Posted
October 7, 2007
Create more use through new technoloy. We really have a shortfall in designed useage.
Analysis of: Ethanol’s Boom Stalling as Glut Depresses Price |
www.nytimes.comAuthor: GLG Member Program ContributorThe glut should stimulate more usage through more efficient burning technology and export to oil importers at a attractive price driving demand up and supply stabilized. Competitive export of ethanol would globalize the usage of ethanol from the US producers. Our bread basket can be rej...
Posted
October 7, 2007
Ethanol's long term demand curve is positively sloped
Analysis of: Ethanol’s Boom Stalling as Glut Depresses Price |
www.nytimes.comAuthor: GLG Member Program ContributorThe forward demand curve for ethanol demand remains positively sloped. Projections for ethanol demand over the three to five year horizon are forecast approximately 70% or more. That said, however, for the near term many ethanol forty-niners expecting to hit the mother lode are winding up with nothing...
Posted
October 1, 2007
Kazakhstan in a global context
Analysis of: Could Kazakhstan suffer a credit crisis? |
www.financeasia.comAuthor: GLG Member Program ContributorIf we look at the Kazakh economy in a global context, it becomes clear that there is a danger of overheating, a credit crunch, and simultaneous inflation. the strength of that economy has led to a tremendous surge which shows no sign of abating. But the ripples from the US subprime...
Posted
October 1, 2007Kazahk banking system relatively heathy
Analysis of: Could Kazakhstan suffer a credit crisis? |
www.financeasia.com
Author: Joe Garrett,
Principal Consultant Garrett, Watts & Co There just was, and to an extent still is, a global credit crisis, and financial system in Kazahkstan seems to have weathered it.
Posted
September 27, 2007
no surprise
Analysis of: LSE sees strong first-half results |
uk.reuters.comAuthor: GLG Member Program ContributorThis is not a surprise. London is far less regulated than New York, and firms are engaging in regulatory arbitrage by listing there rather than NYC. The other phenomena is that the European economy is expanding faster than the US economy at this time. I believe this translates into...

Posted
September 26, 2007Should Nasdaq's Deal with Borse Dubai be blocked by US Legislators?
Analysis of: Paulson Faces test on Dubai's |
www.ft.com
Author: Lynton Jones,
Principal Bourse Consult The FT article makes clear that those US legislators who blocked the attempt by Dubai to take over certain US Prt facilities may now be aiming to block the sale by Nasdaq of 20% of its equity to Borse Dubai. This is a serious potential protectionist move which must pose questions about the openness...
Posted
September 20, 2007
Fed Action Won't Provide Credibility
Analysis of: Fed action jolts credit markets to life |
uk.reuters.comAuthor: GLG Member Program ContributorTuesday's 50 bp shot won't solve the problem. Credibility is the issue. Recession will be the result. Government inflation statistics are way off the mark. Main street knows the difference. There will likely be more Fed Funds reductions, which will make it worse. Look out for more contagion, and impact...
Posted
September 18, 2007
Private Market Liquidity is good for Sponsors as well as Holders
Analysis of: Three Firms Join Private System to Trade Stocks |
online.wsj.comAuthor: GLG Member Program ContributorOpus-5 is not a new concept, but a potentially lucrative one for its partners. A number of so called Alternative Trading Networks (ATNs) have been set up in the past to address the need for more liquidity in other capital markets. Although Goldman Sachs and Bear Stearns have set up similar networks...
Posted
September 17, 2007
Uncle Ben: Do nott lose control of the dollar. If you do, you ain't seen nothing yet....Ask Norman Lamont
Analysis of: How the dollar will rock your mortgage. |
www.sundayherald.comAuthor: GLG Member Program ContributorHOW low can the dollar go? The short answer is that nobody knows but expert opinion generally agrees the greenback still has some way to fall, if only because of the outlook for America. "Currency investors continue to fear the implications of a worldwide credit squeeze on the US economy," dollar guru...
Posted
September 14, 2007
Central Bankers are lending freely but not so freely as to bail out the over-levered players in the game
Analysis of: Rise forecast in company default rates |
www.ft.comAuthor: GLG Member Program ContributorCompany default rates will undoubtedly rise somewhere along the 300% lines anticipated by Economy.com’s chief economist Mark Zandi. Risk of Default is simply part of the capitalist processes of “creative destruction.” The only way to avert the rising default rates would be for the Fed and other central...