tag:blogger.com,1999:blog-1527840491496268397.post3548242747928545253..comments2024-03-08T11:20:30.095-07:00Comments on Credit Bubble Stocks: Good Theory Of The "Commodity Supercycle"Unknownnoreply@blogger.comBlogger6125tag:blogger.com,1999:blog-1527840491496268397.post-32298787892639169482014-12-06T15:30:25.788-07:002014-12-06T15:30:25.788-07:00That's just A-D. Let's remember to check b...That's just A-D. Let's remember to check back on them.CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-41303181695335643932014-12-06T15:30:07.155-07:002014-12-06T15:30:07.155-07:00ABCO The Advisory Board Company 38.99 -0.68 -1...ABCO The Advisory Board Company 38.99 -0.68 -1.71% 40.40 38.87 340,800 12/05/14 <br />AG First Majestic Silver 4.08 -0.08 -1.92% 4.23 4.02 1,312,000 12/05/14 <br />APA Apache Corp 61.64 -1.61 -2.55% 62.85 60.12 7,447,300 12/05/14 <br />AR Antero Resources Corp 42.28 -1.69 -3.84% 44.13 41.64 1,796,600 12/05/14 <br />ARCI Appliance Recycling Centers 2.69 -0.04 -1.47% 2.74 2.60 15,500 12/05/14 <br />AREX Approach Resources Inc 7.01 -0.35 -4.76% 7.45 6.61 1,776,500 12/05/14 <br />ARP Atlas Resource Partners L.P. C 12.32 -0.70 -5.38% 12.98 12.32 983,300 12/05/14 <br />ATAI Ata Inc 3.11 -0.19 -5.76% 3.45 3.11 15,400 12/05/14 <br />ATU Actuant Corp 29.00 -0.13 -0.45% 29.08 28.01 1,022,000 12/05/14 <br />ATW Atwood Oceanics 29.81 -1.16 -3.75% 31.04 29.73 2,377,100 12/05/14 <br />AVAL Grupo Aval Acciones Y Valores S 11.82 -0.16 -1.34% 12.02 11.64 1,942,100 12/05/14 <br />AVH Avianca Holdings S.A. 11.99 -0.05 -0.42% 12.12 11.75 160,600 12/05/14 <br />AWX Avalon Holdings Corp 3.34 -0.02 -0.60% 3.63 3.15 63,100 12/05/14 <br />AXAS Abraxas Petroleum Corp 2.65 -0.14 -5.02% 2.88 2.54 4,380,100 12/05/14 <br />BAS Basic Energy Services 6.10 -0.59 -8.82% 6.85 6.06 5,578,300 12/05/14 <br />BBEP Breitburn Energy Partners L.P. 10.29 -0.71 -6.45% 11.11 10.12 3,124,000 12/05/14 <br />BBL Bhp Billiton Plc 46.09 -1.04 -2.21% 46.35 45.75 1,302,100 12/05/14 <br />BCEI Bonanza Creek Energy Inc 20.10 -1.07 -5.05% 21.68 20.06 2,205,500 12/05/14 <br />BHP Bhp Billiton Limited 50.38 -0.86 -1.68% 50.72 50.10 2,414,200 12/05/14 <br />BIND Bind Therapeutics Inc 5.74 -0.40 -6.51% 6.11 5.61 294,700 12/05/14 <br />BONT The Bon-Ton Stores 6.92 -0.06 -0.86% 7.20 6.88 301,100 12/05/14 <br />BTE Baytex Energy Corp 16.53 -0.77 -4.45% 17.34 16.36 1,737,700 12/05/14 <br />BVSN Broadvision 6.08 -0.24 -3.80% 6.30 6.00 37,400 12/05/14 <br />CBK Christopher & Banks Corp 4.60 -0.35 -7.07% 5.07 4.52 1,285,900 12/05/14 <br />CBT Cabot Corp 42.25 -1.39 -3.19% 43.42 42.01 694,100 12/05/14 <br />CCU Compania Cervecerias Unidas S.A. 19.80 -0.10 -0.50% 19.91 19.73 104,600 12/05/14 <br />CCXI Chemocentryx Inc 4.37 +0.23 +5.56% 4.50 4.06 279,700 12/05/14 <br />CELP Cypress Energy Partners L.P. 12.81 -2.01 -13.56% 14.71 12.20 236,800 12/05/14 <br />CEQP Crestwood Equity Partners LP 7.18 -0.60 -7.71% 7.77 7.15 464,200 12/05/14 <br />CHKR Chesapeake Granite Wash Trust 6.13 -0.08 -1.29% 6.60 6.10 653,400 12/05/14 <br />CIR Circor International 57.20 -3.41 -5.63% 60.93 57.14 343,300 12/05/14 <br />CJES C&J Energy Services Inc 13.49 -0.42 -3.02% 14.03 13.38 1,131,000 12/05/14 <br />CLB Core Laboratories N.V. 117.75 -6.97 -5.59% 124.53 117.34 971,300 12/05/14 <br />CLNE Clean Energy Fuels 5.10 -0.05 -0.97% 5.28 5.04 2,142,600 12/05/14 <br />CLR Continental Resources 38.23 -0.63 -1.62% 39.24 37.43 4,580,700 12/05/14 <br />CNCO Cencosud S.A. 7.44 -0.08 -1.06% 7.60 7.37 107,300 12/05/14 <br />CNV Cnova N.V. 7.00 -0.01 -0.14% 7.08 6.76 262,300 12/05/14 <br />CPG Crescent Pt Energy 23.37 -0.90 -3.71% 24.25 23.11 231,000 12/05/14 <br />CRCM Care.Com Inc 7.85 -0.13 -1.63% 8.10 7.74 87,700 12/05/14 <br />CRK Comstock Resources 6.68 -0.15 -2.20% 6.99 6.44 3,695,200 12/05/14 <br />CRZO Carrizo Oil & Gas 35.23 -0.69 -1.92% 36.81 34.40 1,367,100 12/05/14 <br />CVE Cenovus Energy Inc 21.35 -0.71 -3.22% 22.02 21.34 2,423,000 12/05/14 <br />CZZ Cosan Limited 8.19 -0.10 -1.21% 8.33 7.95 1,789,800 12/05/14 <br />DNR Denbury Resources 7.43 -0.24 -3.13% 7.74 7.40 10,278,200 12/05/14 <br />DWSN Dawson Geophysical Company 11.83 +0.01 +0.08% 12.14 11.76 65,600 12/05/14 CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-89018836296869525452014-12-06T15:29:47.332-07:002014-12-06T15:29:47.332-07:00Did you see Friday's list of new lows?
http:/...Did you see Friday's list of new lows?<br /><br />http://www.barchart.com/stocks/low.phpCPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-89355770144270250982014-11-12T11:44:03.425-07:002014-11-12T11:44:03.425-07:00"You can't have a politically stable isla...<i>"You can't have a politically stable island society where 45 working people support 20 children and 35 retirees, if the retirees demand to spend at a high fraction of their working-age rate. [...] There's just no way 35% of the population can afford to drive around in Winnebagos"</i><br /><br />http://y0ungmoney.blogspot.com/2014/11/kill-your-investing-gurus-jim-rogers.html?showComment=1415805035357#c8665703488467800615CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-70211515086931465992014-11-12T11:42:53.615-07:002014-11-12T11:42:53.615-07:00"If the Chinese knew what assets their retire...<i>"If the Chinese knew what assets their retirements were being secured by, they'd probably prefer to spend more now and less in the future."</i><br /><br />http://y0ungmoney.blogspot.com/2014/11/kill-your-investing-gurus-jim-rogers.html?showComment=1415805035357#c8665703488467800615CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-50839746058784729712014-11-12T04:24:00.226-07:002014-11-12T04:24:00.226-07:00Thanks for the mention. I agree there's going ...Thanks for the mention. I agree there's going to be a huge wave of bankruptcies-- I would guess 80-90% of the industry over the next five years, and some of the survivors will have to dilute their shareholders to hang on.<br /><br />Also, that's a great point about adverse selection. Loose credit markets select for the most obtusely bullish managements.<br />Jameshttps://www.blogger.com/profile/06597727760854955867noreply@blogger.com