Tag Archives: Natural Gas

Week in Review: Open Season on Equity Bears x/ Pandas

Posted on March 19, 2012 by macromon

(click here if charts are not observable)

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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

Week in Review

Posted on March 11, 2012 by macromon

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Global Trend Indicators

Posted on March 11, 2012 by macromon

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Ugly Chart Contest

Posted on March 4, 2012 by macromon

And the winner is…………………..the Yen! (click here if charts are not observable)

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Week in Review

Posted on March 4, 2012 by macromon

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Week in Review: Still Overbought & Nattie’s Big Bounce

Posted on January 29, 2012 by macromon

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The Ugly Chart Contest

Posted on January 22, 2012 by macromon

Well not so ugly.  The dollar index is hovering around its short-term trend, but is now below the 20-day sma.  No clear break of trend yet. Crude looks like it is rolling over.  We heard Fareed Zakaria say on his … Continue reading →

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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

The Widow Maker

Posted on January 8, 2012 by macromon

What energy crisis?  And why doesn’t our electricity bill come down with the price of natural gas? The BTU equivalent price of a barrel of crude oil relative to natural gas is now around $16.60 versus the $100 where crude … Continue reading →

Posted in Energy, Technology | Tagged , , | 8 Comments