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kmi

kmi
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  • Greek defense minister outlines Plan B [View news story]
    You must be trolling. Syriza is looking to institute pro-growth policies which worked in the US against the austerity failures which failed the EU. It's simple stuff.
    Feb 10, 2015. 06:38 AM | 2 Likes Like |Link to Comment
  • Greek defense minister outlines Plan B [View news story]
    My point was that Greece most likely will -not- go to Putin for funding because of strings but that in the event of no funding agreement it may restart exports to Russia and restart bilateral trade that was paused as a result of its EU commitments.

    My point also had nothing to do with exiting NATO and turning to Putin as a 'protector' which also would likely be impossible as you state, but that Greece would more likely source weapons from Russia's prolific defense industry than the West's.
    Feb 10, 2015. 06:36 AM | 2 Likes Like |Link to Comment
  • As energy prices drop, some are boosting well efficiency more than others [View news story]
    This.

    When Saudi Arabia declared war on US shale in order to recover its position as the swing producer, this is what it didn't figure on: US shale is all about super smart, super motivated, super efficient producers. The nimbleness and efficiency of small business will never be matched by mega-corporates or governments. My opinion is US shale producers maintain their competitiveness and squeeze out the inefficient entities in places like Venezuela, Nigeria and Mexico.
    Feb 10, 2015. 06:32 AM | 2 Likes Like |Link to Comment
  • Greek defense minister outlines Plan B [View news story]
    Pro-government demonstrations haven't happened in Greece in decade, but they are happening now. I'll bet the odds of Syriza backing down are less than 5%.
    Feb 10, 2015. 06:19 AM | 3 Likes Like |Link to Comment
  • Greek defense minister outlines Plan B [View news story]
    And NATO hasn't traditionally supported Greek interests. The crisis has actually created stronger Greek-Turkish ties, and Turkey has traditionally been Greece's most significant geopolitical enemy. So NATO's relevance to Greece is fading.
    Feb 10, 2015. 06:17 AM | 4 Likes Like |Link to Comment
  • Greek defense minister outlines Plan B [View news story]
    Greece has agreed to sanctions against Russia as part of its EU commitments which is costing the economy significant amounts as Russia was a major trade partner. Greece also agreed not to import Iranian oil (which tends to sell for less than Brent). One could expect Greece to walk back on those commitments in the event it cannot reach agreement on funding. Greece also supported both the US as well as EU with military, ships and crew in the West's actions in Iraq and Libya. Partnerships are two way streets. It currently purchases its military gear from US France and Germany but that could well change.
    Feb 10, 2015. 06:13 AM | 4 Likes Like |Link to Comment
  • Greek defense minister outlines Plan B [View news story]
    Chinese obtained rights to operate the Port, they did not purchase it. Syriza may be looking to roll that back. A funding agreement with China would not allow Syriza to do so in all likelihood and therefore any agreement with China is unlikely.
    Feb 10, 2015. 06:08 AM | 1 Like Like |Link to Comment
  • Greek defense minister outlines Plan B [View news story]
    Uninformed comment.
    Feb 10, 2015. 06:06 AM | 2 Likes Like |Link to Comment
  • Greek defense minister outlines Plan B [View news story]
    This guy isn't part of Syriza, clearly they sent him out to muddy the waters. Informed observers will know that US, Russia, and China will all attach strings to any aid offered and that Syriza would never accept that. Varoufakis most likely intends to follow where California led by issuing IOUs when currency runs dry.
    Feb 10, 2015. 06:04 AM | Likes Like |Link to Comment
  • U.S. rig count down 87 units in 10th straight week of losses [View news story]
    I agree with your comment; i was mostly being facetious and attempting to point out that rig counts are easy go, easy come.
    Feb 7, 2015. 05:39 PM | Likes Like |Link to Comment
  • Germany, ECB take tough line against Greece [View news story]
    Approx 130 German business interests currently in Greece doing approx 6.5b euro of business. Makes one wonder just how intent Germany is breaking the union.

    Among the European business interests arriving in Greece after its entrance into the Eurozone 2001 and on their way out in a Grexit: Ikea, Lidl, CarreFour, Praktiker...
    Feb 7, 2015. 08:59 AM | Likes Like |Link to Comment
  • U.S. rig count down 87 units in 10th straight week of losses [View news story]
    Another $5 should bring the rigs back online...
    Feb 6, 2015. 06:12 PM | 2 Likes Like |Link to Comment
  • Income favorites ponder the idea of rate hikes [View news story]
    These have moved pretty hard up over the last few weeks, so this isn't too surprising.
    Feb 6, 2015. 10:26 AM | 8 Likes Like |Link to Comment
  • Germany, ECB take tough line against Greece [View news story]
    In the current world of dry powder looking for yield, I'll take any bet going that a default + haircut + restructure will make Greek bonds look good, drachma or not.
    Feb 6, 2015. 10:20 AM | Likes Like |Link to Comment
  • Trade deficit jumps to highest since 2012 [View news story]
    I agree with your comment. The recession's end coincided with boomers starting to hit retirement age. The slow/low growth effect on the economy started there, and has been part of the reason we have seen increasing deflationary headwinds recently.

    I think pro-immigration policies need to be kicked into high gear in order to combat the effects of aging population and boomer retirement, but not seeing much work being done in that respect. In the meantime my macro thesis continues to expect a low growth environment in the US.
    Feb 6, 2015. 05:36 AM | Likes Like |Link to Comment
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