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GLG News by Fleet Management Experts

Analysis of: Saudi oil output to rise in July (news.bbc.co.uk)
Saudi Arabia is presently the worlds largest producer of oil with excess production capabilities. The country is arguably the leader of OPEC and the Saudi's have become masters of Petroleum Politics. Is there anything that says they have to increase production in order to meet demand?  If...
Mark Mariotti, CEO
Mark Mariotti, CEO
Future Management Holdings Inc
Analysis of: HOME INVENTORY INCREASES IN MAY (www.lvrj.com)
With 45 percent of contingent sales identified as "short sales," or sales in which the lender will be required to accept less than the principal balance owed, we can't expect investor demand to grow. Investors currently have other more liquid and stable securities to place their bets, and...
James Butler, C.F.A, Ph.D., President
Rigley Financial Corporation
Analysis of: It Ain't Over Til It's Over: Financials, Credit Cards and Housing (seekingalpha.com)
Citigroup has continued to show losses in global operations, some relating to subprime issues. However, while many of the financial institutions are showing losses, Citi's losses are different, which is a good thing for the investor.
Mark Mariotti, CEO
Mark Mariotti, CEO
Future Management Holdings Inc
Analysis of: MGAs Need To Prepare For Hard Market Now (www.propertyandcasualtyinsurancenews.com)
MGA's can seek out better lines and Company deals. MGA's can seek out training to meet the changing demands. One very specific area an MGA can capitalize on is TECHNOLOGY.
Analysis of: Crude surpasses $123 as Democrats blame speculators (db.riskwaters.com)
The majority of American consumers remain blissfully unaware of why the cost of crude oil and therefor diesel and gasoline, as well as home heating oil continues to rise. Until consumers and trucking executives and politicians realize the true nature of this problem there will be no compelling...
Analysis of: As Diesel Prices Rise, Diesel Theft Does, Too (blog.wired.com)
There are really two sets of thieves preying on the trucking industry. The first are steal diesel out of the tanks, or hijack rigs and tankers.  Then there are the investment firms, trading firms and investors, who continue to drive up the cost of oil by speculation.
Analysis of: DeFazio Says Congress Should Help Truckers Hit by Fuel Costs (www.ttnews.com)
Congress and for that matter the administration fails to see a compelling interest in transportation issues, unless it is to make grandstand plays such as Mr. DeFazio's. Let's keep in mind that Congress and the Administration and previous administrations, created this situation, through inaction over...
Analysis of: Speculators knock OPEC off oil-price perch (www.atimes.com)
Speculation, which has been around since Hector was a pup, is a part of our economic system. The regulated markets, CBOT, NYMEX, NYSE are after all speculation.    Unfortunately, successful speculation often leads to "windfall" profits.  But profits are why we invest. ...
Mark Mariotti, CEO
Mark Mariotti, CEO
Future Management Holdings Inc
Analysis of: Is now the time to aggressively buy semi stocks, i.e. is the bottom of the cycle near? (www.edn.com)
But the future can be managed. We can look at the past cycles and then extrapolate forward potential probabilities. When markets contract, they can keep contracting to oblivion. But the probabilities of markets which are infrastructure tested, tried and true, tend to rebound. Demand growth and upgrades...
Mark Mariotti, CEO
Mark Mariotti, CEO
Future Management Holdings Inc
Analysis of: Internet Economy Looks Strong, Some Experts Say (www.cio.com)
Many factors, such as; convenience,  better fraud protection, acceptance,  user interface improvements, peer reviews, dysfunctional brick and mortar stores, high transportation costs all contribute to the growth of Internet commerce. The list is very short which tracks products and services...

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