gregor.us - 1/9/2009
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There’s a common perception that oil experienced a geo-political risk premium starting after 2001. While this cannot be quantified, I am not inclined to disagree.
But if such a premium moved in and out of oil from time to time in the past 7 years, it surely was not as influential as ...
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 ?
ritholtz.com - 1/7/2009
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ritholtz.com —
The major commodities indices are being rebalanced, and
I am forced once again to question their timing.
Recall the last major rebalance: At the time, I had been challenged by Larry Kudlow to find a smoking gun for the sudden 2006 collapse of Oil ...
(more)
Here Comes the Commodity Index Rebalancing
bloomberg.com - 1/5/2009
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bloomberg.com —
Oil Curve Steeper Than '99 Shows Possible Gain
in '09 (Update1) By Stuart Wallace and Tim Coulter
Jan. 5 (Bloomberg) -- The steepest plunge in crude prices on record may be setting up oil investors for a rally this year, if history is any guide. The ...
(more)
Oil Curve Steeper Than '99 Shows Possible Gain in ...
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When Oil Was Free
gregor.us 3/25/2009 — Were you alive when oil was free? Were you born yet? Did you have TV? Let me help: Oil was free about two months ago in January, when it traded around 34.00 per barrel.
Each barrel of oil contains about 5.8 million BTUs. Each American uses about 25 ...
World Oil Production Forecast - Update May 2009
theoildrum.com 5/20/2009 — World oil production peaked in July 2008 at 74.82 million barrels/day (mbd) and now has fallen to about 71 mbd. It is expected that oil production will decline slowly to about December 2010 as OPEC production increases while non-OPEC production ...
Trading Strategy: Oil Stocks vs Oil
marketsci.wordpress.com 12/30/2008 — This strategy was inspired by the recent Bespoke post Oil Stocks Outperforming Oil in which Bespoke showed the historical ratio between the price of oil stocks and the price of oil itself. I’ve reproduced their graph below.
Rising values indicate ...
Do You Know What You’re Doing With Oil ETFs?
etftrends.com 1/30/2009 — Goldman Sachs has stepped forward to warn of unprecedented flows into oil exchange traded funds (ETFs), and it has raised the question of whether investors know what they’re doing.
What’s Behind the Jump? The energy analysts attribute the ...
Oil in Big Macs
gregor.us 6/9/2009 — There’s a temptation to believe that if one stripped out the USD from the price of oil, a better picture of oil’s cost would emerge. Over the years people have expressed Oil in Euros, Swiss Francs, and of course Gold–which does make ...
Iraqi Oil: Black Gold or Black Hole?
theoildrum.com 4/28/2009 — This is a guest post by Nawar Alsaadi. Nawar currently lives in Canada, but lived in Iraq until 1990. He still has close ties to the country, and has been following the situation closely there.
Investors and global oil companies such as Shell ...
One Way to Get Oil ETF Exposure, Minus Volatility
etftrends.com 1/17/2009 — The rapid volatility in oil has once again drummed up interest in the energy sector and the exchange traded funds (ETFs) that follow the commodity.
While closing down today at $41.70 a barrel, oil has rallied 23.1% from its Dec. 19 low of $33.87 a ...
Oil ETF’s & The Return of $50 Oil (OIL, USO, OIH, DXO, DIG)
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 ...
Looking at Oil Again....
valueplays.blogspot.com 4/20/2009 — Oil has peaked my interest again, especially after the fall today and the way it has risen with an irrational market. Today T. Boone Pickens said: Texas oil billionaire T. Boone Pickens on Monday reiterated his prediction that crude oil prices would hit $75 a barrel this year as producers scale ...
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 ...
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