Eric F.

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Following: 57
Following Blogs: 6

Latest Activity

Daily Link Orgy - June 11, 2010

Eric F. posted an article on - Jun 11, 2010, 8:09 am
Two excellent articles from Fortune Magazine that details the possible liability to BP for the oil spill in the Gulf of Mexico. Part One and Part Two A good review of the field of Behavioral Finance entitled Behavioral Finance: An Introduction. Corporations are hoarding cash as many still ...
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The Statistical Review of World Energy

Eric F. posted an article on - Jun 10, 2010, 9:12 am
BP just released the BP Statistical Review of World Energy, which is published annually, and covers consumption, production and other statistics on oil, natural gas and other forms of energy for 2009. I just wanted to point out the statistics on domestic United States production of oil and natural...
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Fed Details AIG Aid

Eric F. posted an article on - Jun 9, 2010, 2:21 pm
The Federal Reserve Bank of New has added a new section to its web site detailing the assistance that the bank has extended to AIG during the financial crisis. This aid was given, according to the bank, to "to preserve the stability of an already fragile U.S. economy and to protect the U.S. taxpay...
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Link Orgy - June 10, 2010

Eric F. posted an article on - Jun 9, 2010, 6:24 am
The Federal Reserve gets transparent on its dealings. There's still too much natural gas drilling in the United States as many operators ignore prices and drill to hold acreage. The BP Statistical Review of World Energy shows a sharp drop in demand in 2009 for just about every form of energy, and ...
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Weekly Link Orgy - June 7, 2010

Eric F. posted an article on - Jun 7, 2010, 10:10 am
I found a new blog written by an oil industry insider. The blog is called Open Choke, and it provides an interesting point of view on activities in the Energy Sector. The Federal Reserve Bank of New York weighs in on the Homeownership gap. The bank's conclusion: "Negative equity homeowners will ...
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Weekly Link Orgy - February 8, 2010

Eric F. posted an article on - Feb 8, 2010, 7:51 am
An excellent summary of the fundamentals in the energy complex from the Dallas Federal Reserve. The 1st American State Bank of Minnesota, located in Hancock, Minnesota, was the only bank to fail last week. This failure will only cost the government $3.1 million. An academic paper entitled Paulson'...
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Weekly Link Orgy - January 21, 2010

Eric F. posted an article on - Jan 21, 2010, 6:28 am
I have been saying for quite some time that the exploration and production industry may be underestimating the growing environmental opposition to hydraulic fracturing. The issue is getting more and more publicity as the practice spreads across the United States. The financial crisis may be easing, ...
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Weekly Link Orgy - December 17, 2009

Eric F. posted an article on - Dec 17, 2009, 10:47 am
The revenge of the hedge fund wives strikes again as the ex-wife of Steven Cohen of SAC Capital sues him. This was a wife from the late 1980's. The IPO of Cobalt International Energy falls a little flat in its debut,but the company does have 87 prospects to drill in the Gulf of Mexico and offshore...
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Weekly Link Orgy - December 1, 2009

Eric F. posted an article on - Dec 1, 2009, 11:00 am
Here's a new anecdotal indicator of when the top of the market is reached. How about when a country starts building the tallest skyscraper in the world, that means it is time to sell. Read about the Burj Dubai. These seem like five solid reasons for a pause in the stock market rally. Investors shou...
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How To Destroy Value

Eric F. posted an article on - Nov 11, 2009, 4:22 pm
It was reported today that Motorola (MOT) is shopping around its division that makes set top boxes and other equipment for cable and phone companies. The rumored asking price is around $4.5 billion. That sounds great, but unfortunately for Motorola and its shareholders, the company paid $11 billion ...
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Interesting Article

Eric F. posted an article on - Oct 26, 2009, 6:45 am
I ran across an academic article recently that I haven't had time to read yet, but thought I would share it with readers of this blog. The Financial Crisis as a Symbol of the Failure of Academic Finance? and it's available here. This excerpt from the abstract drew my attention: "Theoretical constr...
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Weekly Link Orgy - September 30, 2009

Eric F. posted an article on - Sep 30, 2009, 2:27 pm
The Chief of Staff of the Brazilian Government said in a speech that pre salt reserves off the Brazilian coast may hold "between 25 billion and 100 billion barrels" of reserves. If this is true and much of it turns out to be recoverable then this should put any peak oil nonsense to rest. U.S. oil d...
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Eric F. is following John Carnell

Weekly Link Orgy

Eric F. posted an article on - Sep 20, 2009, 8:32 am
The New York Times joins the debate over whether the market rally has gone too far. are we on the cusp of more irrational exuberance? Did you know that Charlie Munger went to Harvard Law School? It still sucks to be an architect, but things are getting a little better. Get the latest copy of Grant'...
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Eric F. is following Djroshan i.
Eric F. is following Shalia J.
Eric F. is following Emanuel
Eric F. is following Hedy D.
Eric F. is following Glenn G.

Weekly Link Orgy - August 12, 2009

Eric F. posted an article on - Aug 12, 2009, 12:12 pm
Are you one of those doom and gloomers who think the U.S. is bound to fall like other civilizations? Do you have a theory about how it will happen? Then check out this list of 144 possibilities and see if your theory is on there. One hundred and forty four scenarios for the fall. Jim Simpson of B...
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Weekly Link Orgy - August 3, 2009

Eric F. posted an article on - Aug 4, 2009, 7:40 am
The folks at Barron's weigh in on the seesaw battle between Growth and Value Investing. This is a conflict that has almost reached biblical proportions and is clouded by the use of unreliable statistics due to the composition of the indexes that are used. See my post here for more details. Another g...
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