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  • Microsoft: Going All-In With Voice  [View article]
    "I'm afraid I can't do that Dave."
    Mar 31, 2016. 12:57 PM | 3 Likes Like |Link to Comment
  • Is AT&T Warning Us Of A Bear Market Ahead?  [View article]
    Wells Fargo thinks there's more to T (and VZ) than just the dividend. There is solid revenue and earnings growth.
    Mar 30, 2016. 03:49 PM | 6 Likes Like |Link to Comment
  • Out With The FANG, In With The DEAF?  [View article]
    Also unsure about NFLX's prospects, very sure about GOOG, newly found financial discipline, GOOG cloud, AAPL remains a maybe, FB is unstoppable now, DIS is great, ESPN is just fine and Darth is a huge franchise unless they screw it up, the last movie wasn't so hot. MSFT's Azure has big advantages, There's nothing wrong with AMZN and or AWS except AWS doesn't have the software that GOOG and MSFT can bundle in. Think machine learning or AI. IBM might actually turn one day. IBM cloud = Watson.
    Mar 30, 2016. 01:42 PM | Likes Like |Link to Comment
  • Beware economists bearing explanations  [View news story]
    Money in the consumers pocket=demand=growth. It's not the velocity of money, big government, the Fed, the deficit, corporate tax rates, repatriation of offshore money, stock buybacks or whatever. To stimulate demand and therefor growth, money has to flow to the bulk of the consumers. the bottom 75% in this case and it needs to be global, not just in the US. Raising minimum wages is a start but the solution really lies in the private sector not in government. The US and European governments have been trying to prop up the consumer for the last 35+ years. With only grudging help, if any, from the private sector. We need a global Henry Ford moment. Everyone, top 1% included makes more money if demand/growth increases. Power to the people. It might be crunch time.
    Mar 30, 2016. 01:32 PM | Likes Like |Link to Comment
  • Why ConocoPhillips' Comeback Will Continue  [View article]
    From the CEO of Rosneft, "It's better to sell one barrel at $50 than two barrels at $30." Rusian/OPEC meeting coming up.
    Mar 29, 2016. 11:11 PM | 3 Likes Like |Link to Comment
  • USGS forecast includes human-induced quakes for first time  [View news story]
    Read the report. "waste water disposal being the primary cause" not well drilling or fracturing. It's injecting the water into a disposal well, and the structure of that formation. It's the geology around Oklahoma City and north that reacts like this. Doesn't happen everywhere, In a lot places the waste water isn't disposed of like that, gets treated instead.
    Mar 28, 2016. 11:09 PM | 5 Likes Like |Link to Comment
  • Beware economists bearing explanations  [View news story]
    It's not that complicated. What drives growth? Consumer spending. What drives consumer spending? Money in consumer's pockets, otherwise known as wages. What doesn't drive growth or consumer spending? Corporate cash piles, stock buybacks, huge CEO salaries, QE helps temporarily if it makes consumer interest rates lower. But only consumer rates that go lower with turns out to be mortgage rates. Therefor the recovery in real estate and not much else. Power (money) to the people!
    Mar 26, 2016. 07:17 PM | 4 Likes Like |Link to Comment
  • Losing Their Shine: Commodities Crushed - Bezek's Daily Briefing  [View article]
    In light of the durables report this morning, Bullard's talk of raising rates was just bizarre. The Atlanta Fed's Big Data GDP predictor promptly went to a GDP prediction of 1.4% growth. Almost as bizarre was running up the USD .What the Fed dots had magically changed overnight? All that being said, it's almost the end of the quarter, take what gains you have. Get out of town.
    Mar 24, 2016. 08:54 PM | 1 Like Like |Link to Comment
  • Northstar: 'Seriously, Good Luck With That'  [View article]
    I thought NSAM hired Goldman to advise on a restructuring? Now it's Evercore? Didn't like GS advice?
    Mar 22, 2016. 12:55 PM | Likes Like |Link to Comment
  • Gilead: Your Biggest Consideration  [View article]
    Obviously the market doesn't trust GILD's earnings. It looks like a value trap.
    Mar 13, 2016. 11:29 AM | 4 Likes Like |Link to Comment
  • The Narrative Fix Is In  [View article]
    The now common algo driven reaction both ways.
    Mar 12, 2016. 10:37 AM | Likes Like |Link to Comment
  • Expect "sharply lower" oil prices in coming weeks - Goldman  [View news story]
    A lot of wild cards in oil, particularly Putin and a political/cultural schism in Iran. Don't underestimate what Putin is up to. He has a lot of leverage with the ME producers.
    Mar 11, 2016. 01:45 PM | 1 Like Like |Link to Comment
  • Expect "sharply lower" oil prices in coming weeks - Goldman  [View news story]
    Hoffman is the senior editor of SA. He won't be disappearing.
    Mar 11, 2016. 12:26 PM | 2 Likes Like |Link to Comment
  • Expect "sharply lower" oil prices in coming weeks - Goldman  [View news story]
    Meanwhile, Goldman upgrades several E&P companies because their longer term view on crude pricing has improved. "see a path to $55-60 in 2017 as storage risks recede". APC,CRZO, RSPP to buy, CVX from sell to neutral.
    Mar 11, 2016. 12:19 PM | Likes Like |Link to Comment
  • Expect "sharply lower" oil prices in coming weeks - Goldman  [View news story]
    Apparently "sharply lower in the coming weeks" is in the research note. Inventories being the expected trigger,
    Mar 11, 2016. 12:15 PM | Likes Like |Link to Comment