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Entries from May 2009

Remarkable!

May 31st, 2009 · Comments Off on Remarkable!

It turns out we’re conservatives, and that woman’s doesn’t seem to have gone anywhere either..

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Tags: Remarkable

Why we’re not so optimistic about the markets in general

May 30th, 2009 · 3 Comments

Two big dangers are manifesting themselves, the lack of consumer demand and rising interest rates..

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Tags: The Markets

InterOil from the boards, May 30

May 30th, 2009 · 2 Comments

If you’re tired of sifting through all the deliberate clutter on the boards, we do the selecting for you. There is quite a lot of interesting posting…

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Tags: IOC · The best from the boards

Perverse incentives cause real harm

May 30th, 2009 · Comments Off on Perverse incentives cause real harm

There is a lot of moral outrage about the big bonuses, but, as this world-class economist argues, the dysfunctional sides of people on ‘high-powered’ incentives (as they’re called in economics), betting with other people’s money, deserve more attention, much more..

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Tags: Credit Crisis · Reform Capitalism

Protected: InterOil rumor

May 29th, 2009 · Enter your password to view comments.

There is no excerpt because this is a protected post.

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Tags: IOC · Rumors

That great inflation scare

May 29th, 2009 · 1 Comment

We have argued this before, but of course, we can’t argue like this guy..

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Tags: Public Policy

InterOil’s Jackpot

May 29th, 2009 · 1 Comment

It’s there, very uncomfortable for the few remaining shorts..

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Tags: IOC

Raymond James on InterOil, May 29

May 29th, 2009 · Comments Off on Raymond James on InterOil, May 29

For the sake of completeness..

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Tags: IOC · Research Reports

InterOil from the boards, May 29

May 29th, 2009 · 1 Comment

InterOil once again found oil in Antelope1, which is already one of the best wells in the world. Details are sketchy still, but they have to report it, and another reason for the PR you can read in one of these posts..

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Tags: IOC · The best from the boards

Are the Chinese still buying these Treasuries? If not, who?

May 29th, 2009 · Comments Off on Are the Chinese still buying these Treasuries? If not, who?

As we just argued, our biggest worries at the moment is not inflation (some inflation would actually be welcome), it’s the risk that foreigners are not willing to finance the US deficits anymore, that is, they won’t buy sufficient amounts of Treasuries. That will send interest rates higher and could seriously choke any recovery…

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Tags: The Markets