http://www.inveslogic.com/tags/supply-side Blog Articles Tagged with 'supply-side' at http://www.inveslogic.com en http://www.inveslogic.com/sectors/directory/etf-investor/1088218?rsstype=tag&tag=supply-side In this last part of my series on the oil bubble, I am going to take a look at the supply side of the equation and touch upon why Congress might be as much to blame, or more so, than the oil companies at which they are currently pointing fingers. (In... Sun, 08 Jun 2008 05:55:57 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1088218?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/market-watch-polya-lesova/1087916?rsstype=tag&tag=supply-side ST. PETERSBURG, Russia (MarketWatch) -- The current oil price environment is a challenge but not a crisis, the chairman of U.S. giant Chevron Corp. David O'Reilly said Saturday. Friday saw the price of crude oil post its biggest-ever one-day gain, c... Sat, 07 Jun 2008 14:53:41 -0400 http://www.inveslogic.com/sectors/directory/market-watch-polya-lesova/1087916?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/market-watch-kevin-kerr/1087909?rsstype=tag&tag=supply-side ST. PETERSBURG, Russia (MarketWatch) -- The current oil price environment is a challenge but not a crisis, the chairman of U.S. giant Chevron Corp. David O'Reilly said Saturday. Friday saw the price of crude oil post its biggest-ever one-day gain, c... Sat, 07 Jun 2008 14:53:29 -0400 http://www.inveslogic.com/sectors/directory/market-watch-kevin-kerr/1087909?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/etf-investor/1084752?rsstype=tag&tag=supply-side On June 2, The Wall Street Transcript interviewed Jim Piro, Chief Financial Officer, Treasurer and Executive Vice President of Finance of Portland General Electric (POR). Key excerpts follow: TWST: We would like to begin with a brief historical ske... Wed, 04 Jun 2008 05:35:26 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1084752?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/economists-view/1085574?rsstype=tag&tag=supply-side Steve Waldman weighs in on Greg Mankiw's proposal to cut corporate taxes:Supply side fairy tales, by Steve Waldman: Greg Mankiwoffers a strong endorsement of a proposal to cut the corporate income tax from 35 to 25 percent, claiming It is perhaps th... Mon, 02 Jun 2008 15:42:00 -0400 http://www.inveslogic.com/sectors/directory/economists-view/1085574?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/etf-investor/1081863?rsstype=tag&tag=supply-side The Gold Report checks in again with Hans Peter Schmidlin, CEO of Precious Capital Ltd. in Zurich. We last interviewed Schmidlin in February (see that interview here) and wanted to get his latest thoughts on gold and the economy. The firm's Precious... Sun, 01 Jun 2008 09:15:04 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1081863?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/us-market-blog/1081913?rsstype=tag&tag=supply-side The Gold Report checks in again with Hans Peter Schmidlin, CEO of Precious Capital Ltd. in Zurich. We last interviewed Schmidlin in February (see that interview here) and wanted to get his latest thoughts on gold and the economy. The firm's Precious... Sun, 01 Jun 2008 09:15:04 -0400 http://www.inveslogic.com/sectors/directory/us-market-blog/1081913?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/economists-view/1078152?rsstype=tag&tag=supply-side This is a review of Jamie Galbraith's The Predator State from a forthcoming edition of the Journal of Economic Issues:Review of the Predator State: How Conservatives Abandoned the Free Market and Why Liberals Should Too, by James K. Galbraith. New Yo... Tue, 27 May 2008 19:05:00 -0400 http://www.inveslogic.com/sectors/directory/economists-view/1078152?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/etf-investor/1076217?rsstype=tag&tag=supply-side After a brief spell of (unwarranted) upward bounce, last week saw the market erase most of its gains and swing back down to 12,600 levels. Though this is still significantly above the low touched on March 10, during the Fed-JPMorgan (JPM)-Bear Stearn... Sun, 25 May 2008 06:42:53 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1076217?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/us-market-blog/1076252?rsstype=tag&tag=supply-side After a brief spell of (unwarranted) upward bounce, last week saw the market erase most of its gains and swing back down to 12,600 levels. Though this is still significantly above the low touched on March 10, during the Fed-JPMorgan (JPM)-Bear Stearn... Sun, 25 May 2008 06:42:53 -0400 http://www.inveslogic.com/sectors/directory/us-market-blog/1076252?