Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Proud Deplorable who wrote (17597)	8/11/2004 2:06:01 PM
From: ild	Read Replies (2) \| Respond to of 110194

Are you talking long term of short term scenario? Are you saying oil will never be at $40 again? I agree with A. Xie. Oil will be spanked hard when the market understands that the new recession may have already started. But IMO it will be a hiccup on the way to $100 oil. Much lower USD will contribute to that.

To: Proud Deplorable who wrote (17597)	8/11/2004 2:50:46 PM
From: Haim R. Branisteanu	Read Replies (2) \| Respond to of 110194

will see what excuse WMT will have for mediocre earnings today

To: Proud Deplorable who wrote (17597)	8/11/2004 3:43:00 PM
From: Hugh A	Read Replies (7) \| Respond to of 110194

But to try to make a connection between housing prices and oil prices... If you have read Stepehen Roach you would hardly call Morgan Stanley a cheerleader for the status quo. I think you ignore Andy Xie at your peril. Calling for oil prices above $44 forever is ludicrous - as we say in Calgary, "Please God, just one more oil boom and this time we won't piss it away". Cyclicity in oil prices is normal, expected and will continue to occur. We might be past a $10-12 floor in oil prices, but I see a 95% probability of $26 oil within two years and 50% probability within a year. HA