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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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  • 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 ...
  • Noble Corp.’s Q3 Earnings Results Show Resilience, Company Still Faces Short-Term Challenges Powerhedge Summary Noble’s latest quarterly results were quite strong, showing revenue and net income growth. The company’s revenues were inflated due to a one-time event, they would have been slightly lower quarter-over-quarter if this is excluded. Noble successfully secured new contracts for nearly all of its rigs that needed one, positioning it quite strongly entering 2016. The company’s revenues and ...
  • The Alerian MLP ETF Could Be Appealing To Income-Seeking Investors Powerhedge Summary The Alerian MLP ETF offers a way to gain access to a diversified MLP portfolio without the credit risk of an ETN. MLPs remain one of the few assets suitable for generating income in the zero interest rate environment. Most of the ETF’s assets are pipeline companies, which have proven quite resistant to the decline in oil ...

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  • Another Exponential Chart: Record Numbers Renounce Their U.S. Citizenship In 2015 February 7, 2016
    Another year, another record number of Americans willing to not only pay the $2,350 fee, but also appear in the US Treasury's "name of shame" list published every, quarter which reveals all the now-former US citizens who have decided to hand over their US passport back to Uncle Sam and expatriate. According to the latest […]
    Tyler Durden
  • Dear Barack... You Forgot To Mention A Few Things February 7, 2016
    Submitted by Gary Kaltbaum via GaryKaltbaum.com, While my President was out this week patting himself on the back and taking victory laps over the "supposed" 4.9% unemployment rate, he forgot to mention a few important tidbits about what is really going on. We used to call them termites...the termites that were eating away at the […]
    Tyler Durden
  • 2016 EPS Growth Estimates Slashed By 50% Just One Month Into The Year February 7, 2016
    Several days ago, we showed the one chart which explains why Bank of America remains a stubborn non-BTFDer. This is what Michael Hartnett said last Thursday: "We remain sellers into strength in coming weeks/months of risk assets at least until a coordinated and aggressive global policy response (e.g. Shanghai Accord) begins to reverse the deterioration […]
    Tyler Durden
  • Crunch Time? February 7, 2016
    Submitted by Paul Bordsky via Macro-Allocation.com, It seems monetary policy is exhausted and the next exogenous lever to pull would be political fiscal initiatives. If/when they fail to stimulate demand, there would be only one avenue left – currency devaluation. If/when confidence in the mightiest currency wanes, we would expect the US dollar to be […]
    Tyler Durden
  • The Number Everyone's Been Waiting For: Chinese Reserves Plunge By $100BN - What Does It Mean For Markets? February 7, 2016
    As we previewed on Thursday, the biggest event of the week, and perhaps of the month, was not Friday's nonfarm payroll report, but the January update of China's FX reserves, which the PBOC released last night. The number came out at $3.2309 trillion, down $99.5 billion from the prior month, and $8 billion less than […]
    Tyler Durden
  • Ron Paul Slams Cruz And Hillary: They Are Both "Owned By Goldman" February 7, 2016
    Now that Rand Paul is out of the race for the White House, Politico's Eliza Collins reports that his father Ron Paul, who ran in 2008 and 2012, isn't impressed by Ted Cruz's attempts to pick up the "free market" libertarian banner. “You take a guy like Cruz, people are liking the Cruz — they […]
    Tyler Durden
  • What The Charts Say: "Now Is The Time To Worry" February 7, 2016
    Submitted by Lance Roberts via RealInvestmentAdvice.com, RALLY FAILS, ALERTS RISE Last week, I discussed the boost the market received as the BOJ made an unexpected move into negative interest rate territory combined with end of the month buying by portfolio managers. To wit: “However, the announcement by the Bank of Japan (BOJ) to implement negative […]
    Tyler Durden
  • 10-Year Old Austrian Boy Raped By Iraqi Refugee Due To "Sexual Emergency" February 7, 2016
    Someone didn’t read the refugee pool rules cartoon. As you might have heard, quite a few of the millions of asylum seekers that have inundated Western Europe are having a rather difficult time adjusting. Specifically, there seems to be some confusion about pool etiquette. Last month, Bornheim - a town of 48,000 some 30 km […]
    Tyler Durden
  • Madeleine Albright Stunner: "There's A Special Place In Hell For Women Who Don't Help" Hillary February 7, 2016
    Submitted by Mike Krieger via Liberty Blitzkrieg blog, In its endorsement of Hillary, the New York Times editorial board did such a sloppy job I can’t help but think it may have done permanent damage to its brand. Upon reading it, my initial conclusion was that the editorial board was either suffering from Stockholm syndrome or merely concerned about […]
