Category Archives: Energy

Is Inflation Driving the U.S. Wealth/Income Gap?

Posted on March 22, 2012 by macromon

The bears video got us motivated to put together a chart of the S&P500 and gas prices over the past year.   It’s stunning, though not surprising, to see how both series move together.   The two charts below help explain a … Continue reading →

Posted in Economics, Employment, Energy, Equities, Video | Tagged , , , | 12 Comments

Game Change: Bakken Shale Production 1985-2010

Posted on March 18, 2012 by macromon

We have this sense that the global economic tectonic plates are shifting before our very eyes.  America, the land of cheap energy and the new efficient production frontier? Here’s Reuters last week, America’s steel industry, for decades a symbol of … Continue reading →

Posted in Black Swan Watch, China, Commodities, Crude Oil, Energy, Fiscal Policy, Geopolitical | Tagged , , | Leave a comment

S&P500: Next Stop 50-day?

Posted on March 6, 2012 by macromon

We posted last week that the S&P500 could go to 1340 and then we’d reconsider our market view.  Interestingly,  today’s low on the cash S&P500 was 1340.03. We also had doubts there were enough sellers to take equities down.   It … Continue reading →

Posted in Energy, Euro, Sovereign Debt, Sovereign Risk | Tagged , | 1 Comment

First Solar Swan Diving – “Game Ender?”

Posted on February 28, 2012 by macromon

First Solar missed big on both the top and bottom line and is down 8 percent in after hours trading.    Fast Money interviewed Axiom Capital analyst,  Gordon Johnson, who has been spot-on with his analysis, “the fact that banks are … Continue reading →

Posted in Clean Tech, Earnings, Energy | Tagged , , | 1 Comment

Don’t Blame the Gas Station for Price Spike

Posted on February 23, 2012 by macromon

Here’ a cool graphic from the EIA on what drives the price of a gallon of gasoline in January 2012.  We paid $4.20 last night in California! Note 76 percent of the price for a gallon of gas is driven … Continue reading →

Posted in Crude Oil, Energy | Tagged , , | 2 Comments

Creative Destruction 2.0

Posted on January 19, 2012 by macromon

R.I.P, Eastman Kodak, may you rise like a Phoenix out of bankruptcy.   If only you were owned by the government,  Larry Wood, as pictured below, might still have his job doing the same work he was doing in 1968. (click … Continue reading →

Posted in Economics, Employment, Energy, Policy, Politics | Tagged , , , | 4 Comments

Westport Innovations: A Nattie Play That Has Worked

Posted on January 19, 2012 by macromon

Westport is a nattie/crude oil arb play (see last week’s post here) we’ve  dabbled in and sold waaaaaaay too early.  No earnings yet, but strong revenue growth.  Buying it here?  Place your bets. The collapse in natural gas prices, which … Continue reading →

Posted in Clean Tech, Crude Oil, Energy | Tagged , , , , , | 1 Comment

Does the Solar ETF Reflect the Chances of Obama 2.0?

Posted on January 18, 2012 by macromon

Take a look at the Solar ETF’s performance over the past couple of years.   We, along with the President and most Democrats, were all lathered up about the “Green Economy” leading us into a new economy.    What a disaster! Granted … Continue reading →

Posted in Clean Tech, Energy, Policy | Tagged , , , | 2 Comments

Here’s What You’re Paying for in a Gallon of Gas

Posted on January 17, 2012 by macromon

Very informative graphic from the E.I.A. on what we’re paying for at the pump.   Note the loss in refining.   See our post,  U.S. Gasoline Consumption Tanks in 2011,  illustrating the collapse in gasoline consumption in 2011. Click on chart to enlarge … Continue reading →

Posted in Crude Oil, Energy | Tagged , | 4 Comments

U.S. Gasoline Consumption Tanks in 2011

Posted on January 12, 2012 by macromon

(click here if charts are not observable)

Posted in Energy | Tagged , | 3 Comments