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  • The October Jobs Report Was Not As Good As Hyped Powerhedge Summary The headline number for the October jobs report greatly surpassed expectations, but a more sober look reveals that the report was not particularly promising. Virtually all job creations went to workers over age 55. Those workers in the 25-54 age group actually saw job losses during the period. The majority of job creations were in low paying ...
  • Russia Could Cause Another Financial Crisis In Response To Sanctions Powerhedge One of the major international news stories over the past two years has been the unrest in the Ukraine that ultimately led to an overthrow of the previous government and a standoff between the nation of Russia and the Western powers. This resulted in the United States and many European nations imposing economic sanctions against ...
  • Fundamentals Continue To Weaken, Market Appears Overvalued At Present Levels Powerhedge Summary Over the past month, various economic reports have shown that the real economy continues to weaken, despite all the claims of strength that pundits are making. The Dallas Fed Manufacturing Outlook Survey for October registered its tenth straight decline in October. This has never happened outside of a recession. New Home Sales are also weakening much more ...
  • Are The Saudis Trying To Create A Future Oil Shortage? Powerhedge Summary The reluctance of Saudi Arabia to cut production is one reason for the plunge in oil prices over the past year. By causing oil prices to plunge, Saudi Arabia has created fiscal problems for itself – essentially shooting itself in the foot. It makes no sense for the Saudis to maintain production to defend its market share ...
  • 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 ...

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Power hedge Global Perspective

  • Avoid Noble Corp. For Now, Given Significant Challenges Ahead PowerhedgeOffshore drilling giant Noble Corp. (NYSE:NE) announced its fourth quarter 2015 results on Wednesday, February 3, 2016. Overall, these results disappointed analysts as the company missed expectations on both top-line revenue and bottom-line earnings. However, there were some bright spots in the earnings report despite the analysts’ disappointment. It is relatively common knowledge that the ...
  • Seadrill’s Rig Delays Improve The Company’s Liquidity And Finances PowerhedgeOne of the biggest concerns that many investors have regarding offshore drilling giant Seadrill Ltd. (NYSE:SDRL) is the company’s relatively high level of debt. These fears were exacerbated by the fact that as of the beginning of 2015, it had a number of drilling rigs that were under construction and were scheduled for delivery in ...
  • Omega Healthcare Investors – An Appealing Income Play PowerhedgeIncome-focused investors have faced significant challenges over the past few years. In the aftermath of the financial crisis that began in 2008, the Federal Reserve reduced the Federal funds rate to 0-0.25%. This had the effect of substantially reducing the income that investors can generate from traditional fixed income investments such as bonds. For example, ...
  • Pembina Pipeline – Low Leverage Provides Margin Of Safety, But Dividend Might Not Be Secure PowerhedgeMaster limited partnerships, also called MLPs, are a very popular choice among income-focused investors. On the surface, this makes a lot of sense. These companies generally sport very respectable distribution yields and, particularly in the case of midstream operators such as oil and gas pipeline operators, these distributions are widely perceived to be quite safe. ...
  • Seadrill Partners’ Distribution Reduction Is A Smart Move PowerhedgeI woke up the other day to the news that offshore drilling contractor Seadrill Partners (NYSE:SDLP) cut its distribution roughly in half, from $0.5675 per quarter per unit to $0.25 per quarter per unit. This comes less than a month after the company announced that it would hold its distribution steady at the previous level, ...
  • Seadrill Earnings Results Not As Bad As Advertised, But Company Will Still Face Challenges PowerhedgeOn Tuesday, November 24, 2015, offshore drilling giant Seadrill Ltd. (NYSE:SDRL) announced its third quarter 2015 results. For the most part, thee news headlines regarding these results were quire negative as the company missed analysts’ expectations on both the top- and bottom-lines. However, a closer look reveals that these results were not as terrible as ...
  • Invest Like A Rothschild With RIT Capital Partners PowerhedgeWhen it comes to long-term wealth accumulation and preservation, few families have a longer track record than the Rothschilds. This long and highly successful track record makes the idea of investing right alongside them rather appealing. There is, in fact, a way to do this by investing in a company called RIT Capital Partners (OTCPK:RITPF). ...
  • Noble Corp. Well-Positioned In Industry, Taking Steps To Protect Cash Flow PowerhedgeOn Monday, November 9, 2015, offshore drilling giant Noble Corp. (NYSE:NE) gave a presentation at the Bank of America Merrill Lynch Global Energy Conference. As is typical in this type of presentation, Noble devoted a considerable amount of time discussing the offshore drilling industry and the company’s place in it. In addition, Noble also devoted ...
