Seeking Alpha
View as an RSS Feed

Retired Aviator  

View Retired Aviator's Articles BY TICKER:
  • Axion Power's IPO Crash: An Opportunity To Buy?
       • Nov. 8, 2014 AXPW 198 Comments


    • AXPW shares were quickly more than cut in half after Axion's NASDAQ up-listing & equity public offering, compared to their pre-offering trading price on the OTC exchange.
    • Trend-riding shorts likely amplified the fall which seemed triggered by a potentially very dilutive surprise provision added to the B warrants in the last minute of offering negotiations.
    • While in theory the dilution potential of the B warrants is unlimited, as a practical matter the worst case is probably in the 50-60% neighborhood and unlikely at that.
  • Why I Upped My Gold Short: My Market Outlook
    Jul. 30, 2014 GLD, IAU, SGOL 57 Comments


    • The reason for gold's meteoric rise of the last ten years is clearly the fear of fiat currency's demise, which is completely overblown.
    • The price of gold should rise roughly along with inflation, not way beyond it. Ironically, gold is one of the most inflated items. Thus gold still needs to correct.
    • With every anemic and failed rally in the gold price, the conviction of gold bugs gets more shaken.
    • The pendulum that is gold mania should sooner or later swing to gold panic, creating an entry point for longs well under $1000 per ounce and perhaps closer to $500.
    • Due to the above bullet points, shorting $1300/oz gold is not as risky as shorting normally would be.
  • Chesapeake Granite Wash Trust Revisited
       • Dec. 19, 2013 CHKR 24 Comments
  • Chesapeake Granite Wash Trust Is A Strong Buy, Part II
    Apr. 7, 2013 CHKR 30 Comments
  • Chesapeake Granite Wash Trust Is A Strong Buy, Part I
    Mar. 31, 2013 CHKR 43 Comments
  • Roundy's Stock May Pop After Earnings Are Announced
    Jan. 27, 2013 RNDY 54 Comments
  • Roundy's: Go Long Now As Institutional Selling Seems Done
    Nov. 29, 2012 RNDY 22 Comments
  • Double Up Now For Future Tax Decisions?
    Jul. 24, 2012 BRK.A, DIA, GAB Comment!
  • Finding A True Value For Gold And Silver: Part I
    Mar. 25, 2012 GDX, GLD, IAU 79 Comments
  • The Inflation Hedge Trade: Not Just A Precious Metals Vs. Paper Question
    Dec. 28, 2011 SPY, PG, DIA 7 Comments
  • Gold Is Overvalued: Fundamentals Say 'Bubble'
    Dec. 15, 2010 GLD, IAU, GDX 130 Comments
  • Deficit Commission Report Overlooks Biggest Plus for U.S. Fiscal Future
    Dec. 5, 2010 SPY, DIA, QQQ 15 Comments
  • Gold Supply Potentially Gigantic: In and Above Ground Gold Reserves
    Nov. 9, 2010 GLD, IAU, GDX 102 Comments
  • Why Gold Is In A Bubble
    Nov. 3, 2010 GLD, GDX, GDXJ 135 Comments