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US turning the corner? We reported how Jim Cramer called a bottom for the US market, now there is the famous writer of the Gloom, Boom & Doom report Marc Faber arguing the dollar has bottomed. We’re not entirely sure about his argument though.

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Here two articles (one from November last year, the second one from April this year give a nice overview of the three LNG plans in PNG. As always, the emphasis (and some comments) is ours.

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Two articles about Papua New Guinea. The first about it already undergoing economic revival, the second one describes the (rather spectacular) effects on the economy if even a single LNG (liquified natural gas) plant gets constructed. The economy will more double as a result, and this is far from the only plan scheduled or already […]

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Paul Krugman is one of the top economist in the world, but the last decade or so, he ventured into political commentating. His background and independence (his university job ensures that he doesn’t need to smooch up to people) does provide big advantages (he was the first to debunk the official version of the California […]

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It’s very preliminary, it could just be someone who found out about this company with some spare cash. However, it could also be the beginning of getting some more realistic valuations for this highly promising (and so far delivering) company.

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We argued (mainly on technical grounds) for a position in the natural gas EFT UNG. We’re not the only ones..

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Doing a little surfing, we stumbled upon the article we post below. If there ever was an example of the saying that trust comes slowly, but goes fast, this is it. And unfortunately, trust is the main ingredient of investment..

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There is a story in the German tabloid Bild Zeitung (we have to admit, we don’t read that every day) which argues that Putin is trying to set up an OPEC like cartel for natural gas, after an original idea of Ayatollah Ali Khamanei of Iran last year.

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The earnings were solid, excluding one-time issues they were 7 cents above consensus estimate, but the problem is it’s key markets are not taking off as fast as previously thought.

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We were a bit lucky with are almost exact call of the oil price peak, but our underlying arguments were pretty straightforward. The same arguments will lead us to expect that oil will resume upwards.

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