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Alberto Savrieno

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  • Excess Reserves: The Elephant In The Room The Fed Doesn't Want To Talk About [View article]
    I believe precious metals will rise with the same force that bonds get crushed/interest rates rise. The same exact thing we saw in the late 70's through January 21 1980. Gold and interest rates skyrocketed together. It's going to happen again, but this time even more strongly, with a much, much bigger debt burden.
    Mar 8 03:38 PM | 4 Likes Like |Link to Comment
  • Excess Reserves: The Elephant In The Room The Fed Doesn't Want To Talk About [View article]
    The 30 year bull market is over, but the crushing has barely begun. It's going to get really serious when interest payments on the debt become unmanageable.
    Mar 8 03:35 PM | 4 Likes Like |Link to Comment
  • Excess Reserves: The Elephant In The Room The Fed Doesn't Want To Talk About [View article]
    banks are not loaning out the excess reserves because at current interest rates, the potential reward does not outweigh the risk of loan default.
    Mar 9 04:14 AM | 3 Likes Like |Link to Comment
  • Recent Developments With Northwest Bio Hint At Big Move In 3-4 Months [View article]
    Thanks Doc, I always enjoy your comments.
    Oct 16 04:55 AM | 3 Likes Like |Link to Comment
  • Recent Developments With Northwest Bio Hint At Big Move In 3-4 Months [View article]
    Survivor -

    I'd be very interested to know anything more as you know someone in the trial. Do you have any more information you can legally tell us?

    I wish your friend's father the best of health.

    ~Alberto
    Oct 4 07:41 AM | 3 Likes Like |Link to Comment
  • The Bottom Is In For Gold And Mining Stocks [View article]
    No no, not at all. The bottom is in. With the Yen crashing it is the signal of the beginning of a global currency crisis. Recent weakness is only traders looking for quick profits in stocks and liquidating gold positions. That will reverse quite soon if it hasn't already.
    Apr 6 01:44 PM | 3 Likes Like |Link to Comment
  • Excess Reserves: The Elephant In The Room The Fed Doesn't Want To Talk About [View article]
    Eagle - not every QE dollar has ended up in excess. Some have been loaned out. It's just that the rate of QE has far exceeded the rate at which the excess funds are loaned out, so they keep piling higher. You can see from the graph at the beginning of the article that when the Fed stops printing temporarily, the excess reserves begin to drop. So some QE has entered the system, and this is where stock gains have come from.
    Mar 8 03:41 PM | 2 Likes Like |Link to Comment
  • 2 Lessons Northwest Biotherapeutics' Price Move Can Teach Us: Price Discovery And Google Alerts [View article]
    Evictorstarr -

    Interesting points. In response:

    1) As to low liquidity and unstable price, you are confusing volatility with lack of stability. Low liquidity does not mean that the price range is necessarily very volatile. It means that the price can change drastically at any moment, because not enough buyers and sellers are in the market for true price discover. I actually wrote about the lack of volatility in NWBO in my previous article on the company.

    2) As to knowledge of a stock, long term, you are correct. In this case, however, news on DCVax-Direct is imminent, only a few months away. People don't lose interest that quickly. Retail investors will keep track of the company at least until those results are published.

    3) There's nothing wrong with insider trading, in my view. It is not really a crime. If you know something, do something to let the market know what's coming. People can use insider moves to their own advantage, and often do. The more people that do this, the more stable the market becomes. It is a travesty that the SEC spends most of its time pursuing a non-crime.

    4) Anyone who follows the loopy finances of this company should have been 100% certain that an offering would come at any price spike. You don't need to be an insider to see that coming.
    Dec 2 05:43 AM | 2 Likes Like |Link to Comment
  • Recent Developments With Northwest Bio Hint At Big Move In 3-4 Months [View article]
    F3tt -

    Sorry for the delayed reply. See this link: http://1.usa.gov/1fBV5i9

    It includes all the trials ever filed for DCVax-L. There is no phase I listed for GBM as it is on the nwbio.com site. By implication, phase III is a continuation of the phase I. I cannot currently find the exact link spelling this out, but I would trust clinicaltrials.gov (despite the "shutdown")
    Oct 16 04:53 AM | 2 Likes Like |Link to Comment
  • Athersys Has Some Promise, But Controversy And Doubt Remain [View article]
    I agree that small positions should be taken in stem cell stocks, nothing more than 2 to 3%. Athersys is not necessarily a bad choice, but there are other ones that are more promising.
    May 3 07:47 AM | 2 Likes Like |Link to Comment
  • The Bottom Is In For Gold And Mining Stocks [View article]
    Could be. Even so, all the other signs point to a long term bottom. Watch the Yen and the pound. If they continue to plummet past support, the entire character of the PM sector will change as a currency crisis sets in.
    Mar 7 04:01 AM | 2 Likes Like |Link to Comment
  • Not Enough Cash For Sunshine Heart [View article]
    Seeking Alpha is a great forum where people can express their opinions openly and debate the issues. I found it very interesting that many of the comments above attacked me personally while not addressing the premise of the article.

    For your edification, the stock lost over 20% of its value prior to the article's publication.


    Oct 22 10:37 AM | 2 Likes Like |Link to Comment
  • Excess Reserves: The Elephant In The Room The Fed Doesn't Want To Talk About [View article]
    Sounds like you've taken way too many macroeconomics courses.
    Mar 9 04:20 AM | 1 Like Like |Link to Comment
  • Excess Reserves: The Elephant In The Room The Fed Doesn't Want To Talk About [View article]
    All the Fed does is print money, expand the money supply. That's all. That is the purpose of its existence. I can't say much else in response. Everything else is a tool to that end.
    Mar 9 04:18 AM | 1 Like Like |Link to Comment
  • Excess Reserves: The Elephant In The Room The Fed Doesn't Want To Talk About [View article]
    There's nothing "wrong" with it. It will, however, bankrupt the federal government. Interest on the debt is too high as it is. For every percent on the 10 year, that interest goes up about $100 billion dollars a year.
    Mar 9 04:11 AM | 1 Like Like |Link to Comment
COMMENTS STATS
71 Comments
51 Likes