Search results

If you belevie US is facing deflation this is one of the greatest long term investment.

I don't know about further riots, but the following statistics portray how China’s rapid economic development has caused a marked improvement in living standards for a mind-bogglingly large number of people. http://angrybear.blogspot.com/2005/06/amazing-story.html

Sure, this is true for individual vehicles for now. I was referring more on Rapid transit (that use electricity) as a means for transportation. Anyway I’d like to keep this topic related to the oil price if possible. My mistake that I started with some coulda shoulda woulda ideas… There are...

Because you’ll end up with much more efficient use of gasoline similar with countries such as Japan and Germany, while not affecting your income (long run). If there would be warranty that high gasoline prices will remain high, there would be tremendous investment in alternative energy. Fuel...

If you look at the retail gas prices in Japan or Europe they are 2-3 times higher than in USA. Restraining demand in crude oil demand is easiest if we constrain US gasoline consumption. This can be easily done if the government raises taxes on gasoline so they get closer to the prices of...

May 1998 was during the Asian crisis when oil was at about $15/bbl.

As of last month, global supply was 85.0M barrels per day and global demand was 82.1M barrels per day. This is the widest gap since May 1998.

There should be hedging chapter in every Flipping/Buying Home for idiots book.:D

Shorting builders? Short bonds? Buy gold? :confused:

I still think the key question is how much he is planning to stay. If he stays say 2-3 years then the huge transaction costs will probably eat any potential appreciation (if any). If he is moving for good it doesn’t matter much bubble or not. He could compare rents with mortgage cost but...

How long will you stay there?

Correct. Nobody knows what the price elasticity is. A report on Friday showed China imported 2.45 million barrels of crude oil per day last month, down 18.3% from April and only equal to the average for all of 2004. This doesn’t seem to me as unconstrained growth to me. China is already...

Following same logic, it would make sense blowing up highways here and there and rebuilding them, thus providing employment and inducing growth…

It’s conflicting. On one hand you have higher oil pushing inflation -> bond yields up On the other hand you have higher oil pushing economy in recession -> bond yield down Good luck figuring out which sentiment is dominant.

http://www.forbes.com/home/feeds/ap/2005/06/21/ap2103799.html Gains in global oil supplies will outpace increases in demand over the next five years, Cambridge Energy Research Associates said in a report that counters arguments that have pushed prices to an all-time high.

I understand and recognize what you are saying. However lack of any buying is also foretelling.

Can I do that with IB? Right now I am just short QM. Thanks.

Not everybody. According to the Washington Service, insiders in the energy sector sold more than in any other S&P 500 sector last week. There were no buys and $76,200,943 in sells.

On of a good sign for a bubble (provided that the market is liquid) is huge volatility. Oil was high to mid 40s couple of weeks ago. “Fair price” in such environment is a elusive concept.

If US continues to consume like there is no tomorrow, then why are the inventories 10% higher than average?