Vringo Verdict And Future Royalties Against Google On Shaky Ground [View article]
Alan, this is the half-a-billion dollar question: DOES the jury's award bear on future royalties.
ie, will the Judge extrapolate a royalty base that the Jury used, as Dan surmised above, or will the judge be anchored toward the 20.9% number argued at trial.
I don't know the answer, but I'd love to hear insights on it...
Milwaukee - SLV accepts only London Good Delivery Bars - which is the standard for global silver. You can't just take bars from your basement and deliver them to SLV - they're not London Good Delivery.
PSLV does the same thing by the way - London Good Delivery Bars -
but in any case, I think that PEhlrich's reply to you below is spot on.
Do you think that PSLV is a fraud too, just out of curiosity? because their prospectus has the same stuff in it. It's all standard.
but what's especially terrifying is that all it takes is for one person to write "BLYTHE IS PAYING 50% CASH PREMIUMS" and boom - it's accepted as fact, quoted by all the other silver bloggers who have no idea what they are talking about, and reinforced...
Streetmoney, it's not surprising that you don't understand COMEX delivery procedures. The shorts have until the end of the month to deliver - that's how it works. Expiration is at the END of the month. the Shorts decide when to make delivery within that time period.
It's clear from the way you quote SLV's change in inventory that you're a Harvey Organ disciple. Surely you understand that there are no cash settlements, right? That's another pipe dream made up by people who don't understand futures trading. See, the March future still trades. This gives traders a chance to close out their positions before expiration. Which is what happens every day, a little bit. Harvey doesn't understand that very simple concept, and makes up the RIDICULOUS assertion that JPM is paying off longs with huge cash premiums... ummm .yeah - right - because that makes sense - they'd pay $50 per ounce to close out a short when they can buy it back on the Comex for $35... right... THE CONTRACT STILL TRADES! get it?
There's plenty of silver out there. If you read my article, you'd understand that. And oh - SLV doesn't acquire and ship any silver - but surely you understand that, right? The APs bring it to them.
How Amazon's Prime Streaming Will Disrupt Netflix [View article]
to clarify, I queried Amazon support - not Samsung. Amazon is the one who needs to push out the apps on the devices - not the device makers. It's frustrating that they haven't already and have no plans to.
As for TV - NFLX has a terrific TV library - and I think that is a fantastic draw for them - old seasons of stuff like The Wire, Dexter, Breaking Bad... I might subscribe to NFLX just for that! It's not about Mash and Cheers - I agree about that. But Amazon has garbage - Primeval? Doctor Who? Come on...
How Amazon's Prime Streaming Will Disrupt Netflix [View article]
first off, I have no positions in AMZN or NFLX. I am a Prime member, and I love Amazon.com. I do not have a NFLX subscription.
I think that AMZN is not a near term NFLX killer here because they have a TON of work to do. They certainly can become a NFLX competitor in this space, but there are two huge issues.
1) content, obviously. Amazon's TV offerings are, quite literally, embarrassing.
2) access - this is equally important. In the post, you wrote "Amazon can and will get on devices very quickly and one has to remember that Amazon is not starting from scratch." Are you sure about that? Because I'm frustrated that I can't stream Amazon to my Samsung BD-c6500 blu-ray that I bought recently. I sent them an email, and they told me that they have no plans to add such functionality to mine or other devices! Hopefully they wake up and get their apps going - there's no reason they shouldn't be on every device like NFLX is.
Access and content - two huge hurdles - THEN Amazon can be a NFLX-killer
what I am saying is that EGPT is pricing in MORE than a 30% increase in the egyptian stocks when they open. it's closer to 50%. I won't be able to bang out that article tonight, by the way - not that you were waiting for it ;-)
Ron - no - that's not what I'm saying. If you look at EGPT's portfolio, the 4 largest positions are already "actively" marked - they trade in London/Canada. I am going to write a post on my blog (kiddynamitesworld.com) later tonight detailing the math, but I'm sure you'll be able to figure it out. Basically, the "static" portion of the portfolio is even smaller than you calculated it as, so it needs to rally even more than you calculated.
hey Ron, fyi, the 30% number is not accurate, because there are a number of fund holdings which have already been remarked, including most of the largest ones. In other words, the "Static" marks apply to an even smaller percentage of the portfolio.
