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Black Gold  

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  • On the hour [View news story]
    YELLEN TOLD DEMOCRATS NO RATE INCREASE `IMMEDIATELY': SCHUMER

    Where are all the folks who thought the Fed would raise?
    Jan 29, 2015. 03:38 PM | Likes Like |Link to Comment
  • Oil will return to $90/barrel - in 5 years: UBS [View news story]
    Only select areas would have lifting costs less than $6 a BOE. You certainly aren't finding new oil for $6 though.
    Jan 29, 2015. 06:13 AM | Likes Like |Link to Comment
  • U.S. Deflation Update [View article]
    @billionaire888, a classic textbook hypothetical analysis that really doesn't apply to the real world.
    Jan 28, 2015. 04:46 PM | 1 Like Like |Link to Comment
  • FOMC: Still "patient," but rate hike remains on the way [View news story]
    And ten and thirty year yields continue their slide.

    They will never raise them any meaningful amount. To do so blows up the entire system. The historical average is what 5%?
    Jan 28, 2015. 02:19 PM | 4 Likes Like |Link to Comment
  • Apple leads Nasdaq futures higher [View news story]
    Man remember how everyone cried about XOM's record profits? Silence on AAPL!
    Jan 28, 2015. 09:32 AM | 1 Like Like |Link to Comment
  • BreitBurn Energy Partners: Making Sense Of The 20%+ Rally [View article]
    Energy stocks are still disconnected from the price of oil. Oil looking to dip into the 44s yet these stocks still trade at the same price when oil was $10/bbl higher.
    Jan 27, 2015. 07:58 AM | 1 Like Like |Link to Comment
  • Zulauf: Fed won't hike this year [View news story]
    So the Fed is worried about the strong dollar but they are going to raise rates to make the dollar even stronger?
    Jan 24, 2015. 04:14 PM | 4 Likes Like |Link to Comment
  • Zulauf: Fed won't hike this year [View news story]
    When has the US tried to truly win a war without being handcuffed by either the UN, bogus rules of engagement, dissent at home, etc?

    The US spends 3-4 times what 2nd place China does on military. The US has a Navy and Air Force that are unmatched by anything in the world. The US has as many carriers as the entire world combined. Over four times as many aircraft as Russia. etc etc etc etc. It's not even close.

    It's simply silly to say the US would lose a conventional war to anyone else in the world.
    Jan 24, 2015. 04:08 PM | 5 Likes Like |Link to Comment
  • Zulauf: Fed won't hike this year [View news story]
    You're kidding yourself if you think the US would lose to any country in all out conventional warfare.
    Jan 24, 2015. 01:12 PM | 3 Likes Like |Link to Comment
  • Zulauf: Fed won't hike this year [View news story]
    mREITs would be seeing a declining interest rate spread. If long rates go down and short rates stay flat or increase like you seem to think, mREITs are going to get destroyed.

    I still don't understand how you think the Fed raising rates is bullish for inflation. Plus the Fed has virtually no control over the long end of the curve. Rates will go where the market says and that is down.

    Assuming a US ten year at 3.6%, I guess you are heavy short in bonds?
    Jan 24, 2015. 12:49 PM | Likes Like |Link to Comment
  • A Diversified, High-Income Bond Portfolio For 2015 [View article]
    Too many foreign bonds and not enough US bonds. Foreigners with dollar denominated debt will continue to be under significant pressure with a rising dollar.
    Jan 24, 2015. 11:12 AM | 1 Like Like |Link to Comment
  • Zulauf: Fed won't hike this year [View news story]
    He is dead on about the US bond market being mispriced. Strengthening dollar plus higher yields than other developed countries = flow into US bonds. 10 year going to 1%.
    Jan 24, 2015. 10:51 AM | 4 Likes Like |Link to Comment
  • Zulauf: Fed won't hike this year [View news story]
    Huh? If they hike rates, the dollar is going to continue to strengthen. Exactly what they don't want.

    Inflation is already under the 2% target (stable prices mandate...lol) and with oil down they aren't even going to be close to 2%. I'm not even sure the Fed Funds rate means anything anymore with all the excess reserves, but if they end up hiking rates it will be a symbolic small amount (likely meaningless anyways) to say they did something. The Fed really has already lost credibility and I'm not too sure they know what they are doing. Ex: subprime is contained.

    I would love for you to explain how raising rates is inflationary.
    Jan 24, 2015. 10:49 AM | 10 Likes Like |Link to Comment
  • Obamacare's New Gold Standard: T2 Biosystems [View article]
    How will they do that without control of the White House? Obama will veto any legislation that would do what you say and there are not enough votes in Congress to override a veto...
    Jan 21, 2015. 03:14 PM | 1 Like Like |Link to Comment
  • Obamacare's New Gold Standard: T2 Biosystems [View article]
    Any risk of a secondary offering here? They have a good amount of cash, but sure would be a good time to bring some more in and also facilitate stockholders wanting to sell before the lockup seeing that this is currently double the IPO price and certainly some people will want to cash some chips in.

    I am hoping they do one or that this will fall back down. Would like to get back in again!
    Jan 21, 2015. 01:40 PM | 1 Like Like |Link to Comment
COMMENTS STATS
684 Comments
1,065 Likes