  • Pacific Drilling Posts Excellent Q3 Earnings, Faces Difficult Times Ahead Powerhedge Summary Pacific Drilling reported impressive quarterly numbers, including its highest cash flow ever. The company’s revenue decline was due to one rig suffering from an equipment failure. It has been fixed and should be accretive to revenues in Q4. Pacific Drilling cancelled the construction of the Pacific Zonda, saving it from taking on more debt to pay for ...
  • Ensco – Disappointing Earnings Results, But Likely To Improve Next Quarter Powerhedge Summary Ensco’s most recent earnings results left a lot to be desired as the company’s revenues and income declined significantly year-over-year. The reason for the decline is that a large portion of the company’s fleet did not operate during the quarter. Ensco did enjoy a lot of success securing new contracts, which should boost their revenues in the ...

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  • Caught On Tape: 100s Of M1 Abrams Tanks Roll Through Houston, TX May 5, 2016
    Just days after we exposed Texas police planning for riots and conducting mass arrest drills, the site of hundreds of M1 Abrams battle-tanks rolling on a train through Houston raised more than a few eyebrows... Several locals reported seeing a train Tuesday, loaded full of tanks, painted in a desert tan color - the second […]
    Tyler Durden
  • Speaker Ryan Ditches Donald: "Just Not Ready To Support Trump" May 5, 2016
    So much for Reince Priebus' urging the party to unify around the presumptive Republican nominee. Speaker Paul Ryan said he was "just not ready" to support or endorse Donald Trump as the GOP nominee during an interview with CNN, laying "the bulk of the burden for unifying the party" at Trump's feet... “To be perfectly […]
    Tyler Durden
  • Trump Picks Former Goldman Partner And Soros Employee As Finance Chairman May 5, 2016
    In an oddly ironic twist, today Donald Trump announced that he has picked as chairman of his newly launched fundraising operation none other than a former employee of the bank he has repeatedly criticized in the past, and which he used as a foil to criticize Ted Cruz: Goldman Sachs. Trump announced that heading up […]
    Tyler Durden
  • An Open Letter To Those Disappointed By 'Both' US Presidential Candidates May 5, 2016
    AN OPEN LETTER TO MAJORITY AMERICA  TO: Those who think both leading presidential candidates are dishonest and have little chance of leading America forward: (…or, stated more simply) TO: The majority of America: Note: If you are one of those rare souls who genuinely believe Hillary Clinton and Donald Trump are honorable people – if […]
    Tyler Durden
  • Sinko Day Stocko - Crude Pump'n'Dump Leads Trannie Slump May 5, 2016
    Come on, we had to...   Yet again, VIX was slammed to keep the S&P 500 off the red line for 2016 losses...   And while Trannies tumbled, Nasdaq, Dow, and S&P was desperately held at unch for as long as possible...   Once again futures show the exuberant efforts overnight to keep the dead […]
    Tyler Durden
  • Warning Signs May 5, 2016
    Submitted by Lance Roberts via, Housing Recovery – Not So Much “Everyone wants a house, and that’s a big problem.   We’ve noted in the past that there is a substantial issue in the housing market right now. Too few homes are being built for the number of people that want to move into them, thus […]
    Tyler Durden
  • Haunting Pictures Of A Transportation Recession As Freight Rail Traffic Plunges May 5, 2016
    Submitted by Wolf Richter of Wolf Street Freight Rail Traffic Plunges: Haunting Pictures of Transportation Recession 292 Union Pacific engines idled in Arizona Desert Total US rail traffic in April plunged 11.8% from a year ago, the Association of American Railroads reported today. Carloads of bulk commodities such as coal, oil, grains, and chemicals plummeted […]
    Tyler Durden
  • The Death Of #NeverTrump May 5, 2016
    It appears from the explosion of social media furore that, as reports, the #NeverTrump movement and social justice warriors are completely imploding after Trump won the Indiana primary and became the presumptive Republican nominee for President. "For many diehard [anti-Trump] Republicans, especially foreign policy ‘hawks,’ there is only one viable alternative—vote for Democrat Hillary […]
    Tyler Durden
  • When You Run Out Of Other People's Money May 5, 2016's time for another bailout!!     Source:
    Tyler Durden
  • For The First Time Ever, China Shows Footage From Disputed, Man-Made Reef May 5, 2016
