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Posts Tagged ‘copper’

4 Aug 30 2012 @ 10:55am by Matt Smith in Crude Oil, Economy, Global Energy, Natural Gas, risk management, Risk Strategy

From JPT To China To Copper To Choppers

As many of you know, the name Summit Energy will officially be no more in the coming months as we move under the banner of Schneider Electric. One of the more immediate opportunities this relationship has presented us with is the chance to participate in the company-wide employee broadcasts.

So it was with interest that I listened to our CEO, JPT (Jean-Pascal Tricoire), explain this week how the Asia Pacific segment of the business has shown slightly negative growth in the first half of the year, as strength in India and South Korea has been more than usurped by headwinds from Japan (whose economy seems to be permanently stagnating) and also…….China. » read more

1 Aug 11 2011 @ 9:36am by Matt Smith in Crude Oil, Economy, Global Energy, Natural Gas, risk management, Risk Strategy

What Would Winston Do?

In times of market turbulence like this, I find it useful to do two things: make simple observations, and seek solace in the wisdom of others. So this week I have turned to the most voracious voice of reason, Winston Churchill, to help me make some sense of this all. This is what he has told me: » read more

0 Nov 11 2010 @ 10:10am by Matt Smith in Capital Markets, Crude Oil, Economy

Between The Devil And The Deep Blue Sea

Cab Calloway originally recorded the song ‘The Devil and the Deep Blue Sea’, which is an apt analogy to where I feel we are at the moment. The devil – i.e. the exuberant rallies we are seeing – appear a rite of passage, while the monkey on my shoulder is tugging my ear and telling me we should be sinking. So here’s two compelling and contrasting illustrations of both cases, which lead me to conclude little else than Cab Calloway is great. » read more