bespokeinvest.typepad.com - 1/7/2009
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Based on the standard bull/bear market move of 20%, oil is already well into a new bull market with its move of 44.7% since its closing low of $33.87 on December 19th. Since 2000, the average oil bull market has seen the commodity rise 89%, while the average bear has seen oil decline by 39%. The ...
ritholtz.com - 1/12/2009
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ritholtz.com —
Yesterday’s 60 Minutes had a story on Oil
Speculation. Its not that they said anything wrong, its...
more that they told 10% of the story of the rise and fall of energy prices. Surprisingly thin, it completely missed all of the many other factors ...
(more)
Oil Speculation ?
worldchanging.com - 1/14/2009
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worldchanging.com —
The covering of the Cheonggyecheon River and the
building of an elevated freeway over it in the...
1970s represented the height of social progress in Seoul, Korea at the time.This thought, however, was greatly reconsidered thirty years later after the ...
(more)
Choosing What Our Cities Will Look Like in a World ...
investmentpostcards.com - 1/11/2009
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investmentpostcards.com —
"The Fed has declared a war on savers,
a war on prudence and provided the ultimate Moral...
Hazard Card - and with our money no less. They are also setting up the ULTIMATE BULL TRAP - a trap so large that when it is sprung, perhaps as early as the end of ...
(more)
Setting the bull trap
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Wednesday links: quant comedown
Abnormal Returns —
... VIX and More)
The VIX is down a great deal, but so is realized volatility as well. (Daily Options Report)
One attempt at a lazy, ETF-heavy, retirement portfolio. (Infectious Greed)
Here’s how you announce a major accounting fraud. (Clusterstock)
Has crude oil entered a new bull market? (Bespoke)
What effect has the commodity index re-balancing had ...
Words from the (investment) wise 1.11.08
The Big Picture —
... drop the commodity has ever seen without a 20% rally. The last four bull and bear markets in oil have all come within 6 months, highlighting the extreme volatility in the commodities market.
As shown in the bottom chart, the number of days that the last four market cycles have lasted has been much lower than normal. It’s likely that we’ll continue to see these big swings in short periods of time until the financial markets cool down.”
Source: Bespoke, January 6, 2009.
CEP News: Euro zone services PMI falls to series low ...
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Trading Strategy: Oil Stocks vs Oil
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Pump It Up —
The Big Money 1/5/2009
"Drill, baby, drill!" was the glibly rapacious chant that came to dominate the oil debate during the presidential race. Now "Tax, baby, tax!" is beginning to define our post-electoral national-energy-policy mood. That tax would be a gas tax, which ...
Lio Olive Oil Slick Pickin’ —
The Big Money 1/6/2009
From the groves of Italy to the sounds of the Appalachia, The Big Money asks whether this video of a homemade banjo affects Lio Olive Oil’s brand.
read more
Putin’s New, Lame Cold War —
The Big Money 1/8/2009
Of all the loan words that the Russians have taken from English, hooligan is one of the most popular. Its origin seems to be a slur based on the Irish last name Houlihan, but the Russians have always taken to the word with gusto, using it far more ...