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  • Oil: WWJD - What Would J.D. Rockefeller Have Done?  [View article]
    Excellent comment Unknown. I don't think Russia or Shale is gonna cry uncle though. Interesting times!
    Dec 8, 2015. 03:53 PM | Likes Like |Link to Comment
  • Meg Whitman As Shiva, The Destroyer  [View article]
    Buying Compaq way back when (2001) was a textbook case of diWORSification. That was the first epic blunder. That set the stage for the current bloodbath. You're right about the current management though.
    Sep 16, 2015. 12:12 PM | 1 Like Like |Link to Comment
  • The OPEC Catalyst As U.S. Production Slowly Declines  [View article]
    I like your comments David. But my heart cannot accept that all of the wonderful things that will happen when oil hits 30 bucks and stays there will happen. In my heart it's all just too good to be true.

    My heart has painted a vision (it's like the apocalypse to my brain) of Americans and Chinese buying 8000 pound vehicles (so secure) that get 10 mpg, and refineries burning off half the stock (at these margins why not?), and Nuclear missiles flying back and forth from Saudi Arabia to Iran. My Heart knows that Saudi can buy more with the stronger dollars they get for that oil and it knows that before 2004 the mean price of oil was 36 ish at all times......but really, in the 21st century, we all get oil that cheap?? My heart says "RUBBISH!"

    My brain likes your comments though. Keep them coming.
    Sep 1, 2015. 02:31 PM | Likes Like |Link to Comment
  • Why Did Crude Surge More Than 10%, And Why Is It Continuing To Move?  [View article]
    I'm long energy at these levels. I think it's just a short squeeze though. I think it's going to fall deep one more time. We'll see.
    Aug 28, 2015. 05:47 PM | 2 Likes Like |Link to Comment
  • Update On Crude: Now Is The Time To Turn Mildly Bullish  [View article]
    Finally we are getting some blood in the streets!
    Aug 24, 2015. 05:13 PM | 2 Likes Like |Link to Comment
  • Crude Oil: The Harsh Possibility Of $30 A Barrel  [View article]
    There are 3 ways to go from here. Up or Down or Sideways. Sideways here would cause the most pain to the most people so I says it goes sideways and the blood flows into the streets!
    Aug 18, 2015. 02:38 PM | Likes Like |Link to Comment
  • The Second Half Of 2015 Could Be Very Different For Russia  [View article]
    Whoa.....you just called Russia and emerging market. Putin's party will be contacting you shortly to set you straight on that.....and watch your back from now on ok?
    Jul 30, 2015. 04:30 PM | Likes Like |Link to Comment
  • Bakken Update: Mega-Fracs Are The Reason U.S. Oil Production Remains High In A Low-Price Environment  [View article]
    Actually this article addresses a specific aspect of Shale oil production that others haven't. You can think outside the box whenever you want to.
    Jul 27, 2015. 05:34 PM | 6 Likes Like |Link to Comment
  • Macro Thoughts, July 15: China, Greece, Energy, And Donald Trump  [View article]
    I was thinking that a run by a strong 3rd party candidate on the left AND the right would definately make an interesting election when the front runners are Bush version 3.0 and Clinton version 2.0.

    However, Trump has mountains of baggage. He has no possible chance of winning a state in an election. Maybe he can win one or 2 primaries. I doubt it though.
    Jul 14, 2015. 03:31 PM | 2 Likes Like |Link to Comment
  • Greece And The Future Of Europe  [View article]
    Now that is the big question. It seems so inefficient to have a central bank in each country even if the computers make it easy to exchange currencies. And of course all the political shenannigans of money printing would return. And the currency power that Germany has in the Euro would still exist....The Deutschmark would be the most valuable currency.

    And of course there would be a mountain of extra transaction costs for banks and speculators to feast on.

    The people want the single currency though.
    Jul 14, 2015. 03:04 PM | Likes Like |Link to Comment
  • Greece And The Future Of Europe  [View article]
    Insightful article.

    The people of Europe want a single currency, that is for sure. Cypress and Greece governments decided they wanted to keep in on that single currency so much they made serious sacrifices in the short term. I don't know if I would call either case an ebb or a flow though. On the other hand the exchange value of the euro did not even suffer very much.

    I personally think that running separate European currencies again would be easier with current technology. But that won't happen unless the people of Europe suddenly demand it. It is interesting to watch.
    Jul 14, 2015. 11:44 AM | Likes Like |Link to Comment
  • Purchasing Power In The 50 States  [View article]
    Excellent graph.

    It tells just what the graphic's own caption says it tells. The United States dollar buys more stuff in the orange states and less in the blue states. The same thing is happening with the Euro. You can infer many implications from that data.

    Most Americans know the "cost of living" is much different in New York then rural states. Cost of living is different words for what this graphic shows.
    Jul 13, 2015. 03:18 PM | 2 Likes Like |Link to Comment
  • There's A New Cynk In Town: Just In Case You Deep-SIXD The Other One  [View article]
    Great article! There's always a con somewhere.
    Jul 10, 2015. 12:44 PM | 1 Like Like |Link to Comment
  • Greece threatens to sue Europe  [View news story]
    It's not a good comparison. But it is a good point to show the problem with the EU. California could do that. However they are part of the United States POLITICALLY as well as financially so there would be consequences. Greece is part of the EU but the EU is not a political system like the US is so there are not the same consequences.
    Jun 29, 2015. 04:56 PM | 2 Likes Like |Link to Comment
  • Thanks For The Gift, I Think  [View article]
    Janet Yellenda!
    Jun 22, 2015. 11:53 AM | 4 Likes Like |Link to Comment