produce gas at much lower costs.... so this benefits their bottom line? i would think that this means they actually keep producing more natgas at exactly the wrong time, when natgas prices are plummeting and folks need to restrain production
and if natgas production costs are indeed below $2 / mcfe, then i wouldn't be surprised if natgas goes to $1.50 in this kind of environment... not bullish for natgas prices or stocks... especially if these guys incurred huge amounts of debt to buy land that they now need more money to drill...
Monthly Natural Gas Consumptions Show No Sign Of Fuel Switch [View instapost]
also, coal inventories at multi-year highs at these power plants.... we'll need a really hot summer!
SAC Capital Headed for a Crackdown over Insider Trading [View article]
www.bloomberg.com/apps...
let's see how Loeb thinks about "give and take" with his beefy cellmates...
SAC Capital Headed for a Crackdown over Insider Trading [View article]
Dan Loeb: Investment Outlook 'Favorable' Through Mid-2010 [View article]
Video: Larry Summers gets hassled by CodePink. [View news story]
so I can't really diss CodePink, they're doing more than the guys just bitchin' on random websites (like this one) and not bothering to do anything more.
Shale Gas Companies: All Talk, No Walk? [View article]
is he saying that these natgas producers can actually produce gas at much lower costs.... so this benefits their bottom line? i would think that this means they actually keep producing more natgas at exactly the wrong time, when natgas prices are plummeting and folks need to restrain production
and if natgas production costs are indeed below $2 / mcfe, then i wouldn't be surprised if natgas goes to $1.50 in this kind of environment... not bullish for natgas prices or stocks... especially if these guys incurred huge amounts of debt to buy land that they now need more money to drill...