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blueice

blueice
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  • Bubble After Bubble, They All End The Same [View article]
    Please, remember, that the author is a trained economist.

    “The gold bug camp is constantly telling us that governments are debasing our currency, especially the almighty US dollar and destroying the value so that the dollar is not a good store of value. I 100% disagree.

    Here’s an analogy to explain: Since its invention in 1971, the microchip has been multiplied by the trillions, creating a revolution in human communications. Its evolution is a crystal-clear sign of progress and of a higher standard of living. Translating that back to the dollar argument, if the exponential multiplication of the microchip was (is) a good thing, why would the multiplication of dollars not also be a sign of progress that similarly fosters a revolution in urbanization, more complex and rich specialization of skills, and an improved standard of living? Increasing urbanization leads to rising affluence and the need for greater dollars for transactions in a more complex urban society"

    So hear you have Mr Dent being critical of Mr Sana for saying essentially
    the same thing.

    "So why do we keep kidding ourselves into thinking this bubble is the one that will keep going? I've debated Ron Insana on CNBC many times. He categorizes the Fed's "enlightened" policy in creating endless amounts of money as the solution to all of our financial crises and problems."
    Jun 2, 2015. 04:35 PM | Likes Like |Link to Comment
  • Bubble After Bubble, They All End The Same [View article]
    The dent of the month.

    http://bit.ly/1SU310k
    Jun 2, 2015. 04:03 PM | Likes Like |Link to Comment
  • Lumber Liquidators Has Failed To Disclose That Its Chief Compliance Officer Has Left The Company [View article]
    Mr Handley, funny post of the day! (Too bad post was removed)

    Mr Tillson, this is indeed significant..The more of senior officers
    leaving the firm, the bigger the blowup.

    I had considered a position ten bucks ago but now this stock
    is a 4 quarter dead issue.

    Perhaps they need a new line of products...The Shaq's All Star Hardwood Collection, where all impurities have been dribbled out.

    Whom is next to walk the plank?
    Jun 2, 2015. 03:44 PM | 2 Likes Like |Link to Comment
  • Chances Of June Swoon Increasing [View article]
    Cat, it is 12% of GNP or one out every eight bucks.

    If you had 3% growth, the lose would be .36%..Cumulatively, it is punishing.
    Jun 2, 2015. 03:21 PM | 1 Like Like |Link to Comment
  • Chances Of June Swoon Increasing [View article]
    Mr Jensen, that post puts a lot into salient prospective.

    It would not be difficult to suggest that 5% of the federal
    budget is wasted in one fashion or other.

    Mr Davies has gone to the beach or silent.
    Jun 2, 2015. 02:05 PM | 1 Like Like |Link to Comment
  • Chances Of June Swoon Increasing [View article]
    Mr Davies, you are a reader of the Economist, so I rather shocked
    you have failed to understand the issues.

    American's growth per decade:
    http://onforb.es/1M07byf

    It has been estimated, that business spend $2 trillion to comply with
    your fully endorsed regulations...This is about 12% of GNP!!

    Have you seen the chart, Mr Jensen, presented wherein governmental
    unit regulation have surged eight fold..Do you think it adds or subtracts
    from productivity.?
    Jun 2, 2015. 07:06 AM | 1 Like Like |Link to Comment
  • Chances Of June Swoon Increasing [View article]
    Thank you, Mr Jensen, for the heads up!

    I may add dat the Dow transports are trending close
    to their 52 week lows..

    On the other side of the fence, employment growth continues
    to show improvements, as well as does new home construction.

    It is time, however, for a healthy correction..
    Jun 1, 2015. 10:19 AM | 1 Like Like |Link to Comment
  • Why GDP Growth Will Slide For Years To Come [View article]
    The collapse in net saving is really frightful.
    May 31, 2015. 01:08 PM | Likes Like |Link to Comment
  • WPX Energy: Turnaround Upside [View article]
    Interesting thread, Mr Zeits.

    We had looked at this firm before and did not like either their holdings or
    the composition of their revenue stream...

    They were just to natty for us..Now, however, we shall place them on
    our watch list as they are making the transition to goo.

    I do like the fact, that they used the asset sales to pay down debt..I also
    like the idea that their crude production is near 36,ooo db..They also have
    manageable debt load.
    May 27, 2015. 02:11 PM | 1 Like Like |Link to Comment
  • Lonestar Resources Is Hilariously Undervalued Right Now [View article]
    I am surprised but today the bid/axe is only separated by a penny.
    May 27, 2015. 12:26 PM | 1 Like Like |Link to Comment
  • Why Denbury Resources Is A Good Investment Despite Its Massive Decline [View article]
    Low goo prices, 36..This is a good buying opportunity for those of
    us whom were in cash.

    However, it maybe still possible to test the December 15 lows..I am
    of the opinion there is not rush to take any positions.
    May 26, 2015. 10:29 AM | 2 Likes Like |Link to Comment
  • Oasis Petroleum: Success Of High-Intensity Completions Drives Cash Flow Neutrality At Lower Oil Prices [View article]
    What I take away from your post, Frac4, is the cost of filtering frac
    water is very expensive and is avoided especially in a cost "cutting"
    environment.

    I suspect most E&P firms would question adding cost of 2 to 4 million dollars to bring a well into production.

    Again, another illuminating post, Frac4.
    May 26, 2015. 10:25 AM | 1 Like Like |Link to Comment
  • The Great Beta Hoax: Not An Accurate Measure Of Risk, After All [View article]
    Mr Davout, with 2/3 of your trades successful, you must be
    writing calls and puts.
    May 25, 2015. 08:47 AM | Likes Like |Link to Comment
  • Oasis Petroleum: Success Of High-Intensity Completions Drives Cash Flow Neutrality At Lower Oil Prices [View article]
    Thank you, Your Fracness! I though I read somewhere that as
    much as 1/2 of the "flowbacked" can be re-cycled as clean water.
    May 25, 2015. 08:39 AM | 1 Like Like |Link to Comment
  • Continental Resources - Why Investors Can Expect More Upside [View article]
    Sad indeed, but no different than Boeing threading to move it's
    production out of the USA if the import/export bank is shuttered.
    May 24, 2015. 04:20 PM | 1 Like Like |Link to Comment
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