l****z
发帖数: 29846 | 1 For Guyana, a small nation on the northern coast of South America, Exxon
Mobil is a welcome potential savior.
Even as the energy industry grapples with low oil prices and countries
around the world struggle to adjust to a new paradigm, it’s worth keeping
in mind the example of Guyana.
The country produces no oil currently and is relatively poor with a GDP per
capita of around $8,000 annually. All that appears poised to change thanks
to Exxon Mobil.
Last year, Exxon Mobil announced that they had ... 阅读全帖 |
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l*****g
发帖数: 556 | 2 Car price from 2011 to now is abnormal.
Last year car price was super high due to Japan's earthquake.
This year for the first 5 months, most car manufacturers had over 10% sale
increase due to the fact that many consumers hold off buying for long long
time.
From June, car sale start to decrease. Since USA is now the only profitable
auto market, more discounts from manufacturers to fight for market shares. (
according to truecar and edmunds)
My guess is: If ecomonic downturn happen again oversupp... 阅读全帖 |
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T***a
发帖数: 218 | 3 信念很坚定，不过最好能说说理由。
美国的房地产oversupply,foreclosure等问题不是一年两年能解决的，不知道你房地产
看牛从何而来。你说看好美国地产银行，其实就是看好美国经济，也不知道这个信心是
从哪儿来的。债务问题得到了很好的解决？ 只能说一部分的私人债务被转移到了国家
身上，总体负债率依然极高，最后还是要老百姓买单。经济好转首先得把就业率升上去
，现在看不到哪个行业能够替代房地产泡沫中丢掉的几百万个工作。
短期可能会 |
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N********n
发帖数: 8363 | 4
When there's an oversupply of Dollar, its value goes down for sure.
JR is simply telling people how the law of supply and demand works. |
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N********n
发帖数: 8363 | 5
Funny how Keynesian ecnomists keep on saying free market cannot do it
so government has to intervene after truck load of their screw ups.
Look at Fannie & Freddy, two government sponsored enterprises. Their
original purpose was to make housing affordable. What about now? Well,
F&F were the driving factor behind the housing bubble. They pushed it
up and then crashed both the market and themselves.
How would a free market handle the current mess? Well, since there's
an oversupply of houses, the p |
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N********n
发帖数: 8363 | 6
Increasing money supply <==> inflation. Just because price falling in the
undesired, overpriced and oversupplied garbage assets aka real estates
doesn't meant it's a deflation. |
|
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C******9
发帖数: 122 | 8 小家伙总在吃奶后两小时闹，有时还哭得挺惨，求有经验的妈妈看看这可能是啥问题。
宝宝刚四个月，母乳胸喂，以前有严重的胀气，吃probiotics和纠正milk-oversupply
后不再二十四小时放屁了，舌苔也干净了。但他仍是总在吃奶后两小时准时哭，通常都
是玩得好好的，或者睡得好好的，一到两小时，突然就大哭起来，有时放一两个屁，有
时似乎就是肚子痛。如果马上给他2ml gripe water,十五分钟内他就好了。其它办法都
不管用，他能哭到嗓子哑。如果喂奶他也能停下来，但他只吃一点儿，而且两个钟头内
一定又闹。
如果我半夜3点喂了他奶，5点钟左右他一定醒来哭，要是喂gripe water他就能一觉到
早上7点。
这是啥问题啊 ? |
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H****H
发帖数: 11039 | 9 坚持吧，让宝宝多吸。
我家宝宝6周growth spurt的时候我都快崩溃了，跟你这个想法一样。结果坚持下来，
现在居然oversupply了，宝宝晚上那次poop就是green frothy poop，我现在又要开始
控制产奶了...... |
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H****H
发帖数: 11039 | 10 green frothy poop是典型的foremilk/hindmilk imbalance症状啊，网上有大量的讨论
，你可以查查看。
我家宝宝上周刚刚出现这个问题，是我母乳oversupply，宝宝每次吃一侧都吃不完，
hindmilk摄入比例少了。后来我就先挤掉一些foremilk再让宝宝吃，就没有再出现这样
的问题了。 |
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w*********t
发帖数: 3958 | 11 来自主题: NextGeneration版 - 问泵奶频率 re
或者维持原状 或者 oversupply |
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c****o
发帖数: 56 | 12 could be lactose intolerance. do you feed your baby only a few minutes on
each side? If that is the case, your baby becomes full on foremilk (high
level of lactose) only which results in oversupply of lactose. It causes
gassiness and green poops. |
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S*****a
