bespokeinvest.typepad.com - 5/29/2009
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Oil continues to rally on a daily basis and it is now up to $65/barrel after getting down to the $30s just a few months ago. At the same time, oil stocks have lagged the commodity pretty significantly. Below is a historical chart of the ratio between oil stocks and oil. When the line is rising, ...
ft.com - 5/27/2009
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ft.com —
Global oil demand is picking up, supported by
higher consumption in China, driving oil prices higher, Ali...
Naimi, Saudi Arabia’s oil minister, said on Wednesday ahead of Thursday’s Opec meeting in Vienna. Mr Naimi added that Opec did not need to cut ...
(more)
FT.com / Global Economy - Saudi minister sees oil demand ...
bespokeinvest.typepad.com - 6/2/2009
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bespokeinvest.typepad.com —
Oil has rallied more over the last 75
trading days than it did at any time during...
its entire bubble run from 2001-2008. In fact, its current rally of 99% since the February 12th low is nearly double the highest 75-day rally during the last oil bull ...
(more)
Oil Up 99% In 75 Trading Days
newsweek.com - 5/25/2009
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newsweek.com —
Jeff Rubin : Very soon. "We'll be back
to triple-digit oil within 12 months. As soon as...
a recovery begins, very early in that cycle I think we'll see the return of $100 barrels of oil. It's inevitable. We can only hope it doesn't have the same ...
(more)
Face Off: How Far Are We From $100 Oil? | Newsweek Business
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Friday links: the price of risk
Abnormal Returns —
... (MCO) rests on the theory that credit ratings are obsolete. (greenfaucet, Free exchange)
“The price of crude oil once again seems to be defying the economic forces of gravity.” (WashingtonPost also Green Sheet, 24/7 Wall St., FT Alphaville)
Oil is outperforming oil stocks in this rally. (Bespoke)
Q&A with Roger Nusbaum on the role of ...
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Trading Strategy: Oil Stocks vs Oil
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Rising values indicate ...
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What’s Behind the Jump? The energy analysts attribute the ...
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Canada's Oil Sands - Part 1
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When Oil Was Free
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Could $30/bbl Oil Happen Before New Year’s Eve?
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Oil Speculation ?
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247wallst.com 3/20/2009 — Oil flirted with the $50.00 handle today, which would be close to a 4-month high. This also marked the end of the April contract expiration, so now we roll over to May. April delivery for light sweet crude finished out today and went well over ...
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