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dieuwer

dieuwer
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  • KBWY: Small-Cap REIT ETF Has Attractive Yield [View article]
    Matthew, what do you think of ROOF?
    Dec 26, 2014. 04:04 PM | Likes Like |Link to Comment
  • Texas: Recession In 2015? [View article]
    This article is complete nonsense. Texas does not receive 100% of sales revenue of oil that has been produced instate. Texas is not a communist country, you know.
    Companies pay taxes in Texas, which is a only a (small) percentage of oil revenue. Additionally, Texas has a diversified economy comprised of Agriculture, Aeronautics, Defense, Computer Technology, Energy, Tourism and Healthcare. To compare Texas to Russia is preposterous.

    http://bit.ly/13EEOWa
    Dec 24, 2014. 11:00 AM | 4 Likes Like |Link to Comment
  • Gilead, Abbvie, Express Scripts, And Biotech Industry Turmoil Seen By Market-Makers [View article]
    BBH and SPY cannot possibly be at the same risk/reward intersection show in Figure 7. GILD is a major component of BBH and drives the ETF to a very large extend.
    Dec 24, 2014. 10:49 AM | Likes Like |Link to Comment
  • South Korea indicts Uber CEO [View news story]
    The point is indeed REVENUE. Governments protect the taxi industry because governments make a ton of money off taxi medallions. Can't do that with ride-sharing businesses like Uber.
    Dec 24, 2014. 10:04 AM | Likes Like |Link to Comment
  • Russia, Oil, China And The Dollar [View article]
    No nose cutting. Unless you think it is the Saudi nose.
    Dec 24, 2014. 09:14 AM | Likes Like |Link to Comment
  • Dessert Bells Ring: Warren Buffett Eats At Distressed Buffets [View article]
    Commodity bear markets last 15~20 years. We're not even half way.
    Dec 23, 2014. 03:25 PM | 1 Like Like |Link to Comment
  • Russia, Oil, China And The Dollar [View article]
    I have another one: What if Western (US) governments argue that the low Saudi oil price amounts to "import dumping" and decide to slam tariffs on oil imports? Protects the domestic oil industry, leaves Saudi oil unsaleable.
    Dec 23, 2014. 03:19 PM | 1 Like Like |Link to Comment
  • Commodity Darwinism: Strong Hands Emerge [View article]
    "In raw material markets, commodity Darwinism is alive and well - the strong will become stronger, and the weak will fade into oblivion."

    ...unless the government steps in a places tariffs on imports.
    Dec 23, 2014. 11:08 AM | Likes Like |Link to Comment
  • Russia orders next steps to stabilize ruble [View news story]
    http://seekingalpha.co...
    Dec 23, 2014. 08:13 AM | Likes Like |Link to Comment
  • Express Scripts/AbbVie HCV deal should not be surprising [View news story]
    Gild could circumvent this easily by having their own pharmacy chain.
    Dec 22, 2014. 02:10 PM | Likes Like |Link to Comment
  • Express Scripts/AbbVie HCV deal should not be surprising [View news story]
    I already see the latest headline: "Express Scripts let patients die for bigger profits"!

    How quickly can you say: "Public relations nightmare"?
    Dec 22, 2014. 02:07 PM | 3 Likes Like |Link to Comment
  • Express Scripts/AbbVie HCV deal should not be surprising [View news story]
    This exclusivity agreements are ILLEGAL. Doctors prescribe drugs that MUST BE FILLED by pharmacies. Pharmacies are not doctors and certainly do not decide what medication you should get.
    Dec 22, 2014. 02:03 PM | 2 Likes Like |Link to Comment
  • End Of Tesla, Or End Of Oil? [View article]
    Tesla cars are toys for the rich. They do not care what the price of gas is.
    Dec 19, 2014. 11:49 AM | 8 Likes Like |Link to Comment
  • What Is Saudi Arabia Thinking? [View article]
    With one stroke of a pen, the US could counter the Saudi moves and aid the domestic oil industry: OIL IMPORT TARIFFS. The legal base would be: ILLEGAL DUMPING.
    Dec 16, 2014. 08:07 PM | Likes Like |Link to Comment
  • The Bull Market In U.S. Treasuries That Just Won't Quit [View article]
    Next year probably is going to be different.
    Dec 12, 2014. 09:27 PM | Likes Like |Link to Comment
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