Loading...
Symbols:
Get Seeking Alpha Free Stock Alerts by Email!
Get Free Stock Alerts by Email!
Transcripts
- Altus Pharmaceuticals Inc. Q3 2008 Earnings Call Transcript
- Penwest Pharmaceuticals Co. Q3 2008 Earnings Call Transcript
- Animal Health International Inc. F1Q09 (Qtr End 09/30/08) Earnings Call Transcript
- Coherent, Inc. F4Q08 (Qtr End 09/27/08) Earnings Call Transcript
- Nektar Therapeutics Q3 2008 Earnings Call Transcript
- Verenium Corporation Q3 2008 Earnings Call Transcript
- Crystal River Capital, Inc. Q3 2008 Earnings Call Transcript
- Dress Barn Inc. F1Q09 (Qtr End 10/25/08) Earnings Call Transcript
- Semtech Corporation F3Q09 (Qtr End 10/26/08) Earnings Call Transcript
- Woodward Governor Co. F4Q08 (Qtr End 09/30/08) Earnings Call Transcript
-
Editors' Picks
-
Most Popular
- Automakers: Bailout Arguments, Pro and Con
- My Reconsideration: Why Share Buybacks Are Pointless
- Four Commonsense Clues to a Genuine Market Bottom
- GM Could Benefit from Bankruptcy
- Throwing in the Towel on This Market?
- General Electric: Genuine Risk of Collapse?
- Full list of Editors' Picks »
- General Electric: Genuine Risk of Collapse? »
- Four Commonsense Clues to a Genuine Market Bottom »
- Apple's Greatest Idea Yet »
- Should We Really Bail Out the Big Three Automakers with $73.20 Per Hour Labor? »
- Thornburg Mortgage, Inc. The Wall Street Analyst Call Transcript »
- The Pickens Plan Changes Its Strategy »
- GE: Not-So-Good Things Come to Light »
- Memo to Warren: AmEx Preferred at 15%, Warrants at $12 »
- Peak Oil's Bell Is Ringing »
- Precious Metals Will Depose Cash from Its Temporary Throne »
- Wall Street Breakfast: Must-Know News »
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
ship shape and bristol fashion
59 Comments
Oil Bubble Spin
But where is that recession?
Unless there is some giant sea monster out there, which developed an appetite for dry bulk carriers, the Baltic Dry Index signals a strong world economy.
Cheap oil is consumed!
Unless you discover a Ghawar and Cantarel field, you are not going to see cheap oil again. I don't think oil companies will keep fields online, where the per barrel cost is higher than the price. If i have costs of 60$ per barrel and the barrel costs 59.90$, i shut the valve and open it up again when oil is at 75$. Simple. Low prices will kill low prices!
NEW FIELDS ARE BEING DISCOVERED, BECAUSE OIL IS EXPENSIVE, OIL IS NOT UP IN SPITE OF NEW DISCOVERIES!
3% Down Days in Oil
What will happen to the price of electricity, when everybody drives an electric car?
It's not like coal prices and uranium prices did not go up.
Is Oil a Bubble? Part Two
where did you get that nonsense, that demand and price have a linear relation?
Is Oil a Bubble? Part Two
1. It makes new reserves recoverable.
2. It forces economies around the world to be more efficient in their
use of energy.
3. Oil north of a hundred bucks a barrel is a great opportunity particularly
for the United States. US oil service and offshore drilling companies are
the undisputed leader in the world market.
4. For Ford, GM and Chrysler it means: You either make a technological
leap forward or you go bankrupt.
Wouldn't it be nice if US car makers were leaders in technology for a change?
Is Oil a Bubble? Part Two
Everything money can buy is a potential investment: Stocks, bonds, currencies, commodities, real estate, stamps, old handguns...
Every driver may feel free to hedge his risk by buying the USO or a similar product.
Volatility: It's the Oil, Stupid
Perfect Oil Storm Brewing in the U.S.
Should shoot all oil bears.
online.wsj.com/article...
Oil Looks Toppy - Time to Short?
BTW, I would buy drillers and services ahead of the correction, since the market is going to put a lot of money to work in that sector, when the oil price correction occurs. May be we've seen the correction already, considering how nicely oil bounced of its support today.
Perfect Oil Storm Brewing in the U.S.
I am not one of those guys, who cries 'Mad Max ante portas!' all day long, but denying the Peak oil theory is simply illogic. Whether it happened 2005 or it happens in a 1000 years, one day there is going to be a maximum daily output and then a decline. That has nothing to do with emotions.
The best evidence for the problems the oil industry has maintaining daily output is the outstanding revenue growth of the oil service industry. One would assume, that oil output should grow nicely like their revenue, but it is not.
Consider: Even the IEA, usually behind the curve, is looking deeply into the 400 biggest fields. Should be an interesting report in November.
The Relationship between Oil, Drillers and Refiners
Oil Manipulations Exposed
Crude Oil Prices: Bears Will Soon Win Out
Crude Oil Prices: Bears Will Soon Win Out
The Self-Defeating Oil Surge
Raising Margin Requirements May Spike Oil Prices Higher
The problem is, that people just don't want to face facts. I guess that's why Rome fell.
Is it possible, that a new kind of fungus affects wheat prices? Oh no, it must be speculators.
Is it possible, that all the good iron ore and copper mines are already in a mature phase. So now mines with lower grades have got to be brought online, which makes these minerals obviously more expensive.
Oh no! It must be speculation!
The same thing would be true for oil and a lot of other stuff.
On top of that: People are stuck in the past. They really have trouble to accept, that once 'savage' economies like China are becoming a force.
If we don't start to face facts and make the necessary changes, we will fall like Rome.
Burning witches never saved a problem, it only calmed down the mob.