commodities

Matt Simmons says 120,000 barrels a day are leaking from the hole where the Deepwater Horizon rig blew up in April. He also says scientists cannot detect where the well bore was, so the casing in the hole is gone. Simmons says this…

I will probably be out all morning so posts will be light. But, in the meantime for you double-dip recovery fans I have an old link from last year for you to remind you this has not been a real recovery but a statistical one. …

John is one of the ten most followed writers at Seeking Alpha and a Senior Contributor at TheStreet.com and Real Money. Last week I tried to bracket the cost exposure for BP as a result of the Deepwater Horizon well head blowout and…

By John Lounsbury. Here is some astounding news:  BP PLC (BP) has 97% of the most serious safety violations at U.S. refineries over the past 35 months.  In the very top "egregious" category, BP has 99.9% of all…

By David Galland, Managing Director, Casey Research Digging through the entrails of the fundamentals associated with the global economy and markets, it increasingly strikes me that there is really only one investment I’d now consider a…

Courtesy of FinViz.com, these heat maps give you an idea of stock and asset allocation performance yesterday.   Here are the same heat maps for the year-to-date:  

I'm going to make a change to the week in review post and talk a little bit about the week that was and how the posts from the past week fit into those events. This was a big week of posting and all of the links in this post are from the…

I will be out-of-pocket for most of the morning, so posting may be light.  I may have a brief word about the jobs number or you can catch some of it on my twitter feed. In the meantime, here are the links Must-reads: European Credit…

More Deepwater Horizon Links BP shares plunge | Business | guardian.co.uk RIGZONE - Deepwater Horizon: A Firsthand Account Washington Post: EPA tells BP to use less toxic chemicals to break up oil spill BP hit by avalanche…

Deepwater Horizon Gulf Oil Production by Water Depth - Paul Kedrosky 1997 Warning on Deep Blowouts: ‘Options Are Limited’ - Dot Earth Blog - NYTimes.com WELL CONTROL Ultra-deepwater blowouts - how could one happen – Offshore…