Yorick

Yorick
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  • Deutsche reportedly weighing multi-billion euro bond buyback  [View news story]
    Yes, ZH chronicled Hess who after buying back their stock for years at high prices now wishes they had that cash
    Feb 9, 2016. 04:06 PM | Likes Like |Link to Comment
  • Nikkei slumps, JGB 10-year yields turn negative  [View news story]
    $7T in worldwide bonds gone NIRP with another $18T to follow in the next 5 years...great "investment" in a world that is collapsing but not so much otherwise. Wonder how pensions are going to support their 7-9% annual yields they need to have any chance at actually paying out on all their octogenerians.
    Feb 9, 2016. 10:17 AM | 2 Likes Like |Link to Comment
  • On the hour  [View news story]
    "Tip lower"?...try PLUNGING in the hyperbolic vernacular of MW and others...
    Feb 9, 2016. 09:00 AM | Likes Like |Link to Comment
  • We Need Another Round Of QE  [View article]
    Instead of another $2-3T (that's what it will take this time to instill confidence", why not send a check for $10K to every man, woman and child in the US over the course of a year...most would find its way back to banks and pay down debt, sure up bank finances, stimulate retail etc....waiting for banks to lend is DOA. Banks are no fools and don't look for risky investments heading into a recession...they hunker down and raise capital and cut costs, like the rest of us.
    Feb 9, 2016. 08:38 AM | 1 Like Like |Link to Comment
  • Why Exxon Mobil Drops To $48 Within 15 Months  [View article]
    Perhaps if you had rounded it to 50% people would have been happier?
    Feb 8, 2016. 09:43 AM | 4 Likes Like |Link to Comment
  • Futures turn lower after jobs report  [View news story]
    Nothing mixed about it...it is 240K short (after the coming 25% downward revision to 113K) of what the country needs every month to keep up with population growth. Stagnation at best, recession likely, Depression at worst.
    Feb 5, 2016. 09:15 AM | 1 Like Like |Link to Comment
  • Oil blasts off despite bearish inventory numbers  [View news story]
    Just as likely to find the answer for this move on Twitter as with data...such is the world today..all shirt and no trousers
    Feb 3, 2016. 02:44 PM | 6 Likes Like |Link to Comment
  • VirnetX And A Trial That Investors Should Be Watching  [View article]
    Take a cue from Vringo, this was sent back down to give AAPL the win and to stick it to the "trolls"...Vringo should have nailed Google for $1b or more but was submarined by politics and VHC will be as well, not because of the merits of the case, but rather the encouraging precedent it would set.
    Feb 3, 2016. 02:41 PM | Likes Like |Link to Comment
  • Dudley sounding dovish  [View news story]
    And so it begins...the path to no more rate hikes (probably ever) and the glide path towards approving QE4...we are all in the boiling pot now.
    Feb 3, 2016. 09:07 AM | 4 Likes Like |Link to Comment
  • Oil Price Has Not Bottomed, But Here's How To Prepare For It  [View article]
    One could only imagine if the shale technology starts to be really applied in Russia, Africa and the MidEast..the rapid deployment, relatively low rig setup costs makes any price jump pretty short lived IMO.
    Feb 2, 2016. 08:45 AM | 3 Likes Like |Link to Comment
  • Monday Manufacturing Meltdown  [View article]
    Baltic Dry down again to 317 from 1222 in August 2015...this on top of Korea and China export numbers indicates China is going to have devalue and heavily soon...no WAY 6.75-7% GDP growth going on over there...they need to do something before half the people are in the streets.
    Feb 1, 2016. 02:07 PM | Likes Like |Link to Comment
  • Evaluating Bankruptcy Risk In The Energy Sector Using Altman's Z2-Score - Equipment And Services  [View article]
    Yes, the backward looking nature of data and lack of "marking to market" nor adequately cushioning for what could be 2 more years of this level of oil price probably makes the numbers too high...if you take your model and cut everthing down to $40 oil for the next 2 years, ie. capital losses, bank losses, bank response to losses etc...then what does the z score indicate?
    Feb 1, 2016. 01:31 PM | 1 Like Like |Link to Comment
  • Why Dip Buyers Will Get Clobbered: The U.S. Economy Isn't Doing 'Just Fine'  [View article]
    Yes, pulling sales forward is the new normal...once you've put a car (debt) and a home (debt), and education (debt) in every garage and thrown a no wage increase blanket over those future earnings, we are doomed to 1% growth and whatever Yellen can conjure in inflation (thank god for Obamacare and spiraling medical costs).
    Jan 26, 2016. 03:49 PM | 4 Likes Like |Link to Comment
  • Consumer confidence improves 1.8 points in January  [View news story]
    because consumers abandoned the markets 7 years ago
    Jan 26, 2016. 10:12 AM | 4 Likes Like |Link to Comment
  • Afternoon bounce underway  [View news story]
    Bull exactly...big houses chasing people out of their short positions on the FANG and pharma areas...games, nothing real here
    Jan 20, 2016. 03:17 PM | Likes Like |Link to Comment
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