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rffrydr
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 Posted: Mon Apr 16, 2012 2:48 pm Post subject: |
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Today's retail sales should have started to show the "pull forward" effect of warm winter distortions. They assuredly did not. This "bad beat" attitude will probably carrry into June--as if home shoppers are going to shop less!
Next up: the "Taxopaclypse."
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rffrydr
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| Posted: Fri Feb 17, 2012 9:18 pm Post subject: |
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The capitulation no-snow?????
| Quote: |
There's no way that natural gas can stay down here when Devon Energy (DVN), EOG Resources (EOG) and Chesapeake Energy (CHK) are simply throwing in the towel on new drilling, and Ultra Petroleum (UPL), which is all nat gas, is cutting its budget in half. Southwestern Energy (SWN) has also indicated it will do the same.
That's pretty much everybody who matters. It's as if there is a driller's strike, as it is all going the way of oil now, given the sky-high price of crude.
This development is what's causing Chesapeake to go higher today. That, alone, is saying bottom in nat gas.
If this is indeed the floor, then you have to be thinking that Chesapeake, which is so, so heavily shorted, might be a decent bet, but once again, I come back to Devon being a terrific play, and EOG, which is down today after running up gigantically these last few days, as a close second.
I think that the cessation in drilling is going to put a floor on nat gas, but I don't think it can run too much because there is still so much of it. I would bet that it might not get above $3 and change anytime soon. But it comes at an important time. As good as oil is, it can't make up for the heavy declines in the price of natural gas if they keep heading lower. |
--Madman.
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rffrydr
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| Posted: Fri Feb 03, 2012 10:24 am Post subject: |
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Russia produces only 1.8 million cars, little more than half of Brazil. That must be a cold place--which accounts for the complexioin on this:
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rffrydr
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rffrydr
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rffrydr
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| Posted: Tue Nov 22, 2011 6:37 pm Post subject: |
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Xmas looks cheery in the Sudetenland:
http://www.cnbc.com/id/40350176
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rffrydr
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| Posted: Fri Aug 12, 2011 6:53 am Post subject: |
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Retail Sales Rise 0.5%, The Biggest Gain Since March.
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rffrydr
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rffrydr
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| Posted: Wed Jun 29, 2011 8:23 am Post subject: |
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Hail and pouring rain while I was buying my watermelon yesterday in N. CAL.
Pending home sales "surprise." How are you ever gonna "seasonally adjust" that .
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rffrydr
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| Posted: Tue May 17, 2011 6:30 am Post subject: |
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Lowes, Home Depot. But they had leveraged themselves to spring.
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rffrydr
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| Posted: Fri Apr 29, 2011 6:41 am Post subject: |
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Winter took 1% out of Q1 GDP despite a level Architect's Billing Index....return to mean?
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rffrydr
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| Posted: Wed Apr 27, 2011 6:58 pm Post subject: |
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So bad can't get the coffee out in the cold (from Starbucks earnings call):
| Quote: | | “We were a bit soft in Canada, and Canada is our biggest international market,” Alstead said. The country was “really hard hit by weather in the quarter.” |
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rffrydr
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| Posted: Fri Feb 04, 2011 7:39 am Post subject: |
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Knocks out another stat.
We're lucky to get a decent read on year-on-year--which also has its seasonality. Bring back the old german way--or, Berkshire, the one "timeless" investment on the NYSE.
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rffrydr
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| Posted: Thu Jan 27, 2011 9:43 am Post subject: |
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Weekly jobless claims getting ridiculous. Forecast with weatherman.
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