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  • The Fed: Much Ado About (Pretty Much) Nothing [View article]
    The structural decline in the price of oil is an unambiguous positive for consumer spending and and negative for inflation. I think the fed will put off a rate rise for a while yet. July CPI rose only .2%on a yearly basis. Well below market and FED forecasts. Why would they raise?
    Aug 22, 2015. 06:06 AM | Likes Like |Link to Comment
  • High-Quality Dividend Stocks That Are Trading Way Lower Than They Should [View article]
    I like your article but I believe that CAT could easily see $60 bucks or lower if things dont break up a bit in commodities
    Aug 22, 2015. 03:35 AM | 1 Like Like |Link to Comment
  • Obtain 10% Dividend Yield From DirectCash Payments [View article]
    I have no specific knowledge of this co. However there was recentrly a scandal in Australia regarding a ponzi scheme suckering investors into specific atm investments.
    Aug 12, 2015. 05:17 AM | Likes Like |Link to Comment
  • China's Command Economy: The Gift That Keeps On Giving [View article]
    Actually make that thousands of unutilised low hour machines for sale.
    Aug 5, 2015. 09:27 PM | 1 Like Like |Link to Comment
  • China's Command Economy: The Gift That Keeps On Giving [View article]
    Ha Ha great article. In the coal and iron ore basins of Australia there are literally hundreds of big yellow machines(caterpillar,john deer, etc) parked up with no prospect of a buyer. The China boom is over, at least for a while. We have been through these commodity cycles before but this is a tough one!!! Things will turn but when?? The crying isn't far off!
    Aug 5, 2015. 09:25 PM | 1 Like Like |Link to Comment
  • Pipelines Still Offer Dividend Shade In The Broiling Oilpatch [View article]
    alschroed, I thourght he said KMI was no longer an MLP????
    Aug 3, 2015. 05:41 PM | 1 Like Like |Link to Comment
  • Selling Trash, Buying Trash [View article]
    To be fair though Tim, S32 does generate 90% of EBITDA from assets in the top quartile of the cost curve. Insofar as a commodity company can be said to be a reasonable investment, s32 is a little better than trash. However your points are well made and the chill wind of the commodity downturn is howling through the share price of many producers(including BHP) If recent takeover speculation materializes then your thesis may play out sooner than planned!!!
    Jul 26, 2015. 07:59 AM | 2 Likes Like |Link to Comment
  • Germany Never Intended For Greece To Stay In The Euro [View article]
    Yes ok but don't paint the Germans as innocent victims here. They lent the Greeks the money to support Greek consumption AND MORE IMPORTANTLY to finance their own manufacturing sector and to sterilize trade surpluses.. It is factually correct that the Greeks imprudently borrowed the money BUT the sight of the Germans squeeling now would be hilarious if it wasnt so serious.
    Jul 13, 2015. 03:58 AM | 1 Like Like |Link to Comment
  • Geopolitical Risks Are Rising - Is A Debt Crisis Far Behind? [View article]
    The first step to solving a problem is acknowledging one. The Chinese are running consistent trade surpluses and the western world is largely debt funding itself. The strategic complacency shown by many is incredible. I applaud the author for going against the trend and trying to shine a light on this problem that we are weakly ignoring and kicking forward for our children to deal with.
    Jul 13, 2015. 02:31 AM | 2 Likes Like |Link to Comment
  • Everything You Need To Know About Investing In Australia [View article]
    I stopped reading when you quoted debt to GDP ratio of 130% Utter nonsense. Shame really because other parts of the article showed a bit of promise.
    Jul 8, 2015. 09:09 AM | Likes Like |Link to Comment
  • A New Deal For Greece [View article]
    why would the BRICs want to fund Greece? The reason Germany lent so much money to Greece was to fund a HUMOUNGOUS trade deficit and fund exports to them and sll the other Mediterranean countries of the South of the Eurozone. Ie They wanted to keep German facotries operating at full tilt. Particulsrly after the Great Recession. So while the Greeks were stupid enough to borrow it the Germans were dumb enough to lend it. Basically they'r all gonna stew!!!!
    Jul 6, 2015. 05:16 AM | 4 Likes Like |Link to Comment
  • AUD/USD Drops To 6-Year Low Below 0.75 [View article]
    Hard to see much upside isnt it Dean? With the Fed TALKING rate hikes and the RBA a rate cut bias?? Especially with new iron ore lows being given so much air time. What are your thoughts?
    Jul 6, 2015. 02:18 AM | Likes Like |Link to Comment
  • Finally Passing Gas: 10 Winners And Losers Of The Panama Canal Expansion [View article]
    Sorry I didnt mention that my comments related only to Qld Australia!!
    Jul 3, 2015. 09:50 PM | 1 Like Like |Link to Comment
  • Finally Passing Gas: 10 Winners And Losers Of The Panama Canal Expansion [View article]
    Hi Joseph,
    Of the three separate plants(consortiums) that went through to final investment decision (FID)two appear to be under or nearing construction completion.( I dont know about ongoing contract negotiations but certainly the 30 year contracts which underpinned the construction of the BG plant would not be under threat. However those long term contracts are only for a portion of output)
    How many of the "trains" of those two plants are actually built over the next few years is anybodys guess. As a lot of the contracts are tied to the oil price they would be under enormous pressure. On the upside however is the crash of the AUD which would cushion (a bit) the downside pressure on price of gas landed in Asia. At least for costs and profits converted to Aussie dollars, of course!!
    Jul 3, 2015. 09:47 PM | 1 Like Like |Link to Comment
  • Why I'm Now More Of A Buffett And Munger Type Investor [View article]
    loved this
    Jun 30, 2015. 06:10 AM | 1 Like Like |Link to Comment