http://www.investorsinsight.com/search/SearchResults.aspx?a=13&o=DateDescending&tag=Oil&orTags=0Search results matching tag 'Oil'en-USCommunityServer 2008.5 SP1 (Build: 31106.3070)http://www.investorsinsight.com/media/p/2001.aspxSun, 03 Aug 2008 19:31:56 GMT94e1e1ff-3922-415d-9584-19119299714b:2001JohnMauldin<p>&quot;The stock market is a voting machine in the short run and a weighing machine in the long run.&quot; - Benjamin Graham -- The voting part of the equation is tempered by fear and greed. It is largely emotional, although investors like to think of themselves as rational players. That emotion is driven by views of the future. If you can be confident of large and growing returns, you are less likely to be swayed by the erratic movements of a stock. But as confidence wanes? Well, that is the stuff that bear markets are made of. Because at the end of the day, what the market weighs is earnings and the ability of a company to reliably produce them. This week we look at what earnings are likely to be over the next year and see if we can discern what that suggests for the markets. We also take a look at the energy markets, the possibility of a further drop in the price of oil, and muse on what a sane energy policy for the world would look like. There is a lot to cover, but it should make for an interesting letter....</p> <p>Read by Steve Marvel, 310-226-2897</p>http://www.investorsinsight.com/media/p/1886.aspxFri, 27 Jun 2008 04:07:24 GMT94e1e1ff-3922-415d-9584-19119299714b:1886JohnMauldin<p>This week we were given the data that inflation as measured by the Consumer Price Index (CPI) over the last year was 4.2% and unemployment is now 5.5%. Some call for the Fed to raise rates so that we do not have to experience another lost decade like the &#39;70s and then ultimately see some future Volker forced to raise rates and drive unemployment back to 10%. Others suggest that &quot;core&quot; inflation is what should be paid heed to, and urge caution.</p> <p>This week we look at the cost of what could be a renewed effort to Whip Inflation Now, not just here but in countries worldwide. Will Trichet in Europe raise rates even as the European economy seems to be slowing down? If you think inflation is bad in the US and Europe, take a peek at Asia. And I ask, &quot;What will Ben do?&quot; It should make for an interesting letter.</p> <p>Read by Steve Marvel, 310-226-2897</p>http://www.investorsinsight.com/media/p/1851.aspxThu, 19 Jun 2008 04:03:56 GMT94e1e1ff-3922-415d-9584-19119299714b:1851JohnMauldin<p>Today, we have to look at the unemployment numbers, and the connection between the credit crisis and the rise in oil of about $16 dollars a barrel in just two days! If there is still room, the dollar is certainly being pushed and pulled by central bankers, who are also worried about inflation. And I doubt we will have room to cover what is a very important rise in inflation in Asia. It is all connected....</p> <p>Read by Steve Marvel, 310-226-2897</p>http://www.investorsinsight.com/media/p/1824.aspxTue, 10 Jun 2008 16:44:58 GMT94e1e1ff-3922-415d-9584-19119299714b:1824JohnMauldin<p>Last week I wrote that we could see a drop in the price of oil as speculators seemed to be storing oil in very large tankers and &quot;slow steaming&quot; them to port in a bet that prices would rise. When everyone is on the same side of the trade, the time is right for a reversal. This is especially true when there is a large potential supply sitting on the sidelines.</p> <p>This week we briefly look at this prediction, and perhaps even more ominous problems for commodities in general, at least in the short run. The new turn our attention to the euro. It will make for an interesting letter.</p> <p>Read by Steve Marvel, 310-226-2897</p>