    Tyler Durden
  • Bank Of America Admits The U.S. May Already Be In A Recession February 7, 2016
    Almost one year ago, in March 2015, we explained how "The Fed's Artificial Steepening Of The Yield Curve" has resulted in many unexpected consequences, the most important of which has been the erroneous interpretation of the yield curve as a leading recessionary signal. As said back then, "the artificially steep yield curve is a reflection […]
    Tyler Durden
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  • Is China Being Wooed by Fantasies of Western ‘Acceptance’? February 8, 2016
    In the area of finance and creation of new financial institutions much hope of many nations has been placed on China. Last year China played a catalytic role in helping establish a new BRICS Infrastructure Development Bank to finance infrastructure projects in select emerging economies. Soon after Beijing announced it was creating another Asian Infrastructure […]
    Вильям Энгдаль
  • Georgian Crime of the Year – Warning to Potential Election Candidates? February 8, 2016
    Two weeks ago a horrendous crime was committed in Tbilisi which is still the talk of the town. Vakhtang Qiria, the chief prosecutor of Samegrelo Zemo Svaneti, a mountainous region of Georgia, was found dead in a rented flat on Vazha Pshavela Avenue. He died from a fatal gunshot to the head; however, his body […]
    Генри Каменс
  • Conflict That Can Explode at any Given Moment February 8, 2016
    Today the interest of the international community to the events in the South China Sea has substantially decreased. The situation in Syria and the Middle East in general has ousted reports about the South China Sea from headlines of the world media. Meanwhile, the situation is literally on the verge of a serious military clash […]
    Дмитрий Мосяков
  • Middle East: The Game of Death is Getting Cruel February 7, 2016
    Looking at numerous and often contradicting statements that world leaders make about the ongoing conflict in Syria and the fight against ISIL sometimes even an experienced analyst would struggle to discern what is really happening in the Middle East. Last week we witnessed a veritable barrage of such statements made by various parties against the backdrop […]
    Максим Егоров
  • Happy New 2016 Fire Monkey Year! February 7, 2016
    Dear readers and authors, today is the first day of the New Red Fire Monkey Year, according to the ancient Chinese calendar. In the East people believe that this creature combines contradictory traits such as high intelligence, wisdom along with a tendency of making unexpected steps that would challenge cloudy and dull days. In an imperfect […]
    NEO
  • American Aggression Against China February 7, 2016
    On January 30th the United States committed a deliberate act of aggression against China when it sent the guided missile destroyer USS Curtis Wilbur within the 12 nautical mile territorial limit of one of the Paracel Islands in the South China Sea. The islands are claimed historically by China, though Vietnam also has filed claims […]
    Кристофер Блэк
  • Zika: Why Biotech is Imperative to National Security February 7, 2016
    When we think of national security, we think of tanks, jets, missile defense systems and more recently, information space. But what about the realm of the microscopic, the biological or the genetic? Whether you think biotechnology, genetics and microbes constitute another plane upon the modern battlefield or not is irrelevant. Someone else already does, and […]
    Урсан Гуннар
  • Conversations between North Korea and South Korea have come to a dead end February 7, 2016
    An earlier article written in the wake of the fourth series of nuclear-weapon testing by North Koreans covered China’s response to those tests. However, taking into account today’s growing confrontation between China and the USA, the Chinese government didn’t demonstrate such a hard-line response as had been expected. It was, however, South Korea who displayed […]
    Константин Асмолов
  • Reshaping of the Middle East Has Begun February 6, 2016
    It is sad, but the process of redistribution of the Middle East’s territory established after the collapse of the Ottoman Empire a hundred years ago, has begun again. There’s little doubt that Iraq and Syria are going to be those affected by it most. The disintegration of Iraq was predicted for some time now, and […]
    Петр Львов
  • Syria: NATO’s Last Desperate Options in Lost Proxy War February 6, 2016
    As Syrian forces and their allies complete the encirclement of Syria’s largest city, Aleppo, the United States and its regional allies have signaled a sudden increased interest in ground operations in Syria, including US airpower backing Turkish-Saudi ground forces. While it is obvious the US and its allies are responding directly to the collapse of […]
    Тони Карталучи