Andrew Coleman: E&Ps with Margins for Error

Andrew Coleman, E&P analyst with Madison Williams & Co., is all about the numbers. His research reports are laden with calculations proving or disproving his 2011 investment thesis, which is that reserves and production growth, especially in liquids-rich oil plays, will continue to drive the share prices of E&Ps even higher. In this exclusive . . . → Read More: Andrew Coleman: E&Ps with Margins for Error

Further discussions with FOFOA on GLD

FOFOA, Firstly, I’ll have to be more careful in how I write. My post was really mixing up responding to specific quotes of yours but then veering off on to related concepts/positions that are not yours. My exploration of the idea that APs would fraudulently take GLD gold or “GLD is bad because bullion . . . → Read More: Further Discussions with FOFOA on GLD

U.S. Manufacturing Activity Surges in January to Seven Year High

As noted here many times, the manufacturing sector continues to lead this recovery. And there was more good news at the factories in January.

On Tuesday the Institute for Supply Management released its latest manufacturing report on business and its headline composite index jumped to a rare 60.8 reading. The index is now at . . . → Read More: U.S. Manufacturing Activity Surges in January to Seven Year High

Economic Events on February 2, 2011

The Mortgage Bankers’ Association purchase index was released at 7:00 AM EST, and there was a week to week increase of 9.5% in the Purchase Index and a week to week increase of 11.7% in the Refinance Index.

The Challenger Job-Cut Report will be released at 7:30 AM EST, providing an estimate of the . . . → Read More: Economic Events on February 2, 2011