Negotiating with the Chinese
Hugh Hendry - 'Bad things are going to happen'
My natural gas & LNG presentation at 2012 Vail ValueX Conference
Jim Chanos' notes from 2012 Vail ValueX Conference
Chinese slowdown hits iron ore prices
Thou shalt not use market orders. Example #12,538
A free file sharing virtual hard drive on the cloud -- Dropbox
Natural Gas followup
Hugh Hendry coming out of hibernation -- Video at recent conference
Eclectica Fund commentary by Hugh Hendry
Will we run out of storage for Natural Gas?
Pipelines and oil - Canadian crude will get out
Before you panic about the employment report -- Some context
Peering into China via trade statistics
Diesel usage diverging from overall economy
Revising employment data
This post (and employment data) will be revised
A housing update -- at best a flat market
Observation of the day: Greeks are not Germans
Baltic Dry Index falls off a cliff