Source: ESignal
Monday, June 28, 2010
Friday, June 25, 2010
Weekend News 25 Jun
- Goldman's view (via Richard Ramsden) on Bank Earnings going forward- It's probably incidental that they allude to the fact that none of this "stimulus" actually got to anyone but themselves and their squid cohorts. (Zerohedge)
- Brief summation of FinReg provisions on prop trading investment. (FT Alpha)
- Barney Frank/Chris Dodd FinReg tax on hedge funds. (FT Alpha)
- New York Fed uses coupon swaps for mortgage bond settlements. (Bloomberg)
- Natural Gas pricing: pros & cons. (Seeking Alpha)
- Reliance Energy's additional acquisition of US Natural Gas Shale. (FT Energy)
Wednesday, June 23, 2010
Mid Week News 23 Jun
- David Rosenberg's Equity View & Thoughts on Chinese Monetary Policy. (Zerohedge)
- FOMC Statement "Highlights". (FT Alpha)
- New Home Sales- NOT! (FT Alpha)
- Credit Suisse Natural Gas Statistics. (Seeking Alpha)
- IEA Oil & Gas 2010 Medium Term Report. (Seeking Alpha)
Sunday, June 20, 2010
Friday, June 18, 2010
Weekend News 18 Jun
- Jim Chanos' Observations on Integrated Oil Companies. (Bloomberg/Mish)
- China signals end of Yuan's fixed rate to the Dollar. (Bloomberg)
- The Fed's QE experiments.... (FT Alpha)
- FX Settlement dislocation during the May 6 Black Swan. (FT Alpha)
- Natural Gas v. Rig Count. (Seeking Alpha)
- Natural Gas Rally Factors. (Seeking Alpha)
- Natural Gas Supply Data. (Seeking Alpha)
Wednesday, June 16, 2010
Tuesday, June 15, 2010
Mid Week News 15 Jun
- Rally Monkey! Get back in here! (FT Alpha)
- Agriculture, BRIC countries, and outlook going forward. (BBC)
- NY Fed & its powers. (Bloomberg)
- Hedge Fund "Lackeys" and Soros' "Messiah" Complex. (Bloomberg)
- Natural Gas Spreads & Echoes of Amaranth. (Bloomberg)
- Shale and Natural Gas, the new pink?? (FT Alpha)
- Shale Gas a spin job? (Seeking Alpha)
- LNGs in Canada. (Seeking Alpha)
- Fall Weather and Natural Gas/Crude. (Seeking Alpha)
- Where, o , where was the Goldman Supplemental Liquidity Provider on May 6? (Zerohedge)
- Historical GDP/Housing Starts Relationship. (Zerohedge)
Saturday, June 12, 2010
Weekend News 11 Jun
- HFT liquidity mirage and NYSE. (Zerohedge)
- Send in the Rally Monkey. (FT Alpha)
- Worst Locust Plague in Australia in 2 decades following multi year drought- Grains should keep going down on this bearish news! (Bloomberg)
- Natural Gas as alternative to Crude. (Seeking Alpha)
- Natural Gas Reserves and Impact on the Energy Market. (Seeking Alpha)
- BTU Spreads in Natural Gas. (Seeking Alpha)
- East/West Divide in Natural Gas Price (Zerohedge)
Tuesday, June 8, 2010
MId Week News 08 Jun
- A contrarian view of the Gulf Oil Spill. (Bloomberg)
- US Home ownership minus negative equity now 61%- This must be part of what Bernanke was talking about in reference to the "Recovery". (FT Alpha)
- Bob Janjuah thoughts on back half of year. (FT Alpha)
- Natural Gas. (Seeking Alpha)
- UNG. (Seeking Alpha)
- New trend development in UNG? (Seeking Alpha)
Monday, June 7, 2010
Thursday, June 3, 2010
Mid Week News 03 Jun
- Uncle Warren's Hypocrisy (Zerohedge)
- Natural Gas Doubling Part II (Seeking Alpha)
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