Axion Power Concentrator 208: Feb. 13: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
Hi SD & fellow Axionistas,
Feels like I'm getting in about average of 90 minutes of "work"/SeekingAlpha time per day. New insta I put up yesterday was posted with zero research after promising it over two weeks ago to someone. Needless, to say, behind on everything and trying to catch up on obligations as I can.
[[[Not sure why it is I'm "under the weather" but hope The Weather Channel will find no need to name this storm (er... as Foghorn Leghorn would say... "that's a joke son!")]]]
East & Sub-Saharan Africa Investing Blog [View instapost]
Greetings Mutale Mubanga,
This is an issue in current global debt markets. Rates are so low, the money comes as cheap as it is likely to ever be. This *is* a good time to take on lots of debt *but* as you point out, managing paying off that debt, and properly executing the projects the debt is for, is a different challenge.
My belief is many countries right now will be debt gluts because of the low rates, but only a handful will not default later from taking on an overabundance of debt.
The low rates globally are a knock-on effect of the ongoing troubles and obscenely low rates in the U.S., Europe, and Japan.
I tried to explain this in my two articles on emerging market debt, but feel I was unclear both times out.
For those "developing countries" that can manage and execute projects with this glut of debt, the temptress of rapid growth is there.
FDR tried to stack the Supreme Court in his favor when it suited him, and some still believe he intimidated them into voting in his favor. (http://bit.ly/VEcclC) There are still lingering questions about Justice Roberts vote on Obamacare and how he was convinced to flip-flop in favor of Obamacare.
The system for appointing judges in the U.S. leads to many questions about actual judicial independence, and federal judges are vetted in part based on their political beliefs being in-line with those of the current sitting president.
I'd be happy if the ABA worried a bit more about judicial independence, and how to improve it, in its own country. They could also work on tort reform and a few other things, but if I go on I will digress into my litany of complaints about my own country - and no one cares about that.
RE: "You would think that a journalist would be able to read and decipher basic english without construing it to look like pure nationalism."
Um... no... journalists work to sell papers and page views in general. I'm trying to discern the truth and provide readers some useful insight into what is going on, which is why I guess some journalists and editors keep disdainfully call me a "blogger" - LOL.
ObamaCare was the only way to take a first step toward socialized medicine because of the induced stupidity of the American people by the lobbyists against socialized medicine. Thus, I must love the Obamacare that I hate.
You see, you get a piece of crap legislation for not giving in to what is better and what is done in every other "developed country" in the world. That's democracy... Obamacare sucks because of conservative Fox news Limbaugh horsefeather insanity, not because of the idea of socialized medicine.
Everyone needs health. One group is cheaper than many.
My two freaking neo-liberal-conservative irritated rock stuck in my plumbing kidney stone self cents.
(And jhooper, write as long a response as you want, but I guarantee that I read NOTHING you write anymore, so don't expect a response to your irrational tautological academic horsefeathers)
Jeff... the only people who seemed to notice Justin's detainment before this article were in the Australian press. The Australian media were more concerned about their blonde Australian detained - that made good news for them.
As for how the American media didn't notice mention of Justin's detainment in the Australian media, that's a separate issue.
There were a lot of people that did not know about his detainment in the media, gov't and investment communities - I have heard from them, and they have uniformly told me they did not know about this before.
There was no story dedicated to Mr. Kapla's detainment before this one, and now it has been picked up by AP & Bloomberg.
You're the first person other than Jeff that has come forward and said you knew before.
Jeff's notes on my articles and some other conversations I cannot discuss are what led to me writing this article, and sending e-mails to both AP and Bloomberg that preceded their articles about Justin Kapla.
Emerging Market Debt and High Yield Debt have a cycle whereby there is a higher rate of default every 5 to 7 years. Over that stretch of intervening time, rates drop. Over that stretch of intervening time, people's confidence grows that "this time is different."
In the end, it isn't different, and the cycle repeats.
Right now, rates are near historic lows. For those who like to buy low and sell high, this is a good time to sell these bonds in my estimation, as the bust part of the cycle is near.
Doubling Down On Turquoise Hill's Buy Signal [View article]
Just to clarify, in case the "story reversal folks" was not clear, this buy signal is null and void.
I am working on a longer explanation of why but have some minor health issues (a kidney stone, I think) which need my pressing attention before I get the longer negative note on Mongolia completed.
Axion Power Concentrator 205: Feb. 3: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
Interesting. Thanks for the heads up Maya. Yes, Sri Lanka is working on variations of an electric car. Had a wide ranging conversation with one very wealthy executive that touched on this topic; and said executive has activated carbon plants in another country IIRC.
Not in the best of the health at the moment. If you PM me, I'll circle back to it when I'm operating at full speed again.
