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Bear Bait

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  • The speculation debate: Exxon Mobil (XOM) chief Rex Tillerson says based just on supply and demand, a barrel of oil should be $60-$70, "if you said: 'If I had access to the next marketable barrel, what would it cost?' " Crude continuing to slip, -1.1% to $97.10. (live video)  [View news story]
    I'm not for sure how old you are, tigersam; but, I didn't study new math either. tic.
    May 12 12:05 PM | Likes Like |Link to Comment
  • Commodities are making sharp reversals and taking equities with them (or vice versa). Crude oil and copper are now solidly green on the day. Silver moves nearly $2 above its ghostly low near $32/oz. last night.  [View news story]
    I guess the econmoy in China is beginning to heat up since the 11:20 post by Goldman.
    May 12 11:57 AM | 2 Likes Like |Link to Comment
  • The speculation debate: Exxon Mobil (XOM) chief Rex Tillerson says based just on supply and demand, a barrel of oil should be $60-$70, "if you said: 'If I had access to the next marketable barrel, what would it cost?' " Crude continuing to slip, -1.1% to $97.10. (live video)  [View news story]
    Adds credibility to the speculation debate.
    May 12 11:36 AM | 3 Likes Like |Link to Comment
  • "The Chinese economy is slowing down more than people realize," says Goldman's Jim O'Neill, who believes it's no coincidence that commodity prices are turning south. The effusive BRIC bull says this is a good thing as it will allow China to stop tightening money. Did it ever start?  [View news story]
    Why is it that the speculators think it's supply and demand and the nonspeculators think it's because of an increase or trhreat of an lincrease in margin requirements. What is interesting to me is that this big drop in demand happened at the same time as the threat of or actual increase in margin requirements. Damn isn't that just quite a coincidence.
    May 12 11:34 AM | 1 Like Like |Link to Comment
  • It's "big" if the notion of commodity margin hikes as economic stimulus gains traction, Josh Brown writes. A weekend NY Post piece notes how last week's hikes broke the back of silver speculators: "It is time to stop dancing around the subject and begin to fight oil speculators. Increasing margin requirements for crude, much like with silver, will drive crude prices lower."  [View news story]
    do it now berfore the uncaring greedy speculating SOBs totally destroy the US economy soley to encrease their personal wealth.
    May 9 03:08 PM | Likes Like |Link to Comment
  • Crude losses accelerating into the close, -2.3% at $97.51. Worries about Greece aren't helping, but can a margin hike be far behind? USO -14.2% for the week.  [View news story]
    If the price of oil isn't driven by speculation.......then a margin hike won't make any difference will it? I never beleived it was anything but speculation in the first place. Maybe the margin should be upped on all commodities.
    May 6 03:03 PM | 2 Likes Like |Link to Comment
  • Leave it to Zero Hedge to see the cloud beneath the silver lining of the latest jobs report: "Today's BLS of 244K is great... until you exclude the 62K from McDonald's (MCD) hirings, and 175K from the Birth Death Adjustment, and end up with... +7K jobs." (also)  [View news story]
    I don't know and I'm just asking. How many jobs were lost in Auto manufacturing and related businesses due to parts shortages?
    May 6 10:37 AM | 3 Likes Like |Link to Comment
  • Crude and silver give up early overnight gains and head south again. June crude now -3.9% to $95.95. July silver -4.8% to $34.53.  [View news story]
    Then money is moving....I wonder where it is going. To the short side.
    May 6 07:48 AM | Likes Like |Link to Comment
  • As crude oil takes out $100 to notch new lows at $99.70, all 20 Dow Jones Transport stocks move higher. Among the leaders, UAL +5.6%, DAL +5.3%, FDX +3%, JBHT +2.2%, CSX +1.8%. The big debate for oil - and thus the transports - is whether the retreat in oil prices is driven by global growth fears or is a recalibration after the runup from MENA crises.  [View news story]
    Big money moving from long oil to short silver............maybe even short oil.
    May 5 03:18 PM | Likes Like |Link to Comment
  • Silver breaks below $40/oz., a 20% fall in about a week. An idea of how far and fast silver had come before the break - it was less than a month ago that the metal first rose above $40. SLV -4.2%. The miners, SIL -1.0%.  [View news story]
    Oil is down and silver is down. Big money is moving from oil speculation to shorting silver. I would not be surprised to see a big drop in silver and perhaps oil longs turning to oil shorts.
    May 4 12:34 PM | 1 Like Like |Link to Comment
  • With bin Laden dead, what's next? What's changed? Short-term, the U.S. must brace for the possibility of retaliation, and oil markets could see increased volatility. Long-term, the U.S. must decide whether to "press the advantage" in the Mideast or begin to pull back. For Obama, the political glow could last until Nov. 2012, but much can happen in 18 months.  [View news story]
    Value, you are right. Very, very much unsung heroes. Since I'm beyond enlistment age I can't say when I grow up; so, I'll say in my nest life I want to be a Navy Seal.
    May 2 09:24 PM | Likes Like |Link to Comment
  • With bin Laden dead, what's next? What's changed? Short-term, the U.S. must brace for the possibility of retaliation, and oil markets could see increased volatility. Long-term, the U.S. must decide whether to "press the advantage" in the Mideast or begin to pull back. For Obama, the political glow could last until Nov. 2012, but much can happen in 18 months.  [View news story]
    At least the man in the pentagon didn't get all pissy like Rumsfeld did when the CIA found him 2002(?) and lthen piddle fart around until binladen got away. If the pentagon did get pissy this time, looks like this President had enough guts to say "get over it and get 'er done".
    May 2 09:16 PM | 5 Likes Like |Link to Comment
  • There's no gold bubble yet, says Richard Russell, pointing to ads begging the average Joe to sell. The big move is still to come. "The panic to buy gold will override everything else. It will be one of the greatest financial phenomena that most of today's investors will ever see." Bigger than this?  [View news story]
    When they claim there isn't a bubble,isn't that when you should really be careful of a bubble.
    Apr 29 06:13 PM | 1 Like Like |Link to Comment
  • Weekly Jobless Claims: 429K vs. 395K expected, 403K last week. Continuing claims 3,641,000 vs. 3,695,000 prior.  [View news story]
    I admit I didn't read the release. How many claims were associated with reduced auto production due to parts shortages from J?
    Apr 28 09:27 AM | 2 Likes Like |Link to Comment
  • "The reality right now is that food and fuel are quite inflationary," says Pepsi (PEP) CFO Hugh Johnston, critical of the Fed's reliance on "core" inflation. Sadly, says Johnston, it's those who need help the most who face the biggest challenge from higher prices.  [View news story]
    17 months is a long time. If oil price increases are due to speculation like it "wasn't" last time, the bottom could fall out of the price of oil like it did last time. I personally believe OPEC. If demand was there, I believe there would be a marginal increase in production to maximize profits. When they cut production/supply they are trying to keep the price up. But those profiting from oil speculation will swear up and down it is strictly supply/demand.
    Apr 25 02:29 PM | 1 Like Like |Link to Comment
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