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Monday, April 30, 2012

Eclectica Fund commentary by Hugh Hendry

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Hugh Hendry (Hedge fund manager of Eclectica fund) recently released his April commentary which you will find below. (Thanks ValueWalk ) M...
Thursday, April 26, 2012

Will we run out of storage for Natural Gas?

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The price of natural gas has been falling throughout 2012 and is making multi year lows.  You have to go a long way back to find sub $2 natu...
1 comment:
Thursday, April 12, 2012

Pipelines and oil - Canadian crude will get out

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I previously posted an article about the intersection of oil and politics and wanted to update you on one of my statements Obama may feel ...
Friday, April 6, 2012

Before you panic about the employment report -- Some context

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The monthly employment report was released today and while the economy continues to add jobs the report did not meet expectations .  (As of ...
Tuesday, March 27, 2012

Peering into China via trade statistics

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Getting accurate information on China is a challenge. While its hard to prove  they are making their numbers up I don't put much credenc...
Wednesday, March 14, 2012

Diesel usage diverging from overall economy

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While the economy has been recovering nicely from the Great Recession there are some interesting divergences which are popping up with this ...
2 comments:
Monday, March 12, 2012

Revising employment data

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In my last post I promised to look at how employment data is being revised over time. On Friday the latest employment data was released and ...