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Yorick

Yorick
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  • San Francisco Fed: Q1 GDP growth substantially stronger than estimated [View news story]
    Stronger than ESTIMATED...we are making revisions to numbers that have seasonal adjustments and aren't even cooked yet...really can't make this stuff up.
    May 18, 2015. 03:12 PM | 2 Likes Like |Link to Comment
  • Questions arise on Avon Products offer [View news story]
    Hacking has a new avenue...buy up tons of stock and have some SEC form routed through 45 servers so that the origination is unclear. Sounds like a good short when it reopens.
    May 14, 2015. 12:38 PM | 1 Like Like |Link to Comment
  • Is DryShips Worth An Investment? [View article]
    Hard to call it an investment at this point but a gamble, yes. Surprised the new government in Greece hasn't started nationalizing businesses to raise cash but looks like management may have this chartered in Marshall Islands, smart.
    May 13, 2015. 08:16 AM | Likes Like |Link to Comment
  • Alpha Natural Resources - A Stock Of Choice For Risk-Taking, Long-Term Investors [View article]
    Hard really to see anything but stabilization of pricing that will allow all these companies to try to get costs to balance out. Bankruptcy is better option to come out debt free and cash flow positive. If natgas prices increase, fracking starts again in earnest and pushes coal down again. EPA and coal plants being mothballed adds to the pressures.
    May 7, 2015. 07:59 AM | 2 Likes Like |Link to Comment
  • Kinross Gold Earnings Preview: Higher Gold Pricing, Ore Blending And Low-Cost Production Are Catalysts [View article]
    BAA with it's recently closed equity financing from Grammercy and others has lower West Africa costs and a second mine up and running shortly for about 200K ozs this year. Would help the profit profile for Kinross if they acquired it.
    May 5, 2015. 12:23 PM | 1 Like Like |Link to Comment
  • Bill Gross has still got it: Big selloff in German bonds continues [View news story]
    Must sell off so Draghi has something to buy.
    May 5, 2015. 11:32 AM | 3 Likes Like |Link to Comment
  • Alpha Natural Resources Sees Light At The End Of The Tunnel [View article]
    It's an oncoming natural gas loaded train.
    Apr 28, 2015. 07:16 AM | 3 Likes Like |Link to Comment
  • Counting Down Greece's Final Moves [View article]
    Greek market will go up 10% when Tspiras finally bails on Varoufakis which the ECB probably knows is the only non-puppet in the room.
    Apr 27, 2015. 10:59 AM | Likes Like |Link to Comment
  • Eurozone ministers ponder 'Plan B' for Greece [View news story]
    So at the highest level Plan A was, "here are some loans, make sure you pay them back." Plan B apparently is going to be something like what? "There is no more money for you but figure a way to continue to pay us back so our banks don't fail?"
    Apr 27, 2015. 09:37 AM | 2 Likes Like |Link to Comment
  • 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
COMMENTS STATS
584 Comments
722 Likes