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  Topic: 2008 Hurricane / Typhoon / Cyclone Season
qwanta

Replies: 1394
Views: 53327

PostForum: 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

PostForum: 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

PostForum: 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

PostForum: 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

PostForum: 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

PostForum: 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

PostForum: 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 Very Happy
  Topic: [Peak Oil... novels]
qwanta

Replies: 61
Views: 21777

PostForum: 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

PostForum: 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

PostForum: 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

PostForum: 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

PostForum: 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

PostForum: 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

PostForum: 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

PostForum: 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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