Main Menu

  1. 1
  2. 2

Macro

blacknwhitemap

  • The ‘Oil Supply Glut’ Appears To Be A Myth PowerhedgeFor quite some time now, the media has been discussing the oil supply glut that has been blamed for pushing down the price of oil from its previous peak in the middle of last year. However, there is now an increasing amount of evidence that the extent of the supply glut has been overstated or ...
  • Bill Gross Warns Of Liquidity Threats To Bond Markets, Recommends Cash As A Hedge PowerhedgeA friend and associate of mine recently directed my attention to Bill Gross’s latest investment outlook, in which the storied bond investor discusses the risks associated with the lack of liquidity in the markets today. This is a risk that is often underappreciated by the average investor but it is one that is very real ...
  • Stock Market Valuations Show A Clear Ignorance Of Economic Reality PowerhedgeI continue to be amazed by the continual claims emerging from the mainstream media that the economy is improving. In fact, the numbers tell the opposite story – that the United States economy is in a state of contraction. This article will endeavor to show that. Read more…
  • Dayrate And Utilization Trends Are Negative For The Offshore Drilling Industry PowerhedgeOne of the best sources of information about utilization and day rate trends in the offshore drilling industry is consulting firm IHS Petrodata. Once per month, IHS Petrodata releases a report that is known as its day rate index. In this report, the firm presents the current and historical utilization rates and fair market day ...
  • Greece Is About To Be The Next Argentina – Why This Is More Important Than You Think PowerhedgeOn Wednesday, June 17, 2015, the Greek debt committee established by Zoi Konstantopoulou, speaker of the Greek parliament, released a report that declared a significant portion of Greece’s debt to be odious and therefore illegal. From the full report, “All the evidence we present in this report shows that Greece not only does not have the ...
  • Illiquidity In Sovereign Debt Markets Poses Unappreciated Risks For Investors PowerhedgeThere have been signs of strain emerging in the bond market over the past few weeks. This has had the effect of reducing liquidity and could prove to be quite bearish for the asset class going forward. At the very least, this is further evidence that bonds are riskier than most investors and financial advisors ...
  • North Atlantic Drilling Discusses Conditions In Offshore Drilling Industry PowerhedgeMuch like Seadrill (NYSE:SDRL), North Atlantic Drilling (NYSE:NADL) typically includes an in-depth discussion about the trends affecting the offshore drilling industry with its quarterly results. North Atlantic Drilling’s analysis is much more narrowly focused however, as the company only operates in the harsh-environment subsection of the industry. As with the broader offshore drilling market, the ...
  • Seadrill Discusses Market Conditions In Offshore Drilling Industry PowerhedgeOne of the best aspects of Seadrill’s (NYSE:SDRL) earnings report is the in-depth way in which it discusses the conditions in the offshore drilling industry. This discussion may be quite timely as there is still considerable fear and misunderstanding about the actual situation in the industry, with many market participants knowing little other than that ...
  • Analyzing Current Market Conditions In The Offshore Drilling Industry PowerhedgeFor quite some time now, the news media and company reports have been awash with statements about the challenges currently facing the offshore drilling industry. This has taken a toll on the stock prices of the companies in the industry, all of which have declined considerably over the past year. In order to better understand ...
  • Economic Weakness Evident In Manufacturing Sector PowerhedgeIt seems as though the media and politicians constantly tell the American citizenry that the economy has once again regained the strength that it had prior to the most recent recession. However, the numbers tell a very different story. In fact, the economic figures show a country whose economy is significantly weakening, not strengthening. Some ...

