Le French

Loading...
Symbols:
Authors:
comments21
  • Positive ratings 0
  • Negative ratings 0
  • Net rating 0
Filter comments by:
Highest rated Latest comments
Or filter by symbol:

Latest Comments
21 Comments

    • Mon Nov 3rd 11:40 AM
      |
      Rating: 0 0
      Commented on:
      The Next Crisis Is on the Horizon
      Great "textbook" style explanation of the pros and cons of the Federal Reserve policy. Know I get it. Thanks.

      does this mean buyers should get into oil and other commodities in 6 months to get ahead ?
      View article »
    • Mon Oct 27th 08:20 AM
      |
      Rating: 0 0
      Commented on:
      Here's How This Week Could Unfold
      Fluffff.....
      View article »
    • Thu Jul 10th 11:26 AM
      |
      Rating: 0 0
      Commented on:
      Recession Season - Cramer's Mad Money (7/7/08)
      Cocaine is recession-proof as well, unfortunately the FARC don't wanna go public.
      View article »
    • Sat Jul 5th 10:21 AM
      |
      Rating: 0 0
      Commented on:
      Google Should Deliver Its YouTube Data to Viacom in Paper Form
      AWESOME IDEA !!
      View article »
    • Fri Jun 27th 11:31 AM
      |
      Rating: 0 0
      Commented on:
      Time to Short Both Long-Term Bonds and Crude
      Sorry ---- I meant ECB will raise rates ---
      View article »
    • Fri Jun 27th 08:12 AM
      |
      Rating: 0 0
      Commented on:
      Time to Short Both Long-Term Bonds and Crude
      What do you do if you are UltraShort Oil & Gas, and Iran gets smashed earlier than anticipated ? It's tempting but no thanks.

      Besides, the ECB will cut rates before the Fed does, and traders will buy more "black gold futures" to hedge against a falling dollar. Dangerous gamble if Japan raises bank rates, knowing that they borrow yen to purchase dollars and speculate.
      View article »
    • Fri Jun 27th 07:58 AM
      |
      Rating: 0 0
      Commented on:
      When Central Bankers Clash, Stock Markets Can Crash
      BTW, Very complete article. Thanks.
      View article »
    • Fri Jun 27th 07:57 AM
      |
      Rating: 0 0
      Commented on:
      When Central Bankers Clash, Stock Markets Can Crash
      Could a rate hike by the ECB in July trigger a worldwide pullback in the stock market (and therefore hijack the Fed role) ?
      View article »
    • Wed Jun 25th 12:19 PM
      |
      Rating: 0 0
      Commented on:
      Recent World Events Are Bullish for Metals
      One thing I know best is aluminium.

      The best positionned company in this industry is RioTinto, as they just acquired Alcan, one of the leading aluminum firms. The reason is that global demand for aluminum is expected to grow at a faster pace than all of the main iron-ore commodity types (copper, steel, ...) for the next decade. I don't have the source link, but it was on one of the last annual reports, you can find that on their website.

      The major expenditure in producing aluminum is energy cost, and that where RioTinto-Alcan makes a difference.

      What gives RioTinto Alcan a competitive advantage other its competitors, is that they own the most advance smelter technology that reduces energy consumption. Secondly, 2/3 of their energy comes from hydroelectric power in Quebec whereas Chinese competitors use coal-fired electricity generators. On a cost curve chinese competitors energy costs seem on average twice as expensive.

      I don't know if this is going to make a difference on the stock, but clearly I would go with the leader in the long-term. Otherwise, Alcoa is poised to be bought or merge in the next two years.

      Check out my final report for more information which I made for a class presentation this semester on RioTinto Alcan.

      www.nicolasmurcia.com/...
      View article »
    • Mon Jun 23rd 10:19 AM
      |
      Rating: 0 0
      Commented on:
      The Brightest Stars in the Commodities Boom, Part I
      To support my previous comment on uranium, I guess my comment was a bit too narrow by only mentionning the US.
      "Uranium Soon Fetches $90 as India Leads New Reactors Driving Global Demand"

      www.bloomberg.com/apps...
      View article »
    • Mon Jun 23rd 01:11 AM
      |
      Rating: 0 0
      Commented on:
      High Likelihood of a Market Crash
      I believe that the smart political move that carry on the geopolitic agenda would prefer a crash in october or after the election. Enough time for short-sellers to get squeeze and trigger a late rally this summer. What's gonna happen next? a not-so-unexpected raise in interest rates in september on top of a world food crisis which will crash the stock market.

      My bet is on the table. The game is on.

      Now the question is for you guys, do you want to stand on the sideline for the next six months, or do you want to grab that last rally to the summit?
      View article »
    • Sun Jun 22nd 12:48 PM
      |
      Rating: 0 0
      Commented on:
      U.S. Markets: A Ton of Doubt Calls for Caution
      I think we need a good "last breath" rally for july, then when earnings suddenly show up worst than expected, after the Olympic games, then the market will sink 20%. Sentiment is way too bearish for such thing to happen now.
      View article »
    • Sat Jun 21st 17:13 PM
      |
      Rating: 0 0
      Commented on:
      Illustrated Lessons from Financial Cycles and Trends
      Knowing what other people don't know is certainly great, but unless you are an insider or great at anticipating future trends you won't bridge the knowledge gap. Even IF you are able to transcend today's world of constant ambiguous news' flow and think ahead of the crowd, well you will still lose your shirt betting against the big crowd (not in number but the one with the money) because there are the ones moving the market.
      View article »
    • Fri Jun 20th 19:07 PM
      |
      Rating: 0 0
      Commented on:
      The Long Case for ABB Ltd.
      ABB was on my shopping list for a year but I always had one concern:
      what would be the impact of a chinese economy slowdown on ABB stock?
      View article »
    • Fri Jun 20th 17:51 PM
      |
      Rating: 0 0
      Commented on:
      Apple's iTunes: Rapid Sales Acceleration
      Definitely a serious threat to Blockbuster and Netflix in the future.
      View article »