Comments on: Energy Outlook: Where is the Bottom for Oil? http://www.ritholtz.com/blog/2008/11/energy-outlook-where-is-the-bottom-for-oil/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Sat, 21 Nov 2009 14:04:19 -0500 http://wordpress.org/?v=2.8.5 hourly 1 By: DP http://www.ritholtz.com/blog/2008/11/energy-outlook-where-is-the-bottom-for-oil/comment-page-1/#comment-125694 DP Wed, 12 Nov 2008 05:41:11 +0000 http://www.ritholtz.com/blog/?p=9059#comment-125694 I don't believe the commodity run is over yet either, we've overshot on the downside because of the insanity in October. Then again, wtf do I know, I went long UYG today after the apparent strength in GS and reading about the Bear Stearns mortgage backed debt that is actually performing well for Blackrock. Look on the bright side, the downside is only 7 :) I don’t believe the commodity run is over yet either, we’ve overshot on the downside because of the insanity in October.

Then again, wtf do I know, I went long UYG today after the apparent strength in GS and reading about the Bear Stearns mortgage backed debt that is actually performing well for Blackrock. Look on the bright side, the downside is only 7 :)

]]> By: marp http://www.ritholtz.com/blog/2008/11/energy-outlook-where-is-the-bottom-for-oil/comment-page-1/#comment-125690 marp Wed, 12 Nov 2008 04:49:39 +0000 http://www.ritholtz.com/blog/?p=9059#comment-125690 USD up= everything else down. As soon as the dollar reverses its parabolic rise(or short squeeze) we are going to see rallies in commodities. USD up= everything else down.
As soon as the dollar reverses its parabolic rise(or short squeeze) we are going to see rallies in commodities.

]]> By: Itiswhatitis http://www.ritholtz.com/blog/2008/11/energy-outlook-where-is-the-bottom-for-oil/comment-page-1/#comment-125683 Itiswhatitis Wed, 12 Nov 2008 02:13:57 +0000 http://www.ritholtz.com/blog/?p=9059#comment-125683 Nominally, but not in real terms, a signifigent correction has been made. The Commodity bubble was just like the Stock Bubble(when it burst it took down the Great Lake states, Housing bubble(when it went it took down the Sunshine states) ete ete. A bubble of credit that imploded once the fundies dried up. They will take down the Plain states. Nominally, but not in real terms, a signifigent correction has been made. The Commodity bubble was just like the Stock Bubble(when it burst it took down the Great Lake states, Housing bubble(when it went it took down the Sunshine states) ete ete. A bubble of credit that imploded once the fundies dried up. They will take down the Plain states.

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