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  • Don’t Bet On A Rate Hike In December, QE4 More Likely PowerhedgeFor the past several months, I have been publishing a series of articles to this site discussing how the media’s narrative about a “strong and recovering” U.S. economy is far from accurate. I even went so far as to predict that the Federal Reserve would not raise rates at its September meeting, which was indeed the case. ...
  • Tracking Utilization And Dayrate Trends In The Offshore Drilling Industry – September 2015 PowerhedgeThere continues to be great concern among market participants regarding the offshore drilling industry. Indeed, this morning’s announcement by Seadrill (NYSE:SDRL) that it received a formal cancellation notice for the West Mira rig only amplified the concerns of investors. This makes sense, as it has been common knowledge among most industry watchers that both day rates and utilization rates ...
  • Through The Oil Trade, China Again Threatens U.S. Dollar Dominance – And May Succeed PowerhedgeFor the past year, I have been publishing a series of articles discussing the attempts of various emerging markets, led primarily by China and Russia, to fundamentally change the dynamics of international trade. These nations are doing this by weakening the dominance of the United States dollar in international settlement. In so doing, they are ...
  • The Republic Of The Congo Could Be The Next Big Story Due To Russia PowerhedgeThe Republic of the Congo is one of the most resource-rich countries in the world. However, like many African nations, the country continues to be undeveloped due, at least in part, to a civil war that took place in the late 1990s. It has enjoyed a relatively stable, if controversial, government since then, however (do ...
  • Seadrill Discusses Current Conditions In The Offshore Drilling Industry PowerhedgeOne of the best things about Seadrill’s (NYSE:SDRL) earnings reports is the in-depth descriptions that the company gives of the conditions in the offshore drilling industry. It is wise for an investor, or potential investor, to review this information as it provides information that can help one predict the future of the company. It can ...
  • The Popularity Of Mutual Funds Could Be A Threat To The Market PowerhedgeThe market volatility that occurred last week during an event known as “Black Monday” left many investors either confused or fearful. However, this event was simply one symptom of a systemic problem in both the stock and bond markets that is most certainly something that should be a concern for retail investors or indeed anybody ...
  • Why The Federal Reserve Is Unlikely To Raise Rates In The Near Future PowerhedgeFor quite some time now, various media pundits and other participants have been speculating about the near-term likelihood of the Fed rate hike that the central bank has hinted at. In fact, it seems as though not a day goes by without hearing such speculation on one of Bloomberg’s media outlets, or at least that ...
  • The Shale Oil Collapse Could Be A Long-Term Positive PowerhedgeOne of the largest sources of oil production growth over the past ten years has been in North America. Specifically, this production growth has been caused by advances in horizontal drilling and hydraulic fracturing techniques that made formerly inaccessible oil-rich areas such as the Bakken and Eagle Ford shales productive. However, this boom now appears ...
  • Chinese Stock Collapse May Be Highlighting Problems In American Markets PowerhedgeA few weeks ago, a friend and I were driving together to work as we frequently do when an analyst came on CNBC’s satellite radio station to discuss the situation that has been taking place in the Chinese capital markets over the past several weeks. One of his comments is that prior to the collapse, ...
  • Market May Be Overvalued Based On Economic Fundamentals PowerhedgeI continue to be amazed at all the positive description of the US economy by the mainstream media. In truth, the American economy is anything but strong, as the numbers presented in this article will clearly show. The market continues to express its agreement with the strong economy myth however, which could be an indication ...

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Power hedge Global Perspective

  • Interest Rates And Liquidity Make Bond Funds Risky Investments PowerhedgeIt is a common belief among investment professionals from all walks of life that bonds are safer investments than stocks. This is why most financial advisors will generally recommend that an individual increase the proportion of their portfolios that is allocated to bonds as they age. While it is true that holding a high-rated bond ...
  • Seadrill Partners’ Second Quarter Results Show Company Well Positioned To Handle Industry Weakness PowerhedgeOn Thursday, August 27, 2015, offshore drilling contractor Seadrill Partners (NYSE:SDLP) announced its second quarter 2015 results. Overall, these results were quite impressive, particularly when we consider the trepidation that the market has expressed towards the company as indicated by its recent unit price decline. With that said, it is true that there are valid ...
  • North Atlantic Drilling’s Second Quarter Results Were Excellent But Many Challenges Remain PowerhedgeOn Thursday, August 27, 2015, harsh-environment drilling contractor North Atlantic Drilling (NYSE:NADL) announced its second quarter 2015 results. Given all the fear that has been surrounding this company in the marketplace lately, these results were surprisingly good. However, the challenges facing the company should not be ignored. These results do show a company that is ...
  • Seadrill’s Q2 Results Show A Company That’s Weathering The Downturn Well PowerhedgeOn Thursday, August 27, 2015, offshore drilling giant Seadrill (NYSE:SDRL) announced its second quarter 2015 results. Despite all the fears that many have expressed regarding the offshore drilling industry in general and this company in particular, these results were quite respectable. This shows that Seadrill is doing an admirable job navigating the difficulties facing it. Read ...
