RE:RE:RE:To avoid slow deep under-reamingYeah I'm into relearning Lagrangian and Eulerian math now. Just the basics though. Reference frames changing how they move relative to one another.
Trying to apply the concepts to finance. Here's one application: Inflation will drive interest rates up. Oyl's value is almost totally dependant on fec's financial health. How interest rate sensitive is fec? Can they absorb the negative impact of rising interest rates? Here's another one: US dollar strength or US Dollar Index or DXY. DXY is going up. The well costs are in US dollars. It takes more Colombian pesos or Canadian dollars to buy the US dollars to fund Wei. How foteign exchange rate sensitive is fec? All of these moving reference frames. You'd need to have the math skills of a quantum physicist to have any chance of predicting any, but the most short term, outcomes.
But I'm no financial expert. So I'll leave that to the gurus on the other board. Dirk sends his regards.