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Logical Thought  

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  • Why This Correction Will Likely Lead To Another Painful Bear Market [View article]
    >>pumping has no effect in a balloon...<<

    It does if the balloon starts to lose air, as it's been doing lately.
    Sep 1, 2015. 09:54 PM | Likes Like |Link to Comment
  • Why This Correction Will Likely Lead To Another Painful Bear Market [View article]
    >>The Fed goes by certain data points, its not in their interest to pump the market from this point...<<

    Actually, the Fed DOES think (albeit, stupidly & dead wrongly) it's in its interest to "pump" (or at least support) the market. Listen to last week's Dudley interview in which he kept emphasizing "the wealth effect" from higher asset prices.
    Sep 1, 2015. 08:32 AM | 1 Like Like |Link to Comment
  • Tesla Motors selects new boss in Germany [View news story]
    >>Germany is a more challenging market for Tesla than some other European nations due to the lack of EV incentives to buyers.<<

    Lol, and doesn't that say everything you need to know about this "business"?

    P.S. The previous guy quit to run a competing (and much bigger) energy storage business. Yes Teslarians, "competing and much bigger energy storage businesses" DO exist in "the industry that Elon is inventing."
    Sep 1, 2015. 07:02 AM | 19 Likes Like |Link to Comment
  • Smashing rating for the Tesla Model S P85D from Consumer Reports [View news story]
    Want to see something funny? Skip to the 22-minute mark when two of the three CR testers say they wouldn't buy the Tesla: http://bit.ly/1Jo98F4

    Jake Fisher (the guy who wrote the review) completely biased the test in favor of his (admitted) green agenda, which has nothing to do with objectively evaluating a car as a car. What other car with-- as CR fully admits-- "average" reliability, "an inferior interior for the price" and road-trip inconvenience-- would get a "perfect" rating?

    If Fisher wants to crusade for EVs in a different forum that's fine, but any individual car should be evaluated as "a car."
    Aug 27, 2015. 08:54 AM | 32 Likes Like |Link to Comment
  • Why Was The U.S. Dollar So Weak In This Meltdown? [View article]
    The funny thing is that instead of being the BENEFICIARY of the next market meltdown the yen could be its CAUSE.
    Aug 25, 2015. 02:29 PM | Likes Like |Link to Comment
  • Natural Gas Falls To The Bottom Of The Range [View article]
    Yes agreed, but there's much less money available for fresh drilling, so as the wells deplete...
    Aug 25, 2015. 08:21 AM | 2 Likes Like |Link to Comment
  • Natural Gas Falls To The Bottom Of The Range [View article]
    I think the author has missed the most important bull thesis: producer bankruptcies slashing supply.

    On the other hand, isn't El Nino supposed to create a warm winter, and thus be nat gas bearish?
    Aug 24, 2015. 10:59 AM | 3 Likes Like |Link to Comment
  • Trina Solar Follows First Solar Into Elite Sub-$0.40 Per Watt Territory [View article]
    Okay, thanks-- I appreciate the response(s).
    Aug 20, 2015. 06:56 PM | Likes Like |Link to Comment
  • Inside The Crash In The Natural Gas Equity ETFs [View article]
    What this Zack's guy seems to not be accounting for are the recent (and growing) producer bankruptcies combined with the evaporation of fresh drilling capital from the bond market (not to mention the "war on coal").
    Aug 20, 2015. 08:21 AM | 3 Likes Like |Link to Comment
  • Trina Solar Follows First Solar Into Elite Sub-$0.40 Per Watt Territory [View article]
    Well if you're "done with Seeking Alpha" I appreciate that your last response was to me! Thanks!
    Aug 20, 2015. 07:42 AM | 1 Like Like |Link to Comment
  • Trina Solar Follows First Solar Into Elite Sub-$0.40 Per Watt Territory [View article]
    On the surface this does look cheap. Two questions:

    1) What makes you think that you can trust its financials?
    2) How will the drastically reduced U.S. PTC at the end of next year affect the company going forward? (Buying a business that's cheap based on 2016 numbers that might collapse in 2017 is the ultimate value trap.)

    Thanks.
    Aug 20, 2015. 07:06 AM | Likes Like |Link to Comment
  • Report Claims Mercedes Ditches Tesla And Upgrades Electric Car To 310 Miles Of Range [View article]
    >>I own a 70D and take long trips all the time... For example, I drove from Pasadena to Davis... without a problem. 3 charging stops (pre-calculated by navigation).<<

    Carefully planning charging stops like a 16th century mariner so you don't get stranded is a nice little hobby you've developed. Good for you-- everyone should have one!
    Aug 19, 2015. 10:26 PM | 10 Likes Like |Link to Comment
  • Report Claims Mercedes Ditches Tesla And Upgrades Electric Car To 310 Miles Of Range [View article]
    It's obvious why more competition is bad for Tesla:

    The vast majority of electric cars are-- and always will be-- charged at home (or maybe at work) and won't be taken on long road trips due to "waiting around for the car to charge" time. Thus, there's no real infrastructure needed to cause "mass adoption" of electric cars because roads and home electrical outlets already exist. And seeing as pure electrics will ALWAYS be a niche market due to range and recharge-time limitations, as well as the extra weight of the batteries (high-mileage hybrids are much more flexible in all those regards and 50mpg is PLENTY for everyone), the more pure-electric competition there is, the less of that niche is available to Tesla.

    Note: if Tesla made fuel-cell cars it would be a different story, as THAT'S a real infrastructure problem.
    Aug 19, 2015. 04:29 PM | 17 Likes Like |Link to Comment
  • Report Claims Mercedes Ditches Tesla And Upgrades Electric Car To 310 Miles Of Range [View article]
    Yet more evidence that Tesla will wind up being the pioneer with arrows in its back.

    (On the bright side, unlike the time of the pioneers we no longer have "debtor's prison"... Bankruptcy court is so much more civil.)
    Aug 19, 2015. 04:14 PM | 15 Likes Like |Link to Comment
  • Audi Details Its First Proper Tesla Competitor, The 310-Mile Range SUV [View article]
    >>You can imagine the comparison tests of Audi vs Tesla, if Audi lacks a supercharging network.<<

    Well, think of the bright side: it won't have to tell its customers they can't use it!
    Aug 19, 2015. 12:48 PM | 14 Likes Like |Link to Comment
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