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greenzulu

greenzulu
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  • greenzulu
    Stalemate the likely Libyan outcome - Gaddhafi can't leave [war crimes] and no "boots " to get him. Sustained high oil will push UGA up.
    3/22/11
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      • greenzulu
        Trichet's European rate increase will accelerate Peripheral Europe's banking crisis; real estate held by Spanish/Irish banks falls further.
        3/3/11
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          • greenzulu
            A take on Fed policy, inflation and China. http://bit.ly/hNxNBN
            2/14/11
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              • greenzulu
                Chinese tightening makes Baidu, 107.7 at 1/14 close with a P/E of 72+, trailing earnings P/E of 88 & zero dividends a nice put candidate.
                1/14/11
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                  • greenzulu
                    Large oil inventories and China tightening may take down energy & commodities if the dollar continues strengthening. Short USO, FXE.
                    1/11/11
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                      • greenzulu
                        Molycorp. China tightening screws on rare earth metals, limited exports, raising prices.
                        12/28/10
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                          • greenzulu
                            Rising rates worldwide are consistent with economic growth. But they will take down the European periphery - Euro crisis 3.0 on the way.
                            12/9/10
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                              • greenzulu
                                Wikileaks diplomatic cables, far from damaging Int. diplomacy, are laying cards on the table and paving a path to greater cooperation.Odd.
                                12/2/10
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                                  • greenzulu
                                    What would be the right index against which to plot the WTI crude price vs. oil majors?
                                    11/29/10
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                                      • greenzulu
                                        RSX. The Gazprom - Israel initiative continues new Russian policy of alliance w/ Europe & U.S. to balance the Chinese peril to the south.
                                        11/24/10
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                                          • greenzulu
                                            Agree Jason. Stronger dollar, no QE disaster, rising China rates look to put bullet in the gold bubble. Selling Dec.gold puts 3% above mkt.
                                            11/24/10
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                                              • greenzulu
                                                A shootout on the Korean peninsula -- or even major military mobilization -- will use a lot of distillates fast. Cui bono?
                                                11/23/10
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                                                  • greenzulu
                                                    Harvard B prof estimates that China illegally appropriates $25 B/ year of Western IP - & now demands it free as price of China market entry.
                                                    11/20/10
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                                                      • greenzulu
                                                        Russian & E Eur. equities will rise sharply in 2010 on wings of newly forming U.S./German/Russian Axis against the expanding Chinese Dragon.
                                                        11/20/10
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                                                          • greenzulu
                                                            Petrobras the most underpriced pure oil play, expecting 5-8% by year end.
                                                            11/18/10
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                                                              • greenzulu
                                                                QE explained in the clearest possible manner. http://tinyurl.com/3xwlu8v
                                                                11/16/10
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                                                                  • greenzulu
                                                                    There are intimations of a "New Deal" type gov't.-sponsored infrastructure building program to support U.S. workers circulating in Congress.
                                                                    11/11/10
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                                                                      • greenzulu
                                                                        T-Money: it's easier to fade the gold bugs than argue with them. They are protecting themselves against non-existent U.S. inflation.
                                                                        11/11/10
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                                                                          • greenzulu
                                                                            GS exits China long trade initiated April on China bank tightening. Global interest rates reversing upwards, gold topping?
                                                                            11/11/10
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                                                                              • greenzulu
                                                                                Do rising Treasury yields bode ill for gold? Treasuries are falling on a rising dollar.
                                                                                11/10/10
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