View More from Macro


Research

Power hedge Global Perspective

  • Seadrill’s Biggest Threat Isn’t Debt, It’s Oil Prices PowerhedgeMany in the financial media along with many investors continue to be concerned about Seadrill’s (NYSE:SDRL) financial situation. This is certainly a reasonable concern to have. After all, Seadrill is more highly levered than most of its peers and has extensive financing needs going forward. However, Seadrill has been actively taking steps to manage and ...
  • Is Exxon Mobil The Perfect Dividend Stock? Think Again PowerhedgeExxon Mobil (NYSE:XOM) has long been a favorite of dividend investors. There are many good reasons for this, including the company’s financial strength, historical dividend growth, and substantial share buyback program. However, Exxon Mobil also has a number of negative characteristics that many investors overlook. Read more…
  • Pacific Drilling Is Substantially Undervalued And May Be Takeover Candidate PowerhedgeThe plunge in value in offshore drilling companies over the past two years has presented us with some interesting opportunities to acquire assets at far below their fair market values. This is quite a rarity in our over inflated stock market today. One company that may offer just such an opportunity to get in at ...
  • North Atlantic Drilling Faces Near-Term Challenges But Likely To Avoid Financial Disaster PowerhedgeOn Thursday, May 28, 2015, harsh-environment drilling specialist North Atlantic Drilling Limited (NYSE:NADL) announced its first quarter 2015 results. As I expected, these results were nowhere near as good as the company’s fourth quarter 2014 results but the results were not the disaster that many analysts and investors expected. Nevertheless, the company does face a number of ...
  • Seadrill Faces Challenges, But Results Show That The Company Is Weathering The Difficult Industry Conditions Well PowerhedgeOn Thursday, May 28, 2015, offshore drilling giant Seadrill Ltd. (NYSE:SDRL) announced its first-quarter 2015 results. This was the last of the major drilling companies to report its results, and like many of the others, the company’s earnings significantly beat analysts’ expectations. With that said, however, the company did fail to achieve the top line revenue that ...
  • India’s Finance Ministry Move Could Prove Positive For Gold Prices PowerhedgeIn the eyes of many investors, gold (NYSEARCA:GLD) is much more than just another commodity. Instead, the precious metal serves as an alternative currency – one that is theoretically out of the control of any central bank as it cannot be printed as fiat currency can. Over the past year, I have published several articles ...
  • The Franklin Templeton Double-Tax Free Income Fund Is A Highly Risky Bond Fund PowerhedgeNot too long ago, the annual reports from several of the nation’s largest bond funds began to land on my desk. As I looked through these reports, I became increasingly concerned. Bond funds are typically sold as a safe alternative to equity funds; this is one reason why financial planners recommend that investors increase their ...
  • Pacific Drilling Faces Challenges But Should Be Able To Overcome Them PowerhedgeOn Monday, May 4, 2015, offshore drilling contractor Pacific Drilling (NYSE:PACD) announced impressive first quarter 2015 results. These results surpassed the expectations of analysts and showcased the company’s growth story playing out. However, as with many of the companies in the industry, Pacific Drilling is facing several challenges in the near-term but the company should be able ...
  • Bonds Are Not As Safe As Many Believe PowerhedgeIt is a commonly held belief among market participants that bonds are safer to own than stocks. This is why many financial advisors recommend that clients increase their allocation to bonds as they approach retirement. This belief may have been strengthened by the decades-long bull market in bonds that was caused by interest rates declining ...
  • Noble’s Results Were Excellent But Future Challenges Abound PowerhedgeOn Wednesday, April 29, 2015, offshore drilling giant Noble Corp. (NYSE:NE) announced its first quarter 2015 results. These results were significantly better than the company’s fourth quarter 2014 results, although the two quarters are admittedly not directly comparable. Noble also continued the trend that we have been seeing recently of offshore contractors beating the expectations that analysts ...

