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Jason Z. Wu  

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  • A Reason To Be Bearish On Gilead - Everyone Seems Bullish [View article]
    Kyle,

    The comparison of Viagra vs. Cialis may provide some clue as to the current competition. Viagra, as I understand, is a inferior product, but it was able to maintain its revenue over time.
    Dec 26, 2014. 12:08 PM | 1 Like Like |Link to Comment
  • A Reason To Be Bearish On Gilead - Everyone Seems Bullish [View article]
    Most analysts and people are bullish about almost all stocks in the market. Are you going to be bearish because of that? As for GILD specifically, the price action prior to the big decline was some what bearish because it was under-performing its peers lately.
    Dec 25, 2014. 11:12 PM | 1 Like Like |Link to Comment
  • Peak Oil In The Rest Of The World [View article]
    Indeed, oil is the master resource and the oxygen for modern society. Without it, we will de-industrialize and de-urbanize.
    Dec 2, 2014. 08:22 AM | 1 Like Like |Link to Comment
  • Peak Oil In The Rest Of The World [View article]
    ryanclarke,
    Well stated! As for Shale oil/gas, more than $35 bln of writeoff by the likes of BHP and RDS.A do not help either.
    Dec 1, 2014. 04:13 PM | Likes Like |Link to Comment
  • Peak Oil In The Rest Of The World [View article]
    Article with great clarity.

    "The concept of peak oil remains controversial. One school observes that the Olympic Peak of July 2008 (87.9 Mbpd, total liquids IEA) has been swept away by successive production records, the latest data from the IEA showing 94.2 Mbpd. " - Peak oil is no more than a mathematical compilation of all the production curves of all the exiting oil fields (or wells). If new production (tar sand and shale) is added, the total curve will change, so will the peak, but the theory does not get "swept" away though.
    Dec 1, 2014. 09:05 AM | 1 Like Like |Link to Comment
  • GLD Profit Opportunity Before Swiss Gold Referendum [View article]
    They central bankers could not get enough growth to lower the total debt levels in the developed countries. Now, they are trying the inflation route. It is not good for people, but it is one way to maintain their system.
    Nov 27, 2014. 04:18 PM | 1 Like Like |Link to Comment
  • GLD Profit Opportunity Before Swiss Gold Referendum [View article]
    The defenders of the paper currencies of the world will not allow the "yes" vote.
    Nov 26, 2014. 09:37 AM | Likes Like |Link to Comment
  • Cisco Making Progress, But Not Totally Back Yet [View article]
    Thanks for your insight! However, the problem regarding NSA is beyond CSCO. How can CSCO convince the rest of the world that they can be trusted?
    Nov 14, 2014. 02:15 PM | Likes Like |Link to Comment
  • Cisco Making Progress, But Not Totally Back Yet [View article]
    No one seems to talk about the effect of NSA's spying on Cisco's intl business. This can turn out to be long term issue. Brazil is planning (if not already) to lay a fiber cable to Europe without using any of the American technology. China and Russia are definitely going to cut back on Cisco.
    Nov 14, 2014. 08:58 AM | Likes Like |Link to Comment
  • Arch Coal: Stay Away Until Coal Prices Rebound [View article]
    Iglustrom,

    Thanks for your reply. I appreciate your insight into the coal miners. In general, I think it is very difficult to invest in miners because the average investor does not know the conditions of mine and the quality of reserves. On top of that, the top management had a tendency of making ill-timed acquisitions with deadly consequences in this capital intensive business.
    Nov 12, 2014. 03:51 PM | Likes Like |Link to Comment
  • Saudi Arabia Aims At U.S. Fracking Industry, Hits Its Own Foot [View article]
    There is another possibility as to the motives of the Saudi's. That is part of the economic war against Russia and Iran.
    Nov 12, 2014. 08:35 AM | 3 Likes Like |Link to Comment
  • Arch Coal: Stay Away Until Coal Prices Rebound [View article]
    Good article! Can you address the impact of cheap Colombian import on the U.S. coal companies? Thanks, Jason
    Nov 11, 2014. 07:28 AM | 1 Like Like |Link to Comment
  • Shale Oil Production Offers Positive Talking Point For Chevron [View article]
    How about the write-offs?
    Nov 6, 2014. 09:19 PM | Likes Like |Link to Comment
  • Shale Oil Production Offers Positive Talking Point For Chevron [View article]
    Thanks for the insightful article. From what I understand, the shale oil and gas producers are NOT making any money (at least at current prices). Take a look at FST, which has been around over 100 years. It is heading to Chapter 11 after it went shale. I know there are better areas and more efficient players, but the sheer size of the write-downs (BHP, RDS, etc. totaling north of $35 billion) really raises some concerns. How would you address the economics of shale? Thanks, Jason
    Nov 6, 2014. 10:54 AM | Likes Like |Link to Comment
  • Seadrill: Things Are Not Looking Pretty [View article]
    The recent oil price cut by the Saudis was only for the U.S., but they actually raised prices for Asia:

    http://bloom.bg/1GpwJUs
    Nov 5, 2014. 10:54 AM | Likes Like |Link to Comment
COMMENTS STATS
301 Comments
183 Likes