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asterisk

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Everything posted by asterisk

  1. https://www.bloomberg.com/news/articles/2017-05-09/fed-s-rosengren-warns-gse-reform-could-threaten-property-market
  2. I apologize if this has been asked, but is anyone aware of the time the NWS is posted online?
  3. So from now till the end of 2017 there should be a plan proposed.
  4. I apologize if they had been discussed before. Has anyone looked at or even knows how much preferred each hedge fund owns? Thank you!
  5. In regards to the lunch tomorrow- the topic of F&F has to come up in budget negotiations. Do you all think we are underestimating the influence of the individuals who in a sense purchased an out of the money call by supporting Trump? (Icahn, Paulson, etc)
  6. The market seems to be pricing in very little growth for the foreseeable future.... Question.. Would it be more appropriate to compare years on the basis of if there are new products out rather than just the update/upgrade year...
  7. I didn't think you were at all. It seems that the rig count has come down substantially more than the production has. Possibly we got rid of all the small and inefficient rigs. Also, in terms of the rally, how much of that was due to the "freeze" agreement? It seems right now that the price as gone away from reality to rumors about the supply side. These are just some thoughts that I had.
  8. The concern I have is that if oil stays in the high 30's and even the low 40's then over time will American production return. Are we going to be in the same boat next fall?
  9. Thank you for the response. I believe you or others have mentioned the difference between an ETN such as DWTI and the actual price of crude do not respond in sync. Can you dive more into that. DWTI is bas on S&P GSCI Crude Oil Index Excess, which I have noticed is out of synch with the crude oil futures. Any help would be great? Thank you!
  10. Hey Cardboard could you touch more on the manipulation of UDTI and DWTI? Thanks!
  11. Thank you for providing this. While the macro predictions can go either way, the conceptual thinking was very beneficial. Do you have previous versions of this?
  12. Thank you very much. I must have used the wrong search function.
  13. I thought it would be useful to get a list of blogs per category: macro, value, small-cap, large-cap, etc.
  14. hahaha. As a college student, I really like the ecosystem. The integration of Prime Videos is great when you think about how new movies are free quickly. Also, the iPad at this point costs more than its worth.
  15. I think it has improved some what. That was a motive behind pursing the masters. Although most of the fraud is not discovered until its too late
  16. Wouldn't Iran have more to lose than to gain from attacking the Kingdom? It can be certain that the nuclear deal wouldn't be dropped.
  17. It would be very interesting how the US would react to an attack on the House of Saud. Correct me if I'm wrong and I don't want to involve political opinions. But a republican in office would be a plus for the Saudi relationship?
  18. I'll admit the first minute or so had me interested lol ;) The plot seems good. The one downside is that they have already gone into the "battle" part of the plot so early. I understand that is to get people interested but it will be interesting to see how long the "battle" will last. It seems like the Suits of finance.
  19. Interesting thought is that the shale supply will only be reduced if there are bankruptcies.. Otherwise the shale producers only need a small period of time to turn back on their operations. It cannot be ignored that the long-term consequences of oil at sub-40 levels will lead to higher debt loads and political instability in oil dependent nations. Saudi Arabia cannot cut their social welfare and subsidies. The fear is that if the subsidies and welfare is cut then there will be protests and the population will turn against the government. The Saudis can deal with these prices for a couple years but it will be interesting if they will want to put that strain on themselves.
  20. I wanted to introduce myself to the board. I am in my early twenties and will be graduating with my graduate degree in a few months. I started looking at equities when I was roughly 16 and did not realize at the time that we were in one of the largest economic falls that I may experience in my lifetime. I purchased a few shares of PM, MO, GE and took an initial hit that taught me the value of staying power. The interest in equities led me to pursue an undergraduate degree in accounting and I took a fair share of finance class along the way. I am pursuing a Masters in Forensic Accounting and am involved in a student-run mutual fund. I look forward to conversing with some of you and learning along the way. -*
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