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  • Nassim Taleb | Doddsville
    works alongside Gareth Brown James Greenhalgh Gaurav Sodhi and Jason Prowd This blog is where they share their thoughts and gather feedback about their ASX research at Intelligent Investor Search Connect with us Recent Posts The origins of Passport Capital 15 568 days to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson commented on Harvey Norman crisis approaching David commented on 15 568 days to the end of oil James Carlisle II commented on 15 568 days to the end of oil Nick Earls commented on 15 568 days to the end of oil Links Bristlemouth Gravy Train How To Invest Intelligent Investor Value Fund Walnut Report Authors Select Category Banking 3 Currency 5 Debt 9 Doddsville Podcast 36 Featured 4 Gareth Brown 48 Gaurav Sodhi 67 Greg Hoffman 27 International investing 10 James Carlisle 3 James Greenhalgh 56 Jason Prowd 18 John Addis 3 Lists 3 Macro environment 16 Management 21 Nathan Bell 43 Opinion 42 Portfolio management 7 Property 1 psychology 8 Resources 21 retail 11 Review 2 Stocks 58

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/nassim-taleb/ (2013-02-03)
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  • A tale of two oil prices | Doddsville
    guessing that the discrepancy is explained by the Brent supply being much further away than the WTI supply and the American Asian markets which the oil prices are ultimately dictated by Is that a valid guess Reply John Wilson said Posted September 8 2011 at 5 38 pm What is even bigger and more important in Australia is the spread between WTI and Tapis Would it be possible to graph WTI Brent and Tapis up to the current date please As of 7th August 2011 WTI was US 90 bbl whereas Tapis was US 120 slightly higher than Brent It is extraordinary that this gap has become so big and persistent and not been arbitraged away I understand the spread has been driven by reduced North American demand for crude high production particularly from Canadian oil sands and a shortage of storage capacity Tapis is primarily the price marker in Asia Australia s imports of petroleum products are priced at a margin on Tapis and that s why Australian motorists are paying the current high price for petrol even though WTI is relatively low and we have some protection by the high exchange rate Australian producers of crude and condensate also price their sales based on Tapis Hence they are benefitting from the high Tapis price offset by the exchange rate Reply Atif M Choudhry Reply February 8th 2012 at 2 44 pm JohnWilson I just read through you comment and I have to disagree with your assessment of the benchmark price in Australia being Tapis Do you have any sources on why Tapis and not WTI would be the price most large oil companies use based on the analysis I have done projects that Woodside has an operating interest in for example undoubtedly uses WTI using the sales revenue from their production reports Please provide sources Reply Dave said Posted February 8 2012 at 3 55 pm Atif Working for an east coast oil company I can tell you that our crude sales are Tapis based most of our crude is sold to refineries in Singapore If it isnt sold to a local refinery Reply Atif M Choudhry said Posted June 14 2012 at 4 37 pm Dave That s very interesting The price difference between TAPIS and WTI should converge anyway in the medium term Do you know why the crude sales at this East Coast company are TAPIS based Would it be due to the quality of the oil being different Look forward to your response Reply Dave said Posted June 14 2012 at 7 16 pm Asif They are tapis based because Singapore is where the crude is sold Regardless of the benchmark there is always an adjustment for the quality of the crude I m not exactly sure but I believe the tapis benchmark is a higher quality crude than WTI thus the price differential transporting large amounts of crude is relatively cheap meaning If there wasn t a quality difference in the benchmark all

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/a-tale-of-two-oil-prices/ (2013-02-03)
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  • Brent | Doddsville
    15 568 days to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson commented on Harvey Norman crisis approaching David commented on 15 568 days to the end of oil James Carlisle II commented on 15 568 days to the end of oil Nick Earls commented on 15 568 days to the end of oil Links Bristlemouth Gravy Train How To Invest Intelligent Investor Value Fund Walnut Report Authors Select Category Banking 3 Currency 5 Debt 9 Doddsville Podcast 36 Featured 4 Gareth Brown 48 Gaurav Sodhi 67 Greg Hoffman 27 International investing 10 James Carlisle 3 James Greenhalgh 56 Jason Prowd 18 John Addis 3 Lists 3 Macro environment 16 Management 21 Nathan Bell 43 Opinion 42 Portfolio management 7 Property 1 psychology 8 Resources 21 retail 11 Review 2 Stocks 58 Strategy 9 Telecommunications 1 Tim Searles 1 Twitter Wrap 25 Uncategorized 11 Value investing theory 7 Wayne Jones guest contributor 1 About Nathan Bell research director works alongside Gareth Brown James Greenhalgh and Gaurav Sodhi This blog is where they

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/brent/ (2013-02-03)
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  • Oil Price | Doddsville
    12 members agree to produce at lower levels than they otherwise would to keep prices high The problem with this is that no one can check whether individual countries are sticking to their quotas And since no individual country has the reserves to influence global prices with the possible exception of Saudi Arabia every member knows that it can quietly produce more than its quota without facing lower prices By Gaurav Sodhi TII Posted in Gaurav Sodhi Also tagged cartel opec Comments 3 Intelligent Investor Analysts Nathan Bell research director works alongside Gareth Brown James Greenhalgh Gaurav Sodhi and Jason Prowd This blog is where they share their thoughts and gather feedback about their ASX research at Intelligent Investor Search Connect with us Recent Posts The origins of Passport Capital 15 568 days to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson commented on Harvey Norman crisis approaching David commented on 15 568 days to the end of oil James Carlisle II commented on 15 568 days to the end of oil Nick Earls commented on 15 568 days to the end of oil Links Bristlemouth Gravy Train How To Invest Intelligent Investor Value Fund Walnut Report Authors Select Category Banking 3 Currency 5 Debt 9 Doddsville Podcast 36 Featured 4 Gareth Brown 48 Gaurav Sodhi 67 Greg Hoffman 27 International investing 10 James Carlisle 3 James Greenhalgh 56 Jason Prowd 18 John Addis 3 Lists 3 Macro environment 16 Management 21 Nathan Bell 43 Opinion 42 Portfolio management 7 Property 1 psychology 8 Resources 21 retail 11 Review 2 Stocks 58 Strategy 9 Telecommunications 1 Tim Searles 1 Twitter Wrap 25

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/oil-price/ (2013-02-03)
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