  • Seadrill Partners: Potential Exists In This High-Yielder, But Not Without Risks PowerhedgeI recently read an article published on financial website titled “5 Toxic Stocks to Stay Away From This Summer.” One of the companies listed in this article is offshore drilling firm Seadrill Partners (NYSE:SDLP). In the article, The Street uses exclusively technical analysis to show that the price of the company’s stock is likely to decline ...
  • 2 ETFs To Hold For The Next 25 Years PowerhedgeFor many investors, investing in exchange-traded funds (also known as ETFs) makes much more sense than purchasing individual stocks. This is because the ETF includes many different stocks that allow one to effectively diversify away company-specific risks while still allowing that investor to profit off of a given theme. In this article, we will examine ...
  • Pacific Drilling’s Earnings Results Are Excellent, Company Still Faces Challenges PowerhedgeOn Thursday, August 6, 2015, ultra-deepwater drilling specialist Pacific Drilling (NYSE:PACD) announced its second quarter 2015 results. In some ways, these results were largely as expected, but Pacific Drilling has also implemented some measures during the quarter than allowed it to do an impressive job of maintaining its profitability as it faces a very challenging market. Read more…
  • TeliaSonera Is Overcoming Challenges, Remains Good Dividend Investment PowerhedgeOn Friday, July 17, 2015, Swedish telecommunications giant TeliaSonera AB (OTCPK:TLSNF) announced its second quarter 2015 results. Overall, these results were relatively average, but there were still some developments during the quarter that investors in the company should be pleased with. Dividend-focused investors especially will be pleased to note that the company continues to exhibit its ...
  • Silver Is Fundamentally Undervalued PowerhedgeThere have been some very interesting events in the silver markets over the past few weeks that show that the price of the precious and industrial metal is significantly disconnected from its underlying fundamentals. This also could be a sign that it could be a good time for an investor to begin to acquire some ...
  • Tesla Will Need To Restructure PowerhedgeI was driving to work with a friend last week when respected market commentator Jim Cramer came on Bloomberg to discuss how Tesla Motors (NASDAQ:TSLA) will need to restructure itself. This is due largely to the fact that the company’s current capital structure is not appropriate for a rapidly growing industrial company. As this is ...

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  • World's Largest Sovereign Wealth Fund Is Forced To Begin Liquidating Assets October 6, 2015
    One of the biggest stories of this summer, as previewed originally here in November of 2014, has been the dramatic shift in the direction of capital flow from toward emerging markets (and China), to away from emerging markets (and China). The reason for this has been the double whammy of the soaring dollar, and the […]
    Tyler Durden
  • Role Reversal In The New Cold War October 6, 2015
    Submitted by Justin Raimondo via, This past weekend marks the twenty-fifth anniversary of the reunification of Germany, an event that formalized the end of the cold war. The so-called “German Democratic Republic,” one of the most repressive of the Soviet-imposed regimes established in the wake of World War II, was no more. It imploded […]
    Tyler Durden
  • Gun Sales Soar After Surge In US Mass Shootings October 6, 2015
    Just as was evidenced after the 2007 shootings at Virginia Tech, after Columbine and Tucson in 2011, and following the theater shootings in Aurora, Colorado in 2012, US gun sales have soared following the mass-shooting at Umpqua Community College in Oregon, which killed 10 people and injured seven others. As The FT reports, gun sales […]
    Tyler Durden
  • Peter Schiff: The Fed Has Created A "Bad Is Good" Economy October 6, 2015
    Submitted by Peter Schiff via Euro Pacific Capital, The popular belief that the U.S. economy has been steadily recovering has endured months of disappointing data without losing much of its appeal. A deep bench of excuses, ranging from the weather to the Chinese economy, has been called on to justify why the economy hasn't built […]
    Tyler Durden
  • An Up Close And Personal Look At The Russian Firepower Deployed In Syria October 6, 2015
    As Moscow’s air campaign in Syria enters its sixth day, both the West and The Kremlin have put their respective media propaganda machines into overdrive.  In many respects, the geopolitical stakes for both sides are the highest they’ve been in decades. The West cannot afford to stand by and watch Russia do in a matter […]
    Tyler Durden
  • Nickels, Meet Steamroller: Embattled Bank Suckers Hedge Funds Into EM Insurance Bet October 6, 2015
    Are you looking to make a terrible investment decision? Well sure you are, isn't everyone? And thanks to the fact that it appears we may now be testing the limits of the market’s collective patience with the notion of central bank omnipotence, there are plenty of bad investment opportunities out there to choose from.  That […]
    Tyler Durden
  • How The Chinese Will Establish A New Financial Order October 6, 2015
    Submitted by Porter Stansberry via, For many years now, it’s been clear that China would soon be pull­ing the strings in the U.S. financial system. In 2015, the American people owe the Chinese government nearly $1.5 trillion. I know big numbers don’t mean much to most people, but keep in mind… this tab is […]
