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Archive for May, 2010

Three Smiley Faces for Nigeria

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May 29, 2010
Three Smiley Faces for Nigeria

A bit of a fun one for Friday. JODI is the Joint Oil Data Initiative. A project run by the International Energy Agency and a consortium of partners, collecting data on oil demand and supply around the world. Every month, JODI polls nearly 100 nations asking about their crude production, imports, stockpiles and...
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Weekly Market Digest

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May 28, 2010
Weekly Market Digest

Weekly Wrapup....
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Blowing Bubbles

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May 28, 2010
Blowing Bubbles

BIG PICTURE – Let’s face it; central banks are blowing another asset bubble.  As if two burst bubbles in the prior decade are not enough, the money maestros have decided to fuel another speculative orgy. Let there be no doubt, both the technology and real-estate bubbles were spawned...
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Long Weekend = Long Commodities

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May 28, 2010
Long Weekend = Long Commodities

Matthew Bradbard's Daily Futures Recap....
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Simmons Says Government Should Take Over Cleanup

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May 28, 2010
Simmons Says Government Should Take Over Cleanup

Matt Simmons, founder and chairman emeritus of Simmons & Co., talks with Bloomberg's Mark Crumpton and Lori Rothman about BP Plc's leaking oil well....
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Asian Gas Grows Up

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May 27, 2010
Asian Gas Grows Up

Asia is one of the more interesting gas markets in the world. Places like Thailand and its southeast Asian neighbors have seen phenomenal demand growth over the last several years. Total has said they’re in Thailand for gas. (Part of the reason I believe Thai shale gas may become an interesting play...
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The Financial Markets Are Protesting Austerity Insanity in Europe

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May 27, 2010
The Financial Markets Are Protesting Austerity Insanity in Europe

Eurozone politicians are faced with the inevitable logic of sovereign bankruptcy – i.e. devaluation or default – but refuse to believe it. Financial market turmoil may yet force their hand.....
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Sell in May – But Don’t Go Away From the U.S. Stock Market

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May 27, 2010
Sell in May – But Don’t Go Away From the U.S. Stock Market

If you embrace the old Wall Street adage "Sell in May and Go Away" as an investing strategy, you could end up with a bad case of the U.S. stock market summer blues, a new research study has found.....
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U.S. Treasury Bonds: The Not-So-Safe “Safe Haven”

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May 27, 2010

In the last few weeks, international investors spooked by the budget crisis in Greece and the turmoil in southern Europe have been flocking into the U.S. Treasury bond market as a “safe haven.” The huge resulting funds flows have pushed the 10-year Treasury bond yield down to 3.16%, very little above its level during the...
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Amazing Strength in the Contrarians Commodity

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May 27, 2010
Amazing Strength in the Contrarians Commodity

AMAZING STRENGTH IN THE “CONTRARIAN’S COMMODITY” In yesterday’s edition, we wrote about the major new low in the CRB Index, a widely followed gauge of commodity prices. The benchmark raw materials index is trading at its lowest levels since July 2009. One of the major “drags” on this index is crude...
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