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  • China Is Throwing A Monkey Wrench In Micron's Mobile Strategy [View article]
    Bobcat9,

    Ouch. That was a low blow.

    SE
    Sep 4, 2015. 03:23 PM | Likes Like |Link to Comment
  • Petrobras Cancels Vantage Drilling Contract; Who's Next? [View article]
    Aricool,

    Not sure about all Brazilian government contracts, but the Shock Exchange believes a default of Brazil's debt could be imminent > http://seekingalpha.co...

    SE
    Sep 4, 2015. 03:21 PM | Likes Like |Link to Comment
  • China's Stock Market Will Continue To Unravel [View article]
    Aricool,

    Agreed.
    Sep 4, 2015. 02:36 PM | Likes Like |Link to Comment
  • Brazil's Bond Yields Scream 'Default!' [View article]
    heitorpinotti,

    You're right. It declined from $379B to $368B during that period.

    SE
    Sep 4, 2015. 12:16 PM | Likes Like |Link to Comment
  • China Is Throwing A Monkey Wrench In Micron's Mobile Strategy [View article]
    2325,

    If the Fed raises rates this month then MU could eventually fall to $12. If not it will likely remain above $15.

    SE
    Sep 4, 2015. 11:58 AM | 2 Likes Like |Link to Comment
  • Brazil's Bond Yields Scream 'Default!' [View article]
    dertre,

    The point of the article is that the bonds scream "default." Do you agree or not with that point?

    SE
    Sep 4, 2015. 11:31 AM | Likes Like |Link to Comment
  • China Is Throwing A Monkey Wrench In Micron's Mobile Strategy [View article]
    watchone,

    Particularly when the last earnings report was awful.

    SE
    Sep 4, 2015. 09:14 AM | Likes Like |Link to Comment
  • China Is Throwing A Monkey Wrench In Micron's Mobile Strategy [View article]
    Benni,

    MU longs also have a penchant for referencing the future and "over the long-term."

    SE
    Sep 4, 2015. 08:47 AM | Likes Like |Link to Comment
  • China Is Throwing A Monkey Wrench In Micron's Mobile Strategy [View article]
    Bobcat9,

    Global deflation is apparent to everyone. Either unit sales, asp's for cell phones or both are likely to fall from here. That's not good for smartphone suppliers.

    SE
    Sep 3, 2015. 06:55 PM | Likes Like |Link to Comment
  • Petrobras Cancels Vantage Drilling Contract; Who's Next? [View article]
    Maobama,

    "There is generally a clause which would enable the original client to make up the difference" - unless your original client is Petrobras.

    SE
    Sep 3, 2015. 02:32 PM | Likes Like |Link to Comment
  • After Puerto Rico, Brazil Could Be Next To Default [View article]
    chewy790,

    The rating agencies have Brazil on their radar. They will likely act within months - that's how grave the situation is. 10Y government bond yields are are already above 14% - compare that to less than 2.5% in the U.S - and you get a sense of the pain the populace feels. Important events are [i] quarterly earnings from Petrobras [ii] any ratings downgrades on Petrobras' debt, [iii] potential ouster of the president and [iv] more currency devaluations by China.

    If the U.S. raises rates in September it will be a wrap for Brazil - more capital will flow to the U.S.

    SE
    Sep 3, 2015. 01:52 PM | Likes Like |Link to Comment
  • Petrobras Cancels Vantage Drilling Contract; Who's Next? [View article]
    Maobama,

    Past cancellations with Petrobras? Or are you just saying stuff?

    SE
    Sep 3, 2015. 01:28 PM | Likes Like |Link to Comment
  • 3 Similarities Between Micron's Takeover Bid And Avon's Buyout Hoax [View article]
    Drejay,

    Good for you.

    SE
    Sep 3, 2015. 01:14 PM | Likes Like |Link to Comment
  • Petrobras Cancels Vantage Drilling Contract; Who's Next? [View article]
    Maobama,

    What if the terms of the contract allow for "cancellation for convenience?" What did PBG escape from?

    SE
    Sep 3, 2015. 12:59 PM | Likes Like |Link to Comment
  • Petrobras Cancels Vantage Drilling Contract; Who's Next? [View article]
    Maobama,

    The Shock Exchange is going to assume that VTG won't be able to service its debt after the Petrobras contact cancellation. The market seems to agree.
    Sep 3, 2015. 12:06 PM | Likes Like |Link to Comment
COMMENTS STATS
4,463 Comments
3,642 Likes