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  • Linn Energy: The Current Yield Hypnosis [View article]
    Just because they are hedged doesn't mean there is enough coming in...
    May 20, 2015. 03:52 PM | 6 Likes Like |Link to Comment
  • Linn Energy: A Poorly Timed Secondary [View article]
    No position in LINE but since when has the futures curve ever accurately predicted the future price of oil? LOL
    May 19, 2015. 11:06 AM | 4 Likes Like |Link to Comment
  • Crude heads lower on potential Iran deal [View news story]
    They have been exporting, but not to their full capabilities.
    Mar 30, 2015. 07:51 AM | 3 Likes Like |Link to Comment
  • A​n Option Strategy ​For Beaten Offshore Drillers [View article]
    Risk free yet no position. Does not compute.
    Mar 24, 2015. 07:53 AM | 7 Likes Like |Link to Comment
  • Yellen Hit It Out Of The Park [View article]
    So the dollar is too strong, but Yellen is going to raise rates to make the dollar even more attractive?
    Mar 23, 2015. 09:12 AM | Likes Like |Link to Comment
  • FOMC drops "patient," but sends dovish signal [View news story]
    Can't tell if serious.

    In 2008, the Fed should have let the market clear instead of saving the weak and blowing the bubble even bigger.
    Mar 18, 2015. 02:23 PM | 8 Likes Like |Link to Comment
  • FOMC drops "patient," but sends dovish signal [View news story]
    It's simply laughable that anyone thought the 2015 median "dot" was going to be 1.125%.

    ZIRP forever. The Fed is trapped with no ways out but lots of pain.
    Mar 18, 2015. 02:10 PM | 11 Likes Like |Link to Comment
  • Awilco Drilling - Best Of A Bad Bunch? [View article]
    "Hess is currently working to subcontract the rig understanding a rig with 99% uptime from a low cost contractor is a partner you want to keep operating. "

    That doesn't make sense. They want to keep it but are looking to sublet it? They are trying to sublet it because they don't have work for it or want to pay for it! Hess can't end the contract without likely paying the remainder of the contract off, so they are trying to dump it on someone else.
    Mar 11, 2015. 03:38 PM | 1 Like Like |Link to Comment
  • A Hardwood Flooring Insider's Take On Lumber Liquidators [View article]
    Hard to see no writedowns coming out of this...
    Mar 11, 2015. 10:28 AM | Likes Like |Link to Comment
  • Equity outflows may be sign of a toppy market [View news story]
    How are rates going up a sure thing?
    Mar 5, 2015. 10:22 AM | 2 Likes Like |Link to Comment
  • Fed's Evans in no hurry to hike [View news story]
    Why do rates need to go up? Why would Congress want to force the Fed to hike? Politicians don't intentionally make stupid moves like that which will get them blamed for the consequences. The US economy, stock market, emerging markets, etc will be absolutely crushed with any meaningful rate increase.
    Mar 4, 2015. 09:52 AM | 3 Likes Like |Link to Comment
  • India cuts rates; stocks hit record highs [View news story]
    Race to zero. This is why the Fed meaningfully raising interest rates is a joke.
    Mar 4, 2015. 07:08 AM | Likes Like |Link to Comment
  • Lumber Liquidators +10% in comeback bid [View news story]
    Lack of victims? That's because folks don't know these Chinese floors are releasing formaldehyde into their household air. How much of this crap has LL sold?

    Lawsuits and inventory writedowns are coming. California is likely to come down on them hard especially for labeling products CARB compliant that actually were not.

    Who is going to buy the Chinese junk anymore? Not anyone who watched or heard about the 60 Minutes piece. All of that inventory is worthless. How much do they have on the books?

    Based on the founder's dodging/indirect answering of questions on the 60 Minutes piece and the factory worker's comments, I think it's safe to say LL likely knew about this and did it to try and save a buck.

    This story is only getting started.
    Mar 3, 2015. 03:46 PM | 2 Likes Like |Link to Comment
  • Exxon said to plan $7B bond sale in its biggest-ever deal [View news story]
    Protection of principal with virtually guaranteed income with the bond. Stock market is juiced up on easy Fed money. Can that go on forever? Maybe maybe not.

    Why do you think rates are going up? Look at rates around the world. Lower than US rates. Still plenty of room to fall.
    Mar 3, 2015. 03:40 PM | Likes Like |Link to Comment
  • Forget Biased Analysts, Diabetics Love MannKind's Afrezza [View article]
    Why would Afrezza be good for T1? Seems like most of these folks likely already have an insulin pump. They still have to have long acting insulin. Why deal with the hassle of inhaling instead of using the pump?
    Mar 3, 2015. 03:23 PM | Likes Like |Link to Comment
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