Editor’s Note: Thought that there might be interest in commentary from readers, after reading the article “Samuel Foucher, logi Energy: Peak Demand or Peak Consumption? A Look at the OECD Demand” Let us know what you think! Gail the Actuary on November 11, 2009 – 10:17am Thanks, Sam! This is really a nice post. Explains a piece of the puzzle […]
Standard economic principles have demonstrated that price is a function of supply and demand. The same is true for the recent oil prices fluctuations we have witnessed over the last few years, namely the adequation between supply and demand. However, the following conundrum has not been resolved: are oil prices high due to greater demand or too little supply? This ambiguity allows for vastly divergent interpretations of the same data and depending on the agenda you are trying to push, will easily support either. Continue reading
Residential Real Estate There are dozens of reasons why the residential real estate market bubbled and exploded, causing the ensuing credit crisis and economic strife. The popularity of loans requiring no documentation, the easy access to sub-prime loans and the Federal Reserve’s decision to keep interest rates low all intertwined to fuel the housing crisis. The housing bubble was also […]
“A reasonable probability is the only certainty.” – Edgar Watson Howe In Einstein’s Theory of Relativity, he postulates that space and time are relative to the person observing them. That a set of twins, one standing here on Earth and the other shot at the speed of light to the edge of the universe and back, will be significantly different […]
Due to an overwhelming response, the HedgeCo staff is running out of available seats for the Fall 2009 Capital Introduction Round Tables. On November 10th, Doug Kass and others will be discussing the strategies they utilize within their hedge funds. Investors will have the chance to sit and speak with managers in small groups and really discover the investment philosophies […]
There is a lot of speculation regarding the proposals which are currently on the floor of Congress which would determine the future of hedge fund regulations. SEC Chair, Mary Schapiro, recently pointed out that Reporting and open Books & Records were high on the regulatory priority list: So we really need reporting. We need registration. We need the ability to […]
The question is what will make this spread improve from here. I still can see nothing that should be a driving force to cause this spread to move up, until inventory decreases or demand improves Continue reading
logi Energy wants as many people as possible to read this article by Nouriel Roubina. Dr. Nouriel Roubini, professor of economics and international business at the Stern School of Business at NYU and chairman of RGE Monitor, is perhaps best known for his prescient predictions of the financial market collapse in 2005. Dr. Roubini will be the keynote speaker at […]