66 ordspråk av Tim Evans

Tim Evans

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en Really, we've had some focus (on oil) since mid-February, when both markets made a significant low, and both markets had a near retest of those lows on Wednesday. Oil is emerging as the focus for the gold market as a surrogate for general commodity inflation. Without that kind of commodity inflation, then gold becomes a less attractive investment.
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en From the current snapshot, (electricity) conditions look a lot more similar to last year than they appear different.
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en This is really just some short-term consolidation. We are inside of yesterday's range.
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en The numbers are sufficient, but there are major constraints. There is a huge mal-distribution of workers in the country and most health workers are found in urban areas.
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en The situation is not going to get better in the short term. Perhaps it will get worse.
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en Africa has 2.3 workers per 1,000 people. The Americas have 24.8 per 1,000 people. If you are a doctor in Africa, you have 10 fold (more) diseases to deal with compared to your colleagues in other regions.
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en We've rung the bell at $600 and now we're perhaps ready to consolidate before we consider higher price levels.
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en A 40-cent rise in gasoline prices does not stimulate demand, and frankly this is where I think many macroeconomic forecasts for 2006 are going to miss the mark.
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en The market has used considerable energy just to reach this level. We see risk of exhaustion now that it's here.
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en Really, it's just a rush to cash in profits on what was really a spectacular move higher.
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en In a ballroom, all you can do is dance and eat. We wanted to provide more than just dancing. They ate and danced, and when they got tired, they went out and looked at exhibits. Then they came back and danced some more.
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en The fact that their pricing mechanism is market-related minimizes the risk that a physical shortage would arise.
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en If we were to see another major storm, we could have damage on damage.
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en If you're talking about a 400,000 barrels per day refinery next to a French Chateau in the Loire valley, the timeline is infinite. If you're looking at an industrialized part that already includes an oil refinery, it's much less of a big deal.
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en The oil companies themselves aren't interested in building new refineries and will tend to denigrate the chances of any new investors actually succeeding in their business. They'll say, 'What does Richard Branson know about oil refineries?' He doesn't have to know about that part of the business, but he can easily see that oil refiners are making a margin far superior to what he's making in the airline business.
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