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  Topic: For those of you on the metals sideline...best jump onboard.
Twilight

Replies: 292
Views: 13529

PostForum: Economics & Finance   Posted: Fri Aug 15, 2008 7:12 pm   Subject: Re: For those of you on the metals sideline...best jump onbo
From what I have read, ARS buybacks are not immediate, but are months to a year away, and for each bank will take place over a period of weeks. So there should be ample time for them to raise cash and ...
  Topic: For those of you on the metals sideline...best jump onboard.
Twilight

Replies: 292
Views: 13529

PostForum: Economics & Finance   Posted: Fri Aug 15, 2008 6:23 pm   Subject: Re: For those of you on the metals sideline...best jump onbo
I think our apparent disagreement is over our interpretation of the word "conspiracy". You use it to describe provable wrongdoing, which I agree is a possibility these days, but I tend to reserve it f ...
  Topic: TOD piece on geopolitical feedbacks
Twilight

Replies: 5
Views: 608

PostForum: Peak Oil Discussion   Posted: Fri Aug 15, 2008 3:40 pm   Subject: Re: TOD piece on geopolitical feedbacks
Great piece. ELM and above-ground factors in Mexico are definitely something to watch. That is going to be a whole textbook compared to Nigeria's chapter due to immediate proximity to a developed nati ...
  Topic: Megaproject Forecasts
Twilight

Replies: 8
Views: 934

PostForum: Peak Oil Discussion   Posted: Fri Aug 15, 2008 3:26 pm   Subject: Re: Megaproject Forecasts
The animation showing the effects over time of delays and cutbacks on upcoming projects is great. It chimes with what has been going on in other infrastructure - utilities, transport, you name it. Cos ...
  Topic: $111 oil?
Twilight

Replies: 50
Views: 2881

PostForum: Current Events   Posted: Fri Aug 15, 2008 3:11 pm   Subject: Re: $111 oil?
Besides physical preps what are you doing to profit from that. It seems like a huge opportunity if you really believe that.

Profit is becoming relative. For now not stepping into the trap is enoug ...
  Topic: $111 oil?
Twilight

Replies: 50
Views: 2881

PostForum: Current Events   Posted: Fri Aug 15, 2008 12:53 pm   Subject: Re: $111 oil?
I disagree with the reserves and exploration angle, but demand destruction in the West outrunning developing world demand growth for a few years, that I can believe. I just see it for the false comfor ...
  Topic: $111 oil?
Twilight

Replies: 50
Views: 2881

PostForum: Current Events   Posted: Fri Aug 15, 2008 12:27 pm   Subject: Re: $111 oil?
I do not care much what oil prices do from one month to another. I do not speculate on them and I do not use the stuff for transport or heating, so I have lost nothing. Ask those who do how they liked ...
  Topic: For those of you on the metals sideline...best jump onboard.
Twilight

Replies: 292
Views: 13529

PostForum: Economics & Finance   Posted: Fri Aug 15, 2008 11:47 am   Subject: Re: For those of you on the metals sideline...best jump onbo
OK let me present a theory.
There are huge shorts in Silver, that is a fact. They need to cover and they want to do so at lower price.
So setting off stop losses using small trades on the access ...
  Topic: Housing and Economic Collapse - In Progress #3
Twilight

Replies: 941
Views: 54992

PostForum: Economics & Finance   Posted: Fri Aug 15, 2008 10:59 am   Subject: Re: Housing and Economic Collapse - In Progress #3
This is the wrong thread for PMs. Smile

A £400m rights issue at Bradford & Bingley (B&B) has closed, with analysts expecting that some of the deal's underwriters will end up with shares. Share ...
  Topic: Report on oil prices is flawed, senators say
Twilight

Replies: 10
Views: 560

PostForum: Current Events   Posted: Thu Aug 14, 2008 5:38 pm   Subject: Re: Report on oil prices is flawed, senators say
They got an answer they did not like and want a second opinion in the hope that it will be different. What is more, if the second opinion does turn out to be different, they will accept it without que ...
  Topic: Price of Brent Crude Collapses !
Twilight

Replies: 6
Views: 917

PostForum: Current Events   Posted: Thu Aug 14, 2008 5:35 pm   Subject: Re: Price of Brent Crude Collapses !
Nice bad print.
  Topic: APMEX Reports Gold/Silver Shortages. Products Unavailable
Twilight

Replies: 19
Views: 1522

PostForum: Economics & Finance   Posted: Thu Aug 14, 2008 5:28 pm   Subject: Re: APMEX Reports Gold/Silver Shortages. Products Unavailab
They do not sell what they do not have. Maybe they do not sell low what they bought high either? I do not know what their stock turnaround time is, but that price move was a real cliff.
  Topic: Housing and Economic Collapse - In Progress #3
Twilight

Replies: 941
Views: 54992

PostForum: Economics & Finance   Posted: Thu Aug 14, 2008 5:16 pm   Subject: Re: Housing and Economic Collapse - In Progress #3
Sure, but would building this actually make sense? Meaning, is there anybody who could use the floor space (even 10 years from now)? Or is the city hopelessly overbuilt?

It would make no sense to k ...
  Topic: They're Picking up Fish; Tsunami Curling Over
Twilight

Replies: 8
Views: 792

PostForum: Economics & Finance   Posted: Thu Aug 14, 2008 4:40 pm   Subject: Re: They're Picking up Fish; Tsunami Curling Over
Good article. Thanks for posting.

The next spokesperson, analyst or journalist who points to a write-down of debt securities by a few percent and mentions a "kitchen sink" or leaving the bad news " ...
  Topic: Housing and Economic Collapse - In Progress #3
Twilight

Replies: 941
Views: 54992

PostForum: Economics & Finance   Posted: Thu Aug 14, 2008 3:30 pm   Subject: Re: Housing and Economic Collapse - In Progress #3
from the bottom up.wachovia
Wankovia.
 
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