Tightening of world liquidity good for the dollar and US markets?
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 […]
Three LNG plans in Papua New Guinea
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 […]
PNG economy’s expansion plans are very substantial
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 […]
Krugman on healthcare
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 […]
Some excitement enters in EFUT today
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 […]
Natural Gas Oversold
We argued (mainly on technical grounds) for a position in the natural gas EFT UNG. We’re not the only ones..
Don’t cry for me Latin America
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 […]
A Natural Gas Cartel?
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 […]
SIGM earnings fail to inspire. It’s still a stalemate
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.
Oil set to rebound?
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 […]