Wall Street Pouring Money Back Into Oil And Gas by Nick Cunningham • Feb 9, 2017 • 12 Comments “The mood is absolutely different,” even as oil prices have faltered.
Toshiba Shares Re-Collapse – the US Fiasco by Wolf Richter • Jan 19, 2017 • 22 Comments It would be comic if the facts behind it weren’t so ugly.
Nuclear Energy Sector Turns in Taxpayer-Sinkhole by Leonard Hyman and Willian Tilles • Jan 15, 2017 • 23 Comments Given the difficulty of accurately gauging nuclear capital expense, how can we infer if these enterprises can ever be profitable?
Hideous Constellation of Threats and Challenges Facing Mexico by Don Quijones • Jan 8, 2017 • 86 Comments The Risk of Contagion of a full-blown Mexican crisis is far greater today than it was during the Tequila Crisis 22 years ago.
The Oil Supply Glut is Here to Stay in 2017 by Irina Slav • Jan 5, 2017 • 31 Comments This does not bode well for price trends over the next 12 months.
Shrinking Oil Giant Pemex Starts 2017 on Wrong Foot by Don Quijones • Jan 2, 2017 • 15 Comments Mexico’s ATM is stewing in a toxic mix.
Treasuries Melt Down, Junk Bonds Boom, Yield Spreads Collapse by Wolf Richter • Dec 13, 2016 • 28 Comments The Hot Money returns, bets on Oil Nirvana.
US Shale Set To Kill Oil-Price Rally by Nick Cunningham • Dec 7, 2016 • 14 Comments Demand-driven price rallies are more sustainable, but that’s not what we have today.
Texans Close their Wallets, Houston’s Economy Gets Crushed by Wolf Richter • Dec 7, 2016 • 55 Comments It’s not just the oil bust.
It Gets Ugly in Houston by Wolf Richter • Nov 18, 2016 • 40 Comments Auto Sales, Construction Get Totally Crushed.