Mitch Zeitz

Mitch Zeitz
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  • LinkedIn: A Tale Of Two Companies  [View article]
    Unconvincing article.
    Feb 13, 2016. 11:10 PM | 1 Like Like |Link to Comment
  • Monster Worldwide Update: Mea Maxima Culpa  [View article]
    Definitely a dog, but hopefully someone may pick it up to help consolidate the industry.
    Feb 13, 2016. 07:30 PM | Likes Like |Link to Comment
  • The Idiocy Of Negative Interest Rates Is A Buying Opportunity In U.S. Banks  [View article]
    I think the dramatic flattening of the yield curve, increased credit fears, and an imminent recession are enough to explain the drop in financials without asserting its due to NIRP.
    Feb 13, 2016. 07:12 PM | Likes Like |Link to Comment
  • Tesla: Talk Is Cheap, Results Are Everything  [View article]
    I guess Porsche can't make profits on electric vehicles either.
    Feb 13, 2016. 06:54 PM | Likes Like |Link to Comment
  • Tesla: Still Troubled By Model X Woes  [View article]
    And yet the one metric everyone wants to see - current production numbers on Model X - they can't say.
    Feb 13, 2016. 06:37 PM | 1 Like Like |Link to Comment
  • Tesla: Still Troubled By Model X Woes  [View article]
    @Illuminati - "Can anyone explain how this actually generates cash that they can use towards their even more massive CapEx needs?"

    I guarantee you no one can satisfactorily explain this. Total sleight of hand.
    Feb 13, 2016. 06:34 PM | Likes Like |Link to Comment
  • What Should You Do In The Next Bear Market Rally?  [View article]
    Very good article. I think you mean 99bp on the 10-2yr spread though.
    Feb 13, 2016. 06:29 PM | Likes Like |Link to Comment
  • No Longer Overseas  [View article]
    Yes, how do the swap lines that the Fed opens with other countries effect this process in a liquidity process. Is it a de facto bailing out of foreign banks by US taxpayers?
    Feb 13, 2016. 09:04 AM | Likes Like |Link to Comment
  • Who Owns/Holds/Funds All This?  [View article]
    As always, great work. Thanks.
    Feb 13, 2016. 08:51 AM | Likes Like |Link to Comment
  • The Commodities Bubble: History Repeats Itself  [View article]
    Lost me at "unregulated capitalism" - hah, that's funny. Banking is one of the most regulated industries and the Fed policy that created the malincentives in the first place is a central planning agency which controls interest rates.
    Feb 12, 2016. 12:40 PM | Likes Like |Link to Comment
  • Strayer Education: Strong Buy On Diversified Revenue Stream And Limited Regulatory Risk  [View article]
    I'll have to take another look at this company, thanks.
    Feb 11, 2016. 06:40 PM | Likes Like |Link to Comment
  • Tesla: Still Troubled By Model X Woes  [View article]
    Looks like even the ever faithful author is starting to doubt! High cash burn, bogus financial metrics, ever more desperate denials of reality...
    Feb 11, 2016. 02:03 PM | 6 Likes Like |Link to Comment
  • Tesla: Short This Rally Now  [View article]
    Kudos to the author for what is IMO the best write up yet on this quarter! I tried to short more after the pop, but shares weren't available at TD Ameritrade. Borrow must be very high now.
    Feb 11, 2016. 12:00 PM | 5 Likes Like |Link to Comment
  • Skechers: Attractive Valuation Coupled With Secular Tailwinds In International Athleisure  [View article]
    I agree that the stock seems reasonably priced and I love the shoes.
    Feb 11, 2016. 11:19 AM | Likes Like |Link to Comment
  • Tesla: Talk Is Cheap, Results Are Everything  [View article]
    Everyone keeps saying the cars are great! Look over the Tesla forum and see all the battery and mechanical issues early in the life of these cars, and the frequent inconveniences and then tell me how "great" they are. All in all, for 100K I'd much rather have a Jag, Audi, BMW or Merc.
    Feb 11, 2016. 08:24 AM | Likes Like |Link to Comment
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