m22au's journal

m22au said:
I don't get it - I think that entire post is from a third party - Mint Partners' Bill Blain.

But regardless - is there something in Blain's post that you disagree with?
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I was under the impression that parts of the post were from ZH, rather than quotes from the MINT guy. That was my read of the quotation marks.

As to what I disagree with, it's the usual drama inherent in the whole article. According to ZH, if the regulators/governments don't do anything (like the Italians with the Veneto banks), that's a bad thing. If they act at least somewhat proactively and "resolve" a bank (like the Spanish with Popular), that's apparently also not a "happy ending". There's just no pleasing the tough folks of ZH/MINT!
 
Martinghoul said:
I was under the impression that parts of the post were from ZH, rather than quotes from the MINT guy. That was my read of the quotation marks.

As to what I disagree with, it's the usual drama inherent in the whole article. According to ZH, if the regulators/governments don't do anything (like the Italians with the Veneto banks), that's a bad thing. If they act at least somewhat proactively and "resolve" a bank (like the Spanish with Popular), that's apparently also not a "happy ending". There's just no pleasing the tough folks of ZH/MINT!
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I think you're reading too much into it.

Also, it's consistent to recognise that the POP resolution is a negative for shareholders and (some) bondholders, while at the same time questioning the morality of a (possible) taxpayer-funded bailout of other banks.

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m22au said:
I think you're reading too much into it.

Also, it's consistent to recognise that the POP resolution is a negative for shareholders and (some) bondholders, while at the same time questioning the morality of a (possible) taxpayer-funded bailout of other banks.
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I could be reading too much into it...

As always w/ZH, I just wish they'd inject a little less emotion and drama and some more facts into their commentary.
 
AMZN has agreed to buy WFM.
http://www.zerohedge.com/news/2017-06-16/amazon-buy-whole-foods

I'm more interested in potential shorts in the retail (and specifically grocery) sector.
https://www.bloomberg.com/gadfly/ar...fresh-prime-now-aim-to-kill-your-local-grocer

Some mentioned in the above ZH article are:
WM -6%
TGT -9%
AHOLD, CARREFOUR, TESCO
KR -12% and 19 billion market cap
SFM -6% and 2.9 billion market cap

Others on the percent losers list
COST -6% and 73 billion market cap
SVU -13% and 872 million market cap
UNFI -15% and 1.7 billion market cap
IMKTA -8% and 650 million market cap

Dollar stores
DLTR
DG

ETF ideas
www.barrons.com/articles/retail-consumer-etfs-rattled-by-whole-foods-amazon-deal-time-to-nibble-1497623667

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With Oil below $50, some of the high-cost producers aren't doing well:
www dot twitter dot com/DonutShorts/status/877627557281247232

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