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  • Chinese Stocks Are Cheap, Hong Kong Stocks Are Even Cheaper [View article]
    If you believe Chinese stocks are cheap, contact me.

    I have a bridge to sell you.
    May 22, 2015. 08:15 AM | 1 Like Like |Link to Comment
  • Greece's Real Problem [View article]
    This is all completely irrelevant.

    All these academic theories won't
    make the slightest difference.

    Greece is a corrupt society from top to
    bottom. Private and public sectors alike.

    Greece got into Europe by fudging the
    figures. But fudging the figures won't
    solve the problem.

    The only solution is to put Greece under
    World Bank tutelage for the longer-term
    to remake the whole of society.
    Mar 12, 2015. 08:20 AM | 7 Likes Like |Link to Comment
  • What It Really Costs To Mine Gold: The Yamana Q4 Edition [View article]
    Interesting and well done.

    Except for one omission, and it
    is a big and important one.

    Why did you not include Randgold
    (ticker GOLD) ? Probably the lowest-
    cost producer of all, the best.
    Mar 2, 2015. 08:15 AM | 1 Like Like |Link to Comment
  • Chevron: Trapped Between A Rock And A Hard Place [View article]
    It is a demonstration of the strength and importance
    of CVX that its withdrawal from shale throughout
    eastern Europe is having a major geopolitical impact.

    The countries of eastern Europe had hoped that the
    positive results of the CVX shale explorations in their
    own country will end their dependence on Russian

    CVX will be back in eastern Europe if and when oil
    prices rise enough to again make this profitable
    for CVX. This is not going to happen for some time,
    at least.
    Feb 25, 2015. 05:26 AM | 2 Likes Like |Link to Comment
  • Argentina In The Post-Kirchner Era: There Is Hope [View article]
    "With all that is wrong in Argentina, the stock market (^MERV) and the Global X FTSE Argentina ETF (NYSEARCA:ARGT) are up. I don't get it."


    Much the same is true in the USA. Washington is in a growing mess and there is
    no hope that this will change as long as Obama is in office, for as The Economist
    says there is "a growing body of evidence that Obama is quite an odd man."

    But the stock market just won't stop going up.

    Government at the state level is a different story, it is working pretty well.
    Could the same be true in Argentina?

    Feb 18, 2015. 08:24 AM | Likes Like |Link to Comment
  • The Swiss Franc Shock Increases Uncertainty And Reduces Confidence In Switzerland [View article]
    The swissie "looks unattractive"?

    Trade the swissie "from the short side"?

    Seems a bit premature to come to these bearish
    conclusions. Seems a good bit premature to
    write off Switzerland's safe haven status.

    Will the Ukraine question and the Islamic State
    still be around a year from now? Yes. Five years
    from now? Probably.

    Switzerland is surrounded by Euroland and by
    EU countries. With the exception of Germany they
    all look pretty weak and the EU structure pretty

    Switzerland takes longer to change from bullish
    to bearish.

    If it is changing, not sure
    Feb 8, 2015. 10:02 AM | 1 Like Like |Link to Comment
  • Drachma In Europe, Again [View article]
    What's a EURO?

    Love the DRACHMA. Have
    a large supply in my bathroom.
    Jan 8, 2015. 08:44 AM | 1 Like Like |Link to Comment
  • Comparing North America's 3 Largest Oil And Gas Drilling And Exploration Companies [View article]
    What happened to SLB?
    Jan 6, 2015. 09:40 AM | Likes Like |Link to Comment
  • LUKOIL's 9% Dividend Yield Intact For 2015 [View article]
    How can Lukoil possibly guarantee a 2015
    dividend of 9% in US dollars when the price
    of oil and the price of the rouble are completely

    For that matter the price of the US dollar too?
    Dec 28, 2014. 11:30 AM | 4 Likes Like |Link to Comment
  • Update: Air China Deal Encouraging For Boeing After Air France-KLM Deferred Delivery [View article]
    I think you, Jean-Paul (Satre) are jumping the (BB)gun.

    Lower oil prices relieve the pressure on airlines to change
    to newer models to save money.

    They save even when they stick to older models because
    of lower fuel prices.

    Do I read you right BB?
    Dec 24, 2014. 09:14 AM | Likes Like |Link to Comment
  • With Harvoni Approved, Here's What's Next For Gilead Sciences [View article]
    This is exactly time to go long.

    With GILD's terrific future, if not now
    when do you go long, on a big fall?
    Oct 14, 2014. 10:14 AM | 7 Likes Like |Link to Comment
  • Northrop Grumman Gets Upgraded And Other New Developments [View article]
    Great and accurate piece, thanks.

    NOC is an old favorite of mine.

    "jive" is interesting. I think you
    mean "jibe." But we holders of
    NOC are certainly jiving at the
    good news.
    Sep 30, 2014. 04:54 AM | Likes Like |Link to Comment
  • 10% Forecast Growth At Apple: Is It Already Cooked Into The Current Price? [View article]
    Just as Bendgate turned out to be a lot of noise
    about nothing, the same is true of the enormous
    tax hike APPL is now supposed to face at the hands
    of the EU.

    European proceedings of this kind go on for years
    if not decades before they are resolved. So it will
    be many years before AAPL has to pay out even
    a single euro. If it ever does.
    Sep 29, 2014. 12:38 PM | 4 Likes Like |Link to Comment
  • Why Apple Has To Take Bendgate Seriously [View article]
    There is an easy solution. Offer a discount on the price
    of any Apple product bought in future by the owner
    of an iPhone 6 Plus.
    Sep 26, 2014. 11:01 AM | 1 Like Like |Link to Comment
  • Apple Demand Explained By Thorstein Veblen [View article]
    Having been born outside the US and having
    lived most of my life outside the US, I cannot
    believe my eyes when I read this codswallop.

    I know all the countries mentioned. You'll
    find a hundred people or more in every one
    of them who wishes to move to America,
    compared to one person in America who
    wishes to move to any one of them. If
    you can find such a person in America.
    Sep 15, 2014. 03:27 PM | 3 Likes Like |Link to Comment