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New Model Portfolio

September 12th, 2014 · Comments Off on New Model Portfolio

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Liquid Natural Gas Market To Crash With Oil? | Seeking Alpha

April 25th, 2015 · No Comments

  • The sudden oversupply has crashed the oil price. Since LNG pricing is tied to oil in the biggest LNG markets, this has potentially serious ramifications in that market as well.
  • If present prices persist, many, perhaps most of the proposed new LNG plants will be unprofitable so many will not be build.
  • However, underlying LNG demand is much stronger compared to oil so sooner or later this will turn into a supply shortage of LNG.

Liquid Natural Gas Market To Crash With Oil? | Seeking Alpha

→ No CommentsTags: Natural Gas

Intrusion Requires Patience – Intrusion, Inc. | Seeking Alpha

April 25th, 2015 · No Comments

  • Intrusion has a stable, revenue generating internet security product and a new innovative one, Savant, which could set the company on a new growth path.
  • There are signs of this catching on, mostly due to a big client win over significant competition a few quarters ago.
  • But progress is disappointing as the company and its big reseller are still figuring out the best way to market Savant.

Intrusion Requires Patience – Intrusion, Inc. (OTCMKTS:INTZ) | Seeking Alpha

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OPEC Can’t Kill American Shale

April 18th, 2015 · No Comments

  • OPEC is supposedly out to beat, or at least curtail the growth of American shale oil production.
  • For a host of reasons, especially the much shorter capex cycle for shale, they will not succeed unless they are willing to accept permanent low oil prices.
  • But, permanent low oil prices will do too much damage to OPEC economies for this to be a credible threat.

OPEC Can’t Kill American Shale | Seeking Alpha

→ No CommentsTags: Oil

American Shale Is The New Swing Producer

April 18th, 2015 · No Comments

  • The North American shale oil revolution played a large part in the oversupply and crash of the oil market.
  • Specialists vary widely in their predictions of where oil is headed next.
  • We argue that with an increased role for shale production, the underlying market dynamics are altered and the oil price swings will be less violent in the future.

American Shale Is The New Swing Producer | Seeking Alpha

→ No CommentsTags: Oil

The Coming Oil Shock?

April 7th, 2015 · Comments Off on The Coming Oil Shock?

  • The cutback in exploration and even production, and the increase in demand as a result of the oil price crash will work slowly to rebalance the market, at a considerable.
  • Some even argue that the cutbacks will pave the way for much higher prices down the road.
  • The reality is, short-term almost all adjustment works through the price, quantities only adjust slowly, producing wild and sudden swings in the oil price in reaction to shocks.
  • But the underlying trend for the oil price is up, and it’s more important battles lie elsewhere, no matter how spectacular these swings are.

The Coming Oil Shock? | Seeking Alpha

Comments Off on The Coming Oil Shock?Tags: Energy · Oil

Will The Eurozone Survive The Battle For Control Of The ECB?

April 7th, 2015 · Comments Off on Will The Eurozone Survive The Battle For Control Of The ECB?

  • The ECB was supposed to be completely independent from politics. While this was never realistic, the latest Greek debt episode is likely to produce some kind of culmination.
  • This is because the ECBs control of funding of Greek banks is largely discretionary and the biggest weapon in bringing the Greek back into the troika fold.
  • An intense battle for control of the ECB will ensue, will the Germans tolerate another loss? Will the eurozone survive these battlescars?

Will The Eurozone Survive The Battle For Control Of The ECB? | Seeking Alpha

Comments Off on Will The Eurozone Survive The Battle For Control Of The ECB?Tags: Eurocrisis

The New Greek Debt Plan Makes Sense

April 7th, 2015 · Comments Off on The New Greek Debt Plan Makes Sense

  • Greece isn’t proposing a reduction in outstanding debt through a clever debt swap.
  • It’s proposing a reduction in debt load and a reduction of crippling austerity, which is exactly what is needed.
  • While markets are receiving this pretty well, problems and issues remain though.

The New Greek Debt Plan Makes Sense | Seeking Alpha

Comments Off on The New Greek Debt Plan Makes SenseTags: Eurocrisis

Much Better Than All The QE In The World

April 3rd, 2015 · Comments Off on Much Better Than All The QE In The World

  • Years of quantitative easing and what do advanced countries have to show for it? Not a whole lot.
  • A much better alternative was staring us in the face all the time, fiscal policy.
  • Both theory and now also empirics show that would have worked much better, is it too late?

Much Better Than All The QE In The World | Seeking Alpha

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And Now For The Greek Endgame

April 3rd, 2015 · Comments Off on And Now For The Greek Endgame

  • A new phase of the eurozone crisis is entering with a Syriza victory in Greece.
  • A simple cost-benefit analysis shows that the rest of the eurozone would do better by simply giving in to most of Syriza’s demands, most notably that for debt restructuring.
  • The risks of not doing so are unquantifiable, and the costs could be enormous.

And Now For The Greek Endgame | Seeking Alpha

Comments Off on And Now For The Greek EndgameTags: Eurocrisis

If Only The Countries In The Eurozone Periphery Were Like Germany

March 22nd, 2015 · Comments Off on If Only The Countries In The Eurozone Periphery Were Like Germany

  • Often, the crisis in the eurozone is analyzed from a moral point of view in which virtuous German policies are juxtaposed against spendthrift peripheral countries.
  • If only all eurozone countries would be like Germany and things would be ok, seems to be the upshot of that position.
  • In reality, not all countries can be like Germany and we invoke the work of Michael Pettis to show that German policies partly caused the eurozone crisis.

If Only The Countries In The Eurozone Periphery Were Like Germany | Seeking Alpha

Comments Off on If Only The Countries In The Eurozone Periphery Were Like GermanyTags: Eurocrisis