The Automatic Earth: January 14 2012: Housing and Oil: Dark Inventory Rules via @Automatic Earth

The Automatic Earth: January 14 2012: Housing and Oil: Dark Inventory Rules via @Automatic Earth

Dark inventory: Inventory that’s out there, but which no-one else can see. It comes in many shapes and forms. Equity inventory, which has been internalised by banks and parked off-balance sheet (appropriately via private dark pools). Copper inventory, which has been stashed off-market and encumbered via finance deals. It’s also yet-to-be-produced commodities which have been pre-sold, but which nobody else knows have been encumbered. But if you have the power to see or command the darkside inventory, you have the power to stay ahead of the game. Especially if you can move quickly. Indeed, almost every befuddling market move of late can, if you think about it, be explained by the concept of dark inventory. For example, consider the impact of dark inventory accumulation (the possible consequence of cheap liquidity). In oversupplied markets this can mislead fellow investors. T...

Full article: http://theautomaticearth.blogspot.com/2012/01/january-14-...

Tweets

Drumbeat: January 14, 2012

Drumbeat: January 14, 2012

theoildrum.com 14 Jan '12, 3pm

Posted by Leanan on January 14, 2012 - 11:38am Twitter generation fuels rage of Nigeria gas protests as users demand end o...

Joe’s Dark

coffeecupnews.org 17 Jan '12, 8pm

Was this ground or beans? When was the roast date? Those ought to be the top concerns. Granted that coffee probably tastes...

The Automatic Earth: January 16 2012: Quo Vadis...

Usaco energy independence is a scam and a bad joke. But I watched the Giant / Packers game, replete with commercials and w...

Drumbeat: January 18, 2012

theoildrum.com 18 Jan '12, 2pm

Posted by Leanan on January 18, 2012 - 10:13am Oil demand falling, IEA warns Oil demand is falling for the first time sinc...

Two Earth Satellites Viewed From Houston [image...

earthobservatory.nasa.gov 15 Jan '12, 11pm

This photograph taken from Houston, Texas, juxtaposes Earth’s oldest satellite with one of its youngest. The Moon is thoug...

Two Earth Satellites Viewed From Houston

earthobservatory.nasa.gov 15 Jan '12, 11pm

This photograph taken from Houston, Texas, juxtaposes Earth’s oldest satellite with one of its youngest. The Moon is thoug...

Two Earth Satellites Viewed From Houston: The M...

earthobservatory.nasa.gov 15 Jan '12, 11pm

This photograph taken from Houston, Texas, juxtaposes Earth’s oldest satellite with one of its youngest. The Moon is thoug...

@TheChiliBabies

@TheChiliBabies

chanelbluesatin.com 16 Jan '12, 4am

I was browsing the web for the difference (Difference in shade) between "Lincoln Park after Dark" and "Lincoln Park after ...

#TedTurner and Richard Branson share their rules to live by for a better world... Did they miss any? #ABetterWorld

#TedTurner and Richard Branson share their rule...

ecorazzi.com 10 Jan '12, 2pm

Turner and Branson’s Rules to Live By for a Better World 0 by Ali Berman January 10, 2012 Tweet Richard Branson recently s...

Naked Oil

Naked Oil

theoildrum.com 11 Jan '12, 4pm

We are indeed talking about financial inventory here. The economic interest in the oil has become detached from the oil it...

Drumbeat: January 13, 2012

theoildrum.com 13 Jan '12, 2pm

There is a large amount of paper gold out there which has no backing and many of the major banks use that to manipulate go...

'Dark Knight,' 'Spidey,' 'Hobbit' lead 2012 fil...

sfluxe.com 14 Jan '12, 9pm

Also among comedy highlights: “American Reunion” (April 6), reteaming the “American Pie” gang for a high school reunion; “...

Google Earth Funds Sea Turtle Tracking Project and Game

Google Earth Funds Sea Turtle Tracking Project ...

searchenginewatch.com 14 Jan '12, 3pm

Through the use of the Google Earth API technology and a grant given to the sea turtle conservation network WIDECAST, Goog...