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SanDiegoNonSurfer

SanDiegoNonSurfer
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  • Time to sell drillers as Petrobras cuts rig rates, analyst says [View news story]
    ESV went up a bit more this morning, despite this news.
    Aug 20 11:10 AM | Likes Like |Link to Comment
  • Ensco PLC Offers A Sobering Look At The Dynamics Affecting Its Core Markets [View article]
    "most of the contracts run out in 2015"

    Quick look, that doesn't appear to be the case. Did you get an actual dollar/expiry count or just eyeball it?
    Aug 20 09:59 AM | Likes Like |Link to Comment
  • Ensco PLC Offers A Sobering Look At The Dynamics Affecting Its Core Markets [View article]
    Historically, Ensco tends to estimate conservatively and communicate openly and honestly. Remains to be seen if the new CEO will continue doing so but signs are that if anything he's being even more conservative in his shareholder communications than Rabun was and is continuing the policy of being very up-front with shareholders. With its investment into fleet standardization, Ensco is better prepared than most drillers to weather an industry downturn.
    Aug 19 03:00 AM | 1 Like Like |Link to Comment
  • Taxes Don't Lie [View article]
    The payroll tax reduction was a very short term stimulus.
    Aug 13 11:24 AM | 3 Likes Like |Link to Comment
  • Petrobras-linked money laundering probe spreads to banks [View news story]
    HSBC in trouble again. They were caught previously laundering Mexican drug money. Lawsuits for securities fraud, price fixing in the silver markets, list goes on and on.
    Aug 13 12:40 AM | Likes Like |Link to Comment
  • Weighing The Week Ahead: The Market Risk From Current Crises [View article]
    Aways a great read...thank you, Jeff.

    On the truncated Fed chart, I think the expanded view is even more positive. We're back to 2005 levels without the massive stimulus that began in 2002. And from a much higher high. And it fell at a faster rate, with no loss of momentum even now. And that was after a worse crisis -- a global financial meltdown.
    Aug 10 01:43 PM | 1 Like Like |Link to Comment
  • Who Is John Galt And What Stocks Would He Buy? Part I [View article]
    I think in the end it's a power fantasy. Folks say that rape is not about sex; it's about power. I tend to think it's more complex than that: at some level, sex is ultimately about power.

    Rand's main protagonists have a power-hungry side to them, despite what they say...their actions belie this. They're tyrants at heart, but Rand partly hides that aspect by having everyone voluntarily submit to their whims. That's one reason I think Rand identifies personally with her alpha-male-superman figures. It's a semi-safe way for a weak person to fantasize about having total control over others -- claiming all the while to support freedom. Freedom is fine, as long as you do exactly what I want you to do. (And if you don't my mighty pen will cause you to self destruct!)

    I don't think Rand was actually that small and petty, but I do see that side of her coming through in her fictions. It's too bad because she had some interesting thoughts. Her creed of selfishness that's been so mocked and misunderstood is actually her best contribution. It's about putting on your own oxygen mask first. She's right on that. But it's so misunderstood thanks to her stupid, stupid stories that a thoughtful discussion of it is nearly impossible.
    Aug 8 06:44 PM | 1 Like Like |Link to Comment
  • Transocean: Deutsche Bank Is Way Off [View article]
    Here's his tip ranks profile: http://bit.ly/1v63LG5
    Aug 8 04:17 PM | 1 Like Like |Link to Comment
  • Who Is John Galt And What Stocks Would He Buy? Part I [View article]
    Or a rapist fantasy....

    I wouldn't assume she identifies most with her female characters.
    Aug 8 03:53 PM | Likes Like |Link to Comment
  • Transocean: Deutsche Bank Is Way Off [View article]
    The analyst is Mike Urban. http://bit.ly/1q1rgb6
    Aug 8 03:48 PM | 1 Like Like |Link to Comment
  • Transocean: Deutsche Bank Is Way Off [View article]
    I bit off more ESV today. RSI was down to 20.88 this morning :)

    Here's food for thought: Is fracking a bubble phenomenon?
    Aug 8 03:22 PM | 3 Likes Like |Link to Comment
  • Attention David Jackson [View instapost]
    LOL...Joe always has the funniest reads...and commenters.
    Aug 8 03:10 PM | 1 Like Like |Link to Comment
  • Who Is John Galt And What Stocks Would He Buy? Part I [View article]
    Yeah that's unusual in the genre. But the overall tone, the plot silliness, focus on pretty girl gets handsome guy, and general maturity level is otherwise no different from any other teen romance. Probably that reflects the author's own maturity level.
    Aug 8 02:56 PM | Likes Like |Link to Comment
  • What's Driving The Part-Time Labor Market? Results From An Atlanta Fed Survey [View article]
    And *that* category has gone down percentage-wise since the 80s.
    Aug 8 02:50 PM | Likes Like |Link to Comment
  • Who Is John Galt And What Stocks Would He Buy? Part I [View article]
    james, Atlas Shrugged is a teen romance novel. You won't find many rational ideas in it. The reason one presents one's ideas in fictional fantasy form is to get around having to actually have them make sense. You just put words into the mouths of your characters and sketch out any ridiculous sequence of events you like...as long as it has sex appeal, no one will question that.
    Aug 8 12:11 PM | 2 Likes Like |Link to Comment
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