Posts filed under “Energy”

Oil Bubble?

My friend Paul points to this report by Factset, titled:  An oil bubble to rival the internet boom.

The difficulty with the bubble moniker is determining exactly how much of the price is being driven by purely speculative factors. With Crude, a variety of forces are driving prices: A combination of both fundamentals (increasing demand, constrained supply, pipeline problems), technicals (Trend, money flow, etc.), along with the geopolitics of two Middle East wars — as well as some speculation.

Additionally, we have seen the general perception of commodities shift, where they are now seen as a more legitimate asset class for portfolio managers, along with Equities, Fixed Income, REITs, cash, etc. than it has been previously.

Even If I disagree with the bubble thesis, I love any report festooned with lovely charts, and this one is no different:

5_year_perf_energy_it

   

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Source:
An oil bubble to rival the internet boom (PDF) 
FactSet, 3 May 2008
http://www.factset.com/websitefiles/PDFs/outlook/english/03-05-2008english.pdf

Category: Commodities, Earnings, Energy, Psychology, Technical Analysis, Valuation

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Category: Commodities, Contrary Indicators, Energy, Psychology, Technical Analysis

Oil = $124

Category: Commodities, Energy

Category: Commodities, Energy, Technical Analysis, Trading

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Category: Commodities, Consumer Spending, Energy, Politics

Oil > $120

Category: Energy, Markets, Technical Analysis

McCain & Clinton Fail Economics 101

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Fuel Gauge

Category: Consumer Spending, Energy

Crude Oil = $120

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Fear of Missing A Rally

Category: Commodities, Credit, Energy, Finance, Markets, Trading