发帖数: 142 | 13 胸位么？是不是oversupply or forced let down. 有时let down reflux 太强烈奶太
急会呛到娃，试试先泵出一点再喂。还有如果奶太急，麻麻可以适当后倾减少重力作用。 |
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n*****i
发帖数: 211 | 14 forced letdown又叫overactive letdown，英文解释为the forceful ejection of
milk from the breast during breastfeeding。 奶下来的时候特别冲，通常跟
oversupply有直接关系。我奶下来的时候很疼，乳腺都是绷着，摸起来硬硬的，我要不
停的按摩才能舒服一点。 |
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d****2
发帖数: 6250 | 15 前两年泡泡的时候大家都忙着cook the book，所以accounting好找工作所以也有
很多人读，现在估计是oversupply了。俺就等着mba这个泡泡那天破。 |
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q*d
发帖数: 22178 | 16 ☆─────────────────────────────────────☆
Beckett (等待戈多~学姐你可不可以不要再中二了) 于 (Tue Mar 30 06:53:40 2010, 北京) 提到:
想回去一步登天不用奋斗的，那当然是打错了主意。
entry level国内待遇远不如美国。
在美国找个工作然后就可以轻松享受生活了。
在国内是别想。
不过我觉得想混出头的还是在国内比较好。
在美国很容易就会觉得自己过得已经很好了，何必那么拼？
在国内就会觉得，喵的那帮孙子怎么过得那么好，偶哪里不比他们强，然后就会很有动
力。。。lol
☆─────────────────────────────────────☆
kurtcobain (kurt) 于 (Mon Mar 29 18:59:36 2010, 美东) 提到:
既然是成年人就至少要懂不是人人都跟你一样。
要说留下来，我还真没见过几个想留流不下的。
作为中国人，回中国可能比这里机会更大真是真可笑的想法？你不是成熟，您是熟过头
了。
如果你认识几个海龟，你就可以知道，回去好的机会有很多，不一定非创业... 阅读全帖 |
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N********n
发帖数: 8363 | 17
Supply and demand 101: Both as assets, real estate's value is shaky
especially when there's an oversupply while gold holds its purchasing
power b/c there's NO over-supply. Government's intervention can not
really stabilize housing price in terms of real purchasing power, all
it does is to create an inflation mirage as if it holds its value, the
same is true of this stock market.
Just a few days ago someone asked if it's right time to buy real estate.
I said hold off to buy gold instead. Some fo |
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X******e
发帖数: 208 | 18 By Bloomberg News
Feb. 12 (Bloomberg) -- Jack Rodman, who has made a career of selling soured
property loans from Los Angeles to Tokyo, sees a crash looming in China. He
keeps
a slide show on his computer of empty office buildings in Beijing, his home
since
2002. The tally: 55, with another dozen candidates.
“I took these pictures to try to impress upon these people the massive
amount of
oversupply,” said Rodman, 63, president of Global Distressed Solutions LLC,
which
advises private equity and |
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G******e
发帖数: 1606 | 19 The cost of UNG will send it eventually to 0.
If you like natural gas, just buy long term natural gas commodity. I am
considering doing this now. But you should know that natural gas is
oversupplied now and it needs time to get rid of the large inventory. |
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f******k
发帖数: 416 | 20 Duh...it is NG not IBM
If u want to hold ng for a long period, at least do some research. The
oversupply right now is much worse than last
year. But the lowest price of ng last year was 2-3. Now ng is around 3.8-3
.9. There is so much room to drop. Yes,
any ng rebound will be highly decent. But it is only for speculation.
board? |
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N********n
发帖数: 8363 | 21
Asset price is set by supply & demand. When you oversupply real estate,
you are bound to have price falling. That's simply science. If you were
fooled by the bubble and overpaid for a house, you unfortunately have to
suffer a loss when price adjusts itself based on supply and demand.
Fed's fighting deflation with money printing doesn't prevent a deflation
in real purchasing power. All it achieves is to socialize the loss from
the irresponsible fools onto the innocent savers. |
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m**x
发帖数: 75 | 22 Coal experiencing higher demand than supply globally due to western politics
? i.e. more consumption from India and China, yet less production coming
from developed countries (EU and US).