View More from Research



RT RSS Feed

RSS RT

Zero Hedge RSS Feed

RSS Zero Hedge

  • Is This The Top? Private Equity "Exits" Surge To Record Highs July 31, 2015
    After a slow first quarter of 2015, the private equity industry experienced a revitalization in Q2-2015. Investment dipped by less than 1 percent to $112 billion, holding strong at the second highest Q2 level since 2007, fundraising fell to $30 billion. . Meanwhile, as ValueWalk details, exit volume exploded last quarter to $125 billion - […]
    Tyler Durden
  • Friday Humor: The Trump White House & Cabinet July 31, 2015
    Having told Jimmy Kimmel that he "would love to" appoint Sarah Palin to his cabinet, The Washington Post asks (and answers), just what would a trump cabinet look like? Because Trump is busy poring over poll numbers and reviewing tape from focus groups, we went ahead and cobbled it together for him. Vice President: Oprah […]
    Tyler Durden
  • Will FTC Probe Of Largest For-Profit College Lead To Another Billion Dollar Taxpayer Bailout? July 31, 2015
    In late April we predicted that for-profit college closures would trigger the next multibillion dollar taxpayer-sponsored bailout in America.  At the time, Corinthian Colleges had abruptly shuttered what remained of its campuses, marking an unceremonious end to a slow motion wind down that had been in the works for quite some time.  As we noted […]
    Tyler Durden
  • Spot The Greek Referendum July 31, 2015
    When fiat fragility shows its fecklessness, it appears people turn to the alternatives...     As Grexit fears loomed, Bitcoin transactions surged, as we noted here, amid efforts to avoid capital controls. As Reuters reported, Using bitcoin could allow Greeks to do one of the things that capital controls were put in place this week […]
    Tyler Durden
  • "There's A Bubble In Pessimism Worldwide, Come On, You Read Zero Hedge!" July 31, 2015
    GFI's John Spallanzani came on CNBC today and decided to make the case that there is a bubble. But not a bubble in stocks which are trading 1% off their all time highs, at a 20x real P/E multiple, and 1400 days without a 10% correction, mind you, but a bubble in pessimism. Here is […]
    Tyler Durden
  • Economics 101: Wal-Mart Hikes Minimum Wages, Prepares To Fire 1000 July 31, 2015
    "Please remember, these people are our neighbors and friends. You have a skill that will be very much in need when this goes down. You are experts in the job market and you know what it takes to get hired. This is a time for us to step up and do what we can to […]
    Tyler Durden
  • Gold Bullion Demand Surges - Perth Mint and U.S. Mint Cannot Meet Demand July 31, 2015
    Gold Bullion Demand Surges - Perth Mint and U.S. Mint Cannot Meet Demand - Perth Mint sees surge in demand and cannot keep up with demand- “Our biggest restriction is the amount of unrefined gold we’re getting in from producers”- Very high demand for Perth Mint coins, bars coming from Asia, U.S. and Europe- U.S. […]
    GoldCore
  • Amoeba, Fish, Lizard, Ape, Human, Investor... Meet Evolutionary Economics July 31, 2015
    Via ConvergEx's Nick Colas, We’re always interested in alternative economic frameworks that can help address the sizable gaps left open by classical approaches. Behavioral economics can fill part of that void, of course, as it describes some basic shortfalls in the assumption that we’re all superhuman welfare maximizing individuals. One step beyond that is evolutionary […]
    Tyler Durden
  • Is Turkey On The Path To Restoring The Ottoman Empire? July 31, 2015
    Over the past two days, we’ve documented the escalating violence in Turkey, tracing the roots of Ankara’s newfound zeal for combating Islamic State to a long-running conflict with the Kurdistan Workers' Party and, more specifically, to an electoral setback for AKP. In short, President Recep Tayyip Erdogan’s push to consolidate his power by transforming the […]
    Tyler Durden
  • From Grexit To Brexit? July 31, 2015
    Submitted by Frank Suess via Acting-Man.com, The British Referendum Looms For the last couple of months (and years, for that matter) Greece has become synonymous with trouble in the euro zone and the European Union. As we’ve previously mentioned, in the absence of an extraordinary event, the risks in connection with Greece are limited. The […]
    Tyler Durden
Journal NEO RSS Feed

