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To: allevett who wrote (8785)	4/5/2005 1:25:48 PM
From: Crossy	Read Replies (1) \| Respond to of 37387

re: Kurt Wulff (CFA) and the McDep Ratio since in almost all discussion on energy related investment matters there is the ongoing argument of production (flowing barrel) versus Reserve indicators in valuation of Energy upstream producers (E&P), I'd like to honour Kurt Wulff, IMHO one of the worlds best energy analysts, for opening my eyes to the dominance of RESERVES over production figures. Reserves matter most. The tool he constructed he dubbed "McDep" ratio. Explore his concepts, ideas and lucid commentary at his site: mcdep.com His ideas are notworthy applications of financial theory. In this commentary he sheds light on the "Buy producer co's stock - sell front month future arbitrage game" - I think this game is responsible for the recent volatility in front month prices: mcdep.com Here he provides some idea about why the hedonic price index may depress nominal inflation numbers on energy input factos, suggesting that current equivalents of 1980ies oil prices might be north of $90 (as suggested by the Wall Street Journal) mcdep.com best rgrds CROSSY