haydete

Considering a Position in Oil Again

If I interpret all this correctly, bunker fuel futures show rising prices after Jan09

www.bunkerworld.com/ma...

Q109? Q2? When the Market Will Recover

Cam, your analysis points to a recovery early in 2009, and you also state hedge funds are in cash for the rest of 2008. This would mean hedge funds might start buying before the next bottom? Can you explain your expected timing of hedge funds vs. the bottom?

Ultra Financials ETF Bounce Strategy Keeps Working

How do you set stops to avoid early sales?

Unbelievable! What a Day

cute writing, but a waste of time.

The Smartest People to Follow

It's amazing these guys can't see that cash is a reasonable position, too.

Money Market Cash Levels: Signals of a Market Bottom?

If you Google this string of words

money market assets percentage of fund assets

you'll find articles that indicate there are $3.46 trillion in mutual funds and $1.26 trillion in money market funds. The ratio is 36.4%.

Someone may want to comment on whether the money market funds are included in the mutual fund assets or not in either the above graph or in the articles found.

New Technology Makes Natural Gas a Viable Replacement for Oil

Chuck, the OEMs have made NG vehicles for years. They were sold into fleets that had their own high pressure CNG refuelling stations - consumers did not have access to CNG for vehicles at the time. We don't need to push the OEMs, it's mature technology. We need to push the infrastructure to set up stations around town (not everyone will want to refuel at the garage, and you have more range when you can refuel on the highway.)

Smells Like a Bottom, But Confirmation Will Be Required Today

UYG is 2X IYG, not XLF. XLF contains insurance companies (AIG, MET, PRU, HIG...) that IYG does not.

The Market Hates Mosaic: Phosphates Not Up to Snuff

Given the info regarding potash, does this bode well for POT?

Paulson and Bernanke: A Conspiracy of Dunces

When you have all the inside information that Paulson and Bernanke do, then maybe you'll be smart (but maybe not wise) enough to say whether they are dunces. Until then, we all have to wait for the protest in Congress to stick flowers in the end of the bazooka.

Greenspan was touted as the money maistro for years... until lately. Maybe the current effort will also get a reversal of opinion and they'll be heroes. You don't know.

A Pairs Trade With Two Bank ETFs (KBE, RKH)

You were fooled by the RKH name. The overlap between RKH and KBE is about 75%. For a small bank ETF you probably want KRE.

Strategist Price Targets Down the Home Stretch

It's like my GPS announcing the arrival time - the closer I get, the more accurate it becomes.

Compressed Natural Gas: Key to American Energy Independence?

Don't underestimate the value of having the OEMs produce NG vehicles in the past. That means all the safety, emissions, packaging, hardware and durability issues have been addressed. The vehicles were sold to fleets that had their own refueling facilities. Being able to purchase NG at the corner station is really the only thing left to make the concept acceptable to the public - look how many turned away from diesel vehicles because they could only purchase diesel fuel at a truck stop.

This is the perfect example for the government to step in a front the costs of adding NG to every gas station. With the lower cost, people will buy it, since there is really no downside consumers will see.

Petrobras: Buy and Sit Tight Like Soros

Check Heebner's CGMFX over the last month.... :(

Will Automakers Switch to Natural Gas?

As someone involved with natural gas (NG) vehicles, too, I disagree with Scott. The electric expense relative to a refinery? BZZZT. If consumers can buy a garage version to fill their own car, the industry can afford larger compressors.

Tank inspections? If NG becomes popular, go back to the car dealer for the 3yr inspection- they have to service them anyway .

Would secretaries rather sit in front of a Molotov cocktail? Please, let's not scare people out of Home Depot because of a propane forklift that might blow up. I'd believe more injury from a loose tank being propelled, but not by fire or explosion. That's only in the movies.

The cost for tanks is cheaper now.

I agree the biggest problem is no NG stations. But there weren't diesel pumps before, either.