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Monthly Archive for October, 2010

The FX windmills seem pretty harmless when they spin with the market wind but what happens when they’re being blown by government regulation?

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Updated Version of Inflation and the Curve: an unfortunate mistake was made in the initial version of “inflation and the curve”. This has now been ammended.

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The Rap Battle of the Century: Hayek Versus Keynes – listen to the riddling lines of the market beat.

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The French Oil blockage seems to be unlocking slowly with the government now prodding markets to take advantage from European supply. There is a question about how this might affect the consumer and the broader supply/demand fundamentals as currently 1,84 million bbls/day of refined capacity is now offline.

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France’s strategic reserves are currently under threat: roughly 90 days worth *10% refined produce = 9 days worth of stock. These stocks are now down by 7 days. The industrial action continued to pick up pace with refineries still idled and emergency strategic reserves being the only conduit for ongoing fuel delivery. Unfortunately, as previously discussed, this does not seem to provide adequate slack within BAU logistical plans for refined petroleum delivery in the French mainland.

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The trouble with fundamentals is they sometimes hit the mark. France now faces shortages at gas stations that risk causing further damage to an ailing economy.

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France is undergoing, yet again, another month of strikes. The one sticking point, unfortunately, is that this time both refineries and the oil industry are being used as leverage in the debate.

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