Sunday, December 19, 2004

A Late Nite Answer to Two Topics I've Been Asked About Too Many Times...


China and Oil outlook for 2005...
Lockheed only has enough margin to care about crude for three months at a time... so will it keep rising past 50-55 for 2005? 5o near term for sure, but a steady rise all year long? Who cares, because when and if it does, she'll make the right call to short, hedge or buy(if she isn't dead by early spring)... As for the bulging behemoth of Chunky China... mega capital inflows once they loosen up, take Mao's face down from Tiennamen Square, float the yuan(renmimbi), and realize that the ultimate methods of Oppression and Suppression are through the devices of Big Money and not sticks and stones... but I already have an inkling that once this all comes to fruition, once we are allowed to get our tiny porcelain hands on it, we won't be buying assets from the Chinese per se, we'll by buying 'high', really fucking high, from well, let's say a guy called, 'Chow Long Duc Feinberg'.
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1 Comments:

At 6:25 PM, Blogger Christy said...

Peking Duck for Christmas?

 

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