Bill S. Friend

Bill S. Friend
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  • Value plays all around in the airline sector  [View news story]
    Airlines are highly leveraged and susceptible to volatile fuel prices. Any hiccup in the economy will affect airline valuations. I think the PE is a good indication that the smart money moved out at the market top. Maybe moved into oil or railroads as a hedge?
    Jun 21, 2015. 07:58 AM | 1 Like Like |Link to Comment
  • Greece considering last-ditch proposals for creditors: WSJ  [View news story]
    The EU should prove that failure IS an option for the PIIGS nations, however the incumbents will always advocate the status quo just like here in the USA. I will truly be surprised if the EU bites the bullet and kicks Greece to the curb. The other PIIGS nations will be watching to see how much they can get away with. Nations that honor their agreements should be given some debt relief as an incentive, not the petulant brat who throws themselves on the floor when they dont get what they want.
    Jun 21, 2015. 07:45 AM | 2 Likes Like |Link to Comment
  • Why The Swiss Franc Is Falling  [View article]
    So Switzerland is on "sale" for Americans right now? And for the foreseeable future? I would guess Swiss tourism concerns will be targeting Americans. The major hoteliers and air carriers should fare well if they play their cards right.
    Apr 14, 2015. 07:40 PM | Likes Like |Link to Comment
  • The Biggest Risks To Stocks In 2015: A 10-Point Analysis  [View article]
    Under normal circumstances the stronger Dollar and European pullback would affect earnings enough to bring our stock markets back to earth. The great unknown is the governmental tinkering at home and abroad as central banks confuse the recipe with trillions of Dollars (and possibly Drachmas).
    Feb 20, 2015. 09:38 PM | 3 Likes Like |Link to Comment
  • Fast-food chains could feel aftershock from Wal-Mart announcement  [View news story]
    Henry Fords' abuse of his employees is legendary.
    Feb 19, 2015. 08:55 PM | 1 Like Like |Link to Comment
  • Investors Have No Choice But To Own Gold After This Latest McKinsey Chart  [View article]
    If global economies hit the wall again as a "crisis of confidence" ensues, the Fed will be buying assets with fake dollars again. Nobody will have the nerve to say, "The emperor isn't wearing clothes!" because we are all holding Dollars while looking for the exits.
    Everything has a beginning and an ending.
    Feb 8, 2015. 08:17 PM | Likes Like |Link to Comment
  • Initial Jobless Claims: 383K vs. 370K consensus (prior week revised to 373K from 370K). Continuing claims -36K to 3.24M.   [View news story]
    I don't think there has been enough positive employment numbers to consider it a trend!
    May 31, 2012. 09:59 PM | Likes Like |Link to Comment
  • An End To QE? Probably Not  [View article]
    The rally into the beginning of the year was based on hopes for some type of monetary tinkering by the central banks. I think the window for success has passed at this juncture. The November presidential elections here in the states should provide some helicopter type stimulus to ensure a robust economy, or at least stock market. I have been saying since this began that the Fed would eventually backstop the EU in some fashion.
    May 31, 2012. 08:48 PM | 1 Like Like |Link to Comment
  • Market recap: Stocks clawed back from early losses but still finished lower, as all three major averages closed their worst month in two years. Stocks, weighed by a raft of weak U.S. economic data (I, II, III) that sent Treasury yields to new record lows, bounced after a story (later clarified) suggesting the IMF is working on a “rescue loan” for Spain. NYSE decliners led gainers seven to six.   [View news story]
    Yeah go ahead and buy!
    May 31, 2012. 08:14 PM | Likes Like |Link to Comment
  • The London Whale was hooked by a NYC "monster." The tale of how Boaz Weinstein and other hedge fund managers took JPMorgan for billions. Now running his own money, Weinstein was once a whale himself on the wrong side of a trade, he and his team at Deutsche Bank losing $1.8B in 2008.   [View news story]
    This is just like the attempt to smash JPMs silver shorts.
    May 28, 2012. 10:38 PM | Likes Like |Link to Comment
  • GDP Per Barrel Of Oil Consumed: Which Countries Are Executing Efficiently?  [View article]
    The first chart illustrates our vulnerability to oil price fluctuations.
    May 28, 2012. 08:39 PM | Likes Like |Link to Comment
  • Whipsaw Wednesday: You're Lucky They Don't Charge You To Take Your Money  [View article]
    What kind of history do the markets have in a typical election year? I would say any excuse for a government intervention would suffice even if the crisis had to be manufactured.
    May 26, 2012. 10:08 PM | 1 Like Like |Link to Comment
  • Today In Commodities: A Tiresome Trend For Crude  [View article]
    The Dollar is going lower due to inflationary pressures. Commodities will enjoy this environment. Increased demand from a recovery will raise energy costs, squelching growth, get used to the range bound scenario. Of course the government could manipulate things further which could cause further consternation of investors wondering which direction the next breakout will be, or Europe, or a flash crash...
    Apr 20, 2012. 10:40 PM | 1 Like Like |Link to Comment
  • “The financial crisis is over,” quips Rosecliff Capital’s Michael Murphy in response to Meridith Whitney's upgrade of Citigroup to hold late Monday. Whitney has had a Sell or Underperform rating on the stock since starting coverage at her new firm in April 2009, and the call sets a milestone of sorts for the credit crisis, given that Whitney was one its most outspoken prognosticators.   [View news story]
    The sense of entitlement due to some superior genetics, IQ, or Ivy league diploma is nauseating. Wall Street insiders are cashing checks the average American wouldn't make in a lifetime, due to the worlds economy being brought to the brink by their greed and malfeasance, all the while maintaining they deserve it like the impetuous spoiled brats their parents raised them be. Branded as perma-bears, Patriots hold out hope of failure of this system so that men of courage, integrity, and vision can once again restore the "Shining city on the Hill" Reagan spoke of to it's former glory! "In God We Trust" has been replaced with "Increased Return to the Shareholder"
    Apr 20, 2012. 10:24 PM | 1 Like Like |Link to Comment
  • The SEC will reportedly charge ratings agency Egan-Jones with misstatements on its regulatory application. The news follows a story from earlier this week that the SEC had concerns over the firm's internal procedures and staffing levels before it ever gave it approval to rate bonds.  [View news story]
    What a travesty of justice. Where are the charges for S&P, Reuters, and Moody's?
    Apr 20, 2012. 08:36 AM | 1 Like Like |Link to Comment