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losbronces

losbronces
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  • Copper Makes A Move - Is Copper The Next Oil? [View article]
    Scotiabank thinks copper may be oversold: http://bit.ly/1BGpN2n

    I closed my FCX puts for a nice gain. Could go lower, but there is a time element with options too.
    Jan 31, 2015. 12:19 AM | Likes Like |Link to Comment
  • Terror Cover-Up Scandal In Argentina: Investment Implications Of Prosecutor Nisman's Death [View article]
    Yes, I know that CFK can't be reelected. I don't think she is really interested in being president now anyway. IMO, the stress has been getting to her and manifesting itself in various health problems.

    I believe the opposition is too fragmented to pull together for a victory. IMO the next president will come from one of the Peronist parties, whether its the PJ or Front for Victory or whatever other name they want to use, its all the same.

    So does it make sense that CFK was responsible? I think not. But she did not handle it well as her first response was to get rid of the problem and her second was to go play the victim. It also doesn't make sense that the opposition (whoever that is) would come up with something so diabolical without a clear end-game. And don't tell me you think this killing would cause the government to fall; it won't happen. Not that much time left in CFK's presidency anyway. So where is the benefit there?

    Suicide seems very unlikely as even CFK now says it was a murder. 
    Jan 31, 2015. 12:05 AM | 1 Like Like |Link to Comment
  • Terror Cover-Up Scandal In Argentina: Investment Implications Of Prosecutor Nisman's Death [View article]
    First CFK says it was a suicide, then she says no its someone trying to frame me. How is that handling the situation properly?

    Meanwhile you are trying to present a parallel to a case in Guatemala as being plausible. I don't believe that Nisman was enough of an ideologue to give his life to cut a couple years off CFK's presidency.

    There isn't much point pushing CFK out anyway, another Peronista will be in power. Your scenario makes absolutely no sense to me.
    Jan 30, 2015. 06:38 PM | 2 Likes Like |Link to Comment
  • Terror Cover-Up Scandal In Argentina: Investment Implications Of Prosecutor Nisman's Death [View article]
    Argentina is capable of being a wealthy nation. I suppose it is the great economic potential that Argentina represents that keeps people loaning them money based on the concept that "This time it will be different."

    Here is an old article (Feb 15, 2014) from the Economist that outlines Argentina's plight: http://econ.st/YWA8c3
    Jan 30, 2015. 12:42 PM | 3 Likes Like |Link to Comment
  • Terror Cover-Up Scandal In Argentina: Investment Implications Of Prosecutor Nisman's Death [View article]
    Thanks for publicizing this. It has amazed me that this crime is not receiving more coverage in the English-language press. The most amazing thing is that President Cristina Fernandez now claims that this was set up to make her look guilty. Poor Cristina...
    Jan 30, 2015. 11:16 AM | 5 Likes Like |Link to Comment
  • Beware Of The Sucker Yield: Bumpy Roads Ahead For Wheeler REIT [View article]
    NOI is net operating income.
    Jan 27, 2015. 07:44 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: ECB Poised To Launch Quantitative Easing [View article]
    Thats interesting. I thought the home team provided the balls. That is a problem if one team was using different balls on offense. Although in this game I doubt it made a difference. The Colts were dominated completely.

    I do believe the NFL needs to take strong action in this case anyway. Bill's proclivity to cheat needs to be curbed. Maybe he needs to be out of the NFL. He seems to be one of those who just can't help cheating even if he doesn't need to.
    Jan 22, 2015. 11:44 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: ECB Poised To Launch Quantitative Easing [View article]
    So its going to be 60 billion Euros. As I said, the $50 billion was a minimum...
    Jan 22, 2015. 10:23 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: ECB Poised To Launch Quantitative Easing [View article]
    Do you think you could feel the difference of 2 psi underinflation in a football? I can't.

    And since the Colts didn't bring it up during the game, I don't think Luck could feel any difference either.
    Or one could suppose that it helped both teams. It wasn't just the Pats that were using the underinflated balls. 
    Jan 22, 2015. 09:34 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: ECB Poised To Launch Quantitative Easing [View article]
    China is injecting $8 billion into their economy via their central bank and the EU should announce plans today to inject at least $50 billion per month for at least one year. That is a lot of money looking to be put to use.

    Thats my positive note.
    Jan 22, 2015. 08:16 AM | 1 Like Like |Link to Comment
  • Leucadia to keep FXCM in operation with $300M in financing [View news story]
    It was the 100:1 leverage that they allowed that sunk them. So you have a 10% loss leveraged at 100:1...whoops.
    Jan 18, 2015. 09:26 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Swiss Stocks Extend Slide [View article]
    Unintended consequences of the Swiss CB action is that currency traders are being crushed: http://on.wsj.com/1y5eEIf.

    Complete loss of liquidity for some large firms. Of course I have to wonder why 100:1 leverage was ever allowed. That seems excessive, even for currency trading where big moves are not the normal. I am wondering if this could lead to more selling of stocks and bonds as well. I guess we will see today.
    Jan 16, 2015. 08:51 AM | 2 Likes Like |Link to Comment
  • Swatch boss: "Tsunami" just hit Swiss exporters [View news story]
    Yes, but isn't most of the production capacity located outside of Switzerland for all of those names? Corporate offices are one thing, the actual production facilities are what generates costs.

    Nestle, Roche and Novartis have production facilities all over the world. They are truly global corporations with Swiss headquarters.
    Jan 15, 2015. 12:51 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Oil Majors Cut More Jobs As Crude Slides [View article]
    Plenty of negative TSLA articles too. Most are negative in fact. Current articles in order:

    Incredible Shrinking Tesla Disclosure (negative)
    Is the Tesla Bubble finally bursting (negative)
    Before you short Tesla Remember This (positive)
    Tesla's Catastrophic and Contradictory Press Conference (negative)
    Tesla China Problem (negative)
    Tesla's latest sales projections for 2025 is next to impossible (negative)
    Tesla will set a new Model S US Sales record (neutral)
    Why falling oil prices won't stop Tesla (positive)
    Jan 15, 2015. 10:57 AM | 2 Likes Like |Link to Comment
  • Swatch boss: "Tsunami" just hit Swiss exporters [View news story]
    So it would seem, as negative bank rates haven't deterred the conversion of Euros into Swiss Francs.

    Their economy is small, but this move is going to hurt it. Besides the famous watches; they produce some pharmaceuticals, dairy products and they have a decent tourism industry. Move is negative for all of those.
    Jan 15, 2015. 09:44 AM | 1 Like Like |Link to Comment
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775 Comments
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