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Yorick

Yorick
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  • Eni to slash spending, cut dividend, sell assets [View news story]
    The big energy companies can do these types of things and announce it but the little ones with lot of debt, negative cashflow, no dividend and 12 rigs can't cut anything or the game is up.
    Mar 13, 2015. 12:31 PM | 2 Likes Like |Link to Comment
  • The Fed Will Not Raise Rates... Here's Why [View article]
    Agree, per my comments below the Fed is jawboning hikes like it is some sort of confidence reinforcement in the state of the US economy...it is not. It will kill housing, auto sales, increase oil costs and stop most of any growth that has occurred to date...we are never going to see another increase and the 5,10 and 30 year bonds will trend down as Germany's are as the only perceived harbor of safety in a world where Central Banks have gone off the reservation.
    Mar 12, 2015. 02:18 PM | 2 Likes Like |Link to Comment
  • The Fed Will Not Raise Rates... Here's Why [View article]
    I really don't think privately the Fed gives a brown shoe about employment rate with regard to rates. I think they should worry about rising mortgage and auto rates which will completely choke off 2 of 4 pistons of growth in US engine. Try to keep confidence up when home sales start falling, prices start falling...won't take a month for the Fed to turn tail and issue statements about no more hikes in 2015.
    Mar 12, 2015. 02:15 PM | 2 Likes Like |Link to Comment
  • Gundlach: Fed rate hike is a mistake [View news story]
    Won't hike, real numbers don't support it and last thing housing needs is any bump in the rate.
    Mar 11, 2015. 11:56 AM | 1 Like Like |Link to Comment
  • This Chart Shows The True Collapse Of Fracking In The U.S. [View article]
    Agree...happy to have this go on and lower for another 9 months and I will then pile into the ETFs hand over fist.
    Mar 9, 2015. 01:31 PM | Likes Like |Link to Comment
  • Investors Are Best To Avoid The IShares Nasdaq Biotechnology ETF [View article]
    You're enjoying being in this today given the Pharmacyclics news...the benefit of a decent analyzing ETF manager is that they find the nut more times than you will.
    Mar 5, 2015. 03:15 PM | 1 Like Like |Link to Comment
  • McDonald's to buy antibiotic-free chicken [View news story]
    Seems to me buffalo wild wings would be surging with all the bio-chicken that just go freed up.
    Mar 4, 2015. 11:05 AM | 3 Likes Like |Link to Comment
  • McDonald's to buy antibiotic-free chicken [View news story]
    There goes the cost of my chicken at the foodstore +20% this year...
    Mar 4, 2015. 11:01 AM | 1 Like Like |Link to Comment
  • The Draghi Derangement: $2 Trillion Euro Government Bonds Trading At Negative Yield [View article]
    David, ever feel like you are the only adult in the room? Can feel your frustration with this theatre of the absurd but I've been wrong for 4 years about the re-collapse and will be that Japan will be first some 8 years from now when demographics (or an earthquake) finally take it down and lay bare the fragility of this mountains house of cards that has been built...until then, the 1% are firmly in control and this will continue to move up to hoover every last bit of free cash to waiting offshore multinational accounts in preparation for the rebirth of capitalism. No question if this goes down again, Central banks will be helpless to stop the next one.
    Mar 3, 2015. 09:06 AM | 4 Likes Like |Link to Comment
  • The Baltic Dry Index Will Remain Depressed [View article]
    Completely agree with your assessment...things not getting stronger in either shipping or oil. Current contracts on these shippers will continue to run out and be replaced with lower revenue and the losses will start to mount this summer.
    Mar 3, 2015. 08:46 AM | Likes Like |Link to Comment
  • Herbalife's Pyramid Scheme Is Starting To Collapse: FTC Should Act Soon [View article]
    Easy fix for HLF...stop reporting on metrics that hurt themselves...just like the government.
    Feb 27, 2015. 08:27 AM | 1 Like Like |Link to Comment
  • Bulk commodity rates fall to 30-year lows [View news story]
    Delisting on the Nasdaq would put more pressure on the PPS.
    Feb 26, 2015. 01:11 PM | Likes Like |Link to Comment
  • U.S. Steel Is One Of The Few Bargains Left In This Market [View article]
    Only cheap if you think the economy is actually in good shape...oil companies must comprise a pretty big portion of steel revenues and those orders have to be plummeting.
    Feb 25, 2015. 11:32 AM | 5 Likes Like |Link to Comment
  • MBA Mortgage Applications [View news story]
    Cuz CNBC figured out earlier than most that nothing matters with moral hazard gone, this freight train has decoupled from earnings and the economy.
    Feb 25, 2015. 11:28 AM | Likes Like |Link to Comment
  • Falling Rig Count Is A Red Herring [View article]
    More like $95/bbl...they haven't even started cutting the $70/bbl rigs yet as they have to service their debt and hope this doesn't go on for another 6 months...(it will)
    Feb 23, 2015. 10:19 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
570 Comments
702 Likes