Comments on: Clash of the Titans http://www.ritholtz.com/blog/2008/12/clash-of-the-titans/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Tue, 14 Feb 2012 18:29:42 +0000 hourly 1 http://wordpress.org/?v=3.0.5 By: Reinko http://www.ritholtz.com/blog/2008/12/clash-of-the-titans/comment-page-1/#comment-134848 Reinko Fri, 19 Dec 2008 22:04:01 +0000 http://www.ritholtz.com/blog/?p=13136#comment-134848 The last link mentioned does not work; you need the 'login thing' and so. There also is no way to 'subsribe for free' so for most of us this link is not reachable. On the article itself: In the last paragraph we see weird insights: S&P to the 1200-1330 range... It is once more observed: At large banks they simply are not capable of thingking logical. The last link mentioned does not work; you need the ‘login thing’ and so.
There also is no way to ‘subsribe for free’ so for most of us this link is not reachable.

On the article itself:

In the last paragraph we see weird insights: S&P to the 1200-1330 range…

It is once more observed: At large banks they simply are not capable of thingking logical.

]]> By: Simon http://www.ritholtz.com/blog/2008/12/clash-of-the-titans/comment-page-1/#comment-134618 Simon Thu, 18 Dec 2008 21:36:33 +0000 http://www.ritholtz.com/blog/?p=13136#comment-134618 I loved David Rosenburg's commentary. Thank you. I loved David Rosenburg’s commentary. Thank you.

]]> By: mkkby http://www.ritholtz.com/blog/2008/12/clash-of-the-titans/comment-page-1/#comment-134540 mkkby Thu, 18 Dec 2008 18:56:38 +0000 http://www.ritholtz.com/blog/?p=13136#comment-134540 Barry, This is my first visit to the "cafe". Compared to the "big picture" it is a dramatic improvement. I know you would like to increase readership. My recommendation would be to make this the main entry point of your blog, and let readers "find" what is now presented in the other tabs. There are a million "me too" news collectors on the internet. They provide a benefit to someone who wants to save time finding the day's news. However, there is little to distinguish them. The value-added which makes a very few financial blogs stand out comes from insightful analysis of that news... finding meaning from the vast haystack of information. Until today, I was visiting the "big picture" for about 60 seconds a day. This section may keep readers around, and thinking and commenting in an intelligent way. Barry,

This is my first visit to the “cafe”. Compared to the “big picture” it is a dramatic improvement. I know you would like to increase readership. My recommendation would be to make this the main entry point of your blog, and let readers “find” what is now presented in the other tabs.

There are a million “me too” news collectors on the internet. They provide a benefit to someone who wants to save time finding the day’s news. However, there is little to distinguish them. The value-added which makes a very few financial blogs stand out comes from insightful analysis of that news… finding meaning from the vast haystack of information.

Until today, I was visiting the “big picture” for about 60 seconds a day. This section may keep readers around, and thinking and commenting in an intelligent way.

]]> By: mkkby http://www.ritholtz.com/blog/2008/12/clash-of-the-titans/comment-page-1/#comment-134533 mkkby Thu, 18 Dec 2008 18:43:20 +0000 http://www.ritholtz.com/blog/?p=13136#comment-134533 Ditto to Mark Phelps. If you link to something, it should work without a separate signup. Ditto to Mark Phelps. If you link to something, it should work without a separate signup.

]]> By: Mark Phelps http://www.ritholtz.com/blog/2008/12/clash-of-the-titans/comment-page-1/#comment-134447 Mark Phelps Thu, 18 Dec 2008 15:38:54 +0000 http://www.ritholtz.com/blog/?p=13136#comment-134447 Mr McHugh, Great post but I noticed there was not pdf on the CS link...just a firewall.....any chance of a repost of the paper.... Many Thanks, Mark Mr McHugh,

Great post but I noticed there was not pdf on the CS link…just a firewall…..any chance of a repost of the
paper….

Many Thanks,

Mark

]]> By: DP http://www.ritholtz.com/blog/2008/12/clash-of-the-titans/comment-page-1/#comment-134439 DP Thu, 18 Dec 2008 15:26:48 +0000 http://www.ritholtz.com/blog/?p=13136#comment-134439 Crude below $40, but with a far weaker dollar. Relative to when Crude hit 40 a couple of weeks ago, it's probably more like the low 30s. We're setting ourselves up for a supply squeeze that will make this year's $140 pop look cheap in the future. Demand in the US may <b>never</b> return to what it was, but look at world charts of oil consumption per capita. It won't take much increase in living standards in some of the worlds most populous countries for oil demand to go through the roof. Unless we believe that the long term trend in the rest of the world is no longer gradually increasing living standards, which is an entirely separate and much scarier proposition. Crude below $40, but with a far weaker dollar. Relative to when Crude hit 40 a couple of weeks ago, it’s probably more like the low 30s.

We’re setting ourselves up for a supply squeeze that will make this year’s $140 pop look cheap in the future.

Demand in the US may never return to what it was, but look at world charts of oil consumption per capita. It won’t take much increase in living standards in some of the worlds most populous countries for oil demand to go through the roof. Unless we believe that the long term trend in the rest of the world is no longer gradually increasing living standards, which is an entirely separate and much scarier proposition.

]]> By: Greg0658 http://www.ritholtz.com/blog/2008/12/clash-of-the-titans/comment-page-1/#comment-134389 Greg0658 Thu, 18 Dec 2008 11:46:22 +0000 http://www.ritholtz.com/blog/?p=13136#comment-134389 Crude Oil Falls Below $40 ... U.S. Supply Gain How do you scope out if the oil being housed in tankers was bought at the hundred dollar range? Thus the "wait it out" is ensueing. Storage vs cash loss. Ships & tanks vs market price. Security vs free market. Crude Oil Falls Below $40 … U.S. Supply Gain

How do you scope out if the oil being housed in tankers was bought at the hundred dollar range? Thus the “wait it out” is ensueing. Storage vs cash loss. Ships & tanks vs market price. Security vs free market.

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