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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (67667)8/16/2005 9:09:28 PM
From: shades  Respond to of 74559
 
what does it matter if spot goes to 55 or 45,

That lets the big boys use thier SWORDFISH type distraction - AH see little j6p - dont think about oil going from 15 to 55 - think about it DROPPING from 65 to 55 - its all about misdirection in todays market - David Copperfield - he made the statue of liberty dissapper - what a funny magician - James Randi is my favorite - he is a little old these days.

The source of China FDI can all be traced to Maestro Greensputin's money printing, and Professor BurnAndKaput's Secet Weapon printing press.

Now I watched a special on China IPO's on cspan today and they said chinese types heavily putting thier own money into Cayman island type places and re-investing - say chinese want to bring in more FDI and become more transparent and working hard to do so. The experts say we cant be mad at china for this offshore stuff, all companies to strive for maximum profits - wether from usa or china or wherever are going to offshore model to beat respective government out of taxes and such. But profits being made in china and we need to help them become much more transparent.



To: TobagoJack who wrote (67667)8/16/2005 10:00:27 PM
From: Taikun  Read Replies (1) | Respond to of 74559
 
TJ,

Well, USD is good for a little more than Starbucks. Boeing is the #1 US exporter and as I've said before will do fabulously with declining USD. US also has vast coal reserves, to do well with weak USD, and some uranium as well. Dell is lowering computer margins to take a run at Lenovo. The US way of life is at stake and not everyone is running their house like a hedge fund with capital call-linked-ATM card ready for imminent extraction of downpayment for condo in popular zip code. The UK, US, Australia and Canada have all extracted home equity, because most Western gov'ts have been extracting wealth from middle class through fuzzy CPI.

Perhaps America will weaken to be more like Germany, though.

As for declining marginal Chinese oil demand impacting prices, that is only part of the solution to peak oil. In the meantime Chavez sabre-rattles, the US consumer drives 3 ton Ford pickup to buy 12ounce latte (does not activate winch except at drive-through), and US taxpayer's Iraqi reconstruction money funds the next election, keeping global oil production down.

I see India's oil demand rising as well, demand growth noted at 10% for July 05. While Chinese noodle delivery van is idled, Biryani delivery van gets busy.

spacemart.com

India could replace Chinese slack demand.

-all the while many major oil companies (Chevron will show an increase in production with UCL in the portfolio but on a global scale we lost UCL's production). More fuzzy numbers.

The world is more complex than when it was just the West and as you say even Stratfor cannot appreciate, let alone I.

D