http://www.inveslogic.com/latest Oil and Gas Sector - Latest Blog Articles at http://www.inveslogic.com en http://www.inveslogic.com/sectors/directory/big-picture/1111945?rsstype=latest&cid=24 I am off to see a double bill -- Elvis Costello/Police. Crappy Economy be damned, I paid up for awesome seats. Elvis is ostensibly the opener, but really, I would see him alone if I had the chance. And the Police is a long overdue catch up -- I was s... http://www.inveslogic.com/sectors/directory/big-picture/1111945?rsstype=latest&cid=24 Tue, 05 Aug 2008 19:30:00 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1111866?rsstype=latest&cid=24 Suppose you think that a hurricane might disrupt oil flows in the future. What should you do today? Tropical storm Edouardo gives an example. As the storm approached, people believed there was a chance that oil flows would be disrupted in the future,... http://www.inveslogic.com/sectors/directory/etf-investor/1111866?rsstype=latest&cid=24 Tue, 05 Aug 2008 17:36:29 -0400 http://www.inveslogic.com/sectors/directory/a-canadian-econoview/1111783?rsstype=latest&cid=24 WINDFALL PROFITS....Over at Time, Justin Fox takes a crack at justifying a windfall profits tax on oil companies:These are oil companies we're talking about, and their business involves extracting a nonrenewable resource part of our shared patrim... http://www.inveslogic.com/sectors/directory/a-canadian-econoview/1111783?rsstype=latest&cid=24 Tue, 05 Aug 2008 16:31:07 -0400 http://www.inveslogic.com/sectors/directory/energy-stock-blog/1111852?rsstype=latest&cid=24 Parker Drilling Company (PKD)Q2 2008 Earnings Call Transcript... http://www.inveslogic.com/sectors/directory/energy-stock-blog/1111852?rsstype=latest&cid=24 Tue, 05 Aug 2008 15:54:16 -0400 http://www.inveslogic.com/sectors/directory/capital-markets-economic-analysis/1111825?rsstype=latest&cid=24 Monetary Policy Fed's FOMC met today and left the FFR% at 2.0% as all expected.The statement carried no significant surprises, either. Keyeconomic variables supported a no change stance. However,recent economic indicator readings show renewed econo... http://www.inveslogic.com/sectors/directory/capital-markets-economic-analysis/1111825?rsstype=latest&cid=24 Tue, 05 Aug 2008 15:24:00 -0400 http://www.inveslogic.com/sectors/directory/energy-stock-blog/1111855?rsstype=latest&cid=24 Last week, the Democrats Anointed One, Barack Obama, used a town hall meeting in St. Petersburg, Florida, to outline a new $50 billion economic stimulus plan. The purchase of his prospective electorate is to be paid for by a windfall tax ... http://www.inveslogic.com/sectors/directory/energy-stock-blog/1111855?rsstype=latest&cid=24 Tue, 05 Aug 2008 14:55:46 -0400 http://www.inveslogic.com/sectors/directory/economists-view/1111694?rsstype=latest&cid=24 Suppose you think that a hurricane might disrupt oil flows in the future. What should you do today? Tropical storm Edouardo gives an example. As the storm approached, people believed there was a chance that oil flows would be disrupted in the future,... http://www.inveslogic.com/sectors/directory/economists-view/1111694?rsstype=latest&cid=24 Tue, 05 Aug 2008 14:25:00 -0400 http://www.inveslogic.com/sectors/directory/between-the-hedges/1111812?rsstype=latest&cid=24 Bloomberg:- The cost of protecting corporate bonds from default fell amid speculation that the Federal Reserve will leave interest rates unchanged today and as declining oil prices helped ease...[[ This is only a summary. Visit Between the Hedges at ... http://www.inveslogic.com/sectors/directory/between-the-hedges/1111812?rsstype=latest&cid=24 Tue, 05 Aug 2008 14:01:00 -0400 http://www.inveslogic.com/sectors/directory/energy-stock-blog/1111696?rsstype=latest&cid=24 With another drop of nearly $3 this morning, oil is now down 18.3% from its closing high on July 3rd. In order to hit the 20% threshold for a bear market, oil needs to break $116.23. While consumers will take any relief they can get, even if it b... http://www.inveslogic.com/sectors/directory/energy-stock-blog/1111696?rsstype=latest&cid=24 Tue, 05 Aug 2008 13:56:10 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1111709?rsstype=latest&cid=24 With another drop of nearly $3 this morning, oil is now down 18.3% from its closing high on July 3rd. In order to hit the 20% threshold for a bear market, oil needs to break $116.23. While consumers will take any relief they can get, even if it b... http://www.inveslogic.com/sectors/directory/etf-investor/1111709?rsstype=latest&cid=24 