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- GregorMacdonald Mar. 08 at 10:04 PM #
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- As we finish up. I note that GASOIL is strong again. GASOIL gives a great short-term pulse on real world demand. $$
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- StockTwits Mar. 08 at 10:03 PM #
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- thx all for joining the MacroTwits hour with @gregormacdonald. looks like gregor may stay for a lil overtime. transcrip will be avail tom.
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- GregorMacdonald Mar. 08 at 10:02 PM #
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- @sawickipedia I take a Whole Enchillada approach—oops, wholistic—Politics, Nationalism, Geology, Scarcity Rent, Ignorance, Costs = Oil $$
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- Shenzen01 Mar. 08 at 10:01 PM #
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- Strong capital, low debt, China internal growth and infrastructure spending self-sustaining, how much you think rely on export, not much. $$
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- BMR789 Mar. 08 at 10:01 PM #
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- @b1z1l1 which is the marginal cost of oil prodn. What else is needed to get the ND ‘oil’, water, gas, staffing - are they available?? $$
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- nancefinance Mar. 08 at 10:01 PM #
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- @mojakus last month a major Chinese investor threatened to slow bond buys unless US did “something.” no wonder US fears breakdown $$
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- GregorMacdonald Mar. 08 at 10:01 PM #
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- @pdenlinger I just can’t see how all the new supply of Sovereign Debt gets taken up unless BOJ, IMF and CB’s monetize it. $$
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- GregorMacdonald Mar. 08 at 10:00 PM #
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- @donahchoo When Oil goes below 80, future Tar Sands projects on hold. When oil below 35.00. current production at risk. $$
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- GregorMacdonald Mar. 08 at 9:58 PM #
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- @mojakus It’s my understanding Euro corps rushing to get ahead of huge Euroland Sovereign Supply (to pay for StimPacks). $$
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- thurgy Mar. 08 at 9:58 PM #
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- @mojakus but will those swap lines end up blowing up on us, that is the real question. $$
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- AriCostello Mar. 08 at 9:57 PM #
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- @b1z1l1 Bakkan has low recovery rates, and generally small pools. No magic bullets on supply end $$
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- mojakus Mar. 08 at 9:57 PM #
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- The continued existence of Fed FX swap lines to other CBs speaks volumes about the gov’s fear of a breakdown in the $UST demand schedule $$
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- GregorMacdonald Mar. 08 at 9:56 PM #
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- We’ll be finishing up in about 5 minutes. I can see that despite oil, most eyes are on SPX, MTM meeting, and politics. $$
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- bluewaterpro Mar. 08 at 9:55 PM #
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- @thurgy stress test is a smoke screen for treasury to line up private sector buyers, regulators already have the numbers they need $$
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- GregorMacdonald Mar. 08 at 9:55 PM #
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- Have people noticed that the currency complex keeps trying to become more favorable to equities, but to no avail? $$
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- b1z1l1 Mar. 08 at 9:54 PM #
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- @BMR789 it comes down to the price at wich it is profitable.North dakota has a huge oil deposit.to exspensive to get it out $$
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- AriCostello Mar. 08 at 9:54 PM #
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- But the equal volume of pennies will take much longer (more money) to find $$
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- thurgy Mar. 08 at 9:53 PM #
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- $$ “Unemployment has already reached the average rate the White House projected for the whole year.”
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- bluewaterpro Mar. 08 at 9:52 PM #
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- Question is whether economy is dead now with dems in control? looks like it. $$
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- BMR789 Mar. 08 at 9:51 PM #
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- @b1z1l1 It’s not the size of the reserve - it’s the size of the outlet pipe that matters most. Also,more concern about food than mobility $$
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- economy_ms Mar. 08 at 9:50 PM #
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- @b1z1l1 no huge (over 1m bl a day) new oil field since the 60’s. To me a play is $RJN for 6-12 months no idea about a day -week trade $$
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- GregorMacdonald Mar. 08 at 9:49 PM #
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- @pdenlinger Well, everything is deflating against the USD and Gold. And has been since July 08. My question is: Can USD/USTs carry load? $$
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- b1z1l1 Mar. 08 at 9:47 PM #
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- b1z1l1jim stack nailed it when oil was at 100 plus calling it a bubble.Hehad a article from the 80’s about how there was no more oil left $$
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- GregorMacdonald Mar. 08 at 9:44 PM #
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- @IntuitiveTrade My view about a collapse of currencies against oil is an outlier, dislocation risk. Regular Supply/Demand makes 50 easy $$
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- amuhr Mar. 08 at 9:42 PM #
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- interesting to note that while BBB yields has stabilized lately, AAA yields have risen- check out the graph: http://bit.ly/LmHI9 $$
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- GregorMacdonald Mar. 08 at 9:41 PM #
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- @bluewaterpro I see the Ad-hocracy of current Admin on Bank plan as death by 1000 cuts. Geithner said “no incrementalism” but reneged. $$
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- bluewaterpro Mar. 08 at 9:39 PM #
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- Only Saudi and Abu Dhabi can produce for less than $35, Russia, Venezuela, Canada, US and Mexico higher $$
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- economy_ms Mar. 08 at 9:38 PM #
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- @b1z1l1 yes OPEC is trying - their target is on the mid/high 70’s$ per barrel but I see it even higher in the long run $$ supply/demand $$
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- GregorMacdonald Mar. 08 at 9:38 PM #
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- @sawickipedia Were you aware that if not for Russia, non-OPEC supply would have fallen by 2 Mb/day as price rose from 30-150? $$
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- GregorMacdonald Mar. 08 at 9:36 PM #
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- @fleckman Actually you are raising very good points about hidden costs in non-OPEC production. Your perspective is fresh. $$
