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14941 [lbo-talk] Kemp & Edwards agree - time to get tuff with Russia -- rank: 1000

On Jul 14, 2006, at 3:15 PM, Willy Greenfields wrote: >> Hmm, wonder what Soros' oil portfolio looks like? > > You can look at his 13-HRs on the SEC site. From > what's reported, he looks heavily weighted toward > independent E&Ps. Interesting. I always assume the guy is talking his book. Is he afraid of anything that might bring more Russian oil onto the market? Doug

Document Size:	5265
Author:	Doug Henwood
Date:	Fri Jul 14 12:30:43 PDT 2006

14942 [lbo-talk] Kemp & Edwards agree - time to get tuff with Russia -- rank: 1000

On Jul 14, 2006, at 3:15 PM, Willy Greenfields wrote: > Up until the recent (last week or so) run-up, I most > often heard a $10 premium cited, though that covered > both speculation and political risk. One of the more > compelling reads I saw had the current crude prices > being driven not so much by the US' huge consumption > but rather by Asia's increasing marginal demand > removing all slack. A US recession could only make for > China/India buying greater volumes at t ...

Document Size:	5970
Author:	Doug Henwood
Date:	Fri Jul 14 12:29:56 PDT 2006

14943 [lbo-talk] Unbelievably dishonest attack on Adolph Reed in MR -- rank: 1000

On Jul 14, 2006, at 12:06 AM, Auguste Blanqui wrote: > http://monthlyreview.org/0706roediger.htm > > An attempt to portray Reed as a Rortyite Wow, what's up with that? I've always liked Roediger's stuff, but this is weirdly off base.

Document Size:	5085
Author:	Doug Henwood
Date:	Fri Jul 14 12:02:41 PDT 2006

14944 [lbo-talk] Kemp & Edwards agree - time to get tuff with Russia -- rank: 1000

On Jul 14, 2006, at 2:25 PM, Steven L. Robinson wrote: > Query how likely is a US recession on a scale sufficient to reduce > demaand by 1/3 ( which would still leave the price of oil at $ 50 a > barrel, still high by historical standards) and wouldn't such a > reduction be temporary. S Who says you have to reduce demand by 1/3? I was guessing that 1/3 of the price of oil was a speculative premium. Even a 1-2% reduction in demand would have a big effect on the psychology of price ...

Document Size:	5383
Author:	Doug Henwood
Date:	Fri Jul 14 11:50:33 PDT 2006

14945 [lbo-talk] Kemp & Edwards agree - time to get tuff with Russia -- rank: 1000

On Jul 14, 2006, at 1:49 PM, Steven L. Robinson wrote: > True, energy prices have historically fluctuated - boom and bust - > as in 1986. But at that time Saudi Arabia had the excess capacity > to flood the market with crude and drive the price down. If it > still has that capacity now, it hasn't used it.. Either the Saudi > monarchy is, for unexplained reasons, resisting the entreaties of > its patron the United State to increase production, or it can't. > Oil prices a ...

Document Size:	5764
Author:	Doug Henwood
Date:	Fri Jul 14 11:16:05 PDT 2006

14946 [lbo-talk] Soros warns of Russian energy monopoly -- rank: 1000

On Jul 14, 2006, at 2:01 PM, Steven L. Robinson wrote: > George Soros says Russia s OSA Rosneft IPO should not proceed Hmm, wonder what Soros' oil portfolio looks like? Doug

Document Size:	4874
Author:	Doug Henwood
Date:	Fri Jul 14 11:11:41 PDT 2006

14947 [lbo-talk] Happy Bastille Day -- rank: 1000

So if you had state power, whose head would you chop off first? Doug

Document Size:	4539
Author:	Doug Henwood
Date:	Fri Jul 14 10:50:22 PDT 2006

14948 [lbo-talk] Tasini causing trouble for Hillary -- rank: 1000

<http://abcnews.go.com/Politics/TheNote/story?id=156238&page=2> 2006: Senate: The New York Post reports on Sen. Clinton's primary challenger, anti- war candidate Jonathan Tasini, likely presence on the September ballot after he turned in more than enough petition signatures. Note, too, that Clinton advisor Howard Wolfson says the campaign does not intend to challenge those signatures. LINK The AP's Marc Humbert wonders if Tasini is going to provide as potent a problem for Sen. Clin ...

