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Ducaticorse

Ducaticorse
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  • Wall Street Breakfast: China's Stock Market Takes Plunge [View article]
    Carlini is making a very valid point. This country needs some clean up as much as foreign entities. And if they are able to work many cases at once, they don't show it.
    May 28, 2015. 09:15 AM | 5 Likes Like |Link to Comment
  • Banco Santander: One Of The Best Banks In The World Sells At A Discount [View article]
    Agree with you but it's getting more and more difficult to find non socialist places to invest (at least places where I understand the language).
    May 27, 2015. 02:23 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Snapchat CEO Confirms Plans For IPO [View article]
    China is blocking TWTR but several law enforcement agencies in the US are trying to block the likes of Waze; they don't like it when we can avoid their speed traps.
    May 27, 2015. 09:32 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Snapchat CEO Confirms Plans For IPO [View article]
    When I read the article about FIFA I thought; good. But at the end it says that Bill Clinton and Prince Williams where lobbying to host the World Cup in the US or England respectively and lost to Quatar. I don't believe in coincidences.
    May 27, 2015. 09:30 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Snapchat CEO Confirms Plans For IPO [View article]
    I'm afraid that you and the rest of the country will never figure it out.
    May 27, 2015. 09:25 AM | 5 Likes Like |Link to Comment
  • Momentum Investing: Skewness-Enhanced Momentum Yields Double Alpha [View article]
    The skewness of what?
    May 24, 2015. 10:23 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Yellen, Draghi Speeches Take Center Stage [View article]
    Cool the only country that was not attacked by the US one way or another is Liechtenstein.
    May 23, 2015. 10:32 AM | 1 Like Like |Link to Comment
  • When The Current Housing Bubble Finally Bursts [View article]
    But you've demand and demand... When demand was supported by people who could barely fog a mirror, it was demand but we saw how it ended up.
    When demand is supported by families with good jobs and a reasonable down payment, you have another outcome when the cycle turns.
    Anyway, when the going is good, demand is demand. And demand is subject to liquidity. For the moment I don't anticipate a shrinkage in liquidity. That would wipe off all the reflating efforts of the FED.
    May 22, 2015. 11:03 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: PMI Data Weighs On Global Markets [View article]
    And there is a big debt overhang in the consumer sector, the final repository of almost all production efforts. As long as the consumer can't or won't borrow and it's financial standing doesn't improve through wages, there is not going be a real recovery.
    May 21, 2015. 10:21 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: PMI Data Weighs On Global Markets [View article]
    That's the surprise of the day. I have a letter recommending BBY for two years now and I always thought; no way. My bad but overall good new.
    May 21, 2015. 10:11 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: PMI Data Weighs On Global Markets [View article]
    Not sure. It looks like China's workforce is getting too expensive. They go to Viet Nam now.
    May 21, 2015. 10:10 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: ECB Pledges To Boost Bond Buying [View article]
    They are starting discussions with the Swiss regarding these accounts.

    Dated April 28, 2015 in French; says Athens launches back negotiations for a tax agreement with Switzerland. After what happened in past few years, Swizterland will comply.

    http://bit.ly/1GmbKDn
    May 19, 2015. 09:31 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Shell May Have To Sell BG's Kazakh 'Cash-Cow' [View article]
    Marinas all over the world are the graveyards of broken dreams.
    May 18, 2015. 09:37 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Shell May Have To Sell BG's Kazakh 'Cash-Cow' [View article]
    Switzerland gets the components for its watches (the tiny wheels) in China already.
    May 18, 2015. 09:35 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Shell May Have To Sell BG's Kazakh 'Cash-Cow' [View article]
    China is currently building about 50 atomic reactors and just signed a huge contract with Russia for Nat Gas.
    May 18, 2015. 09:34 AM | 3 Likes Like |Link to Comment
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