wazua Tue, Apr 21, 2026
Welcome Guest Search | Active Topics | Log In

543 Pages«<221222223224225>»
Investors Lounge
Options
Previous Topic · Next Topic
FUNKY
#2221 Posted : Thursday, February 23, 2012 9:20:11 AM
Rank: Veteran

Joined: 4/30/2010
Posts: 1,635
Back to top
  |
itz
#2222 Posted : Friday, February 24, 2012 1:08:46 AM
Rank: Member

Joined: 3/20/2009
Posts: 348
itz wrote:
hisah wrote:
Cde Monomotapa wrote:
Still very, very bearish on oil. So what's so special abt it that it hasn't droppd like the other industrial resources?? Once these "rumours of war" pass-over, it will find its true pricing to the down-side.

I'm also on the bear camp when it comes to oil. But since iko na wenyewe, its price movement is always whacky d'oh! If this iran tension is resolved pronto, the price collapse will be worse than 2008.


at what price of both brent and WTI would you guyz stop being bears on oil? i dont expect a drop in oil if the economy continues being choppy and not falling off a cliff even if iran is resolved.i expect 126 on brent and 109 on wti in a few weeks here also if the dollar remains at current levels.



targets almost hit ,faster than i expected.WTI crude is now at 108.74 and Brent is at 124.50.For kenya all gains made on the shilling gain will mostly be eroded by high brent prices so inflation should stay at this elavated levels
Back to top
  |
hisah
#2223 Posted : Friday, February 24, 2012 7:29:53 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
itz wrote:
itz wrote:
hisah wrote:
Cde Monomotapa wrote:
Still very, very bearish on oil. So what's so special abt it that it hasn't droppd like the other industrial resources?? Once these "rumours of war" pass-over, it will find its true pricing to the down-side.

I'm also on the bear camp when it comes to oil. But since iko na wenyewe, its price movement is always whacky d'oh! If this iran tension is resolved pronto, the price collapse will be worse than 2008.


at what price of both brent and WTI would you guyz stop being bears on oil? i dont expect a drop in oil if the economy continues being choppy and not falling off a cliff even if iran is resolved.i expect 126 on brent and 109 on wti in a few weeks here also if the dollar remains at current levels.



targets almost hit ,faster than i expected.WTI crude is now at 108.74 and Brent is at 124.50.For kenya all gains made on the shilling gain will mostly be eroded by high brent prices so inflation should stay at this elavated levels


This oil thing is going parabolic. 2008 once again... Since spotting the bullish signals in early Jan 2012, I became worried on what was about to happen to the price of oil. Importing nations will get a supply shock and with their current high inflation, weak local currencies & wide trade deficits, their economies will be thrown under the bus. Those CBs will be forced to print money to avoid slowdowns/recessions - inflation be damned! Labour wars will escalate - wage hike vs wage cuts vs job cuts. The chaos...

But as usual the current oil moves are unsustainable. When this party is over, the hangover will be interesting. I'd rather wait to short the markets than buy into this hype. The bigger money is on the sellside once the hopium is over.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
  |
hisah
#2224 Posted : Friday, February 24, 2012 7:46:14 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Interesting view on chingland - http://en.21cbh.com/HTML...24/4MMjM1XzIxMTc4Mw.html
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
  |
hisah
#2225 Posted : Friday, February 24, 2012 12:26:42 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
The charts speak for themselves...






Greece 1yr bond yield...


$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
  | | Edit by user: Friday, February 24, 2012 3:17 PM | Reason: Not specified
hisah
#2226 Posted : Sunday, February 26, 2012 10:20:50 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Oil price rise raises spectre of global recession -- http://uk.reuters.com/ar...n-idUKTRE81P0J420120226

Couldn't be said more clearly...

Quote:
In euro terms, Brent crude rose to an all-time high of 93.60 euros this week, topping its 2008 record.


Graphics courtesy of Reuters.



$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
  | | Edit by user: Sunday, February 26, 2012 10:25 PM | Reason: Not specified
hisah
#2227 Posted : Sunday, February 26, 2012 10:37:35 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
And this is how oil looks for Asia-Pacific region... Global economy recovery story is about to be thrown under the bus in a bad way...

$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
  |
hisah
#2228 Posted : Monday, February 27, 2012 11:17:35 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Wow! Mobile money is now a large chunk of the KE GDP. Time for treasury to start looking at this innovation seriously on how to improve its mechanism and make it more competitive. Mpesa has too much an upper-hand. What would happen if say mpesa was to cock up for a day or two, that is a huge exposure...

http://www.businessdaily...2/-/f2jnlez/-/index.html
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
  |
hisah
#2229 Posted : Tuesday, February 28, 2012 8:17:16 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
S&P downgrades Greece to SD - selective default. Ponzinomics got very interesting since last July. Tomorrow ISDA meets to decide whether this triggers CDS i.e. a credit event. Obviously they'll say it doesn't and all markets will be happy just like the chart below smile

Gold, silver & USD will get interesting soon as they float in one direction.

The long atm queues will hit the headlines as well... Ze Germans may kick out the politicos if ze got ze balls like ze spartans... Polska, Romania & Hungary - watch them too.

http://news.yahoo.com/p-...-default-222120479.html


Greece 1yr bond yield...


$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
  |
hisah
#2230 Posted : Tuesday, February 28, 2012 8:47:51 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
At the Emirates, banks are bracing themselves for a lot of caps... So it's not only KE banks facing caps on interests & fees.

http://www.thenational.a...e-for-major-rule-changes
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
  |
543 Pages«<221222223224225>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.