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/calculated-risk/1075396?rsstype=tag&tag=supply-side For more, see my earlier post: April Existing Home Sales Click on graph for larger image.The first graph is Not Seasonally Adjusted sales by month for the last few years. This shows that sales have plunged in April 2008 compared to the previous three... Fri, 23 May 2008 11:39:00 -0400 http://www.inveslogic.com/sectors/directory/calculated-risk/1075396?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/housing-bubble/1069753?rsstype=tag&tag=supply-side The Marin Independent Journal reports from California. A crumbling Marin housing market is booming business for Coldwell Banker broker George DeSalvo. The veteran agent deals in real estate owned, or REO, properties that have gone through foreclos... Sun, 18 May 2008 14:02:47 -0400 http://www.inveslogic.com/sectors/directory/housing-bubble/1069753?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/calculated-risk/1065774?rsstype=tag&tag=supply-side Occasionally I've read claims that the lack of refinery capacity was driving up the price of oil. As an example, here is an excerpt from an old Bloomberg article: The shortage of refining capacity worldwide has contributed to the 57 percent rise in o... Tue, 13 May 2008 23:36:00 -0400 http://www.inveslogic.com/sectors/directory/calculated-risk/1065774?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/becker-posner-blog/1063282?rsstype=tag&tag=supply-side The run-up in the world price of oil during the past several years, and especially the rapid climb during the last few weeks to over $120 per barrel, has fueled predictions that the price will reach $200 a barrel in the rather near future. Such predi... Sun, 11 May 2008 23:11:52 -0400 http://www.inveslogic.com/sectors/directory/becker-posner-blog/1063282?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/calculated-risk/1059458?rsstype=tag&tag=supply-side Brett Arends at the WSJ asks: Is Housing Slump at a Bottom? [The following chart] from Wellesley College Prof. Karl E. Case, one of the leading experts on the housing market in the country. And it suggests we may be at, or near, the bottom of the hou... Wed, 07 May 2008 12:09:00 -0400 http://www.inveslogic.com/sectors/directory/calculated-risk/1059458?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/masters-o-equity/1045111?rsstype=tag&tag=supply-side OIL ANALYSISJust when oil price showed some signs of retreat, US crude oil inventory dropped more than expected, spurring oil price up once again, challenging the $120 per barrel mark. What would cause oil price to drop? When the US dollar starts app... Wed, 23 Apr 2008 20:15:00 -0400 http://www.inveslogic.com/sectors/directory/masters-o-equity/1045111?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/calculated-risk/1043163?rsstype=tag&tag=supply-side For more, see my earlier post: March Existing Home SalesFor forecasting, probably the most important number in the existing home sales report is inventory; houses listed for sale. This tells us nothing about the number of distressed homes for sale (R... Tue, 22 Apr 2008 12:12:00 -0400 http://www.inveslogic.com/sectors/directory/calculated-risk/1043163?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/a-fistfull-of-euros/1042496?rsstype=tag&tag=supply-side Maybe to many readers of this blog Slovakia s application for membership of the eurozone may well not appear to be the political and economic event of the year. That rapid judgement may well turn out to be wrong. What is at issue here is the future... Tue, 22 Apr 2008 04:42:54 -0400 http://www.inveslogic.com/sectors/directory/a-fistfull-of-euros/1042496?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/a-fistfull-of-euros/1041370?rsstype=tag&tag=supply-side Slovakia has recently taken some important baby steps on its path towards future euro membership. In particular the government in Bratislava has now officially asked the European Central Bank and European Commission to assess whether or not it... Mon, 21 Apr 2008 06:39:40 -0400 http://www.inveslogic.com/sectors/directory/a-fistfull-of-euros/1041370?rsstype=tag&tag=supply-side http://www.inveslogic.com/sectors/directory/economists-view/1031665?rsstype=tag&tag=supply-side A summary of Maggie Mahar's summary of a talk by Uwe Reinhardt on the source of rising health care costs. As noted here many times, an aging population is not the problem, it's a combination of technological innovation and rising labor costs:The Myth... Thu, 10 Apr 2008 06:15:00 -0400 http://www.inveslogic.com/sectors/directory/economists-view/1031665?rsstype=tag&tag=supply-side