Archive - Mar 2015 - Blog entry

Our views on some of the popular oil-market related topics including Saudi, 'Fracklog', E&P Funding Crisis, Dividend Cut by XOM? and final thought on Merit of the Integrated Model

The $665 Million Evolution in a Space Nobody Respected a Year Ago - Already Outpacing the Internet Circa 1994

The US Dollar took down Oil, commodities, even emerging market currencies. Stocks will be next. The first REAL sign that the 2008 Crash was coming occurred when the US Dollar began to skyrocket in the summer of 2008.

Greece – faced with illiquidity, insolvency and a potential banking collapse – is running out of time and appears to be on the back foot as its international creditors refuse to countenance any debt restructuring, rescheduling or forgiveness.

Content to continue the beating...

That @ssh&le Who Spews Garbage and Doesn't Listen to Your Reasonable Comments ... May Be a Bot

QE makes sense only from a Keynesian/socialist perspective and ignores the long-term cost of low interest rate policies to individual investors and financial institutions.

Buy the Shanghai Dip!

A look ahead at next week.

And the Fed is trapped in its own system...

If the Fed indeed raises rates in June, we're likely to begin to see periphery sovereign debt defaults

Between 2000 and today, the global bond market has nearly TRIPLED in size. Today, it’s north of $100 trillion in size. And it’s backstopping over $555 trillion in derivatives trades.

Let's do the time warp again...

Fraud grows in good times because rescission is rarely sought (or granted) when asset values rise. Fraud is not a problem, till it is.

What's that? It sounds just like Starbucks, Peet's, or any other coffee place on the planet? Yeah, well, I guess you have a point there. But there's a big difference: you have to pay to sit down.