Natural gas price depressed because of less consumption from developed world
(EU and US) and oversupply during the last two years?
If only China could master the clean coal technology... |
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l********i
发帖数: 426 | 23 (TheStreet) -- Downgrades of Veeco(VECO) and Aixtron(AIXG) have put the
breaks on a recent rally in LED lighting stocks.
More on Energy
American Superconductor Under PressurePower-One Back in Oversupply
CrosshairsEnergy Outlook: Crude, Gas to Trade Higher
Market Activity
Cree Inc.| CREE
Aixtron Aktiengesellschaft| AIXG
Veeco Instruments Inc.| VECO
Citigroup downgraded both of the LED market equipment companies, while
Kaufman Brothers downgraded shares of Axitron. The trio of ratings changes
were... 阅读全帖 |
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l******n
发帖数: 152 | 24 We expect solar companies to report strong Q4 results and provide Q1/2011
guidance generally above consensus. Although set-up may appear to be less
favorable for a positive earnings season trade given the recent move seen in
the solar space, we see room for further near-term upside. We believe most
of the recent move was driven by short covering as opposed to real buying.
As the near-term policy backdrop for the sector continues to improve and as
the broader equity markets continue to grind high... 阅读全帖 |
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c***1
发帖数: 3281 | 25 说说化肥股为什么好吧
1. 农业是大trend
相信是旧闻了，中国印度加其他一些emerging market,涌起了很多middle class,也有
很多人脱离了贫穷线。diet里面的肉类分量增加成为趋势。增加了对农产品和农产地的
需求。
2. 钾肥和磷肥的物质有垄断性
全世界只有十二个国家有钾矿。50%集中在三家公司的手上，POT, MOS, belaruskali.
barriers of entry很大。所以化肥价钱起，这些公司不太会造成oversupply,所以可以
享受极高的profit margin
3. 热钱太多
炒农产品，炒金，炒油，炒大宗商品，泡沫暂时不容易捅破。
我得去做做饭。大家补充。 |
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g*****u
发帖数: 14294 | 26 Let's not ignore the 7 million people who are out of work.
That's Oversupply and overcapacity.
FYI, productivity is quite high right now, atypical of post-crisis data.
lower |
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k*********u
发帖数: 2897 | 27 信人: kunlunrunyu (返璞归真), 信区: Military
标 题: Re: 全球变暖，温室气体控制，基本就是个joke
发信站: BBS 未名空间站 (Wed Dec 7 21:14:11 2011, 美东)
Carbon Credits Becoming ‘Junk’ Before 2013 Ban Closes Door: Energy Markets
http://www.bloomberg.com/news/2011-12-06/carbon-credits-becomin
Investors are rushing to sell some United Nations emission credits before
they become almost worthless in 2013, pushing prices to a record low.
With Europe set to stop recognizing credits for projects that destroy
industrial gases known as hydrof... 阅读全帖 |
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R******n
发帖数: 687 | 28 2011几乎全错。千万别把这些预测当真。
Byron Wien Announces The Ten Surprises for 2011
New York, January 3rd, 2011 – Byron R. Wien, Vice Chairman, Blackstone
Advisory Partners, today issued his list of The Ten Surprises for 2011. This
is the 26th year Byron has given his predictions of a number of economic,
financial market and political Surprises for the coming year. Byron defines
a “Surprise” as an event which the average investor would only assign a
one out of three chance of taking place but which Byron belie... 阅读全帖 |
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p********o
发帖数: 8012 | 29 虎妹，reo价格是死猫跳了，oversupply，只要中国不乱限制出口。除非人类又想出稀
土的新用途了。 |
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k**********4
发帖数: 16092 | 30 可是天然气还在oversupply 而且有可能会超过储存能力 有懂行的ma? |
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p**8
发帖数: 3883 | 31 hiahia...
//
Suntech - Dead Man Walking
Suntech (STP) which was the biggest solar panel supplier in 2011 has seen a
sharp rally in its stock price in the last couple of months. The reasons for
the solar sector surge are support from the Chinese government and sales of
two large utility plants by Sunpower (SPWR). However, we think that Suntech
rally will not last and the company's stock price will continue to be under
pressure. The overall bearish scenario of global solar panel oversupply,
below ... 阅读全帖 |
|
p**8
发帖数: 3883 | 32 hiahia...
