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  • Transocean - Tete-A-Tete With Petrobras Will Not End Well [View article]
    "What he said" and "claims to be" are plot devices in a romantic comedy and similar to this situation the outcome will be entertaining and utterly forgettable.
    Oct 4, 2015. 07:14 AM | 10 Likes Like |Link to Comment
  • Wild Ride Continues For Peabody Energy And Arch Coal, While Coal Is Under Attack From All Directions [View article]
    I'll run with it.

    A mother wants the best for their child, so they shop organic, however this doesn't mean regular groceries are being left behind because a large percent of the population can't afford the premium. To use your coal jab, price does significantly influence the choice you make; you eat what you can afford. Coal is like the heavily processed foods that you know have tons of preservatives, but many people buy them regardless, why? Price.

    I could really care less about any summits or meetings about climate change. It makes for great PR for political posturing and jawboning, but as for actual change, whether or not its economically viable takes precedence over environmental impacts.
    Sep 28, 2015. 02:31 AM | Likes Like |Link to Comment
  • Wild Ride Continues For Peabody Energy And Arch Coal, While Coal Is Under Attack From All Directions [View article]
    As soon as I saw the article referencing the Pope as a reason support a bear thesis on the coal industry I knew this was another article using ideology as opposed to empiricism. The article's title should have a sign stating "beware of slopes."

    Divestment pledges following a big money number when there are a significant amount of unknowns, questionable follow-throughs on said commitments, and skepticism on top of it all leads me to believe words are cheap. It like New Year's resolutions, easy to say, hard to stick with. Just ask Japan:

    Is the author right about coal becoming so out of favor that coal companies are in arguably their toughest position ever? Based on the price of their debt, distressed does come immediately to mind. However, going further and implying that coal will be replaced completely by renewable energy is like saying Windows Phone is going to take a bite out of Apple. Growing 100% of barely anything is not a renaissance, particularly since the technology has been around for a while. Renewable energy will grow, no doubts about that, but when push comes to shove, price is what dictates actual choices. Coal is cheap, thus there will always be a place in the market for it.
    Sep 27, 2015. 07:54 PM | 5 Likes Like |Link to Comment
  • Apple App Store suffers first 'big hack attack' [View news story]
    Being the biggest attracts the wrong kind of attention sometimes, just ask Microsoft what it was (and still is to some degree) like.
    Sep 21, 2015. 06:02 AM | 2 Likes Like |Link to Comment
  • Do You Have A Seat On The Peabody Energy Rocketship? [View article]
    Reverse split is akin to window dressing. There have been some stocks that did very well after a RS. It's an old article, but it still offers some perspective.
    Sep 17, 2015. 07:35 PM | Likes Like |Link to Comment
  • In big oil price predictions, Goldman's track record outpaces IEA [View news story]
    How many standard deviations are we talking about here for oil to plunge into the 20s? Further, how big of a global selloff will ensue if $20 oil becomes a reality? If Goldman is looking for a plunge in oil it's basically saying global markets are going to plunge as well.
    Sep 12, 2015. 06:18 PM | 1 Like Like |Link to Comment
  • Apple unveils 12.9" iPad Pro, new Watch finishes/accessories (updated) [View news story]
    iPad Pro was the biggest disappointment.

    Still on a limited OS.

    More expensive keyboard - non backlit, no track pad, cannot be angled

    No built-in kickstand

    No USB 3.0 port or miniDisplayPort

    "pencil" is another $99 with nowhere to put it and can't click for instant access to OneNote like the other one

    For all the things it misses, it does sport a better and bigger display in a lighter package, but cost to productivity and what it is purporting to be shows an incomplete product.
    Sep 9, 2015. 11:13 PM | 2 Likes Like |Link to Comment
  • Stop And Take A Break [View article]
    I just want the Fed to raise so we can give the village back its dead horse.
    Sep 8, 2015. 08:51 PM | 1 Like Like |Link to Comment
  • Peabody Energy - A Few More Reasons To Invest [View article]
    Short interest is another potential catalyst as bankruptcy chatter is taken off the table.

    I think while coal prices will remain subdued, the worst is indeed behind the industry. Countries can pledge, call for, and encourage clean energy, but the reality comes down to price.

    The market has witnessed coal go from king to pauper. Capitulation has most likely occurred this year thus going forward a rebound is to be expected.
    Sep 1, 2015. 08:33 PM | 2 Likes Like |Link to Comment
  • Transocean - Still Reacting To The Market [View article]
    Had a huge profit in RIG in April, chose not to sell. Obviously the wrong call, however I continue to DCA into these depressed prices awaiting the next rebound. The real test is when oil rebounds will it be another head fake or the real deal. Current events like the 35% drop in oil since June because of, I guess Iran (?) do not concern me.

    Let's see how quickly U.S. production pulls back heading into the end of the year.
    Aug 26, 2015. 10:53 PM | 3 Likes Like |Link to Comment
  • Oil: Prices Will Rebound [View article]
    That's it, oil prices at sub-40 regardless of tech advancements is not sustainable not only for many domestic producers, but for international fiscal policies.
    Aug 26, 2015. 10:41 PM | 1 Like Like |Link to Comment
  • Crude Readies To Take Out $40 [View article]
    Charts are hindsight. They absolutely serve a purpose in terms of gaining perspective but are far from certain in definitively determining directions, in other words they are a piece to the puzzle not the answer itself.
    Aug 21, 2015. 09:27 AM | Likes Like |Link to Comment
  • Crude Readies To Take Out $40 [View article]
    Charts are great for references and hindsight, but as for where we're headed it's still borderline guesswork.

    I'm looking at some facts that are largely being ignored as new trends are forming.

    U.S. production has peaked and quietly(?) will fall below 9 million. With reduction in spending from integrated majors to offshore drillers, there will be a rebalancing, make no mistake. Demand will continue to rise even into the winter months.

    We're at a turning point, a slow turn, but like a huge ship you can't turn on a dime and there won't be a "V" shaped recovery, but once the new direction is established it will be so for a significant portion of time.

    - cheaper fuels prices equals more discretionary spending
    - world GDP not contracting (+3.3%)
    - EMs are not as bad as made out to be
    - production declines from the U.S.
    - U.S. housing starts sitting at near 8 year high
    - commodities are near the lows not the highs

    My point is there are reasons to be a little bullish here read: cautious even though constant media doom and gloom point to easy money being short or bearish.
    Aug 19, 2015. 11:04 PM | 8 Likes Like |Link to Comment
  • Solar stocks sell off as oil, energy stocks, Canadian Solar get hit [View news story]
    Solar correlated with oil? What's next? Coffee sells off thanks to the natty gas surplus because "reasons?"
    Aug 19, 2015. 08:59 PM | 4 Likes Like |Link to Comment
  • Don't Chase Chesapeake Just Yet, Wait For Brent $33-$39 [View article]
    You could get a job at Goldman. I suggest submitting a résumé.
    Aug 17, 2015. 08:30 PM | 9 Likes Like |Link to Comment