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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 (41304)9/11/2005 10:43:13 AM
From: russwinter  Respond to of 110194
 
Summary of the electricity situation pre-Katrina, low stocks of coal, increases in demand, higher costs. Post-Katrina can only be a Train Wreck going forward, anybody who thinks otherwise is simply suffering from the triumph of hope over experience:
eia.doe.gov



To: Wyätt Gwyön who wrote (41304)9/11/2005 4:33:58 PM
From: NOW  Respond to of 110194
 
"Start with the acceptance of a crippled set of fundamentals for the United States economy, exorbitant federal deficits, even more magnificent and growing balance of payment deficits (trade gap), an absent manufacturing base, escalating debt levels both public and private, dependence upon asset inflation for debt collateral, outsourcing to foreign lands for low-cost solutions, magnificent unbridled growth in USDollar money supply, dangerous growth in foreign-held US Treasury Bond debt, a central bank whose professional competence badly lags its unwarranted icon status reputation, and an economic council whose dedication to sound policy and reliable indicators is so far astray that any reasonable man would conclude their heads are squarely lodged up their rectums."
financialsense.com



To: Wyätt Gwyön who wrote (41304)9/11/2005 4:57:08 PM
From: ild  Read Replies (1) | Respond to of 110194
 
Do you think VLO will continue to have such rich margins for years to come?

I myself owned VLO last year and made some $$$, but my bearishnesness made me to sell it. -ng-



To: Wyätt Gwyön who wrote (41304)9/11/2005 8:41:04 PM
From: John Vosilla  Respond to of 110194
 
Many analysts just raised estimates for VLO. One is up to $17 for next year.

What is your take on IOC as the contrarian play of the whole group?
finance.yahoo.com