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

To: Wyätt Gwyön who wrote (23749)	12/23/2004 1:31:57 PM
From: russwinter	Read Replies (1) \| Respond to of 110194

I have a strong suspicion the Asian Train Wreck is underway, quote.bloomberg.com and maybe that's affecting these commodity currencies. Copper drawdowns in December have been nil (but from incredibly low levels, there's nothing left), and for that to happen there needs to be big time economic contraction/supply problem out there. This may be the cause of it however, so I reserve judgment: Message 20883434 China is under alot of energy stress right now and Joe Bastardi () is pointing out that an Asian trof in being set up for more: wunderground.com () note Big arctic outbreak into Europe and major trof in east Asia..

To: Wyätt Gwyön who wrote (23749)	12/26/2004 12:54:03 PM
From: ild	Read Replies (1) \| Respond to of 110194

Drilling for Value The analyst oil barons consult on where to make money at today's high energy prices By SANDRA WARD An Interview With Kurt Wulff -- In an industry populated by mavericks, it makes sense that one of the best analysts covering the oil and gas sector is equally as innovative. Providing independent research through his Needham, Mass.-based McDep Associates, the firm Wulff founded in 1988 after a long career on Wall Street, his work is sought after by investment banks as well as individuals. The McDep ratio -- market cap and debt to present value of energy -- was devised by Wulff in the 1980s as a way to better appraise a company's value. It was that kind of creativity that distinguished his work during the 16 years he covered the sector for Donaldson Lufkin & Jenrette through the oil boom of the 'Seventies and the bust of the 'Eighties. Oil barons and financiers such as Gordon Getty, Carl Icahn and T. Boone Pickens relied on his advice during the takeover battles of the mid-'Eighties. Now through his Website, www.mcdep.com, his insights are more widely available. For his views on where the price of oil is headed and how to profit from it, please read on. online.barrons.com