RSS Journal NEO

  • Turkey – America’s New Sweetheart July 31, 2015
    Throughout the centuries the Old World saw the use of royal minions to change the course of political events in royal courts and throughout European politics. However, the position of a royal minion was extremely insecure, since kings were inclined to change mistresses often. This peculiar position usually forced royal minions to confront their contenders, while constantly […]
    Владимир Одинцов
  • Greek ‘Rescue’ is Berlin’s Tar Baby, Worse than WWI Reparations July 31, 2015
    By now it is clear that far from a sensible resolution of the relatively solvable Greek crisis, the agreement pushed on Greece above all by the Merkel coalition in Berlin, with the willing complicity of Greek Prime Minister Tsipras, is preprogrammed to not merely fail but also to detonate a tsunami of consequences which likely […]
    Вильям Энгдаль
  • Russia Shoots Down US Stealth Coup July 31, 2015
    Times are tough for America’s “color revolution” industry. Perfected in Eastern Europe after the fall of the Soviet Union, and honed during the so-called “Arab Spring,” the process of backing subversion in a targeted country and overthrowing a sitting government under the cover of staged mass protests appears to be finally at the end of […]
    Тони Карталучи
  • The Chinese Dream Plows Onward: The Truth About China’s Stock Market July 30, 2015
    President Xi Jinping, representing the overwhelming sentiment of China’s huge population, has continued to crack down on corruption. His “Mass Line Campaign” involves punishing and halting the excesses of the booming Chinese market, and ensuring that the Communist Party keeps absolute control of the economy. Xi Jinping has gone after some of the top officials […]
    Калеб Маупин
  • The Battle for Aden or the radicalization of Southern Arabia July 30, 2015
    If from the onset of the war on Yemen back in March 25, Saudi Arabia unilaterally proclaimed its desire to “liberate” the country from under the influence of the Houthis to restore, Yemen’s political legitimacy in the person of once-resigned-twice-runaway President Abdo Rabbo Mansour Hadi, Al Saud Royals most certainly failed to mention that their […]
    Катрин Шакдам
  • Pakistan and Afghani Refugees July 30, 2015
    The problem of Afghan refugees in Pakistan has lasted for several decades. For the first time, world media started talking loudly about three million Afghans who passed through the Hindu Kush to the territory of Pakistan in the early 1980s. In those years, Soviet troops were deployed in Afghanistan and the flow of Afghans to […]
    Наталья Замараева
  • The Deadly Turkish Deception July 29, 2015
    Today, all 28 NATO nations agreed to back Turkey in what is claimed to be their war on ISIS, four years late and likely to inflame the long predicted apocalypse. Erdogan, citing terror attacks has entered on a path of terrorism and mayhem now “NATO certified” as a just conflict. This week, by all accounts, […]
    Гордон Даф
  • Obama’s America: Rumors of Busted Democracy July 29, 2015
    There are three kinds of people inhabiting Earth these days. There are those who strive to remain informed, there are those who for one reason or another are mis-informed or under-informed, and there are the “informers” or communicators among us. In looking at this simplified segmentation of society we can see the evanescence of once […]
    Фил Батлер
  • Social Equality, the British style July 29, 2015
    Salary ratio of the Members of the Parliament (MP) around the world compared with the average in the country is certainly very revealing in determining a true link between the “people’s representatives” and the country’s population which they represent at the highest Government levels. The officially published statistical data in different countries shows that, among […]
    Валерий Куликов
  • Report From Moscow: Urgent Issues of International Law July 28, 2015
    On July 10th this writer had the honour of participating in a unique event that took place in the stunningly beautiful Reception House of the Russian Ministry of Foreign Affairs in Moscow. In a chamber of white marble walls and glittering chandeliers, dozens of legal experts, parliamentarians, social activists and government representatives from Germany, France, […]
    Кристофер Блэк