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diadochi

diadochi
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  • Making The Difficult Decision To Part Ways With BP [View article]
    Skate to where the puck will be, not to where it's at now.
    Dec 30, 2014. 12:31 PM | 5 Likes Like |Link to Comment
  • Dear Dr. Yellen, Forget About Inflation, Deflation Is The Real Concern [View article]
    Americans spend only 6.6% of their income on food---lowest percentage of income in the world. For instance, you could be Russian, and spend 31%, or Pakistan at 47%.
    Dec 27, 2014. 12:43 AM | 1 Like Like |Link to Comment
  • My Predictions For 2015 - Part I [View article]
    Everyone is up in arms always about the pork and corruption in politics, but considering what we offer as pay for Senators and House members, roughly $200k/annually, for positions that require $1.6m for the House and $10m for the Senate even to apply for the position , it's amazing that it's not worse.

    These people supervise an annual budget of $3.5t. If we paid market rates for this kind of work, say on the level of a utility, say pg&e, with a $10m salary to manage sales of $15b, we'd need to set aside nearly $9b for the 535 CEOs of the House and Senate annually; about $17m per member.

    At that point, we'd have them working for us instead of the other guy.
    Dec 24, 2014. 12:24 PM | 1 Like Like |Link to Comment
  • Why You Should Not Sell Your Oil Stocks At A Loss [View article]
    When would be the ideal "buy and hold" time for the oil patch? A year ago when everything looked peachy, or now, when just like in 2009 in banking and just about everything, the dire wolves were out spreading panic and fear in the flock? When, historically, has it been a good time to buy and hold stocks in the market or a sector? When they are high, or when they are off 50%?

    It's all a gamble, I know, look at Japan, but more often than not the best results follow from buying low...
    Dec 21, 2014. 12:21 PM | Likes Like |Link to Comment
  • Dividend Growth Investing FAQ [View article]
    Oh to be 25 again and single with $10k in my pocket! (grin)
    Dec 21, 2014. 11:36 AM | 4 Likes Like |Link to Comment
  • Why Oil Prices Will Stop Falling [View article]
    I did. I was pretty well into oil names a year or two ago, but started to shed them (all but a small position in BP), as I started to get more concerned about the fallout from climate change. I still believe that there will be a steady effort to substitute away from fossil fuels, but it's going to be very slow, and even slower now that the economic rationale has been further reduced.

    Now, the pricing is getting low enough in the oil patch to attract me for at least a trade of several years, even though at the same time I worry about some sort of 911 type climate event that could really hurt oil patch investments.
    Dec 3, 2014. 09:33 PM | Likes Like |Link to Comment
  • Offshore Drillers: Is History A Guide? [View article]
    Very nice lookback. Appreciate the time you put into this quality article.
    Dec 3, 2014. 09:08 PM | 3 Likes Like |Link to Comment
  • Feasting On The Stock Market Harvest [View article]
    And while all this may be true, what is the alternative? Sit in cash and lose 38% of purchasing power, or in the S&P and just be flat?
    Nov 28, 2014. 12:38 PM | 4 Likes Like |Link to Comment
  • Global Economies Will Dictate Rate Hike Timing [View article]
    Too bad for that scared money. No risk, no reward. I don't feel for them. Get in the game, don't cry about the world owing you a return on your no risk cash. Or don't.
    Nov 23, 2014. 11:28 PM | Likes Like |Link to Comment
  • The end of China's economic miracle? [View news story]
    Trial by hydrogen bomb. See the light, feel the heat, and it's game over for everyone. Unlimited war is no longer an option. There will be no Male or Feminine side, only ashes and ruin for the few survivors.
    Nov 22, 2014. 10:27 PM | 1 Like Like |Link to Comment
  • Go Where It Is Darkest: When Company, Country, Currency And Commodity Risk Collide! [View article]
    Very nice and complete as possible analysis. Care to take a stab at PBR?
    Nov 21, 2014. 11:21 AM | 4 Likes Like |Link to Comment
  • Petrobras - Convergence Of Headwinds [View article]
    I'm guessing quite a bit of the bad news is priced in...although Brazilian politics seem to have a talent of snatching defeat from the jaws of victory. PBR has a number of projects starting to pay off, and with the recent announced global stimulus from China and the EU, oil may print higher. Is this the bottom? Don't know, but a bet here is closer to the bottom than the top.
    Nov 21, 2014. 10:45 AM | 1 Like Like |Link to Comment
  • Spectrum bids top $24B; AT&T/Verizon seen spending heavily [View news story]
    Which is why you shold own the players. The whole idea of the government selling finite and precious RF spectrum rather than leasing it is an abomination. But since it is, what it is, best to be on the cart than wholly pushing it.
    Nov 20, 2014. 11:37 AM | Likes Like |Link to Comment
  • Petrobras down again as investigation deepens [View news story]
    Brazil. The image that springs to mind is of three monkeys f... a football. Arrogant, stupid, idiots.

    That said, things "appear" to be changing...investigations by police, appointment of both Brazilian and international law firms to assess the damage, and the setting up of a compliance department by the board of PBR. Assuming the financial damage isnt too bad, it could be a buy at these levels.
    Nov 18, 2014. 10:50 AM | 1 Like Like |Link to Comment
  • Global Investing: Are Foreign Stocks Attractive? [View article]
    Nice article. As I watch the US market soar further into the stratosphere, especially some of the DGI favorites like utilities, adjectives like "ludicrous", and swear words like "damn" enter my mind.

    European stocks are starting looking like an income play, but investors want none of it. Just eight years ago the meme was emerging markets, instead of the current "least dirty shirt". With my allocation, at least I know what it's like to take a more or less daily trip to the woodshed; a good reminder of what happens when investment memes change. The desire to go 100% the US market is palatable. Now I know how value investors felt in the run up of the technology bubble in the 90s.

    The big question is will the US join the rest of the world in its funk, or will the world join the US equity party? If the elites of Europe would unambiguously join the church of QE, as it appears that the ECB doesn't have the independence of the Fed, I'd vote for the later. Just trying a "home cure" of just a little case of economic cancer doesn't inspire much confidence, as evidenced by the flat lining EU index.
    Nov 14, 2014. 11:54 AM | Likes Like |Link to Comment
COMMENTS STATS
233 Comments
340 Likes