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McDow

McDow
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  • Natural Gas: Transport Or Export? [View article]
    There is ample NG for both transport and export.
    Feb 22 07:52 PM | 7 Likes Like |Link to Comment
  • Natural Gas: Transport Or Export? [View article]
    I don't know the optimum NG prices to help all sectors, e.g. transport, manufacturing, electricity. However, consider that there will be no exports if the world's economies don't recover and better NG prices will help. Also, at today's US prices there is definitely a limited amount but at higher prices more will become available. Also, consider that the too low US prices will result in misallocation of recourses, whereas at higher prices more efficiencies will be sought by user.
    Feb 24 10:06 AM | 2 Likes Like |Link to Comment
  • Will The ECB Bail Out The Eurozone? Draghi Gives It Straight [View article]
    Will our beloved FED fund ECB so ECB can bail out the Euro zone?? Since Germany won't agree to print money, and ECB can't raise anywhere near the amounts needed, what else is left? I'll wager this is what happens.
    Nov 6 08:22 PM | 2 Likes Like |Link to Comment
  • Emerging Opportunity in Emerging Markets [View article]
    Currently the USA is exporting inflation to the developing countries; this is especially so with China. So long as this goes on, they will have to take steps to hold inflation down. Higher rates, capital controls, price controls. I can't see going into any EM at this time.
    Feb 6 11:15 PM | Likes Like |Link to Comment
COMMENTS STATS
4 Comments
11 Likes