//
Suntech - Dead Man Walking
Suntech (STP) which was the biggest solar panel supplier in 2011 has seen a
sharp rally in its stock price in the last couple of months. The reasons for
the solar sector surge are support from the Chinese government and sales of
two large utility plants by Sunpower (SPWR). However, we think that Suntech
rally will not last and the company's stock price will continue to be under
pressure. The overall bearish scenario of global solar panel oversupply,
below ... 阅读全帖 |
|
l*********m
发帖数: 16971 | 33 There’s a form of the securities fraud known as naked short selling that is
becoming very popular and lucrative to the Market Makers that practice it.
It is known as “Cellar boxing” and it has to do with the fact that the
NASD and the SEC had to arbitrarily set a minimum level at which a stock can
trade. This level was set at $.0001 or one-one hundredth of a penny. This
level is appropriately referred to as “the cellar”. This $.0001 level can
be used as a "backstop" for all kinds of market maker... 阅读全帖 |
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s******v
发帖数: 4495 | 34 very nice tone. let's see what is market response.
We are very excited about the prospects of the shipping markets.Following a
period of oversupply the recent volatility in thetanker and drybulk sectors
is a clear sign of a balancedsupply-demand picture. Asset prices are rising
which is a strongindication of current market sentiment. We are optimistic
andexpect a sustainable recovery in 2014 and beyond."
"Currently Dryships has about 3,600 spot days in 2014 and 3,600spot days in
2015 for its cru... 阅读全帖 |
|
m*********h
发帖数: 5449 | 35 China readying coal import curbs to help sickly miners-sources
BY FAYEN WONG
SHANGHAI, Sept 3 Wed Sep 3, 2014 9:10am BST
(Reuters) - China, the world's top coal importer, is expected to soon put
curbs on shipments of low-quality coal, responding to calls for support from
the country's miners who are seeing widespread losses due to oversupply and
anaemic demand for the fuel. |
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t***j
发帖数: 2620 | 36 你的分析很好，这里有个问题，北美天然气是个相对封闭的市场，所以shale gas大规
模冲击市场时是能打到很低。石油是global市场，现在大概oversupply 1mmboe/day,稍
微几个大的比如沙特 俄罗斯 伊朗操纵下就能稳住价格的。但现在背后的庄家是美国加
沙特，他们准备打到多少就需要研究了。 |
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t***j
发帖数: 2620 | 37 你的分析很好，这里有个问题，北美天然气是个相对封闭的市场，所以shale gas大规
模冲击市场时是能打到很低。石油是global市场，现在大概oversupply 1mmboe/day,稍
微几个大的比如沙特 俄罗斯 伊朗操纵下就能稳住价格的。但现在背后的庄家是美国加
沙特，他们准备打到多少就需要研究了。 |
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a*****1
发帖数: 3134 | 38 I agree and the reason is storage. Gold is much easier to store than oil.
Thus GLD buys physical gold while USO buys future. In the case of contango,
you lose value over time quickly.
The oversupply of oil is much easier to correct than gold (and natural gas).
I would predict that correction in oil should be much faster than gold as
gold has no physical use.
Shale oil loses productivity about 60-80% in the first year. If CapEX cut 25
% in 2015, the oil production is barely enough to maintain 201... 阅读全帖 |
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w*****8
发帖数: 703 | 39 http://www.bloomberg.com/news/2015-01-13/oil-s-1986-collapse-si
oversupply vs. low-demand, the difference???
Shale gas/oil technology will easily survive the recent crude crash. With
consolidation in energy sector,it may be unlikely for crude to go back to
the historically high price because of the long-term supply-demand balance
shifts toward over-supply side. There are vast amount of shale gas and oil
reserve around world, including China.
Dismal global economy will unlikely drive a surge of o... 阅读全帖 |
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m******r
发帖数: 6963 | 40 庄家发声了“别跟我抢”
SAN FRANCISCO (MarketWatch) — Crude-oil futures have been mounting a come
back, lately.
But not everyone believes this rally is a legitimate rebound for the beaten-
down commodity. .
In a note Monday, analysts at Citigroup raised the possibility that West
Texas Intermediate oil prices may fall to as low as the $20 range. Prices on
the New York Mercantile Exchange already suffered a loss of 46% last year.