Document Size:	7762
Author:	Doug Henwood
Date:	Fri Jul 14 10:49:50 PDT 2006

14949 [lbo-talk] 'Other Russia' speaks out -- rank: 1000

On Jul 14, 2006, at 12:31 PM, Carrol Cox wrote: >> MOSCOW // They spoke of political repression, compliant courts, >> stifled news >> media, institutionalized corruption and human rights lapses - all the >> elements of a society that is not free. > > They are talking about the United States? Correct? My god, Carrol & I had the same reaction to something. Is the Age of Aquarius upon us? Doug

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Author:	Doug Henwood
Date:	Fri Jul 14 10:37:14 PDT 2006

14950 [lbo-talk] 'Other Russia' speaks out -- rank: 1000

On Jul 14, 2006, at 12:15 PM, Michael Givel wrote: > MOSCOW // They spoke of political repression, compliant courts, > stifled news media, institutionalized corruption and human rights > lapses - all the elements of a society that is not free. Hmm, couldn't this be datelined any city in the US? Doug

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Author:	Doug Henwood
Date:	Fri Jul 14 10:36:32 PDT 2006

14951 [lbo-talk] Mumbai bombings -- rank: 1000

[this bounced because graphic attachments pushed it over the length limit - "reblogged"?] From: George Scialabba <scialabb at fas.harvard.edu> Date: July 14, 2006 1:28:08 PM EDT To: lbo-talk at lbo-talk.org Subject: Re: [lbo-talk] A tale of two cities At 10:30 PM 7/13/2006, you wrote: On Jul 13, 2006, at 1:56 PM, Sujeet Bhatt wrote: Mumbai bombings 7/11/2006: Posts on on LBO talk on first three days (7/11 to 7/13): 3 Number of posters: 1 Death toll: at least 200 Thought this was ...

Document Size:	9417
Author:	Doug Henwood
Date:	Fri Jul 14 10:35:43 PDT 2006

14952 [lbo-talk] Kemp & Edwards agree - time to get tuff with Russia -- rank: 1000

On Jul 14, 2006, at 1:06 PM, Steven L. Robinson wrote: > Russia is a bigger player in natural gas than in oil Russian oil production is considerably larger than all of Latin America's, is twice Iran's, and is close to Saudi Arabia's. They consume a lot of it domestically, but their exports are still larger than Kuwait & Iran's combined. > and given the dependency of Europe on Russian supplies, a > collapse of that fuel hardly seems likely. If the price fell by half, the revenue ...

Document Size:	5342
Author:	Doug Henwood
Date:	Fri Jul 14 10:31:20 PDT 2006

14953 [lbo-talk] Kemp & Edwards agree - time to get tuff with Russia -- rank: 1000

On Jul 14, 2006, at 5:03 AM, Chris Doss wrote: > I was looking at some of the stats earlier today. It's > incredible. 10% growth in real wages every years for > the past six years. $250 billion dollars in gold and > forex reserves! In August, Russia will pay off the > very last of its Paris Club dept. It is hard to > imagine that this is the same country that crashed in > 1998. It's really astonishing when you look at the > sheer scale of change. And how much of this is t ...

Document Size:	5503
Author:	Doug Henwood
Date:	Fri Jul 14 09:40:48 PDT 2006

14954 [lbo-talk] Kemp & Edwards agree - time to get tuff with Russia -- rank: 1000

[I.e., Russia's not doing what we want! Whine! Whine!!] International Herald Tribune - July 12, 2006 We need to be tough with Russia By John Edwards and Jack Kemp International Herald Tribune WASHINGTON Fifteen years ago, when the leaders of the world's seven leading industrialized democracies first invited Soviet leader Mikhail Gorbachev to attend their meeting in London, they extended a hand to their faltering adversary in the hopes of bringing it into the West. It signaled the Cold War's ...

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Author:	Doug Henwood
Date:	Thu Jul 13 21:05:33 PDT 2006

14955 [lbo-talk] Pelosi channels Dukakis -- rank: 1000

Wall Street Journal - July 13, 2006 Pelosi Promises Fiscal Restraint If Democrats Win Minority Leader Says Democratic-Run House Would Target Deficit By DAVID ROGERS and SARAH LUECK WASHINGTON -- House Minority Leader Nancy Pelosi pledged that if Democrats succeed next year in rolling back President Bush's tax cuts for the wealthiest Americans, the money would be used to reduce the federal deficit -- not for new spending. Breaking with many Democrats, Ms. Pelosi also spoke out against earmark ...

Document Size:	11129
Author:	Doug Henwood
Date:	Thu Jul 13 20:46:24 PDT 2006