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Jake Huneycutt  

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  • Jake Huneycutt
    How My China Put Strategy Worked to Perfection http://tinyurl.com/o2hfphd $FXI
    Fri, 3:19 PM
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      • Jake Huneycutt
        While I'm buying natural gas E&Ps, I'm still wary of most other resource plays right now.
        Fri, 3:19 PM
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          • Jake Huneycutt
            Copper still isn't cheap in spite of being down about 50% from its peak.
            Fri, 3:19 PM
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              • Jake Huneycutt
                I've long thought that the Chinese Asset Bubble was a drag on many of the world's developed economies that are net commodity importers.
                Aug 25, 7:32 AM
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                  • Jake Huneycutt
                    While I wouldn't rule out a mild recession in the US, reduced energy + commodity prices will be a boon for US, Europe, and Japan.
                    Aug 25, 7:31 AM
                    Reply (1)
                    • Rubenov: We've been under reduced commodity prices since 2011, and energy only started this year.
                      Aug 25, 8:57 AM
                      • Jake Huneycutt
                        End of oil boom market could plant the seeds for a natural gas bull in a few years. NG has better prospects for demand growth than oil (3/3)
                        Aug 24, 11:57 AM
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                          • Jake Huneycutt
                            What we're actually seeing is oil prices fall back to their historical pattern now that Chinese demand is plunging. (2/3)
                            Aug 24, 11:57 AM
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                              • Jake Huneycutt
                                Primary reason why natural gas prices were depressed when oil prices were in a bull market: China. Oil is global. NG is more regional. (1/2)
                                Aug 24, 11:57 AM
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                                  • Jake Huneycutt
                                    Took the market crash this morning as an opportunity to increase my stake in some low cost natural gas producers.
                                    Aug 24, 11:06 AM
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                                    • Jake Huneycutt: Not sure, but he's still heavily invested. He really likes LNG as a growth play, but I think the low cost NG E&Ps are a safer play on that.
                                      Aug 24, 3:20 PM
                                    • Jake Huneycutt: If LNG exports take off, NG prices+ demand will rise,and all NG E&Ps will benefit. The E&Ps have lower business risk though.
                                      Aug 24, 3:22 PM
                                      • Jake Huneycutt
                                        The energy sector is teeming with bargains right now if you know where to look.
                                        Aug 24, 9:51 AM
                                        Reply (2)
                                        • raykrv6a: Throw a dart. Chances are pretty good.
                                          Aug 24, 9:55 AM
                                        • Jake Huneycutt: Not really. Expect some bankruptcies and forced liquidations in energy. But some stronger companies in the sector are bargains.
                                          Aug 24, 9:58 AM
                                          • Jake Huneycutt
                                            I was getting tired of being the curmudgeonly bear. Still think the broad market could have way to go, but some sectors very attractive
                                            Aug 24, 9:44 AM
                                            Reply (2)
                                            • robgunsonchef: Anyone that is overly excited about this sell-off likely has an ulterior motive, were lucky to sell near the highs, or have been wrong
                                              Aug 24, 10:26 AM
                                            • Jake Huneycutt: Smart investors should be excited about a sell off. It's an opportunity to buy at more attractive prices.
                                              Aug 24, 11:00 AM
                                              • Jake Huneycutt
                                                2015 is a lot like 1999. The broad market is overheated and some sectors are in outright bubbles, but there are also some deep bargains.
                                                Aug 21, 8:03 PM
                                                Reply (1)
                                                • TraderJoeF: Hm. Interesting
                                                  Aug 21, 9:16 PM
                                                  • Jake Huneycutt
                                                    Market correction is long overdue IMO. Combination of China, commodity bust, rate hike fears, and ridiculous valuations in certain sectors.
                                                    Aug 21, 8:03 PM
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                                                    • dalatinIJR: IP, I just hope the few boomers left don't bail at the very bottom again.They did in 2009 & never came back.Most will suffer until they pass
                                                      Aug 22, 10:26 AM
                                                    • IndyPEG: Agreed. I mean that I look to go long issues that service the boomer crowd, due to their increasing consumption of health-related prod/servs
                                                      Aug 22, 11:01 AM
                                                      • Jake Huneycutt
                                                        Who wants to buy Portuguese junk rated treasury bills at negative yields? http://bloom.bg/1BcCgZW
                                                        May 20, 4:15 PM
                                                        Reply (1)
                                                        • Brian Sanders: Sounds like the bargain of the century
                                                          May 20, 10:41 PM
                                                          • Jake Huneycutt
                                                            Ensco $ESV down 63% in 14 months. Seadrill $SDRL down 75%. Transocean $RIG down 71%. This is what a commodity bust looks like.
                                                            Mar 2, 12:29 PM
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                                                              • Jake Huneycutt
                                                                At some point in the future, quantitative easing is going to be remembered in the same light as Smoot-Hawley. ECB's latest move is insane.
                                                                Jan 22, 10:09 AM
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                                                                  • Jake Huneycutt
                                                                    Labor force participation rates by state http://on.mktw.net/1y1CzID
                                                                    Jan 15, 10:09 AM
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                                                                      • Jake Huneycutt
                                                                        Officially launching my newsletter service today: Huneycutt Capital + Research. Check it out! http://bit.ly/1zbOoO4
                                                                        Jan 14, 9:33 AM
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                                                                          • Jake Huneycutt
                                                                            America's Disinflationary Future? http://seekingalpha.com/a/1jdkr
                                                                            10/22/14
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                                                                              • Jake Huneycutt
                                                                                3 years ago, I said the homebuilders would be a great buy even if we only hit 900K starts by 2014. Spot on. http://seekingalpha.com/a/66so
                                                                                7/11/14
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