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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. $$
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- BMR789 Mar. 08 at 10:01 PM #
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- @b1z1l1 which is the marginal cost of oil prodn. What else is needed to get the ND ‘oil’, water, gas, staffing - are they available?? $$
