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Dogbert

Dogbert
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  • 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
  • Update: Questioning Credit Suisse's $1 Price Target For Cliffs Natural Resources [View article]
    Cliffs stock rose Friday 12/17, because....
    Aug 2013: Cliffs Great Lakes iron ore pellet sales to AK Steel under Long Term contact 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" pricing from Australia and Brazil IOPEC big boys.
    Dec 20, 2014. 10:49 AM | Likes Like |Link to Comment
  • BHP Billiton: When Iron Ore Miners Act Like They're OPEC [View article]
    BHP, RIO, and VALE...... " Are Now: the IOPEC of China Iron Ore!

    However, the U. S. Great Lakes I. O. Market is somewhat insulated from China CIF pricing.
    Dec 20, 2014. 10:43 AM | Likes Like |Link to Comment
  • Cliffs Natural Resources: Time To Be Bearish Again? [View article]
    Aug 2013: Cliffs Great Lakes iron ore pellet sales to AK Steel under Long Term contact 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" pricing from Australia and Brazil.
    Dec 20, 2014. 10:34 AM | Likes Like |Link to Comment
  • Deflation Now? If So, Cash Is No Longer Trash: Discussion And Implications [View article]
    You cannot eat Dollars, but you can rent a house for income.
    Dec 17, 2014. 03:04 PM | Likes Like |Link to Comment
  • Massive rate hike fails to halt ruble's slide [View news story]
    "Oil and natural gas sales accounted for 68% of Russia’s total exports in 2013" !

    Oil and natural gas activities make up a large portion of Russia's federal budget. According to the Ministry of Finance, 50% of Russia's federal budget revenue in 2013 came from mineral extraction taxes and export customs duties on oil and natural gas."

    http://1.usa.gov/1wbTmJe
    Dec 16, 2014. 10:37 AM | 1 Like Like |Link to Comment
  • Deflation Now? If So, Cash Is No Longer Trash: Discussion And Implications [View article]
    Mortgage Loans @ 4 percent and residential rental properties, better than Bonds.
    Dec 16, 2014. 10:35 AM | 1 Like Like |Link to Comment
  • Update: Cliffs Natural Resources May Give Up On Bloom Lake [View article]
    Closing of Great Northern Iron Trust on April 15 will significantly Reduce Great Lakes Iron Ore Supply..... To the Benefit of Cliffs and Mesabi Trust !
    Nov 21, 2014. 10:22 AM | Likes Like |Link to Comment
COMMENTS STATS
28 Comments
24 Likes