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  • Coffee Straining To Find Catalysts - Trying A Little Too Hard [View article]
    Great article, thank you
    Sep 13, 2015. 09:47 AM | Likes Like |Link to Comment
  • Macau gaming revenue down 36% in August [View news story]
    Let's not quibble...-35% is -35%, it's a big number
    Sep 1, 2015. 08:02 AM | Likes Like |Link to Comment
  • Let's Be Honest, This Could Get Really Bad: Be Careful Out There [View article]
    Yes I expect another 20% down through October and worry into the Xmas season. Dow 13K handle then gets into my buy range.
    Aug 24, 2015. 12:23 PM | 2 Likes Like |Link to Comment
  • Losing Streaks In The S&P 500 [View article]
    jj, you nailed that ...they trotted Fischer out to throw cold water on the rate hike again.
    Aug 10, 2015. 10:39 AM | Likes Like |Link to Comment
  • Does Tesla Management Have Any Credibility Left? [View article]
    Here is the real forecast for S series assuming they don't raise the sticker price by $15K to try to cover some losses.
    2015: 47K
    2016: 55K
    2017: 65K
    2018: 70K

    There, run some financials on those and tell me what the stock price should be going into 2018 - $35 sounds about right. Would guess even with the X series it will still be losing money but if the Amazon crowd can wait 10 years, my guess is so can Tesla groupies.
    Aug 6, 2015. 01:38 PM | 9 Likes Like |Link to Comment
  • Coal Stocks (And Bonds): A Cautionary Tale For Value Investors [View article]
    Amen to your outlook. Every coal company in America will have to shed debt and re-emerge only with their most profitable mines open. Half will remain shuttered if for no other reason but to get the price of thermal coal up.
    Aug 4, 2015. 12:54 PM | Likes Like |Link to Comment
  • Arch Coal - Additional Thoughts On Debt Exchange, Bankruptcy, And Coal Prices [View article]
    Bankruptcy for every coal company is not just an option but a necessity. Even if they could service the debt, they won't be able to compete with those other coal companies coming out debt free. BTU will go down next year which will be an eye opener.
    Aug 3, 2015. 09:06 AM | 1 Like Like |Link to Comment
  • MBA Mortgage Applications [View news story]
    Start raising rates and mortgage rate heads towards 5%, see how that affects the GDP numbers Yellen.
    Jul 15, 2015. 02:00 PM | 1 Like Like |Link to Comment
  • Secret IMF report: New Greek deal won't work [View news story]
    And that won't work either unless they somehow are able to find a greater fool to sell those bonds too. Only way to "fix" this for the banks is to extend the schedule over another 30 years and make the payments so small the bailout money can cover it. However the interest payments would be so small the bondholders would have to restate income which would cause problems although probably less problems than writing off 75% of the value of the bond. Would be FASCINATING to know how the Greek bonds are stated on financial reports of the holders - full payment expected? I'll bet so.
    Jul 14, 2015. 12:07 PM | 4 Likes Like |Link to Comment
  • Another Tumultuous Week To Nowhere In The Casino [View article]
    I agree with you David as usual. These issues are fast being removed from the hands of politicians and put in the lap of the math majors as rhetoric and spin start to fail. The real shame of this is that no one will use the time afforded by this farce accordingly and when the bang moment comes it will be 50% more painful for all involved. Increasingly, I see the ECB only able to deal with perhaps Greece, Portugal, Monaco etc but the Fed having to step in and "fix" the rest of the world. Certainly China and Japan will be in a worse place years down the road. We are all looking at bail-ins no matter where you live in the next 50 years. This eventuality needs to be recognized by our children the 20 somethings so that they can survive what is likely to be 1929 on steroids.
    Jul 13, 2015. 01:48 PM | 4 Likes Like |Link to Comment
  • It Is Not Priced-In, Stupid! [View article]
    OR, everyone will calm down, EU will extend banking guarantees for another month (what's a few more billion between debtors) and markets will rally on the lack of rioting. Count on it.
    Jul 7, 2015. 02:54 PM | Likes Like |Link to Comment
  • Shock expressed as Greece has no new plan [View news story]
    And all of this is irrelevant to the situation that Greece business as currently constructed is simply not competitive within the EU and euro framework. Punishing the people so the game continues is not a strategy. They must exit, create a parallel currency and get on with life outside the EU. The longer they wait the more the leadership risks nightly riots until the military has to take over.
    Jul 7, 2015. 12:31 PM | 3 Likes Like |Link to Comment
  • Banro Is Making Good Progress, But Will It Be Sufficient? [View article]
    You might also want to talk about the high quality management in place. John Clarke has a history of success and has move small companies like Banro to $10 stocks ripe for buyout. Given their industry low cost per oz in the $500 range, this company is likely on China and other major's radar screens.
    Jun 23, 2015. 08:45 AM | 5 Likes Like |Link to Comment
  • Draghi gets approval for bond-buying plan [View news story]
    Yes exactly, expect more gold repatriation from TX to CA to Germany to India as everyone walks away from government controlled fiat. The complete destruction of paper money is at hand. No way for Western countries to put the genie back in the bottle and "pay off debts" so the printing presses have no where to go but faster.
    Jun 16, 2015. 04:02 PM | Likes Like |Link to Comment
  • Walter Energy -30% on Friday report of imminent bankruptcy [View news story]
    Ye who defaults first, defaults best and returns to the market a shiny new penny.
    Jun 8, 2015. 01:16 PM | 2 Likes Like |Link to Comment