tag:blogger.com,1999:blog-11719208.post1097576034752086282..comments2023-11-05T04:36:14.223-08:00Comments on The Mess That Greenspan Made: We're going to need a good recessionTimhttp://www.blogger.com/profile/16530974968126497397noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-11719208.post-15467431399525581662007-07-10T12:55:00.000-07:002007-07-10T12:55:00.000-07:00Oil really is not that expensive if you adjust it ...Oil really is not that expensive if you adjust it for US currency depreciation.<BR/><BR/>Although a recession would be the end result, simply raising the interest rates will strengthen the Dollar.<BR/><BR/>Strong dollar -> cheap oil.<BR/><BR/>But seriously, even if a democrat wins presidency, will they want cheap oil?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-11719208.post-47173758752153099052007-07-09T21:41:00.000-07:002007-07-09T21:41:00.000-07:00Is there such a thing as a "good recession"?Report...Is there such a thing as a "good recession"?<BR/><BR/>Reportedly the Saudis have been drilling like mad and yet can barely maintain 9mbd. Meanwhile, Pemex keeps revising it's future production estimates downward.<BR/><BR/>Matt Simmons believes that energy will be THE ISSUE come the next presidential election. I think he's right.TJandTheBearhttps://www.blogger.com/profile/10735388072841457108noreply@blogger.comtag:blogger.com,1999:blog-11719208.post-37848591783945619702007-07-09T14:33:00.000-07:002007-07-09T14:33:00.000-07:00Then it looks like we're going to have a good rece...Then it looks like we're going to have a good recession.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-11719208.post-4647347383208657052007-07-09T13:33:00.000-07:002007-07-09T13:33:00.000-07:00I think they'll have a post up pretty soon on this...I think they'll have a post up pretty soon on this topic - I just got some mail from them.Timhttps://www.blogger.com/profile/16530974968126497397noreply@blogger.comtag:blogger.com,1999:blog-11719208.post-30838629670040096192007-07-09T11:49:00.000-07:002007-07-09T11:49:00.000-07:00There is some good discussion today on this over a...There is some good discussion today on this over at The Oil Drum. There is a definite degree of surprise that the IEA has come out of the closet on this issue. <BR/><BR/>It seems to stand in contrast to Dan Yergin's CERA predictions.Zoinkhttps://www.blogger.com/profile/12994358043130271366noreply@blogger.com