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11/22 |
2005/9/2 [Science/GlobalWarming] UID:39437 Activity:nil |
9/1 Pretty interesting interview of a hedge fund manager called Peter Thiel on http://cbsmarketwatch.com. He thinks the housing bubble will end not when people stop buying but when the lenders stop lending. And lenders will stop lending when the yield curve inverts, which is when short term interest rate goes above long term interest rate. He also thinks oil will stay around this level but oil equity still has a little room to grow since they are still based on the assumption that long term oil price will be around $40 per barrel. He also likes Canadian energy companies that own tar sands fields which become viable now (eg. nexen (nxy)). He thinks US will go into a Japan-like long term deflation. By end of year, his current guess would be to short US equities and short US dollars. |
11/22 |
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cbsmarketwatch.com -> www.marketwatch.com/news/default.asp?siteid=mktw&cbsReferrer= Ease off the pedal With gasoline above $3 a gallon in many parts of t he US, improving mileage is critical. The top tips from experts: use c ruise control - and don't accelerate so rapidly. Icahn has his hands full Carl Icahn will find more than a capable opponent in Time Warner's Dick Parsons, predicts Jon Friedman. Now at Scottrade, not only are market orders $7, but limit orders ar e too. There are no inactive account fees or account maintenance fees. Get on top of the latest stock developments with eSignal software. W ith live data, mobile quotes and charts, educational tools, and more, we strive keep you in the know. Receive a free report from The Motley Fool uncovering 3 stocks poise d to post double-digit returns and smash the market. Unbiased investment advice from our market-beating experts. Peter Thiel says his $1 billion hedge fund is up 53 percent this year. He offers his perspective on the housing market and more. Intraday data delayed 15 minutes for Nasdaq, and 20 minutes for other exc hanges. SEHK intraday data is provided by Comstock and is at least 60-minutes del ayed. |