Vringo Verdict And Future Royalties Against Google On Shaky Ground [View article]
ie, will the Judge extrapolate a royalty base that the Jury used, as Dan surmised above, or will the judge be anchored toward the 20.9% number argued at trial.
I don't know the answer, but I'd love to hear insights on it...
Will JPMorgan Now Make and Take 'Delivery' of Its Own Silver Shorts? [View article]
SLV Inventory Hits Record High [View article]
PSLV does the same thing by the way - London Good Delivery Bars -
but in any case, I think that PEhlrich's reply to you below is spot on.
Do you think that PSLV is a fraud too, just out of curiosity? because their prospectus has the same stuff in it. It's all standard.
SLV Inventory Hits Record High [View article]
"Anyone can walk up to these bullion banks, at any time, hand them the prevailing “spot” price, and buy your silver ETF."
huh? sure - anyone can buy my ETF - at the price I'm willing to sell it to them - which is up to me...
SLV Inventory Hits Record High [View article]
us.ishares.com/content...
SLV Inventory Hits Record High [View article]
SLV Inventory Hits Record High [View article]
It's clear from the way you quote SLV's change in inventory that you're a Harvey Organ disciple. Surely you understand that there are no cash settlements, right? That's another pipe dream made up by people who don't understand futures trading. See, the March future still trades. This gives traders a chance to close out their positions before expiration. Which is what happens every day, a little bit. Harvey doesn't understand that very simple concept, and makes up the RIDICULOUS assertion that JPM is paying off longs with huge cash premiums... ummm .yeah - right - because that makes sense - they'd pay $50 per ounce to close out a short when they can buy it back on the Comex for $35... right... THE CONTRACT STILL TRADES! get it?
There's plenty of silver out there. If you read my article, you'd understand that. And oh - SLV doesn't acquire and ship any silver - but surely you understand that, right? The APs bring it to them.
SLV Inventory Hits Record High [View article]
seekingalpha.com/artic...
SLV Inventory Hits Record High [View article]
kiddynamitesworld.com/.../
Sprott designed his purchase to take 10 weeks. he bought FORWARDS... then he trumpeted how long it was taking, yet that's how he designed it!
SLV Inventory Hits Record High [View article]
I stopped publishing my articles on SA because I decided that monkeys like you weren't worth trying to educate.
I just wrote a monumental post about PSLV -
kiddynamitesworld.com/.../
but it's REALITY based - you probably wouldn't enjoy it. carry on.
How Amazon's Prime Streaming Will Disrupt Netflix [View article]
As for TV - NFLX has a terrific TV library - and I think that is a fantastic draw for them - old seasons of stuff like The Wire, Dexter, Breaking Bad... I might subscribe to NFLX just for that! It's not about Mash and Cheers - I agree about that. But Amazon has garbage - Primeval? Doctor Who? Come on...
How Amazon's Prime Streaming Will Disrupt Netflix [View article]
I think that AMZN is not a near term NFLX killer here because they have a TON of work to do. They certainly can become a NFLX competitor in this space, but there are two huge issues.
1) content, obviously. Amazon's TV offerings are, quite literally, embarrassing.
2) access - this is equally important. In the post, you wrote "Amazon can and will get on devices very quickly and one has to remember that Amazon is not starting from scratch." Are you sure about that? Because I'm frustrated that I can't stream Amazon to my Samsung BD-c6500 blu-ray that I bought recently. I sent them an email, and they told me that they have no plans to add such functionality to mine or other devices! Hopefully they wake up and get their apps going - there's no reason they shouldn't be on every device like NFLX is.
Access and content - two huge hurdles - THEN Amazon can be a NFLX-killer
EGPT Looks Poised for a Decline [View article]
EGPT Looks Poised for a Decline [View article]
EGPT Looks Poised for a Decline [View article]