Category Archives: Uncategorized

Bloom, there it is.

This is just a note, to Jeff in the Future, to check this out, later when more details are available.
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Do I Make it look Easy?

Here we are, a greek crisis, a rate hike surprise and 4.33 Weeks Later… March Oil is above $77 USD, March 30 year is below 118, and March Gold is above $1100 / oz… For this week…April Oil (Currently at $80.13) sees $79 before it sees $81…as models are adjusted against higher short term rates, and traders [...]
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HOME

I encourage all those who can breathe, to watch this documentary called “HOME”. It’s available on youtube, in 720p. Beautiful footage, with an uncanny soundtrack, married to an essay on the current state of our planet’s macro energy and water issues. The director creates a chronologically building dormant climaxing experience, accented with appropriate deer-in-headlight [...]
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End of Global Petrol Subsidies

While Washington moves towards action, New Delhi is talking about it… Governments know, they won’t be able to afford it, forever. Now is a good time to slip the legislation by the voters under the guise of reducing deficits. Citizens in countries that don’t have similar subsidies in place, will end up feeling a little breathing [...]
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Obama, are you taking notes? I know it’s all Greek to you.

To help, i’ve translated an article from a greek news paper, Ethnos. With the help of Yahoo!’s Babel Fish. It sounds like, the administration in Greece, is going to try to basically do everything possible to correct their fiscal situation. I’m slightly in awe, and almost disbelief, in the following: …most Greeks back the government’s economic [...]
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Top 20

…reasons to short the world. Summarized nicely, by Market Watch writer, Paul Farrell. None of these, likely come as a suprise. I just, appreciated them, being so well organized. Here is a link, to the original piece. 1. Federal Budget Deficit Bomb. The Bush/Cheney wars pushed America deep into a debt hole. [...]
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DailyFX

…has a pretty good economic calendar.
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If a Stock Falls in the Woods…

…people panic and buy government debt. If government debt falls in the woods… Does it make a sound? Sooner or later, on worse than expected jobs data, yields on government debt will rise.
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Promises of Entitlement

“I don’t see how our governments can pay these liabilities. EU and US net liabilities add up to around $135 trillion alone. That is four times the capitalization of Datastream’s World equity index of about $36 trillion, and forty times the cost of the 2008 financial crisis.” - Dylan Grice ‘Popular Delusions’, Societe Generale, 12th November, 2009 H.T. [...]
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Saudis say…

Forget about it. Don’t worry. Be happy. Take another drag.
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How will the Next 54 Years Play Out?

I can only imagine, the models built, to forecast the growth rate in the consumption of oil. Considering the multi-variable model, exhausts my cognitive ability. I’m sure more resourceful men than I, have studied the problem deeper. However, every now and again, I like crunching some numbers. You know, ball park, back of the number [...]
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Outlook? I got one…

My humble outlook, for the next 4.33 weeks of trading …the March Gold Contract settles above 1100, the March 30 year treasury settles below 118′000, and oil settles above $77… Place your bets. Those are mine. I’ll roll if I have to. I’m staying away from equities, still.
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Can’t Sleep…so I’m reading about BIDU and GOOG…

If that isn’t a reason, not to trade equities I don’t know what is. Say you had BIDU on short, or GOOG on long…you will wake up tomorrow, pissed off. Maybe. Or maybe the market will take both of them higher. Or lower. It’s the lessons in causality, that most [...]
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