tag:blogger.com,1999:blog-34323687.post8058644951719886474..comments2024-03-28T00:23:22.838+00:00Comments on Macro Man: The Dog Ate My HomeworkMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-34323687.post-48345177594317496622008-05-22T16:42:00.000+01:002008-05-22T16:42:00.000+01:00"Catch and shoot the....speculators and bribe take..."Catch and shoot the....speculators and bribe takers. These swine have to be dealt [with]so that everyone will remember it for years" - Lenin<BR/><BR/>"Throughout men's history, money was always seized by looters of one brand or another, whose names changed, but whose method remained the same: to seize wealth by force and to keep the producers bound, demeaned, defamed and deprived of honor" - Francisco's Money Speech in Atlas Shrugged (Ayn Rand)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-75850510083900313772008-05-22T05:43:00.000+01:002008-05-22T05:43:00.000+01:00$80 oil in 2008Ice has a cash settlement option (i...$80 oil in 2008<BR/><BR/>Ice has a cash settlement option (in addition to physical) and prices 65% of the global trading volume on crude...many aren't aware of those two things. <BR/><BR/>I am hitting the energy companies now and will short the bounce on crude after it breaks down.<BR/><BR/>Goldman will get short and make sure H.P. gets the memo to Bush to pound the market for a week with 25-50mm barrels out of the SPR. China crude imports also backed off 4% recently. Like every intervention, it will have multiple facets...just throwing out another option.<BR/><BR/>It's never different this time.Dhttps://www.blogger.com/profile/09501392241484422000noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-59969120584936785882008-05-22T04:57:00.000+01:002008-05-22T04:57:00.000+01:00Just a brief post of mine, on a subject that could...Just a brief post of mine, on a subject that could be essay length, if not book length. In essence, our best and brightest do not understand oil because oil is its own separate study--but--they don't know that. <BR/>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=24594674<BR/><BR/>A version of my dog ate the homework, if you will.<BR/><BR/>Regards,<BR/><BR/>Gregorwww.gregor.ushttps://www.blogger.com/profile/14172143997858920566noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-28980656264326914002008-05-21T21:32:00.000+01:002008-05-21T21:32:00.000+01:00Speaking of guffaws, that was a money quote: "Unti...Speaking of guffaws, that was a money quote: <BR/>"Until we apply terror to speculators - shooting on the spot - we won’t get anywhere."<BR/>Haha, dolphin hunting indeed.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-44002173636552326022008-05-21T18:17:00.000+01:002008-05-21T18:17:00.000+01:00Who else is in awe of how the largest commodity in...Who else is in awe of how the largest commodity in the world has traded over the past 2 weeks?<BR/><BR/>My P&L has taken a healthy hit...<BR/><BR/>the drum keeps beatingDhttps://www.blogger.com/profile/09501392241484422000noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-1866957051546080882008-05-21T16:28:00.000+01:002008-05-21T16:28:00.000+01:00After hearing about Moody's remarkably precious an...After hearing about Moody's remarkably precious and apparently contagious "computer glitch", I'm starting to wonder:<BR/><BR/>maybe Jerome really, truly, is telling the truth?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-42373687920788671432008-05-21T11:16:00.000+01:002008-05-21T11:16:00.000+01:00My cash is employed by somebody else...I don't get...My cash is employed by somebody else...I don't get at all involved in the cash management side of the fund.Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-81253834627719028542008-05-21T11:01:00.000+01:002008-05-21T11:01:00.000+01:00MM, you know, it has been an hacker paid by S&P, d...MM, you know, it has been an hacker paid by S&P, damned!!<BR/>What difficult markets for me, have you seen the incredible spike in volume on crude futures??<BR/>Integrated oil and all stocks related (tubes, drills, etc.), miners and steel producers seems new "dot-com" stocks. Is it so crazy to buy an integrated oil with 130$ flat curve and p/e below 10, without debt?<BR/>At least i'm buying short term debt with good quality at 5%plus fixed yield: what do you think about? how is your cash employed, if any??Anonymousnoreply@blogger.com