| Author |
Message |
Topic: 2008 Hurricane / Typhoon / Cyclone Season |
qwanta
Replies: 1394
Views: 53327
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Forum: Current Events Posted: Sat Aug 30, 2008 7:03 pm Subject: Re: 2008 Hurricane / Typhoon / Cyclone Season |
New Orleans mayor Nagin just called this the "Storm of the Century", "Mother of All Storms", "you need to be scared". predicting 100mph winds in Baton Rouge.
Says will hit at cat4 (at least) vs Kat ... |
Topic: 2008 Hurricane / Typhoon / Cyclone Season |
qwanta
Replies: 1394
Views: 53327
|
Forum: Current Events Posted: Sat Aug 30, 2008 6:36 pm Subject: Re: 2008 Hurricane / Typhoon / Cyclone Season |
| I know this forum tends to produce a lot of doom and gloom and generally I enjoy reading the doomer porn but I think you guys have little ahead of yourselves on this one. I have been watching Hurrican ... |
Topic: 2008 Hurricane / Typhoon / Cyclone Season |
qwanta
Replies: 1394
Views: 53327
|
Forum: Current Events Posted: Thu Aug 28, 2008 8:54 am Subject: Re: 2008 Hurricane / Typhoon / Cyclone Season |
I guess it didn't die, it was merely on life support.
I don't think any of the forecasts were predicting it would die. Where did you get that information from? |
Topic: Refining margins watch (was Tesoro) |
qwanta
Replies: 188
Views: 21551
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Forum: Current Events Posted: Thu Jul 17, 2008 11:07 am Subject: Re: Refining margins watch (was Tesoro) |
Here's another segment from the financialsense Q&A ( 6/28 )
http://www.financialsense.com/fsn/BP/2008/0621.html#qcalls
===================
Hello, guys. Thanks so much for your show. Jim, I ... |
Topic: $2.62 trillion in US bank deposits are uninsured by FDIC |
qwanta
Replies: 16
Views: 1077
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Forum: Economics & Finance Posted: Wed Jul 16, 2008 1:47 pm Subject: Re: $2.62 trillion in US bank deposits are uninsured by FDIC |
There are a lot of people with more than $100,000 in a single bank account.
We haven't raised that number since the 1980s and thanks to inflation, it's becoming increasingly common for upper middl ... |
Topic: Refining margins watch (was Tesoro) |
qwanta
Replies: 188
Views: 21551
|
Forum: Current Events Posted: Wed Jul 02, 2008 7:25 pm Subject: Re: Refining margins watch (was Tesoro) |
Jim Cramer was asked about Valero on lightning round today:
"There was a 20 year period when the refiners didn’t make any money. Cramer thinks we could be “back in that game.” He would not buy Vale ... |
Topic: OPEC to spend $160B to increase production 700% by 2012 |
qwanta
Replies: 14
Views: 1342
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Forum: Current Events Posted: Thu Jun 12, 2008 1:30 pm Subject: Re: OPEC to spend $160B to increase production 700% by 2012 |
500million bpd, wow! I'd hate to see what the impact of a 6-7 fold increase in oil consumption would do to global warming  |
Topic: [Peak Oil... novels] |
qwanta
Replies: 61
Views: 21777
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Forum: Book/Media Reviews Posted: Thu May 29, 2008 11:03 am Subject: Re: [Peak Oil... novels] |
Great overview of peak oil fiction books written by Frank Kaminski of Seattle Peak Oil Awareness:
http://energybulletin.net/44031.html |
Topic: Refining margins watch (was Tesoro) |
qwanta
Replies: 188
Views: 21551
|
Forum: Current Events Posted: Sat May 10, 2008 5:48 pm Subject: Re: Refining margins watch (was Tesoro) |
Oil Refiners: Cheap for a Reason
(...)
From the start of 2004 through the end of 2007, the gap between the cost of crude and the price of refined products was wide. During that period, the gap -- ... |
Topic: Refining margins watch (was Tesoro) |
qwanta
Replies: 188
Views: 21551
|
Forum: Current Events Posted: Tue May 06, 2008 10:29 am Subject: Re: Refining margins watch (was Tesoro) |
| Thought I'd post a couple Q&A's from the Q: Jim, what do you think about refiners. I'm thinking companies like Valero, Tesoro. In the long term, will they continue to get squeezed by higher oil ... |
Topic: James Kunstler on Colbert Report 5/1/2008 |
qwanta
Replies: 2
Views: 681
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Forum: Current Events Posted: Fri May 02, 2008 11:33 pm Subject: James Kunstler on Colbert Report 5/1/2008 |
http://youtube.com/watch?v=EI2OFiJRIUc
Interview about his novel "World Made by Hand" and peak oil. |
Topic: Refining margins watch (was Tesoro) |
qwanta
Replies: 188
Views: 21551
|
Forum: Current Events Posted: Wed Apr 23, 2008 8:11 am Subject: Re: Refining margins watch (was Tesoro) |
This could get ugly for the share prices!
VLO reports earnings on 4/29
SUN 5/1
TSO 5/8
The gap between the price of crude and the price of gasoline and other refined products has pressured prof ... |
Topic: US new auto sales hit 15-year low |
qwanta
Replies: 27
Views: 2902
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Forum: Current Events Posted: Wed Apr 09, 2008 11:28 am Subject: Re: US new auto sales hit 15-year low |
| Why would anyone buy the crippled fuel mileage of the US based Smart car when you can have a Toyota Yaris, a Honda Civic, or similar regular sized car for just a bit more money and get THE SAME FUEL M ... |
Topic: Refining margins watch (was Tesoro) |
qwanta
Replies: 188
Views: 21551
|
Forum: Current Events Posted: Thu Feb 07, 2008 11:01 am Subject: Re: Refining margins watch (was Tesoro) |
Came across this citigroup report which I think agrees quite closely with your assessment of the sector:
https://www.citigroupgeo.com/pdf/SNA13775.pdf
Accounting for net debt of $1.44bn, our bas ... |
Topic: Refining margins watch (was Tesoro) |
qwanta
Replies: 188
Views: 21551
|
Forum: Current Events Posted: Fri Feb 01, 2008 3:49 pm Subject: Re: Refining margins watch (was Tesoro) |
FWIW Jim Puplava of financialsense.com took a position in Tesoro in 4Q 2007 of about $2,000,000 (~0.8% of total holdings of Puplava Securities). He closed out his Valero position (~$400,000) though.
... |
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