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Yorick

Yorick
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  • Arch Coal: First-Quarter Results Were Not Bad At All [View article]
    Missing lowered expectations is the new "beat"
    Apr 22, 2015. 11:16 AM | 1 Like Like |Link to Comment
  • China growth slows to six-year low [View news story]
    Dryship index at all time lows, consumer spending in the US muted, EU collapsing and amazingly, China is executing the soft landing economists said had a 2% chance of happening...hmmm..unless the numbers aren't quite right.
    Apr 15, 2015. 08:09 AM | Likes Like |Link to Comment
  • Pimco slashes Treasury holdings [View news story]
    Hard for Mutual funds holding bonds to explain to retirees why a loss of -0.2% every year is a worthwhile reason to hold their mutual fund. Bond liquidity dries up, stocks to the moon.
    Apr 13, 2015. 10:39 AM | Likes Like |Link to Comment
  • Headwinds For New Tesla Financing: Estimates Declining And P/E Multiples At Historic Peak [View article]
    Doesn't take a mathematician to see TSLA is a $30 stock in the throes of a Musk-momentum-tweet love fest which can go on until the next downturn. $40 oil doesn't help any of this.
    Apr 8, 2015. 12:08 PM | 3 Likes Like |Link to Comment
  • Crash in U.S. oil rig count begins to slow [View news story]
    "Begins to slow" or takes a month breather? If anything slowed it is because the next wave will eat into current production badly vs. future growth which is what all the other ones were. Iran deal is the nail in the coffin for fracking.
    Apr 3, 2015. 02:45 PM | 1 Like Like |Link to Comment
  • 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
COMMENTS STATS
575 Comments
707 Likes