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Entries from July 2010

InterOil short-squeeze in early innings?

July 29th, 2010 · 4 Comments

We think the shorts are ripe for the taking…

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Tags: Uncategorized

Somehow, this doesn’t surprise us at all

July 28th, 2010 · 3 Comments

The economy plunged at least as fast as in the 1930. Then it stopped. What was the difference? It’s not so hard to guess…

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Tags: Public Policy

Simmons on the Gulf disaster markII

July 26th, 2010 · Comments Off on Simmons on the Gulf disaster markII

Has BP killed the Gulf and should we abandon it? An assessment of some of the more outrageous claims by Simmons.

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Tags: Oil

China’s LNG Demand Forecast for 2020 Raised by 48%

July 26th, 2010 · Comments Off on China’s LNG Demand Forecast for 2020 Raised by 48%

Wood Mackenzie Says…

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Tags: IOC · Natural Gas

Stress test

July 26th, 2010 · Comments Off on Stress test

On a brighter note, we think the European stress tests are actually quite positive. We read many complaints that about not including possible effects of sovereign debt crisis, but we have to point out that: – Outright default is very unlikely, in a case of severe crisis a restructuring will ensue, producing ‘haircuts’ – There […]

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Tags: Uncategorized

US fiscal crisis

July 26th, 2010 · Comments Off on US fiscal crisis

One can smell the sense of despair here from Martin Wolf, the FT’s primier columnist and a must read for everybody interested in the future of US public finances. It’s deeply disturbing.

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Tags: Sovereign debt crisis

Weekly Technical Charts

July 26th, 2010 · Comments Off on Weekly Technical Charts

Could be an important week…

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Tags: Technical Analysis

The death of a troubled genius that captivated millions

July 24th, 2010 · 1 Comment

Almost single-handedly lifted a sport from obscurity into the tv hit of the 1980s, adored by all (apart from those who actually knew him personally), banned from more hotel rooms around the world than any Brit before or after, drug abuser, alcoholic, head-banging officials, threatening to have a fellow players shot, having amassed a $6M […]

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Tags: Fun and Games

Morgan Stanly update on InterOil 23 July 2010

July 23rd, 2010 · 1 Comment

Read all about it…

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Tags: IOC · Research Reports

You REALLY don’t wanna read this

July 22nd, 2010 · 4 Comments

There is no way we can ascertain whether it’s true, but one thing we know, Simmons is no nobody and we were curious for some time where all that oil actually went..

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Tags: Oil