Seeking Alpha

Three Cheese Fondue

Three Cheese Fondue
Send Message
View as an RSS Feed
View Three Cheese Fondue's Comments BY TICKER:
Latest  |  Highest rated
  • Is A Bullish 'Perfect Storm' Brewing In Treasury Bonds? [View article]
    "Interest rates have been declining, yet the near-universal prognosis is for them to rise."
    Is it? That sentence would have been true this time last year, but 12 months later, all I am seeing is "deflation"; it's all anyone wants to talk about. It's everywhere. The consensus may not have changed to long bonds, but it's a hell of a way from what it was IMO from this time last year. In other words, long bonds is no longer the contrarian trade. It could still work, for a while, based on the fact the trend is still intact. Indeed it could work for many reasons; but I don't think being contrarian is necessarily one of them.
    Jan 11, 2015. 01:14 PM | Likes Like |Link to Comment
  • Oil trader Hall sees $40 oil as "absolute price floor" [View news story]
    bit dramatic.
    Jan 10, 2015. 04:42 AM | 1 Like Like |Link to Comment
  • Gundlach: Bull market for Treasurys to continue [View news story]
    predictions of higher rates were the consensus in late 2013/early 2014. now we have the big bad deflation monster meme in 2015 it feels to me like the consensus is for rates to go lower from here.
    Jan 10, 2015. 04:28 AM | 1 Like Like |Link to Comment
  • Gundlach: Bull market for Treasurys to continue [View news story]
    u need to look at real yields
    Jan 10, 2015. 04:20 AM | Likes Like |Link to Comment
  • Gold Stocks Already Turning Up In The New Year [View article]
    Oodles of breathless certainty. I wish I too had a crystal ball.
    Jan 10, 2015. 04:13 AM | 12 Likes Like |Link to Comment
  • Pascal The Trader And The Logic Of Faith [View article]
    And one more time in case anybody missed it: "...our award winning papers". It would be nice to be able to boast about award winning performance.
    Dec 22, 2014. 05:44 PM | 6 Likes Like |Link to Comment
  • The Oil Price Plunge - Fiction, Reality And Opportunity [View article]
    Interesting.
    Dec 20, 2014. 06:29 PM | Likes Like |Link to Comment
  • $60: Not A Reasonable Price For Oil [View article]
    Judging by the comments on this and similar articles it seems that the majority want prices higher because they have a vested interest in that eventuality: they hold stocks of oil companies of one flavour or other.
    Dec 19, 2014. 09:48 PM | 3 Likes Like |Link to Comment
  • Crude oil gains nearly 5% on session [View news story]
    Doubt it. This is a technical move IMO.
    Dec 19, 2014. 02:36 PM | 1 Like Like |Link to Comment
  • Good Luck Gold Bulls (You May Well Need It) [View article]
    Great article but slightly concerning because I'm thinking pretty much exactly the same things myself. Looking forward to more articles.
    Dec 17, 2014. 07:33 PM | Likes Like |Link to Comment
  • Good Luck Gold Bulls (You May Well Need It) [View article]
    Shame you didn't sell it at 1900.
    Dec 17, 2014. 07:31 PM | 4 Likes Like |Link to Comment
  • $60: Not A Reasonable Price For Oil [View article]
    Yeah but OPEC countries hate the US so the idea of cutting production and allowing the US to keep pumping and making $$$ is anathema to them.
    Dec 17, 2014. 07:23 PM | Likes Like |Link to Comment
  • The Crash Of Oil Prices Could Be The Opportunity Of The Decade [View article]
    @II: that's a ridiculous thing to say. It doesn't take bankruptcy to cause investors to lose significant amounts of money.
    Dec 17, 2014. 08:47 AM | Likes Like |Link to Comment
  • Is The iShares Silver Trust ETF About To Change Course? [View article]
    Are you long?
    Dec 15, 2014. 08:17 PM | 1 Like Like |Link to Comment
  • Market Timing Report: Sentiment Returns To Overbought Territory [View article]
    Well it looks like this was a good call but we have no knowledge as to the authors' hit rate; they could be 10 for 10 or they could be one for 10, this being the "one"; we have no idea because presumably the "bad" calls are not published.
    Dec 15, 2014. 08:12 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
677 Comments
715 Likes