Mongolia Weekly Update [View instapost]
http://bit.ly/13rogQb
I'm trying to get back to normal but don't feel it. I have a lot of catching up to do as I've been off my usual for about six weeks, I think.
Thanks for the well wishes and the informative & insightful posts.
Axion Power Concentrator 208: Feb. 13: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
Feels like I'm getting in about average of 90 minutes of "work"/SeekingAlpha time per day. New insta I put up yesterday was posted with zero research after promising it over two weeks ago to someone. Needless, to say, behind on everything and trying to catch up on obligations as I can.
[[[Not sure why it is I'm "under the weather" but hope The Weather Channel will find no need to name this storm (er... as Foghorn Leghorn would say... "that's a joke son!")]]]
East & Sub-Saharan Africa Investing Blog [View instapost]
East & Sub-Saharan Africa Investing Blog [View instapost]
This is an issue in current global debt markets. Rates are so low, the money comes as cheap as it is likely to ever be. This *is* a good time to take on lots of debt *but* as you point out, managing paying off that debt, and properly executing the projects the debt is for, is a different challenge.
My belief is many countries right now will be debt gluts because of the low rates, but only a handful will not default later from taking on an overabundance of debt.
The low rates globally are a knock-on effect of the ongoing troubles and obscenely low rates in the U.S., Europe, and Japan.
I tried to explain this in my two articles on emerging market debt, but feel I was unclear both times out.
For those "developing countries" that can manage and execute projects with this glut of debt, the temptress of rapid growth is there.
Sri Lanka's Investment Story Now [View article]
Tourism is expected to quarduple by 2020, and I think that's a very reasonable goal.
There is a lot Sri Lanka has to offer to tourists if the political stability is lasting.
Sri Lanka's Investment Story Now [View article]
Sri Lanka's Investment Story Now [View article]
The system for appointing judges in the U.S. leads to many questions about actual judicial independence, and federal judges are vetted in part based on their political beliefs being in-line with those of the current sitting president.
I'd be happy if the ABA worried a bit more about judicial independence, and how to improve it, in its own country. They could also work on tort reform and a few other things, but if I go on I will digress into my litany of complaints about my own country - and no one cares about that.
SouthGobi Executive Under Exit Ban [View article]
Um... no... journalists work to sell papers and page views in general. I'm trying to discern the truth and provide readers some useful insight into what is going on, which is why I guess some journalists and editors keep disdainfully call me a "blogger" - LOL.
Political QuickChat 6: Jan. 30, 2013 [View instapost]
I am 100% in favor of socialized medicine.
ObamaCare was the only way to take a first step toward socialized medicine because of the induced stupidity of the American people by the lobbyists against socialized medicine. Thus, I must love the Obamacare that I hate.
You see, you get a piece of crap legislation for not giving in to what is better and what is done in every other "developed country" in the world. That's democracy... Obamacare sucks because of conservative Fox news Limbaugh horsefeather insanity, not because of the idea of socialized medicine.
Everyone needs health. One group is cheaper than many.
My two freaking neo-liberal-conservative irritated rock stuck in my plumbing kidney stone self cents.
(And jhooper, write as long a response as you want, but I guarantee that I read NOTHING you write anymore, so don't expect a response to your irrational tautological academic horsefeathers)
SouthGobi Executive Under Exit Ban [View article]
As for how the American media didn't notice mention of Justin's detainment in the Australian media, that's a separate issue.
SouthGobi Executive Under Exit Ban [View article]
There were a lot of people that did not know about his detainment in the media, gov't and investment communities - I have heard from them, and they have uniformly told me they did not know about this before.
There was no story dedicated to Mr. Kapla's detainment before this one, and now it has been picked up by AP & Bloomberg.
You're the first person other than Jeff that has come forward and said you knew before.
Jeff's notes on my articles and some other conversations I cannot discuss are what led to me writing this article, and sending e-mails to both AP and Bloomberg that preceded their articles about Justin Kapla.
SouthGobi Executive Under Exit Ban [View article]
Emerging Markets Bonds Merging Toward Trouble [View article]
Short answer, as I am under the weather...
Emerging Market Debt and High Yield Debt have a cycle whereby there is a higher rate of default every 5 to 7 years. Over that stretch of intervening time, rates drop. Over that stretch of intervening time, people's confidence grows that "this time is different."
In the end, it isn't different, and the cycle repeats.
Right now, rates are near historic lows. For those who like to buy low and sell high, this is a good time to sell these bonds in my estimation, as the bust part of the cycle is near.
Just my opinion. I could be wrong.
Doubling Down On Turquoise Hill's Buy Signal [View article]
I am working on a longer explanation of why but have some minor health issues (a kidney stone, I think) which need my pressing attention before I get the longer negative note on Mongolia completed.
Axion Power Concentrator 205: Feb. 3: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
Not in the best of the health at the moment. If you PM me, I'll circle back to it when I'm operating at full speed again.