Pages

▼
Friday, June 29, 2012

My natural gas & LNG presentation at 2012 Vail ValueX Conference

›
Embedded below is my presentation at Vail ValueX on some aspects of the North American natural gas market and how LNG (liquefied natural gas...
1 comment:
Monday, June 25, 2012

Jim Chanos' notes from 2012 Vail ValueX Conference

›
I had the pleasure of attending the 2012 Vail ValueX conference hosted by Vitaliy Katsenelson  http://contrarianedge.com/valuex-vail/ While...
2 comments:
Wednesday, May 23, 2012

Chinese slowdown hits iron ore prices

›
Getting accurate data regarding economic activity in the Middle Kingdom is always difficult. I've blogged about it before and have grown...
1 comment:
Tuesday, May 8, 2012

Thou shalt not use market orders. Example #12,538

›
Repeat after me, thou shalt not use market orders.   Today the equity markets are a bit queasy and US Treasury bonds are rising.  As I sca...
Monday, May 7, 2012

A free file sharing virtual hard drive on the cloud -- Dropbox

›
While there are other competing services out there from Microsoft and Google I like this companies' offering for its simplicity and abil...
Thursday, May 3, 2012

Natural Gas followup

›
A few days ago I blogged about natural gas and how we could have problems storing it all. The WSJ recently posted a video on this very topi...
Wednesday, May 2, 2012

Hugh Hendry coming out of hibernation -- Video at recent conference

›
Mr. Hugh Hendry of Eclectica appears to have come out of his self imposed social hibernation. Below is a video from the Milken Institute con...
1 comment: