Past my bedtime...lest speak tomorrow
Trip-hopping, Oh Gosh, Oh Gosh I'm Juliette Binoche, the Dice Man vows never to stop throwing.
The child like wonders of curiosity, the Acid Cap was always asking why the sky is blue?
The child like wonders of curiosity, the Acid Cap was always asking why the sky is blue?
Still furious about environmentalists seeking to prevent all new permitting and exploration for hydrocarbons. Such anarchy is driving energy prices higher. Worse, Europe's profound lack of resources is seeing governments subsidise household energy bills.
Could this be the fabled "helicopter money"? Will persistently higher and higher oil prices create permanent and rising cash subsidies. Is this how inflation finally emerges?
A liberty Gas Pipeline from the US to Europe? Would this not be a more elegant solution to confronting Russia's bear hug on the European energy market; better than NATO raising defence spending by $100 bn ?
The Shamen levitates with excitement at the notion of what a Europe with a cheap source of energy could achieve for the world.
Gas? @writes_sweeney couldn't let the opportunity pass without asking about the 2006 hedge fund disaster, Amaranth's $6bn implosion, one of the largest ever. Hugh confesses that he too was long nat gas, just not that long!!
We consider the perils or opportunities from trading commodity futures curves, beware contangos at the short end. Gas prices rose from $1 to $6 per btu and yet the unwise could have lost 80% from rolling front month futures. We explain why.
And finally, a new macro trade. Very early, experimental but worthy of consideration.
Tune in or miss out.
Tune in or miss out.
Good Night 
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