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davidshelton

davidshelton
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  • Dollar Bills On Sale For 15 Cents: Ram Power Corp. [View article]
    So much for the 76 MW originally planned...... I can't see the company going for much more than a firesale at this point. Might be worth adding to my position just for that reason alone.....
    Does anyone know what would happen to the warrants outstanding in the event of a (low ball)takeover?
    Nov 21 10:22 AM | Likes Like |Link to Comment
  • Portugal Telecom: Dividend Cut As Expected [View article]
    Any comments on the current share price and direction of the company. I'm surprised the stock is back down to 4.20 myself.....
    5.9% divvie and pe of 7. Value trap?
    Nov 19 10:38 AM | Likes Like |Link to Comment
  • Dollar Bills On Sale For 15 Cents: Ram Power Corp. [View article]
    Thanks. I am still holding and waiting for things to turn.
    Nov 17 02:34 PM | 2 Likes Like |Link to Comment
  • Dollar Bills On Sale For 15 Cents: Ram Power Corp. [View article]
    Hi Keubiko - What do you think of the recent results? Looks like steady as she goes on the ground in Nicaragua.....
    Nov 15 12:10 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Having traveled to that beautiful part of the world that Chevron operated in, in Ecuador and seen some of the destruction wrought first hand I would disagree with a lot of the above negative sentiment about the ruling. Are they a scapegoat? To a certain extent I don't doubt it. Were environmental practices worse before Chevron took over operations in Ecuador? I think that highly likely.
    Either way it's Chevron's own greed and even arrogance to assume they wouldn't have to assume responsibility for the environmental damage before they took over. Thus I have little sympathy for them.
    Nov 13 11:51 AM | 2 Likes Like |Link to Comment
  • European banks brace for fines amid JPM and BofA news [View news story]
    Is it me or does all of this seem just an accounting maneuver? Tax payers and share holders punished and on the hook during the bailouts of the financial crisis and perpetual free money for the banks to play with to "mend" their balance sheets. While now(mainly) shareholders on the hook as earnings are bled dry by the constant lawsuits? What happens to the bloated executive pay and bonuses? Someone please enlighten me. Let's see some more criminal cases brought against not only the manipulators and shills who perpetrated so much while working for the TBTF banks but also those regulators and agencies who turned a blind eye and more. It would seem more criminal and civil suits are on the way.
    In all this though I wonder how many billions of Euros there are of potential lawsuits in the pipeline for the European banks for all the mess they have on their frontyard.....
    Oct 21 01:13 PM | 1 Like Like |Link to Comment
  • Gold sell-off tied to single trade: Nanex [View news story]
    If I had a dollar for every time the gold market was bombed this year.....
    Oct 11 01:46 PM | 9 Likes Like |Link to Comment
  • Friday Charts: Gold Bugs, Government Waste And The Latest Stock Implosion [View article]
    errr.... isn't Janet Yellen a dove? If you believe the fed has any control of the gold market then surely she's a bullish nomination for gold?
    Oct 11 12:55 PM | 2 Likes Like |Link to Comment
  • The Incredible Shrinking Budget Deficit [View article]
    Obamacare does seem to be a bad move and I note your points re. Life expectancy but when the US ranks behind countries like Greece and Jordan along with more developed nations it does beg the question.
    As per how US healthcare matches up versus the rest of the world :
    http://bit.ly/14vdXZ5
    This and other statistics seem to clearly show that the US has far from the best healthcare in the world while paying close to the highest for it versus the rest of the world.
    Sep 17 12:49 PM | Likes Like |Link to Comment
  • The Incredible Shrinking Budget Deficit [View article]
    Interesting though that the US has the second most expensive healthcare in the world if you calculate it as health care spending to GDP while Life expectancy at birth is 51st in the world. If the healthcare in the states was so great then surely this wouldn't be the case?
    If you have the money, I'm sure you can get world class treatment in the US but clearly the value for money isn't there unless it is for groundbreaking new treatments in major illnesses. That's why medical tourism is on the up. Investment implications?
    Sep 17 09:34 AM | Likes Like |Link to Comment
  • The Incredible Shrinking Budget Deficit [View article]
    And to my mind the above charts relate the only reason for all this taper talk this year. Let's see how the deficit does during the next recession....
    Sep 13 11:24 AM | Likes Like |Link to Comment
  • Quixotic Easing - How Banks Are Front-Running The Fed: A Short Play [View article]
    @MLP Trader
    Thanks for the article. This has been one of the most engaging and interesting articles I've read in a long time. I like your reasoning behind your thesis that dreaded taper is going to happen and rates will rise. I would like to believe more that we're looking at a partial taper calibrated to the reduced deficit spending going forward. After all, who else is going to buy the debt? or will investors pick up the slack once rates rise to more attractive levels?
    If the fed is throwing in the towel on "Quixotic Easing" then what next? You make a very good argument that current policies have been highly counterproductive for the economy but if the fed removed all stimuli wouldn't add to deflationary pressures ultimately? Perhaps they could engineer other incentives to force the banks to look to the consumer for earnings in the future once rates have reset to an appropriate level. It all sounds so simple but I fear it is a very dangerous ballet that the fed is orchestrating and the slightest misjudgment could lead to chaos on the financial markets should sentiment turn counter to what the fed is trying to achieve.....
    What will this mean for equities and bonds in the longer time frames?
    Sep 10 10:27 AM | Likes Like |Link to Comment
  • The Boy Who Cried Wolf, And Crashes [View article]
    Thanks for this and the previous comment. So do you think EM outflows are only beginning and Mr Gayed is late to the game/suggesting knife catching or that he's late in suggesting buying the dip/turnaround story in EM's? I'd be interested in hearing more.
    Aug 20 03:15 PM | Likes Like |Link to Comment
  • The Boy Who Cried Wolf, And Crashes [View article]
    Surfgeezer - I think you make a good point re. CB's - perhaps I have been a little harsh. There's a lot to be said for them having to do the dirty work for the politicians thanks to bad governance and gridlock but their actions with their mandates to lower unemployment and stimulate growth are where I our views seem to diverge. I think their actions here have been excessive and damaging to the recovery and this goes beyond backstopping profligate government spending. Now don't get me wrong, I believe the Fed or any Central Bank serve a very good purpose but their roles should be more limited.
    I also believe CB policy in the last decade was in part responsible for the bubbles that formed and the ensuing crisis and I fear more of this to follow as the biggest bubble of them all, government debt, is still to be addressed.
    At the end of the day, I think we can all agree that the politicians and their self serving, quick fix ways and the (un-educated)people that elect them are a far bigger problem.
    Aug 20 02:54 PM | Likes Like |Link to Comment
  • Hindenburg Omen Issues Biggest Cluster In Years - Let's See What Happens Next! [View instapost]
    Thanks AR - I'm a fan of the "Stagflation theory" but I note we are closer to deflation than outright inflation. I need to re-read your post a bit and prior articles.
    However, I am concerned by the recent sharp rise in rates also.
    Aug 19 07:08 PM | 3 Likes Like |Link to Comment
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310 Comments
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