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« Important News on the Housing Bill | Main | Reviewing Three Characteristic Business Decisions »

May 20, 2008

Comments

oldprof

Mike -- It is indeed a great topic, and one I have been following closely. There are many other sources among the academic economists. So I am working on it.

Thanks for the suggestion.

Jeff

Mike C

Jeff,

Here is an idea for a post, and I'm throwing this out there because I respect your opinion and thought process.

The subject is the commodity (more specifically oil) "bubble" or non-bubble. It seems to me there is a debate raging as to whether the oil price is the result of "speculators" pouring tons of money into passive futures positions, or whether there is a true supply/demand dynamic at work. "Experts" are all over the place. T Boone Pickens says one thing while Dennis Gartman says another.

You've got this guy testifying in front of governemnt:
http://hsgac.senate.gov/public/_files/052008Masters.pdf

And then you've got the Goldman analyst who has been accurate in the past:
http://www.nytimes.com/2008/05/21/business/21oil.html?em&ex=1211601600&en=d157f4194d729c68&ei=5087%0A

One recurring theme at A Dash is evaluating expertise. How would you evaluate the various sources above?


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