Tue, 05 Aug 2008 13:56:10 -0400 http://www.inveslogic.com/sectors/directory/contrahour/1111676?rsstype=latest&cid=24 The world has found the celing where demand destruction overtakes the increasing demand for oil. It's when oil gets to about $125 - $135. You can see the signs of demand destruction everywhere, in economic reports, quarterly confernce calls... http://www.inveslogic.com/sectors/directory/contrahour/1111676?rsstype=latest&cid=24 Tue, 05 Aug 2008 13:34:03 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1111714?rsstype=latest&cid=24 The Australian consumer does not look that robust. The Financial Times reports that household debt-to-income ratios, at 177%, are higher than in the US, according to Morgan Stanley. And homes are every bit as over-valued as elsewhere, if not more so:... http://www.inveslogic.com/sectors/directory/etf-investor/1111714?rsstype=latest&cid=24 Tue, 05 Aug 2008 12:59:14 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1111715?rsstype=latest&cid=24 Savient Pharmaceuticals (SVNT) is expected to report Q2 earnings after market close Wednesday, August 6, with a conference call scheduled for Thursday, August 7 at 10:00 a.m. ET. GuidanceAnalysts are expecting a loss of (34c) on revenue of $1.10M. Th... http://www.inveslogic.com/sectors/directory/etf-investor/1111715?rsstype=latest&cid=24 Tue, 05 Aug 2008 12:51:49 -0400 http://www.inveslogic.com/sectors/directory/a-canadian-econoview/1111652?rsstype=latest&cid=24 Nancy Pelosi keeps yammering on about how drilling now isn t going to have an an immediate effect on oil prices now and that s why she opposes it. She then starts blabbing about needing a comprehensive energy plan for the future.Well, Ms. Pelosi... http://www.inveslogic.com/sectors/directory/a-canadian-econoview/1111652?rsstype=latest&cid=24 Tue, 05 Aug 2008 12:31:41 -0400 http://www.inveslogic.com/sectors/directory/energy-stock-blog/1111698?rsstype=latest&cid=24 Occidental Petroleum Corporation (OXY) recently announced a record second quarter. Earnings per share of $2.79 exceeded the consensus estimate by 3% and more than doubled the year-prior result. Revenue of $7.12 billion climbed from last year s $4.4... http://www.inveslogic.com/sectors/directory/energy-stock-blog/1111698?rsstype=latest&cid=24 Tue, 05 Aug 2008 10:53:25 -0400 http://www.inveslogic.com/sectors/directory/energy-stock-blog/1111700?rsstype=latest&cid=24 The economy, the stock market, and our understanding of the future direction for energy and transportation may all be on the brink of major changes . This letter will open a discussion of these ideas. A Very Tough Month Before turning to the future... http://www.inveslogic.com/sectors/directory/energy-stock-blog/1111700?rsstype=latest&cid=24 Tue, 05 Aug 2008 10:35:26 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1111566?rsstype=latest&cid=24 Falling oil prices in the international markets haven t helped local stock markets as much as they had in the recent past. Oil fell earlier Tuesday to below $120 a barrel for the first time in three months, but the SSE Composite nonetheless dropp... http://www.inveslogic.com/sectors/directory/etf-investor/1111566?rsstype=latest&cid=24 Tue, 05 Aug 2008 10:16:03 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1111575?rsstype=latest&cid=24 Well, I m out today with a family emergency. Looks like a crazy day ahead. If the market can t get it together with oil back at $120, I don t know what s going to help. Nobody thinks the Fed will tighten, so nice surprise if they do (and ... http://www.inveslogic.com/sectors/directory/etf-investor/1111575?rsstype=latest&cid=24 Tue, 05 Aug 2008 09:37:09 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1111577?rsstype=latest&cid=24 By Julian MurdochIt's been a rough few weeks to be a stock investor - especially if you don't like volatility. On Friday, General Motors (GM) posted a horrific quarter, posting a $15.5 billion loss. Its stock lost 10% in market value, and is now trad... http://www.inveslogic.com/sectors/directory/etf-investor/1111577?rsstype=latest&cid=24 Tue, 05 Aug 2008 09:23:06 -0400 http://www.inveslogic.com/sectors/directory/bill-cara/1111532?rsstype=latest&cid=24 Markets Re-capBy now, most people in the world know that the price of oil is falling rapidly. Metals too. Trading everywhere reflects it. ... http://www.inveslogic.com/sectors/directory/bill-cara/1111532?rsstype=latest&cid=24 Tue, 05 Aug 2008 08:34:59 -0400