tag:blogger.com,1999:blog-5235419263414453422.post403725338330171731..comments2024-02-23T01:30:06.101-08:00Comments on Early Warning: Non-OPEC Liquid Fuel Production Flat in 2011-2012Stuart Stanifordhttp://www.blogger.com/profile/07182839827506265860noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-5235419263414453422.post-40851872216909683802013-02-25T13:25:54.265-08:002013-02-25T13:25:54.265-08:00Stuart. Thanks for this analysis. Your bumpy plate...Stuart. Thanks for this analysis. Your bumpy plateau thesis certainly seems to be holding true. Don't know if you caught this IMF related paper from Michael Kumhof. Given that we are so far out of sample, these models are highly speculative but very useful in terms of understanding risk:<br /><br />http://www.stanford.edu/~kumhof/oilroyalsoc.pdfThe Rational Pessimisthttps://www.blogger.com/profile/15839671809950298150noreply@blogger.com