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Monthly Archives: December 2008
A plan (full of holes) to save America: Freedom Tax, Freedom Express
Obama needs cash, like everybody who doesn’t have an oil field in their pocket. One way to raise cash is taxing things. Any tax, will make some people mad, and introduce losses into the market. But, as I’ve tweeted,
Rock | Earth | Hard Spot
So, that’s where Obama’s charm could prevail…even if taxing things is taboo given [...]
12 Market Predictions for 2009
…here they are, in no particular order:
1. Oil bottoms, and by the end of 2009, everyone is shocked by the extremes in price it reached…to the downside AND THEN to upside. V / U shape. The media will create a buzzword, which is some derivative of ’supply-crisis’. An oil tax is proposed, and highly debated.
5. Whenever treasuries crash, and they will in 2009, the [...]
Posted in Uncategorized 1 Comment
Oil Gets Taxed?
Soo…I spent the week, talking to some amazing new friends.
1. An engineer from Jacobs Engineering.
2. A doctor who works at the Aramco compound in Saudi Arabia.
3. An engineer who works here in Toronto in the industrial liquid storage industry -> ie a booming business to be in, if you’ve seen the oil contango curve.
After a very [...]
Posted in Economics, Macro, Markets, Oil Leave a comment
IPO Zombies
2 days ago, I blogged that the IPO market died. It’s died, like every business cycle in the past…so I’m sure, it will be back from the dead, in the next bull.
In that post, I said I wanted to see data going back 20 years…about a day after my post, John E. Fitzgibbon Jr. at [...]
RIP: IPO Market
They said 2008 was the year the consumer died. Same is true, for the IPO Market.
All this means is, the cost of equity, is too high right now – and people aren’t willing to hit the (non existant) bid.
…
I’d love to see this data going back 20 years.
Posted in Uncategorized Leave a comment
Best Oil Proxy? Don’t get me started…
For those out looking for the best oil proxy…it seems like the Holy Grail. Likely because it is – think about it, you can’t buy oil, without having to pay to store it. Anyway, this pdf should help, in your hunt/decision making/trading.
Keep in mind that PDF is written by the guys that want you to buy their Macro Shares [...]
Market Thoughts for 2008