motherbird

Comment Stream

Comment Stream
Filter comments by:
Highest rated Latest comments
Or filter by symbol:
  • Loss of Clarity on Chesapeake's Peak
    As of Fridays close, the S&P 500 market cap weightings of energy and financials were 14.45% and 14.84% respectively.

    November of 1980 was the all-time high of energy with a weighting of 29.24% of the S&P 500. Its interesting to note that that same month and year saw the all time low for financials with a weighting of 4.49% of the S&P 500. Their weightings moved in the opposite directions over the next 23-25 years with energy bottoming at 5.31% in 2003 and financials topping at roughly 25% in 2005. Thier weightings move opposite each other over 20 something year cycles and reach extremes at the turn of those cycles.

    It appears to me there is much market cap yet to be destroyed in financials. Likewise energy's market cap weighting would have to double from here before it reaches its historical extremes.
    Jul 21 23:47 pm |Rating: 0 0 |Link to Comment |View article
  • Lehman Rebounds as Market Plunges
    Given the Federal Reserve and its "financial wizadry" has been exposed as destroyers of money, It now has to choose between its own survival and the hyena's that fed at its printing presses.

    Lehman and many other banks are on a collision course to the ash-heap of history. Time is the only variable.













    l
    Jul 03 08:46 am |Rating: 0 0 |Link to Comment |View article
  • General Electric's Healthcare Disappointment
    Insurance is nothing more than privatized socialism. The patient has no incentive to be efficient because he "paid his premiums," and the medical providers desire to extract as much money as possible from the pools of premium monies is hardly restrained by a bureaucrat far removed from the patient/doctor exchange.

    Because of the patients lack of incentive and the medical providers unrestrained incentive, health care costs have escalated to bubble like proportions. So much so that the word doctor has become synonymous with millionaire.

    Both privatized insurance and socialized insurance, are doomed to collapse because both circumvent the consumer/producer negotiations.

    Are we approaching that point? Is the bubble bursting in the health care industry? Politicians sure have been talking up solutions to rising health care costs over the last number of election cycles. The problem is that their solutions are what created the bubble in the first place (ie socialized medicine in the form of medicare and medicaid.) Now they want to expand the program to cover everyone beyond just seniors. If the politicians get their way, there may be another leg up for the health care providers with the expanded pool of new monies brought on by coercing all to participate in health care socialism.



    Apr 14 12:00 pm |Rating: 0 0 |Link to Comment |View article
  • Raising Chesapeake Energy's Intrinsic Value Estimates
    Aubrey McLendon is buying up Cheasapeake stock faster than the company can secure leases. He knows the value of all the leases Cheasapeake has secured. He knows that Exxon, Conoco-Phillips, Devon, etc knows the value of them as well. Maybe, just maybe, the big boys will decide they just gotta have those assets. Can you imagine the bidding war that will ensue once someone makes a play for Cheasapeake? Im betting Aubrey will be adding to his stake in the very near future, -- substantially adding!
    Apr 07 17:44 pm |Rating: 0 0 |Link to Comment |View article

motherbird's Comments Stream Stats

  • 4 Comments, 0 , 0
  • Total Comment Stream rating - = 0