Pondering the Global Macro World Today.
Pondering Some of the Global Markets When I look at the capital markets in the United States, and for that …
Category Archives: Cross Currents in the World
Brent > LNG > WTI > NG
Or said differently: when Brent flies, and WTI dies. The energy industry has the appearance that it is about to …
The Next European Phoenix Stirs
The European disintegration dance took on a new look, as Merry ole England used its veto this week to making …
Niobrara Shale: A Billion Barrels of Producable Liquids outside Denver
If you are following the Oil & Gas Renaissance in America, you will most likely have heard of Bakken Shale, …
Texas to export unrefined crude oil in 2012
The US oil industry is in a bit of a quandary. The Houston & Louisiana refining area is the largest …
An End Game in Europe is Arriving
However, it will be born in the US and caused by risk managers in NYC or Chicago or even Charlotte, …
The Silence will Change
Dear Readers, I thought I would catch you up on the silence of late. This Macro Contrarian is in the …
The Euro Grease in Greece
The strategy of using the Irish Central Bank to provide emergency equity injections via electronic printing for its under capitalized …
The Great German Retreat Commences
In the last hundred years, Germany has found itself marching back and forth over Europe a few times. Either military …
The Italian Conundrum
The signing of the US debt ceiling by the POTUS, moved the spotlight from the US to the reality of …
