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Entries from August 2008

Tightening of world liquidity good for the dollar and US markets?

August 31st, 2008 · Comments Off on 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 Faber arguing the dollar has bottomed. We’re not entirely sure about his argument though.

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Tags: The Markets

Three LNG plans in Papua New Guinea

August 31st, 2008 · Comments Off on 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 (and some comments) is ours.

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Tags: IOC

PNG economy’s expansion plans are very substantial

August 30th, 2008 · 1 Comment

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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Tags: IOC

Krugman on healthcare

August 29th, 2008 · Comments Off on 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 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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Tags: Opinion

Some excitement enters in EFUT today

August 29th, 2008 · Comments Off on 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 valuations for this highly promising (and so far delivering) company.

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Tags: EFUT

Natural Gas Oversold

August 29th, 2008 · Comments Off on Natural Gas Oversold

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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Tags: UNG

Don’t cry for me Latin America

August 29th, 2008 · Comments Off on 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 it. And unfortunately, trust is the main ingredient of investment..

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Tags: The Markets

A Natural Gas Cartel?

August 29th, 2008 · 3 Comments

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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Tags: IOC · Natural Gas

SIGM earnings fail to inspire. It’s still a stalemate

August 29th, 2008 · Comments Off on 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.

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Tags: SIGM

Oil set to rebound?

August 28th, 2008 · 1 Comment

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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Tags: The Markets