    Tyler Durden
  • A New "Red Line" October 6, 2015
    Presented with no comment...     Source:
    Tyler Durden
  • Have We Reached A "Peak Water" Tipping Point In California? October 5, 2015
    Submitted by Gaius Publius via DownWithTyrannry blog, It may be a see-saw course, but it's riding an uphill train. A bit ago I wrote, regarding climate and tipping points: The concept of "tipping point" — a change beyond which there's no turning back — comes up a lot in climate discussions. An obvious tipping point […]
    Tyler Durden
  • Caught On Tape: Furious French Workers Attack Air France Executives, Rip Their Clothes Off October 5, 2015
    Earlier today amid the general gloom of Europe's sliding non-manufacturing PMIs, the one place that stood out like a sore thumb bucking the deteriorating trend, was France which not only posted an increase from August but also beat expectations. We strongly doubt this metric has any basis in reality because among numerous other contrary-specific factors, […]
    Tyler Durden
Journal NEO RSS Feed

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  • Reaction to the New Japanese Defense Legislation October 6, 2015
    Final approval of the raft of defense laws that was effected by the Upper Chamber of the Japanese National Diet (Japanese Parliament) overnight into September 19 2015, received an overall negative reaction of the Japanese society. An opinion poll conducted by Mainichi Shimbun almost immediately after the voting showed approximately the same results (57% “in […]
    Владимир Терехов
  • Can Russia Make a Difference in Syria? October 5, 2015
    As soon as Russian air forces began bombing terrorists in Syria, a perfectly timed and thoroughly planned anti-Russian media campaign was launched in the Western media. In those loud and defiant cries to stop bombing “valuable US assets in the region” one can clearly trace the true goals and objectives of Washington and its associates. […]
    Виктор Михин
  • The Strange Case of the Syrian Opposition October 5, 2015
    US Secretary of Defense Ash Carter has cited concerns that Russia may be hitting the wrong targets in Syria. Does Carter believe that a Syrian opposition group utterly and absolutely divorced from terrorist allegiances exists? Recent maps including one released by the UK Telegraph on September 30, 2015, attempt to show wide swaths of Northern […]
    Гордон Даф
  • What If Russia Is Asked to Fly Air Cover for Iraqi Forces? October 5, 2015
    The Iraqi military has taken a brutal beating in its battles against ISIL. Even with the support of American and coalition airpower, the Iraqis have lost untold material and territory since ISIL overran much of the country’s Sunni Arab heartland these last months. News now that Iraqi Prime Minister Haider al-Abadi welcomes Russian airstrikes may […]
    Фил Батлер
  • A Joint Anti-ISIL Information Center is Opening in Baghdad October 4, 2015
    The agreement between Russia, Syria, Iran and Iraq on the creation of an information center to coordinate the fight against ISIL in Baghdad has received an extensive amount of media coverage in Iraq. As for the legal aspect of this step, local legal experts are convinced that the creation of such an entity doesn’t require the approval of the […]
    Юрий Зинин
  • Free Speech Watch: Prior Restraint Makes a Comeback as US Courts Seek to Squelch Dissent October 4, 2015
    Barbara Stone was only able to get out of jail when she agreed to stop blogging. Patty Reid is on the lam. Cary-Andrew Crittenden may be facing further jail time for his efforts to inform others about problems in the Santa Clara County legal system. And Ginny Johnson is under a gag order which nearly […]
    Дженет Пелан
  • AfPak – A New Regional Scenario October 4, 2015
    The new leader of the Afghan Taliban, Mullah Akhtar Mansoor (formerly the Minister of Aviation in the government of the Islamic Emirate of Afghanistan), on Sept. 22, 2015, the eve of Moslem’s Eid al-Adha, a holy holiday of sacrificial offering, in his first public address, which was published on the website “Taliban Movement of Afghanistan” […]
    Алексей Абрамов
  • Putin Lives in the Real World, Obama Lives in a Fantasyland October 3, 2015
    Listening to the speeches of the Russian President, Vladimir Putin, and the President of the United States, Barack Obama, at the United Nations General Assembly in New York on Monday, one is instantly struck by the polarization of the leader’s interpretation of world events. It is obvious that one leader resides in real world, whilst […]
    Стив МакМиллан
  • Erdogan is Starting to Pay His Bills October 3, 2015
    Yerevan is anxiously watching developments in neighbouring Turkey. Destabilization in a neighbouring country is in nobody’s interests, but events there are developing rapidly, and it is unlikely that there is anything good in store for Ankara, which has got involved in a whole range of conflicts in the region. It seems that the truly strong […]
    Погос Анастасов
  • Summary of Xi Jinping’s visit to the US October 3, 2015
    On September 23-26 the President of the PRC Xi Jinping’s government visit to the US took place. It had been preceded by a number of bilateral preparational measures. At first glance, the course and outcomes of the talks between two leading world governments leave a strange impression. The wording alone, which was most commonly used […]
    Владимир Терехов