Send Message
View as an RSS Feed
  • Jobless Claims falls 8K to 287K  [View news story]
    After the crash of 1987, there were a bunch people shorting the market, hoping for a crash all the time.

    They finally capitulated in 1999 and went over the cliff with the tech bubble.

    They were utterly wiped out.

    We can a emergence of the same type of people such as mdirt and Matthew Davis.
    Oct 2, 2014. 01:56 PM | 1 Like Like |Link to Comment
  • IBM And Intel: The End Game For IBM Semiconductor  [View article]
    IBM semiconductor has a terrible reputation in the industry.

    Anyone who partners with it gets roughed up badly in the end. Past victims include Motorola, HP, AMD, Rambus, and etc...

    BTW, it's losing lots of money too.
    Sep 17, 2014. 08:44 PM | Likes Like |Link to Comment
  • Is It Time To Bottom-Fish For Vale SA?  [View article]
    Wait until CLF goes bust, then you can perhaps bottom fish VALE.
    Sep 17, 2014. 08:39 PM | 4 Likes Like |Link to Comment
  • So Undervalued, They're Golden  [View article]
    If you like gold at 1200, you will love it at 400.
    Sep 17, 2014. 08:38 PM | 7 Likes Like |Link to Comment
  • Redacted Version Of The September 2014 FOMC Statement  [View article]

    Watch how USD and gold reacted!
    Sep 17, 2014. 08:32 PM | Likes Like |Link to Comment
  • Are Investors Positioned For A Brutal Winter?  [View article]
    That chart about all-in-costs is VERY VERY MISLEADING, because it mixes oil and nat gas producers together.

    That chart still assumes the energy equivalent ratio of 6:1 for oil vs nat gas, but the price ratio is almost 25:1.
    Sep 5, 2014. 03:18 PM | Likes Like |Link to Comment
  • MGM Resorts: Why The Odds Are Against This Casino  [View article]
    The majority of MGM's earning comes from Macau, so it's really a China (corruption) play.

    Although Vegas recovering helps, it's not the most decisive factor.

    As for its debt, watch out for junk bond index.
    Aug 12, 2014. 07:04 PM | Likes Like |Link to Comment
  • What Happened To 'Peak Oil'?  [View article]
    If it were not for the EPA, the crowd would have pumped the US dry at $15 oil.
    Jul 7, 2014. 03:40 PM | 26 Likes Like |Link to Comment
  • The Two Century Dollar Short  [View article]
    I would say the Fed sucks at devaluating its currency compared to others.
    Jul 1, 2014. 12:49 AM | Likes Like |Link to Comment
  • Samsung Takes Aim At Google's Revenues  [View article]
    Tizen is dead on arrival.

    Anything that Intel does outside its core competency is dead on arrival.
    Jun 26, 2014. 12:58 AM | Likes Like |Link to Comment
  • Here Are The Effects Of The World Cup On Equity Markets  [View article]
    1962, 1966, 1998, 2010 saw severe corrections

    1978, 1982, 1990 were mild bear market years

    1970, 1974, 2002 were crushing bear market years.

    Only 1986 and 1994 were relatively benign world cup years.
    Jun 14, 2014. 06:33 PM | Likes Like |Link to Comment
  • Is Chesapeake Energy Overvalued?  [View article]
    With middle east going up in flames, CHK's asset is only going to appreciate more.

    This stock is f****** cheap!
    Jun 11, 2014. 09:12 PM | Likes Like |Link to Comment
  • Google: Bringing Satellite Internet To The World  [View article]
    If you flood low orbits with internet satellites, it will be very difficult for countries or organizations to block the internet.
    Jun 2, 2014. 05:41 PM | 3 Likes Like |Link to Comment
  • Coca-Cola: A Buy Or A Sell?  [View article]
    Tell that to big tobacco investors, lol!
    Jun 2, 2014. 02:44 PM | 2 Likes Like |Link to Comment
  • Berkshire Hathaway Invested In Verizon, Should You?  [View article]
    At $500M, it's not even a Buffett investment.

    But his two new managers are doing pretty well, too.
    Jun 1, 2014. 01:59 PM | Likes Like |Link to Comment