Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

bdarken

bdarken
Send Message
View as an RSS Feed
View bdarken's Comments BY TICKER:
Latest  |  Highest rated
  • BP is calling in the big guns for help mitigating claims tied to the 2010 Gulf oil spill. The company wants British Prime Minister David Cameron to talk with U.S. officials regarding escalating payment claims, some of which BP says are "fictitious" and increasingly "absurd." The company has set aside more than $8B to cover so-called business economic losses. [View news story]
    Obama HATES the Brits & hates the law.
    (He didn't return the Churchill Bust as a decor statement)
    Cameron should make a BIG stink out of this. Public
    shame is the only thing that moves current U.S. leadership.
    May 16 10:23 AM | Likes Like |Link to Comment
  • Mortgage REITs (MORT) catch the eye of D.C., with the Financial Stability Oversight Council reportedly set to cite the industry as a potential source of market vulnerability. The companies have seen assets quadruple to over $400B since 2009, but Annaly (NLY) CEO Wellington Denahan notes their capital bases have risen as well. A Two Harbors (TWO) presentation (page 8) shows mREITs are relatively small players in the MBS market. Maybe the Fed and the GSEs just don't like the competition. Annaly and American Capital (AGNC) are the 2 biggest mREITs, with Two Harbors a distant 3rd. [View news story]
    See any elected officials on the FSOC roster?"
    (from FSOC/Treasury website)

    Secretary of the Treasury, who serves as the Chairperson of the Council;
    Chairman of the Board of Governors of the Federal Reserve System;
    Comptroller of the Currency (OCC);
    Director of the Bureau of Consumer Financial Protection (CFPB);
    Chairman of the Securities and Exchange Commission (SEC);
    Chairperson of the Federal Deposit Insurance Corporation (FDIC);
    Chairperson of the Commodity Futures Trading Commission (CFTC);
    Director of the Federal Housing Finance Agency (FHFA);
    Chairman of the National Credit Union Administration (NCUA); and
    an independent member with insurance expertise who is appointed by the President and confirmed by the Senate for a six-year term.

    The nonvoting members, who serve in an advisory capacity, are:

    The Director of the Federal Insurance Office;
    A state insurance commissioner designated by the state insurance commissioners;
    A state banking supervisor designated by the state banking supervisors; and
    A state securities commissioner (or officer performing like functions) designated by the state securities commissioners.

    Can you smell shakedown?
    Apr 19 11:51 AM | 4 Likes Like |Link to Comment
  • Buying Brand Names In A Bear Market Can Make You Rich [View article]
    It's not the whole portfolio---
    And it's not "guts" or "stones" or brass.
    It's a plan, patience and discipline.
    Apr 6 06:52 PM | Likes Like |Link to Comment
  • Labor Force Participation Rate Since 1987: Some Eerie Demographic Trends [View article]
    I would argue that the older workers ADD to the quality of the workforce by:

    Forcing younger workers to compete at a higher level.
    Transferring knowledge/experience/v... to younger workers on the job.
    Apr 5 07:46 AM | 9 Likes Like |Link to Comment
  • Labor Force Participation Rate Since 1987: Some Eerie Demographic Trends [View article]
    70 years ago, you needed a plot, a big family and a tractor to be a "farmer." Farming is now completely capital/science intensive: To survive & compete as a professional farmer you need access to land, science and a load of capital.
    The moral/spiritual/character shift forced onto people from the (tech) advances we applied starting in the '90 are just now being digested/processed.
    What happens when medicine says "...if you'd like we can add another 25 years to your life?" It happens gradually, but it's happening today!
    What are we going to do with those extra 25 years?
    What makes life worth living?
    Answer those questions and you'll have investment opportunities for the next generation!
    Apr 5 07:39 AM | 5 Likes Like |Link to Comment
  • Here's What Happened The Last Time The Fed Owned All Outstanding Treasuries [View article]
    Helpful writing Matthew! Fun to note that for all the math and science of economics, much of its impact comes from "communication" and "belief" (sic: perception & PR).
    Apr 5 07:13 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Elizabeth Warren?
    Elizabeth?
    Senator?
    Apr 3 08:58 AM | Likes Like |Link to Comment
  • It Can Happen Here: The Confiscation Scheme Planned For U.S. And U.K. Depositors [View article]
    Yes they will: They have in Ireland, Greece, Spain, Portugal and now Cypress.

