Search found 81 matches

by aja57
Fri Mar 17, 2023 3:41 pm
Forum: Sweet 16 Portfolio
Topic: Earthstone Energy (ESTE) Valuation Update - Mar 9
Replies: 20
Views: 1211

Re: Earthstone Energy (ESTE) Valuation Update - Mar 9

Great post Ray. Thanks
by aja57
Fri Mar 17, 2023 3:35 pm
Forum: Other topics of interest
Topic: How Banking Bail Out Works
Replies: 3
Views: 106

Re: How Banking Bail Out Works

Too corrupt to fail.
by aja57
Wed Mar 15, 2023 1:13 pm
Forum: Other topics of interest
Topic: financial earnings v economic earnings
Replies: 2
Views: 80

financial earnings v economic earnings

I don't whether any of you follow David Trainer, the founder of New Constructs. Trainer believes in forensic accounting in order to determine economic rather than financial earnings. While Wall Street typically evaluates stocks using formulations more built for bonds, Trainer takes the accounting in...
by aja57
Tue Mar 14, 2023 12:21 am
Forum: Other topics of interest
Topic: Sudden crash in EV vehicle purchases
Replies: 2
Views: 97

Sudden crash in EV vehicle purchases

Looks like the EV vehicle market is having some major hiccups..

https://oilprice.com/Energy/Energy-General/The-Real-Reason-Why-Automakers-Slashed-EV-Prices.html
by aja57
Mon Mar 13, 2023 9:23 am
Forum: The View from Houston
Topic: Oil getting whacked
Replies: 8
Views: 206

Re: Oil getting whacked

Might be a good time to buy more PXD. Better than a 10 year Treasury.
by aja57
Sun Mar 12, 2023 11:06 pm
Forum: Other topics of interest
Topic: Govt with a bailout
Replies: 7
Views: 106

Re: Govt with a bailout

Who will bail US Treasury out? The Fed's central banker, the Bank of International Settlements will come to the rescue in Basel offering up a Faustian bargain which will entail a CBDC. Poof, 200 trillion in debt will magically disappear along with two or three zeros at the end of your private wealth...
by aja57
Sun Mar 12, 2023 10:58 pm
Forum: Other topics of interest
Topic: SPR
Replies: 2
Views: 51

Re: SPR

The country is not being run by Biden. He is a puppet of a government run by Committee. Susan Rice is the stenographer who reports from the Committee to Barak Obama, Senate Committee on Foreign Intelligence and the DNI. It's actually Obama's third term its just that Joe doesn't know it yet. Or if he...
by aja57
Sat Mar 11, 2023 2:37 pm
Forum: Other topics of interest
Topic: Fed kept raising rates until sumpin broke
Replies: 10
Views: 163

Re: Fed kept raising rates until sumpin broke

Chuck, what do you think happens to oil prices when your thoughts come to fruition?
by aja57
Sat Mar 11, 2023 2:25 pm
Forum: Other topics of interest
Topic: Fed kept raising rates until sumpin broke
Replies: 10
Views: 163

Re: Fed kept raising rates until sumpin broke

Looks like VC companies decided to take down SVB to send a message to the Fed. Shameful to see Jamie Dimon actively slumming for business while a competitor falls especially when the Fed came to JPM rescue a couple years ago. We could have a very Black Monday in the markets in 48 hours. https://www....
by aja57
Mon Mar 06, 2023 4:22 pm
Forum: The View from Houston
Topic: NG question of day
Replies: 3
Views: 209

Re: NG question of day

I guess that is why trading NG contracts is called the "widowmaker".