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Yorick

Yorick
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  • Gundlach: Boxed-in Fed has to hike rates in 2015 [View news story]
    I can tell them what happens, 30 yr mortgage goes to 5%, housing tanks, Home Depot tanks, Walmart tanks and they are forced into QE again.
    Nov 24, 2014. 01:25 PM | 4 Likes Like |Link to Comment
  • Abenomics' Big Fail And The Sinking Of The Rising Sun [View article]
    The main problem seems to be that economists still think that by PREDICTING a recession, that this is a causal event that will CREATE a recession...would be nice if they just did their jobs so planning wasn't full of malinvestment.
    Nov 19, 2014. 09:20 AM | 1 Like Like |Link to Comment
  • Putin readies aid for Rosneft as $21B of debt looms [View news story]
    Every company is now reliant on government handouts such as tarriffs, ridiculous tax incentives and bailout provisions...so much for Darwinian capitalism; socialism rules the day when governments have lost the ability to create jobs with our taxes.
    Nov 17, 2014. 02:41 PM | 2 Likes Like |Link to Comment
  • Greece expands for first time in six years [View news story]
    Adding hookers and blow to Italy's GDP couldn't save it this quarter so I'll bet Italy's finance minister is calling Greece to ask for the calculation right now...Protests across Greece would seem to indicate there might be a wee problem with the GDP calculation there...
    Nov 14, 2014. 12:04 PM | 1 Like Like |Link to Comment
  • Hunting For Yield Like Elmer Fudd [View article]
    Best article title of all year.
    Nov 7, 2014. 05:47 PM | 2 Likes Like |Link to Comment
  • Shale Oil Stocks: Do Not Count On A Major Slowdown In The U.S. Oil Production Growth [View article]
    Heard today that Saudi Arabia's economic budget is based on $100 oil in that they have such a welfare state which oil pays 90% of .
    Nov 6, 2014. 03:45 PM | 1 Like Like |Link to Comment
  • GSEs slip after earnings [View news story]
    Nationalizations...the banking crisis essentially was a mass nationalization by the Fed and they knew it as none of the cash made it to Main St. Apple would be a nice profitable nationalization...prob... would force them to repatriate that $125B in cash for a small fee too.
    Nov 6, 2014. 02:21 PM | 1 Like Like |Link to Comment
  • Ur-Energy Releases 2014 Q3 Financial Results [View article]
    Tough business to be this efficient and still not turn the corner...prices have to get back to $50 or more (and URG's avg. cost up over $65) for anyone to have a future in this ...lucky their avg. sell price has been so high.
    Nov 4, 2014. 08:44 AM | Likes Like |Link to Comment
  • Alpha Natural Resources beats by $0.17, beats on revenue [View news story]
    The real headline here should be; "Revenue down 12%, $118M loss which was an improvement due to cost cutting; outlook still gloomy:
    Oct 30, 2014. 08:42 AM | 2 Likes Like |Link to Comment
  • Arch Coal: Business Conditions Remain Tough [View article]
    I like coal in 2019 after the fracking boom ends up in court or the wheels come off the drill more every quarter to maintain revenues situation blows up on these companies. Simply can't have 90% declines in well output and sustain revenues indefinitely, especially not at $80/bbl.
    Oct 20, 2014. 03:52 PM | Likes Like |Link to Comment
  • Peabody Energy beats by $0.07, beats on revenue [View news story]
    At what point does a "beat" not matter when you are bleeding red ink and China is starting to limit imports to prop up their own failing coal industry? The salient points here are not a "beat" to some analyst whose job it is to sell this POS stock to clueless investors so that the other side of their company can't keep rolling in the M&A dollars from BTU...
    Oct 20, 2014. 08:43 AM | 1 Like Like |Link to Comment
  • IBM tumbles 8% after disappointing results [View news story]
    Part of the cycle, all companies are using the end of QE as an opportunity to clear out all the bad news in the next 2 quarters. Has the added benefit of pressuring the Fed to reinstate QE which it will have to do in the spring to prop up housing.
    Oct 20, 2014. 08:37 AM | 1 Like Like |Link to Comment
  • Europe rebounds on leak of ECB support for Greece [View news story]
    Clearly there is still a problem when the ECB and Fed trot out people promising more free cash every time a small correction in the stock market occurs. The premise of an efficient market accurately pricing stocks based on their own merits is so deep in the toilet, it can't probably ever be unflushed.
    Oct 17, 2014. 03:44 PM | Likes Like |Link to Comment
  • Could The 'Shale Oil Miracle' Be Just A Pipe Dream? [View article]
    Been saying this for a while...not a Ponzi but more like a pyramid scheme where if you don't have more wells running this quarter than last, your stock will get shellacked due to declining output on top of declining avg. sales prices...we very well may have half of this boom done by this time next year. Add one crack in the litigation against fracking and like tobacco, this group will have a huge legal problem on its hands.
    Oct 14, 2014. 01:11 PM | 2 Likes Like |Link to Comment
  • Icahn: "Interesting" open letter to be sent to Tim Cook tomorrow [View news story]
    Exactly, Icahn is in it for Icahn, has to be a suggested takeover of one of his other companies like Paypal or Nuance...for no other reason than the greed of it.
    Oct 8, 2014. 03:00 PM | 1 Like Like |Link to Comment
COMMENTS STATS
522 Comments
625 Likes