    They have in America too: GM bondholders; Chrystler bondholders; Leahman investors; robosigning victims....

    Just for fun: Find the most rabid-conservative-gun... libertarian you know, and ask them to name the top five people on their "target list" when "things fall apart."

    My bet is that they are full of anger and bluster, but can't name off the people responsible for "the decline."

    Pretty hard to foment a "revolt" when you can't name your enemy!
    Mar 29 09:07 AM | 2 Likes Like |Link to Comment
  • It Can Happen Here: The Confiscation Scheme Planned For U.S. And U.K. Depositors [View article]
    The mistake in all of this is thinking that
    any leader will follow the 200 years of precedence
    established in this, or any area of the law. We are
    now, certainly at the federal level, a facist state,
    evidenced by the non-use of law (by both republicans and dems alike) in:

    Banking meltdown---no convictions/punishment of wrongdoers.
    Chrystler failure---bondholders hit; pensions made good.
    GM Failure---shakedown of bondholders.
    BP ---shakedown of company---no convictions.
    Robosigning/housing fraud---no convictions.
    Corzine fraud---no prosecution/everyone "made whole..."
    Mexican Gun running---no investigation.
    Bengazi/Syria gun running---no investigation.

    The law is now meaningless when everything is
    a "crisis" where the govt can intervene and do whatever
    "feels right/fair at the time" So, talk about "the law" fools oneself
    into believing that laws will apply.
    Mar 29 08:54 AM | 2 Likes Like |Link to Comment
  • It Can Happen Here: The Confiscation Scheme Planned For U.S. And U.K. Depositors [View article]
    Brother Tack:
    It starts in public schools:
    If they can teach kids social justice rather than
    math and accounting, you can fire them up
    with debates about race, fairness, abortion
    and gun control---while picking their pockets.
    When you fail to teach values to children
    your children will not know what to value.
    Mar 29 08:40 AM | 29 Likes Like |Link to Comment
  • General Electric Shareholders Should Revolt [View article]
    Don't like the way the company is run?
    Sell the stock!
    Mar 23 08:15 AM | 8 Likes Like |Link to Comment
  • BP asks a federal judge to temporarily halt its ~$8.5B settlement with plaintiffs over the 2010 Gulf of Mexico spill, saying the claims administrator's decisions could give the claimants "windfalls" and that the company could be "irreparably harmed." A judge ruled March 5 that BP must keep paying some compensation in larger amounts and to more parties than the company had anticipated. [View news story]
    We have a legal system.
    Obama bypassed "the law" and turned BP into an endless shakedown via "administrators" and "regulators."
    No courts, no law, just lots of studies and reviews and payoffs.
    A new level of American fascism, rivaled only by the bank crisis.
    (anyone on trial there?)
    Mar 17 10:58 PM | 1 Like Like |Link to Comment
  • Australia faces a "massive hit to government revenues" that "will inevitably continue to impact beyond the current year," says Treasurer Wayne Swan. The deficit increased a further A$4.6B ($4.8B) in the first four weeks of 2013 - above Swan's February estimate of A$2B - taking the total shortfall for the first seven months of the fiscal year to A$26.8B. [View news story]
    "The markets" meaning USA?
    On a Monday like this, would you rather "flee" to
    Shanghai, CAC or NYSE?
    This might launch "markets" in the USA higher.
    Mar 17 10:44 PM | Likes Like |Link to Comment
  • "This is a nuclear war on savings and wealth," writes Jefferies' David Zervos of the Cyprus bailout. "This is a policy move you expect from a dictatorial regime ... not in an EU member state. If the EU governments can clandestinely expropriate 7-10% of their (citizens' savings) after the close of business on Friday night, what else are they capable of doing ... Why keep your money at a Spanish or Italian bank when you can jump to Germany or France ... Why even keep money in the EU banking system at all." [View news story]
    Does this make, ironically, the USA a "safe haven?"
    Mar 17 10:21 PM | 2 Likes Like |Link to Comment
  • Coal Is Dead [View article]
    The minute our "Nobel Peace Prize Winner" launches at Iran, all BHO's "green energy" crap will be out the window. We're in a war, dammit, and we need energy from "all the above!" I'm not sure I'd be selling ANY fossil fuel stocks right now. His "debt crisis" got zero traction, so now he and Biden decide to ratchet up the Iran bogey-man.
    Mar 5 09:23 PM | 6 Likes Like |Link to Comment
COMMENTS STATS
309 Comments
536 Likes