Seeking Alpha

Windwood Trader

Windwood Trader
Send Message
View as an RSS Feed
View Windwood Trader's Comments BY TICKER:
Latest  |  Highest rated
  • QuickChat #278, February 5, 2015 [View instapost]
    >Mark-

    I'm not so sure about the Sauds not letting the stuff just be totally stored to capacity. What do they care? They have no urgent need for money and their reserve is probably good for a century or two at a minimum.

    If I were doing strategy I would let everybody tank up and at a point further down the road start raising the bar. So what if it takes a couple of years? I'm in no hurry. The shale oil folks can't really drill many new wells at these prices- at least not for long so they will drop off the radar sooner rather than later. We consume 9 million barrels a day and that rate is increasing steadily. We don't have an energy alternative so we will still be Mideast oil captives.

    SSDD-

    WT
    Feb 17, 2015. 12:21 PM | 4 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    Minus 14F at 06:00 with 25MPH winds gusting to 35. Got Land Cruiser stuck in a 6' drift halfway down my 800' driveway.

    Guess how I spent the next four hours.

    Bah! Humbug!

    WT
    Feb 16, 2015. 10:16 PM | 2 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >Mark-

    Agree on China. I believe they will continue to grow but more in the 5%-6% range. They have probably stockpiled just about everything they need for themselves which I figure is their next step- Target infrastructure for a while. Euroland will be restructuring for a new(er) capitalism.

    The fog on the periphery in my thinking is old Vlad and what those Muscovites have planned for their next act. The ISIS thing is a real bit of sand in the ointment as well. All the think tank mags and books I absorb have no clear direction. Guess I'll just whistle past the graveyard like everyone else.

    WT
    Feb 15, 2015. 06:18 PM | 5 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    FWIW-

    European stocks have been outperforming US stocks by a wide margin this year, especially Germany and France with Spain and Italy not far behind. To those (like me) that feel European stocks will continue to outperform while the Euro will likely fall some more. Buying European stocks has obvious currency risk. One way to hedge is with (HEDJ) a Wisdom Tree ETF or a straight currency hedge using (UUP) or a 3X USD/EURO leveraged bet using EUO.

    The (HEDJ) distro yield is a little over 5% and the Wisdom Tree fund has over $10 Billion in it. Trades over 4 million shares daily.

    A couple of supporting articles follow.

    http://on.wsj.com/1FODzkS

    http://bit.ly/1FODzkU

    WT
    Feb 15, 2015. 09:35 AM | 5 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    Getting clobbered pre-market-

    SDRL $12.21 Dn $.81
    ZNGA $2.30 Dn $.86
    Feb 13, 2015. 09:29 AM | 3 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >DG-

    Good one- Thanks!

    Great memories! And

    YES! It is working! Arrrgh.............

    WT
    Feb 13, 2015. 09:21 AM | 4 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    January retail sales drop unexpectedly-

    Three months running in spite of cheap gas.

    http://bit.ly/1AhgkRQ

    WT
    Feb 12, 2015. 09:49 PM | 5 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    Good going, HTL-
    I will take a 13.79% scalp just about any day of every week-

    WT
    Feb 12, 2015. 09:34 PM | 4 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >DG-

    Thanks for the support piece about crumbling earnings.

    Reminds of my younger days walking girders 250' up and hoping there wouldn't be a piece of welding rod on the girder to step on or a strong crosswind.

    I believe the market is on the girder and there is all sorts of junk in the way with the wind picking up from many different directions at once. A parachute would be in order.

    WT
    Feb 12, 2015. 10:49 AM | 3 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    Interesting article on the rig count and its lack of significance to current output. Production still increasing.

    It's all location, location, location. Ask LT {;-)

    http://seekingalpha.co...

    WT
    Feb 12, 2015. 10:27 AM | 3 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >DG-

    Re:Dambisa Moyo's talk

    Thanks for the link.

    Excellent article- I've read it twice so far and I'm sure there will be a third time. Must read, IMHO.

    WT
    Feb 12, 2015. 10:18 AM | 4 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    Knowing the volatility of that stuff, HTL I would be out like a scalded cat. But that's just my nature.

    WT
    Feb 11, 2015. 04:56 PM | 3 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    Re:Medical costs-

    One thing many don't consider is that the cost of drugs varies dramatically depending on where they are obtained. My daughter was out of state and had her purse stolen (eventually found a block away) and her prescription drugs were taken along with her cash. Her lone credit card was not taken, probably missed. She needed her medication and went to the local Rite Aid and could have filled her scrip for a little over $425. She called me for advice.

    From experience I told her to go to the nearest chain big box grocery store and enrol in their drug purchase program. She did and bought the scrip OUT OF NETWORK for a cost of $135. Most people feel that their insurance drug program will always be cheapest but sometimes that's not the case. I use a Hannaford Grocery for my scrips and they will always check to see which format is less costly. It is worth while checking. Walmart does similar programs but I prefer to not patronize them.

    I believe the cost of drugs drops significantly next year under the Obama program.

    WT
    Feb 11, 2015. 04:51 PM | 2 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator January 1, 2015 To ?? [View instapost]
    >Patrick-

    INO broke through the 200 SMA and 200 EMA in November.

    WT
    Feb 11, 2015. 04:15 PM | 3 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator January 1, 2015 To ?? [View instapost]
    (INO)

    Does anyone know why INO tanked 30% in three days?

    I checked all the twit and Fierce Pharma stuff but zippo.
    The only thing I figure is the downgrade of Ebola worries.

    WT
    Feb 11, 2015. 03:27 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
3,143 Comments
312 Likes