Year to date, crude-oil prices CLH5, -1.29% have posted a decline of less
than ... 阅读全帖 |
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m*****g
发帖数: 3029 | 41 big boys do not care API report
they pay attention to EIA report
but they moved price up for 3 weeks while EIA kept build a crude stock.
they actually do not care oversupply much |
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m*****g
发帖数: 3029 | 42 that means all data such as crude stocks, oversupply are shit.
demand view can lift oil price |
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k*********2
发帖数: 98 | 43 Calling crude price bottom目前为止 世界上还没人做到。很难。
从FA的角度 leading indicator比lagging indicator重要很多。主要的leading
indicators (calling crude bottom): 1) Brent/WTI spread (tracking crack
spread) widening 2). US supply reduction/pace of rig count reduction, 最终由
inventory
numbers 来确认supply reduction is enough 3) high-yield market reopen for
junk-grade energy companies, 或是这些公司加速破产。4）USD的走向。5）OPEC 减
产 - global oversupply 光靠美国减产不行。OPEC估计最终还是要减产 但是是最后一
个减产的。这些FA的东西到目前为止都是 mixed/negative （虽然 second derivative
有些impr... 阅读全帖 |
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l*****g
发帖数: 391 | 44 又一个坏消息。VALE 惨了 ：
NEW YORK (TheStreet) -- Shares of Brazilian iron ore producer Vale (VALE -
Get Report) were flat at $7.11 in early afternoon trading Thursday after
peer company BHP Billiton (BHP) defended its strategy of increasing iron
ore output during a global oversupply.
The company stood by its approach even as iron ore prices have declined
approximately 40% in the past 12 months.
"This is a market which is highly competitive. It's cyclical, and so our
performance will be dependent on be... 阅读全帖 |
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b********s
发帖数: 272 | 45 Rare-Earths Miner Molycorp Prepares to File for Bankruptcy Protection
Molycorp Inc., the only U.S. miner and processor of rare-earths elements,
plans to file for chapter 11 bankruptcy protection as soon as this month to
cut its $1.7 billion debt load, according to people familiar with the matter.
The Greenwood Village, Colo.-based company is completing a plan that would
involve senior bondholders exchanging some or all of their debt for
ownership of the company, some of the people said. It is ex... 阅读全帖 |
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M***n
发帖数: 5815 | 46 ☆─────────────────────────────────────☆
eMan36 (西风独自凉) 于 (Wed May 13 00:26:01 2015, 美东) 提到:
这个股票现在还在20均线之上。。担心什么呢
At
(P
☆─────────────────────────────────────☆
lovesag (lovesag) 于 (Wed May 13 00:28:12 2015, 美东) 提到:
明天要去50日均线， $7.07 ?
☆─────────────────────────────────────☆
xxhh (嘻嘻哈哈) 于 (Wed May 13 01:31:33 2015, 美东) 提到:
50日均线不是6.5吗？
☆─────────────────────────────────────☆
lovesag (lovesag) 于 (Wed May 13 07:51:08 2015, 美东) 提到:
如果像这样，每天都是 VALE 的坏消息，那就跌去 6.5 了。
☆──────────────... 阅读全帖 |
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d******5
发帖数: 4273 | 47 Molycorp has filed for Chapter 11 bankruptcy protection along with its North
American subsidiaries to restructure $1.7B of debt in its U.S. and Canadian
operations.
The company has also obtained agreement for up to $225M in new debtor-in-
possession financing. The plan marks a dramatic turn for Molycorp (NYSE:MCP)
, which rode temporary concerns of a shortage in rare earths elements to a $
6B market capitalization in 2011, but has since then faced an oversupplied
market. |
|
t*******i
发帖数: 4960 | 48 反着看
The oil price chart suggests that prices could trade between $50 and $55 per
barrel. Goldman Sachs estimates that prices could hit $45 per barrel by
October 2015—led by oversupply and the strong dollar. The EIA (U.S. Energy
Information Administration) estimates that WTI crude oil prices will average
$55 per barrel in 2015. Crude oil prices could rebound due to bottom
fishing. |
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C********1
发帖数: 5281 | 49 Oversupply elsewhere in the market has been a persistent concern, with Saudi
Arabia announcing record June production last week.
这沙特，唯恐挣太多的中国人的钱，拼命地压价，真是中国人的好朋友啊。 |
|
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