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ctb

11/16/06 1:31 AM

#13636 RE: silver1999 #13605

Good post silver - I agree with you about Yergin. I read his book the Prize and learned a lot from it, but lately he seems to be on the wrong side of the energy analysis business - at least its way off from what I read about global supply and demand (and oil at least is global, unlike NG).

Agree also about the need for stabilized production. Should be quite a ruckus when Bitters finally puts his hat down for a few minutes and says, "they're done".

rooktrader

11/16/06 10:01 AM

#13639 RE: silver1999 #13605

ctb/sliver, i'm not disputing what you're posting. the article i posted wasn't mine, just the timing was perfect to present the other side of the coin as the article was printed.

i whole heartily agree with disruptions can and will occur in the mkt place weather natural or man made.

anyways my boat is loaded here! .....and on another note; to view the secondary job the bashers here and on the rb hold to eek (pun intended) out a few more bits: http://americanangst.com/dingfries.html