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Dogbert

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  • Mitsubishi Motors to end producing cars in U.S. [View news story]
    Getting ready for TPP ?
    Jul 27, 2015. 09:20 AM | Likes Like |Link to Comment
  • Cliffs Natural Resources Is As Likely To Default As It Is To Survive By The End Of 2017 [View article]
    U. S Department of Commerce, Today.

    "New orders for manufactured durable goods in June increased $7.7 billion or 3.4 percent to $235.3 billion, the U.S. Census Bureau announced today.
    Nondefense new orders for capital goods in June increased $6.9 billion or 9.4 percent to $80.8 billion. Shipments decreased $0.1 billion or 0.2 percent to $78.6 billion. Unfilled orders increased $2.2 billion or 0.3 percent to $759.2 billion. Inventories increased $1.0 billion or 0.6 percent to $177.5 billion. "
    Jul 27, 2015. 09:18 AM | 2 Likes Like |Link to Comment
  • Vale surges 7% on plan to cut iron ore supply [View news story]
    Since there is no... Sarbanes–Oxley Act of 2002 (Pub.L. 107–204, 116 Stat. 745, enacted July 30, 2002), also known as the "Public Company Accounting Reform and Investor, Brazil Tried to Kill competitors with low prices. With No Real Accounting...... Vale do Rio Douce is sour, not sweet

    Brazil economy is in Toilet after PetroBras and offshore estimated fields bust... 100 million for 10 New Football Stadiums for 2 games each, and Summer Olympics construction large National budget Deficits....... Remember, PetroBras is like PMEX... Government supported companies.
    Jul 13, 2015. 04:09 PM | Likes Like |Link to Comment
  • Creditors evaluate Greece's new proposal [View news story]
    PM Tsipras may have "Blinked"........ But Greeks VOTED 61 % ...

    .... " NO Austerity " !
    Jul 10, 2015. 09:55 AM | Likes Like |Link to Comment
  • Everything Has Changed: Oil, Saudi Arabia, And The End Of OPEC [View article]
    Honest Saudi.

    In 2000, Sheikh Yamani, former oil minister of Saudi Arabia, gave an interview in which he said:

    "Thirty years from now there will be a huge amount of oil - and no buyers. Oil will be left in the ground. The Stone Age came to an end, not because we had a lack of stones, and the oil age will come to an end not because we have a lack of oil."
    May 11, 2015. 12:15 PM | 1 Like Like |Link to Comment
  • Cliffs Natural downgraded at BMO as iron ore oversupply "not letting up" [View news story]
    Seabourn Iron Ore Australia, China, etc supply and prices....... Have Nothing to Do wil U. S. Great Lakes IO Market, of which Cliffs supplies 60 percent at $ 102 per ton.
    Apr 10, 2015. 12:07 PM | Likes Like |Link to Comment
  • Cliffs Natural Resources: Negatives Outweigh Positives [View article]
    Perhaps shutting down one of their four taconite mills, will reduce costs and increase thruput of three operating mills, lowing per ton cost of production.
    Apr 10, 2015. 12:04 PM | Likes Like |Link to Comment
  • Poor Brazil [View article]
    No potable water in largest city of Sao Paulo due to long term drought, together with 50 % loss of total ecectric generating capacity due to loss of hydro-electic generation... will cause migration and de-population.

    A crisis that Dilma cannot solve. Brazil will never "Be the Country of the Future" it always said. PetroBras debacle adds to economic collapse.
    Mar 18, 2015. 07:31 AM | 3 Likes Like |Link to Comment
  • Barring An Increase In Iron Ore Pricing, Cliffs Is Insolvent In The Medium Term [View article]
    Scrap Costs More than IO !
    Feb 20, 2015. 04:02 PM | Likes Like |Link to Comment
  • Barring An Increase In Iron Ore Pricing, Cliffs Is Insolvent In The Medium Term [View article]
    The solution to Revenue issue...... is Volume at long term domestic delivery Contract rates which are $ 35 per Ton or more above foreign sea-borne (index) delivered rates !
    Feb 9, 2015. 12:13 PM | 2 Likes Like |Link to Comment
  • The Coming Euro Crash [View article]
    Free money for deposit-investment banks and their hedge and investment fund clients. High money rates for everyone else, sucking the juice out of the 99 percent ? Lower and lower financial regulation by new Congress.

    Deflation continues as "real economy" is eroded.
    Jan 16, 2015. 07:05 AM | 4 Likes Like |Link to Comment
  • The Coming Euro Crash [View article]
    Free money for deposit-investment banks and their hedge and investment fund clients. High money rates for everyone else, sucking the juice out of the 99 percent ? Lower and lower financial regulation by new Congress.

    Deflation continues as "real economy" is eroded.
    Jan 16, 2015. 07:05 AM | Likes Like |Link to Comment
  • The Coming Euro Crash [View article]
    EU a Deflation contagion bumpercar arena?
    Jan 11, 2015. 05:29 PM | Likes Like |Link to Comment
  • Morgan Stanley, Rosneft scrap sale of oil unit [View news story]
    Morgan Stanley... Cutting and Running from long-term tank and tanker storage Leases !
    Dec 22, 2014. 11:42 AM | Likes Like |Link to Comment
  • Oil And Gas Stocks: Buy When People Are Fearful [View article]
    Everyone.... overlooked ?
    Aug 2013: Cliffs Great Lakes iron ore pellet sales to AK Steel under Long Term contract for 2013 and 2014 has been extended to 2023.

    Dec 17, 2014: "AK Steel expects above-consensus earnings, 37% more shipments in Q4. AKS says it expects shipments to jump 37% Q/Q to 2M tons in the current quarter from ~1.46M shipped in Q3, helped by acquisitions and strong demand from the auto industry.

    Mesabi Trust supplies most of the iron ore to Cliffs. The Great Lakes I. O. Market is insulated from "China Seabourn iron ore" CIF pricing from Australia and Brazil.
    Dec 20, 2014. 11:32 AM | Likes Like |Link to Comment
COMMENTS STATS
35 Comments
27 Likes