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basant
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   Posted: 23/Nov/2006 at 10:59am |
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That was quite a bit of statistic. Very interesting!
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'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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manishdave
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Posted: 23/Nov/2006 at 11:21am |
b_kothari2001,
Very intresting report. But..
I dont think these projections are going to be achieved. For oil lets say we move to fuel cell but what abt rubber/lead/copper/zinc?
We already have congestion on roads. US has congestion in many parts with 148 m cars with many times size of india. So we need to have multi-storied roads too for 610m cars.
We need so much material I dont think that is simply possible unless we start mining other planets.
On opportunity:
Look at second last chart of stock level in zinc. If drawdown continues at same rate in <3 months there will be real shortage. Zinc shortage is not going away before 2009-10 unless there is serious recession in China. After that we may see some production but demand growth can really eat all new supply even then.
In one year demand was 360,000 tons more than supply. Fortunately we had stock last year. If situation doen't improve, we dont have stock now and zinc has not substitute. So those who has zinc is sitting on gold mone.
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kulman
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Posted: 06/Dec/2006 at 9:35pm |
Read this one .....very interesting....
Dec. 6 (Bloomberg) -- Nicholas Maounis, founder of the Amaranth Advisors LLC hedge fund, made a decision in April 2005 that eventually cost him his firm.
His promising natural-gas trader, Brian Hunter, had been offered a $1 million bonus to join Steven Cohen's SAC Capital Advisors LLC. Maounis, who had built his Greenwich, Connecticut- based fund to $6 billion in assets, didn't want Hunter to go.
Convertible bond and equity prices were falling and oil and natural gas prices were increasing, making Hunter's expertise more valuable. So Maounis named Hunter co-head of the energy desk and gave him control of his own trades.
Hunter, within 17 months, would be responsible for $6.6 billion in losses, detonating the biggest hedge fund implosion ever. Since Amaranth's sudden collapse, investors have questioned the unusual trust Maounis put in his star trader, now 32. They say Maounis gave Hunter too much latitude and that Hunter, trading more than half the firm's assets, was blinded by a bet that had worked like a charm for two straight years. ....................
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Life can only be understood backwards—but it must be lived forwards
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BubbleVision
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Posted: 06/Dec/2006 at 11:50am |
Interesting kulman....
Now Steven Cohen must be counting his stars... No wonder that there was a Buzz earlier that SAC was also in trouble after the Fall in Crude and Natural Gas earlier in the year.
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You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
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catcall
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Posted: 08/Dec/2006 at 7:24pm |
When one thinks of 'Life with crude at US $ 100 and above", the first thought that comes to my mind is........
BUY Suzlon by the heaps!!!
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There are two times in a man's life when he should not speculate-when he can't afford it and when he can-Happy investing!
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BubbleVision
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Posted: 09/Dec/2006 at 2:10pm |
US Hurricane Season 2007 Update
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Expert predicts 14 named storms in 2007
FORT COLLINS, Colo. - "The 2007 Atlantic hurricane season should have above-average activity, a top hurricane researcher said Friday.
Colorado State forecaster William Gray predicted 14 named storms next year, including three major hurricanes and four other hurricanes."
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You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
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BubbleVision
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Posted: 04/Jan/2007 at 9:05am |
With the Death of Saddam.....
Crude seems to be discounting "Iraq coming online with production some time in 2007". This is a "Changing Fundamentals" theme now.
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You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
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BubbleVision
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Posted: 05/Jan/2007 at 1:00pm |
Crude closed yesterday at its lowest level since 08-June-05!
Take that a 1.5 year closing Low.
From "Peak Oil" to "Peak Prices"....Quite a Journey!
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You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
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