Use access key #2 to skip to page content.

The Bubble That No One Noticed



May 24, 2010 – Comments (5) | RELATED TICKERS: COP , BP , USO

My thoughts on this subject. I welcome all constructive, informed feedback.

Alex Dumortier

5 Comments – Post Your Own

#1) On May 24, 2010 at 3:12 PM, TMFAleph1 (91.86) wrote:

*** ERRATUM: The title of my blog post should have been: 'The Bear Market That No One Noticed'. My mistake. *** 

Report this comment
#2) On May 24, 2010 at 4:28 PM, biotechmgr (< 20) wrote:

Your suggestion seems to be that with oil down 20% it "could" be a time to buy oil stocks. Perhaps.

Or it could be that the next leg of deflation has begun, and oil down 20% is just the beginning. Since I am in that camp, I'll say to anyone that now is not the time to be playing around with your money.

World in trouble with massive debt, governments, states/counties/cities facing shortfalls, credit spreads widening again, a bubble in Treasuries, pointing to trouble once again. See 2007-2009. The reflation effort is starting to stumble. Don't gamble long.

Report this comment
#3) On May 24, 2010 at 4:59 PM, TMFAleph1 (91.86) wrote:


Thanks for your comment, which I am quite sympathetic to. In fact, I have been recommending an underweight position in stocks and bonds and an overweight position in cash for some time now.


Alex Dumortier

Report this comment
#4) On May 24, 2010 at 5:21 PM, GenericInvestor (75.15) wrote:

how does deflation affect oil refiners not the supermajors?

Report this comment
#5) On May 24, 2010 at 6:08 PM, 1315623493 wrote:

I am short the S&P500 and GSG commodities etf. 

Report this comment

Featured Broker Partners