Tag Archives: Crude Oil

Nattie’s Day Has Come

Posted on March 15, 2011 by macromon

The ugly bear market in natural gas may be about to end, in our opinion.  The nuclear crisis in Japan will force policymakers to look for alternative energy sources for electricity generation and natural gas is set up perfectly. Natural … Continue reading →

Posted in Charts, Commodities, Crude Oil, Energy, Japan | Tagged , , , , , | 4 Comments

Week in Review

Posted on March 13, 2011 by macromon

We don’t have much to say in a week that ended with the terrible tragedy in Japan.   Every major equity market we track was down with the Nikkei not surprisingly performing the worst and will no doubt open down big … Continue reading →

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Week in Review

Posted on March 6, 2011 by macromon

Emerging market equities bounced on short covering in a week where crude oil was up another 6.67 percent and food prices increased almost 3 percent.   India led the rebound, advancing 4.44 percent even though the country will be one of … Continue reading →

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The Weekend Read: Hostage to Crude

Posted on March 5, 2011 by macromon

Under ordinary circumstances, accelerating inflation is bad for stock prices. Present circumstances, however, create a rare exception. Investors who aim to increase their wealth by owning stocks over the next decade should hope Federal Reserve Chairman Ben Bernanke fails in … Continue reading →

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Week in Review: Just Plain Crude

Posted on February 27, 2011 by macromon

The past week was all about oil with West Texas up over 13 percent on fears of political instability spreading into Saudi Arabia.   Every major stock market we monitor in the Week in Review was down with the German DAX … Continue reading →

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Nonlinear Thinking: The New Breakevens

Posted on February 23, 2011 by macromon

With crude oil now officially back over $100 it’s our sense that markets will begin an intense focus on electric vehicles (EV).     Rather than TIPS, the new breakeven obsession will be at what price of gasoline does an electric vehicle … Continue reading →

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Sensitivity Analysis of Higher Gas Prices

Posted on February 22, 2011 by macromon

We‘ve constructed the following cheat sheet to give a sense of how higher oil and gas prices will impact the pocketbook of individual consumers and families given various gas prices and average miles driven.   Of course, much depends on the … Continue reading →

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

Chart of the Day

Posted on January 12, 2011 by macromon

This chart is a CRACK up, but not for drivers and the economy.  Where’s the “tipping point“?

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Direction of Crude Oil? Watch the Trannies…

Posted on January 6, 2011 by macromon

This is a great piece and chart by Rigzone sent to us by Dougie, one of the smartest energy hedge fund energy traders out there.  You should know by now that canaries are our favorite bird, with the Hang Seng index … Continue reading →

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Increase in Petroleum Deliveries Signals Stronger Economy

Posted on December 20, 2010 by macromon

A good friend and one of the best energy hedge fund managers sent this over this morning. It is from Downstream Today.com, Total U.S. petroleum deliveries (a measure of demand) increased 6.5 percent in November compared with November 2009, evidence … Continue reading →

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