Send Message
View as an RSS Feed
  • The Bank Of Japan - Ringing In The Endgame?  [View article]
    Its all about creating stability for NOW... but after 30 years they have developed an arrogance that they will ALWAYS be able to keep stability. Why just bail now & go into a depression? I get what they are trying to do but I personally cant say how or when they will lose control. Thats the rub. I want to say its all going to hell one day too... but it was going to anyway so whats the difference?
    Jan 30, 2016. 06:25 PM | 6 Likes Like |Link to Comment
  • Apple closes first negative year since 2008  [View news story]
    My laptop PC that I'm on right now is 8 years old, I bought it for $288 bucks then & never had a problem. Now running Win 10 faster than it ever has been

    Personally I was hoping for an Ipad air 3 this year but Jobs skipping any refresh this year was a big slap to consumers this year, same for leaving 16 GB in the 6s, which is why my wife just got the 6 vs the 6s.

    Apple is short on innovation in 2015 & are paying the price. Its pretty simple. The Iwatch lost the holiday to hoverboards among kids. I'm not sure Applepay is taking off as expected.

    I think next year will be a MUCH better year for Apple if they add some real innovation to the Iphone 7, Ipad Air3... but watch, the bears will say thats hurting margins. Apple has reached peak ripoff, they cant charge $$$$ for 16GB & the same Ipad anymore & thats my concern with the stock.

    Disclosure: Looking to go long after the neckline break of the H&S pattern under $100
    Jan 2, 2016. 01:22 PM | Likes Like |Link to Comment
  • After Hours Gainers / Losers  [View news story]
    api report of a build in oil
    Dec 29, 2015. 06:55 PM | Likes Like |Link to Comment
  • Significant Position Adjustment Ahead Of FOMC Meeting  [View article]
    You beat me Marc! It was oh so close! I said the Fed wouldn't raise in 2015. It will be interesting to see how the how far the Fed can raise without effects over next few years.

    Good luck boss
    Dec 20, 2015. 09:15 PM | Likes Like |Link to Comment
  • BOJ bolsters asset buying program  [View news story]
    BOJ is the definition of the Keynes End point ALL central banks will see in the future.
    Dec 18, 2015. 06:56 AM | Likes Like |Link to Comment
  • Stocks Surge On Fed Move, I'm Underwhelmed - Bezek's Daily Briefing  [View article]
    Funny how you mention the Brazil downgrade & that you're short BUT if you were watching the tape after the announcement it was a MASSIVE EWZ squeeze from red to green that pushed up EEM & then SPY into the close.

    Action suggests that EWZ bottomed, it was a HUGE winner yesterday despite the downgrade. I'm not exactly sure how a Fed hike translates into EWZ killing it but thats what happened. EEM at 2009 prices, maybe the commodity bottom is near?

    My one reservation was the end of day dollar staying strong & I think many missed that the Fed has 4 rate hikes planned for 2016. For some reason the chatter was one & done or next hike in July. Someone is wrong.
    Dec 17, 2015. 06:53 AM | 3 Likes Like |Link to Comment
  • Rollover Ahead?  [View article]
    Not much to this article. Gotta be honest, although I do agree with you
    Dec 15, 2015. 08:16 PM | 1 Like Like |Link to Comment
  • Buy United States Oil - Discovery Of Support Here  [View article]
    Its completely irresponsible to recommend holding $USO especially with options expiration on Friday because of ONE 1% up day knowing the YEARS of loses due to contango.
    Dec 14, 2015. 05:14 PM | 4 Likes Like |Link to Comment
  • Between A Rock And A Hard Place  [View article]
    "It seems that the most likely scenario at this point is a symbolic 25 bps hike along with a dovish statement and a dovish press conference from Janet Yellen. If all things go smoothly, this scenario could lead to the Fed not losing face, US dollar weakness, and a relief rally in risk assets."

    I completely agree. The question is how long does that last? 2 weeks? $SPY to new highs? Does it bounce commodities enough to fix the junk bond panic? I see any bounce in $JNK $HYG as an opportunity for people to exit.

    Watch for a huge rally but a reversal would create some SERIOUS panic
    Dec 13, 2015. 07:47 AM | Likes Like |Link to Comment
  • The Oil Shale Revolution - You Haven't Seen Nothin' Yet  [View article]
    Good article. No chance these projects get started anytime soon though. They would need to see VERY convincing evidence that $50 is here to stay. Could be a while.
    Dec 11, 2015. 08:51 PM | 1 Like Like |Link to Comment
  • Gundlach: If Fed met today, it wouldn't hike  [View news story]
    The consequences of not hiking outweigh the consequences of a 0.25% rate hike. The Fed will try to soften the blow with a very dovish statement \ dot plot.

    In Sep not hiking didnt help. Market sold off just the same folks... Didn't help JNK or HYG either. Market needs to get over it & move on, the Fed knows it.
    Dec 11, 2015. 08:09 PM | Likes Like |Link to Comment
  • Freeport-McMoRan: The Wash-Out Moment  [View article]
    And if oil stays below $45 for 2016?
    Dec 10, 2015. 07:08 PM | Likes Like |Link to Comment
  • It's Time To Stop Drilling - Or It's A Race To The Bottom  [View article]
    Appreciate the response. When I see $XLE rip like this when nat gas & oil both plunge & high yield credit plunges... I think... we aren't at the bottom, too many people think we are & too many companies think cutting their dividend, cutting some costs is all it takes. You're right, they aren't. Its time to Stop Drilling... but they aren't going to do it. They cant & they believe this price drop is temporary. Its not, the worst case scenario is it flatlines here. Canadian oil sands, deep sea drillers get whacked & that keeps the others alive drilling at virtually same price
    Dec 10, 2015. 05:57 PM | Likes Like |Link to Comment
  • It's Time To Stop Drilling - Or It's A Race To The Bottom  [View article]
    New follower here... good article.

    To recap: It seems like XOM CVX etc would be better off waiting for these guys to default to get their assets vs pay $12/share for $CHK for example (GMCR didnt go for near its pre-buyout stock price). Paying big $$ to mothball wells in a rising interest rate world with oil prices at lows & acquiring their debt just doesnt seem like a better alternative.

    Investing thesis: Short $XLE rips using $ERY.
    Dec 9, 2015. 08:38 PM | Likes Like |Link to Comment
  • Oil Is Miss Priced Under $40 Especially For 2016  [View article]
    Kinda ignored shales ability to produce more & deep sea drillers ready to go on any oil rip. I thought Garys article was more precise on $USO today. If OPEC cuts that just lets US shale produce more & at better prices. Not to mention Irans oil coming on, move to renewables, solar etc.

    Sure $60 is possible but lets not think thats gonna be due to some lack of production & supply in 2016 and that wouldn't be the short of lifetime if it gets back there
    Dec 9, 2015. 08:01 PM | Likes Like |Link to Comment