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Alternative Market Briefing

Other Voices: Matthew Ehrlich`s Oil Price analysis June 30, 2008

Monday, July 07, 2008

By Matthew Ehrlich (mattehrlich@gmail.com)

Matthew Ehrlich has more than 30 years experience working between Wall Street and the Asia Pacific Region and currently devotes the majority of his time to consulting for institutions and high net worth clients in Japan, Singapore, Korea and Thailand. Mr.Ehrlich has extensive experience in Hedge Funds and has marketed some of the premiere funds throughout Asia. Before moving to Thailand 8 years ago, Mr. Ehrlich's carrier has included positions as the head of the futures division at a major Wall Street firm and various senior rolls in marketing Hedge Funds, Futures and Foreign Exchange products. He has sat on committees of the NYMEX, CSCE, FIA and is currently advisor to the Agricultural Futures Exchange of Thailand.

As is usually the case when people are unhappy with change and it affects them personally the search begins to find the root cause or at least somewhere or something to lay the blame on. In the most current case it affecting our our everyday lives oil prices and the related inflation has hit us like an express train. There is a great outcry and rush to pin the blame for the spike in oil prices on anyone and everyone depending on who is doing the finger pointing.

There is condemnation of producers like OPEC, consumers especially those with big SUV’s and speculators such as Hedge Funds and commodity traders. In fact, over the past few weeks at least a dozen new bil......................

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