Seeking Alpha

Daniel Gschwend

 
View as an RSS Feed
View Daniel Gschwend's Comments BY TICKER:
Latest  |  Highest rated
  • Global Warming And Its Impact On Energy Stocks [View article]
    Somehow interesting, to read more comments re global warming and its scientific proof. I agree we are in an interglacial period and I also agree scientific models depend on various variables and always let some room for argumentation. BUT it is pretty obvious and common sense that the world's massive industralization causes some environmental changes and destruction. If we burn fossil fuel it generates emissions which certainly have an impact on our weather and climate. I experience different weather patterns in my region and if I see what is happening around the world, it makes me feel that something has changed. Mankind has always adapted fast and successful to changes and will do so again. But nevertheless it is OUR responsability to keep our planet a living place and act accordingly. Will nat gas be the solution to environmental problems? Probably not since the overall production balance is far from superior to conventional oil. Nevertheless, from an investors point of view, nat gas and nat gas stocks offer some potential and this was the point of my comment.

    Call NASA for the following chart: http://bit.ly/18UCkTb or http://bit.ly/1fbDaPR
    Feb 19 03:35 AM | 1 Like Like |Link to Comment
  • Time To Buy U.S. Treasuries [View article]
    To avoid any misunderstanding, my recommendation to buy US Treasuries is a tactical call. I fully agree that bonds are too expansive and rates will ultimately move substantially higher. But right now, equities are expansive and markets vulnerable. I think US Treasuries offer some short term protection if equities correct. It's a trade not a long term call.
    Aug 19 09:46 AM | Likes Like |Link to Comment
  • Mining Stocks - Unloved But Far Too Cheap Now [View article]
    After the very strong run in the last days, which for sure was also driven by short covering, I think it is time to realize some profits. Vale is up by 12%, Rio Tinto by 15% and BHP by 8%.
    Aug 12 10:33 AM | Likes Like |Link to Comment
  • Subordinated Bonds: Only Attractive If QE Stays In Place [View article]
    goldendog, I agree and will be more specific going forward. Well, my timing was pretty good, subordinated debt has seen pretty strong selling pressure in the last few days. I'm not sure if it's already over. But the USD 5.25% GE bond looks pretty attractive at approx. 98%. The master of the bond universe Grundlach sees 10y UST going down to 1.7% at year end. That would lift longer duration bonds up again. Bill Gross also has increased his UST exposure, makes sense after the recent sell-off. Macro data are not strong, we are actually still in a deflationary environment, the big rotation will take place but not yet in 2013.
    Jun 5 04:20 PM | Likes Like |Link to Comment
  • Golden Autumn For Gold Mining Stocks [View article]
    I think investors should gradually increase exposure to gold mining stocks. Now, there is blood on the street, that said, I would recommend to buy first positions now and increase exposure into every set back. I expect both gold and gold mining stocks to remain shaky and I'm not ruling out further corrections but think that the next bounce could be extremely fast (short squeeze event).
    May 28 02:22 AM | 1 Like Like |Link to Comment
COMMENTS STATS
5 Comments
2 Likes