    For the first time ever, Chinese State television has aired construction work on the artificial island known as the Fiery Cross, or Yongshu, Reef in the Nansha Islands, located in the contested territory inside the South China Sea. Fiery Cross is also claimed by the Philippines, Vietnam and Taiwan however China has been the fastest […]
    Tyler Durden
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  • Syria, ISIS, and the US-UK Propaganda War May 6, 2016
    With the war in Syria raging in its fifth year, and the Islamic State wreaking havoc throughout the Middle East and North Africa, it’s clear that the entire region has been made into one large theater of conflict. But the battlefield must not be understood solely as a physical place located on a map; it […]
    Эрик Дрейтсер
  • Russia, Iran, Azerbaijan Agree on Game-changing Transportation Corridor May 6, 2016
    All but overlooked by Western mainstream media in their focus on the recent flare-up of military tensions between Armenia and Azerbaijan in the simmering conflict over the mountainous enclave of Nagorno-Karabakh is the announcement by Russian Foreign Minister Sergei Lavrov, following talks with his Iranian counterpart, that work will now begin on a long-discussed North-South […]
    Вильям Энгдаль
  • Saudi Arabia Supported Al Qaeda Before and After But Not On 9/11? May 6, 2016
    The BBC in its 2004 article, “Al-Qaeda’s origins and links,” would frankly admit that (emphasis added): Al-Qaeda, meaning “the base”, was created in 1989 as Soviet forces withdrew from Afghanistan and Osama Bin Laden and his colleagues began looking for new jihads.  The organisation grew out of the network of Arab volunteers who had gone […]
    Урсан Гуннар
  • Is Japan Testing Zero-2? May 6, 2016
    The first test flight of the Japanese experimental fighter X-2 conducted on April 22, 2106 did not go unnoticed by the mass media. The aircraft is a brainchild of one of the divisions of Mitsubishi Corporation. For the record: during WWII this corporation made a name by producing its famous A6M Zero fighter which dominated […]
    Владимир Терехов
  • Is the War-on-Terror Really a Crusade Against Islam? May 5, 2016
    Now that the Brussels attacks have moved down the list of things to watch on TV and the War-on-Terror is ready to be resumed, I would like to use this opportunity to reflect on the back-story, without however necessarily reverting to conspiracy theories as touted by the ever-willing-to-do-so Sibel Edmonds. Rather than understand the airport […]
    Кан Эримтан
  • US-Saudi Arabia Standoff Destroys Yemen As First Stage of Blame Game May 5, 2016
    Many thing are now happening which cannot be explained by conventional wisdom and the knowledge we have from conventional sources. One is what is happening between the US and Saudi Arabia. There is now a serious face off between these two countries, but its cause has little to do with the Kingdom’s sordid human rights […]
    Сит Феррис
  • The Kurds, the Turkmen and the Great Middle Eastern unravelling May 5, 2016
    As Iraq struggles against Daesh, ethno-sectarian tensions in northern Iraq threatens to throw off the country’s tentative national alliance against radicalism. Eaten away by religious bias, and deep-seated ethnic rancour Iraq stands now to lose its very name, should its leadership fail to forge a new sense of national unity, and identity. While Iraq is […]
    Катрин Шакдам
  • Is There Hope for Relaunching Six Party Talks? May 5, 2016
    The nuclear escalation on the Korean Peninsula prompted the People’s Republic of China to amplify its efforts to reboot the Six Party Talks. Chinese Foreign Ministry’s Spokesperson Hong Lei pointed out that UNSC resolution cannot resolve the nuclear crisis on the Korean Peninsula and urged the parties to come back to the negotiation table. To […]
    Константин Асмолов
  • Putin Plays Energy Chess with Netanyahu May 4, 2016
    On April 21 Israeli Prime Minister Benjamin Netanyahu flew to Moscow for closed door talks with Russian President Vladimir Putin. The media reported that the talks were over the situation in Syria, a theme where Moscow has made certain a regular hotline dialogue exists to avoid potential military clashes. It seems, however, that the two […]
    Вильям Энгдаль
  • Turkey’s “Safe Zone” Politics is Not Over Yet May 4, 2016
    While the conflict and conflict resolution in Syria is largely beyond the question of Balkanizing it into “zones”, Turkey’s “Sultan” continues to harp on the need to create “safe zones” in Syria as a means to “protect” refugees. While this is what Erdogan and his team have officially been saying, the reality is that Turkey […]
    Салман Рафи Шейх