freeman8201

freeman8201
Send Message
View as an RSS Feed
  • Tracking Lou Simpson's SQ Advisors Portfolio - Q2 2015 Update  [View article]
    Say...VRX isn't holding well right now.
    Nov 14, 2015. 12:22 AM | Likes Like |Link to Comment
  • Century Aluminum: Premium Gone, Insolvency Coming  [View article]
    I'm sure Glencore, the commodity trader, has plans for their American operations. Marc Rich the American founded Glencore which started with cenx thence fled to switzerland.

    Glencore is currently in some debt issues too. I remember reading BHP is a customer of cenx.
    Nov 1, 2015. 11:34 PM | Likes Like |Link to Comment
  • Century Aluminum plans to close South Carolina smelter without power deal  [View news story]
    ok...cenx had a similar agenda with another power contract termination @ another plant. I'm sure you know of this. I'm sure those Glencoe boys know what they're doing.
    Nov 1, 2015. 11:14 PM | Likes Like |Link to Comment
  • Century Aluminum plans to close South Carolina smelter without power deal  [View news story]
    China exporting aluminum now just like steel & rubber tires.....
    Oct 23, 2015. 01:39 PM | Likes Like |Link to Comment
  • Saudi Arabia reduces prices on oil sales  [View news story]
    Elco, sometime ago Saudi Arabia & Qatar wanted to build a natural gas pipeline from Qatar to feed southern Europe via Syria/Turkey. The "other" deal was a natural gas pipeline from Iran. One of Syria's allies being Iran; thus, Pres. Assad of Syria said no to the Saudis. The bankers financing those militias groups, e.g., ISIS, in the civil war in Syria are Qatar, SA, & Turkey. I remember on tv Assad saying he wouldn't talk of any negotiations 'til the financing of the militias stopped. And in the background China is one of Syria's allies too. With some delegate from China saying we recognize Syria's "sovereignty." With Both China and Russia vetoing any UN measure(s) against Syria.
    Oct 4, 2015. 07:49 PM | 1 Like Like |Link to Comment
  • China's Weight May Pull These Casinos Under Water  [View article]
    you might as well short mpel and wynn.
    Sep 22, 2015. 07:42 AM | 1 Like Like |Link to Comment
  • Arch Coal +21% as Wyoming reaffirms self-bonding eligibility for permits  [View news story]
    go Arch!
    Sep 16, 2015. 10:53 AM | Likes Like |Link to Comment
  • Chanos reveals new short position in "looming disaster" Cheniere Energy  [View news story]
    it's chanos vs uncle Icahn
    Sep 9, 2015. 10:45 AM | 2 Likes Like |Link to Comment
  • Fasten Your Seatbelt - Natural Gas Is Ready To Blast Off  [View article]
    this too has been my thesis pn investing in coal. EXO, SD, etc, are bleeding cash
    Sep 4, 2015. 01:17 PM | 3 Likes Like |Link to Comment
  • August market share leaders in Macau  [View news story]
    Sheldon's cotai casinos serves the masses and is working. I wonder how Galaxy mrkt share was.
    Sep 2, 2015. 07:41 AM | Likes Like |Link to Comment
  • Macau gaming revenue down 36% in August  [View news story]
    every month/qrt it's'rev. down in Macau'....
    Sep 1, 2015. 07:42 AM | 1 Like Like |Link to Comment
  • Iran nuclear deal sees more support  [View news story]
    oil to 30....
    Aug 31, 2015. 04:58 AM | Likes Like |Link to Comment
  • Arch Coal Is Shining For A Few Days But It's Still Distressed  [View article]
    this is the start of the "V" recovery. Take my advice with a grain of salt folks, my guess is as good as yours
    Aug 28, 2015. 10:39 AM | 1 Like Like |Link to Comment
  • Arch Coal Is Shining For A Few Days But It's Still Distressed  [View article]
    aci going to $50/share
    Aug 27, 2015. 08:48 PM | 1 Like Like |Link to Comment
  • Las Vegas Sands And The Great Macau Bubble  [View article]
    the typical worker will spend less but the Chinese tycoon shouldn't be of concern. The devaluation of the yuan is meant to boost export growth. E.g., steel, toys, you name it.

    I will add that the margin debt carried on the Shanghai stock market is very high and it eerily reminded me of a precursor to any depression the US experience. I read this a wk ago. Buying stocks on margin is gambling!
    Aug 27, 2015. 11:13 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
814 Comments
196 Likes