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Robert Wagner

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  • Rates Up, Fear Down: Washington Crossing Advisors Say 'Stay Away From Gold' [View article]
    " I, on the other hand, see deflation, an extremely unstable financial system and the probably of a shrinking economy worldwide over the upcoming quaters. I therefore buy gold. "

    Very bad idea. Deflation greatly increases real interest rates. Rates can't go below 0%, so ever 1% of deflation in 1% in increased real return. The cost of holding gold would increase greatly. People would also liquidate gold for income during a depression. The $US would no longer be losing value, it would be gaining value. You would be better off holding cash than gold.
    Mar 28 10:16 AM | 6 Likes Like |Link to Comment
  • What Is Berkshire Hathaway Really Worth? A Comprehensive Look [View article]
    "Berkshire has averaged over 20% gain annually for about 50 years. What is your idea of an investor friendly company??????"

    BRKs has basically been an index fund for over 10 years and has gotten nowhere near 20% annual. You have to include his very early years to get those returns, and no way are those returns coming back. BRK is an index fund, accept that. Just review the performance.
    Mar 28 09:17 AM | Likes Like |Link to Comment
  • Downward Pressure On SolarCity [View article]
    "I agre-it is a pity that SA allows contributors to write from such lack of knowledge and/or such a strong political bias. "

    Really? Political bias or solid analysis? Your political bias blinds you from the truth.

    Ignore the risks at your own peril. Don't convince others to be so gullible.

    US wind projects fall 93 percent
    http://bit.ly/1pB5fAi
    Mar 28 09:12 AM | 1 Like Like |Link to Comment
  • Downward Pressure On SolarCity [View article]
    "Robert, Miro and Tippydog are trollers out for their own interests. (shorts)"

    What evidence do you have of that claim? I am long SYNM and hold calls on REGI. You simply can not support that claim.
    Mar 28 09:10 AM | 1 Like Like |Link to Comment
  • Downward Pressure On SolarCity [View article]
    Once again, read the sources.
    http://bit.ly/1iHjnqH

    When you resort to calling names you know you have lost big time. You had to have lived under a rock to not have seen all the protests at banks and penalties being levied against them. Simply talk to a mortgage lender, they will tell you the truth about a "CRA Audit." They will tell you they deliberately make loans they know will fail to avoid a penalty or jail. I've been told that myself by a mortgage lender. Once again, why would banks make such bad loans? It make no sense from a free market perspective.
    Mar 28 09:09 AM | 2 Likes Like |Link to Comment
  • Downward Pressure On SolarCity [View article]
    "Wagner is financial and political pulp fiction."

    I keep begging all you people that make this claim to prove it. Prove any one of my challenges to be wrong? I simply choose not to be gullible.

    Ignore the risks at your own peril, don't convince others to be so gullible.

    US wind projects fall 93 percent
    http://bit.ly/1pB5fAi
    Mar 28 09:04 AM | 1 Like Like |Link to Comment
  • Downward Pressure On SolarCity [View article]
    "I always ask these TV watchers if they know how much CO2 is in the air?"

    Thanks for the comment, and I find the same thing. People believe they don't understand. That is why they always refer to the "experts." As far as CO2, I always use the example of OSU stadium that holds 100,000 people. I ask people if every OSU fan in the stadium represents a molecule in the atmosphere, how many would represent CO2? The answer is 40. How many represent man made CO2? The answer is 2. I then ask, is it even reasonable to expect 2 people in OSU stadium to impact the wave? Not a chance.
    Mar 28 09:02 AM | 1 Like Like |Link to Comment
  • Downward Pressure On SolarCity [View article]
    The climate change "peer review" is a joke. The results of the models prove that. How could a peer review process accept the "Hockeystick?" Did the peer review process catch all the fraud exposed in the climategate emails? Did any of the "peer review" articles predict the 17 year temp pause? Are any skeptic's articles accepted by the "peer review" process? It is very easy to get 100% on one side if you simply eliminate the opposing voices. Anyone that thinks you can get 100% agreement on something as complex as the climate is simply gullible.
    Mar 28 08:59 AM | 2 Likes Like |Link to Comment
  • Downward Pressure On SolarCity [View article]
    "We are currently overly dependent on a finite source of fuel"

    That totally ignores GTL, CTL, and BTL. There are huge energy sources out there, but this focus on renewables prevents us from reaching our potential.

    US wind projects fall 93 percent
    http://bit.ly/1pB5fAi
    Mar 28 08:55 AM | 1 Like Like |Link to Comment
  • Will The 'Green Economy' Trigger The Next Global Financial Crisis? [View article]
    US wind projects fall 93 percent

    Investors in wind-generated power nearly abandoned ship when Congress let the tax credits for wind projects expire, a new report says.

    http://bit.ly/1pB5fAi
    Mar 28 08:51 AM | Likes Like |Link to Comment
  • Ethanol Economics Gone Wild, But Can The Party Continue? [View article]
    Thanks for that wind link. That will be sure to be used in a future article.
    Mar 28 08:48 AM | 1 Like Like |Link to Comment
  • What Seeking Alpha Is Doing To Prevent Paid Stock Promotion [View article]
    Good job, self policing is key to maintaining the credibility of SA.
    Mar 27 09:23 PM | 2 Likes Like |Link to Comment
  • Investors' Guide To El Nino, Climate Change And Summer Weather Forecast [View article]
    "I enjoy your articles and admire you for exploring such a wide range of topics. "

    Thanks, I try to keep my articles interesting.
    Mar 27 05:49 PM | Likes Like |Link to Comment
  • What Is Berkshire Hathaway Really Worth? A Comprehensive Look [View article]
    "This implies a share price of $254k per Class A share, or $170 per Class B share.

    Even if we assume a 10% conglomerate discount, which we believe to be unjustified based on Berkshire's track record, we get to a price of $231k per Class A share and $154 per Class B share."

    I made that same argument and got skewered by the BRK/Buffet enthusiasts. Facts are, Warren had destroyed value, he hasn't created it. Breaking up BRK is the best thing the next CEO can do. Facts are BRK trades at a 1.3 P/B. When Warren steps down that premium will disappear if there was a Warren Premium, or expand if there was a Warren discount. My bet is the P/B will expand when Warren steps down and the talk turns to breaking up BRK and recognizing the value that Warren has kept from shareholders.

    Don't Judge Berkshire Hathaway By Its Book Value Cover
    http://seekingalpha.co...

    Berkshire Hathaway's Pieces Are Worth More Than The Whole
    http://seekingalpha.co...
    Mar 27 05:12 PM | 3 Likes Like |Link to Comment
  • Ethanol Economics Gone Wild, But Can The Party Continue? [View article]
    " You simply cannot "eyeball" a mean and have any idea what the expected variance around that projected mean is."

    My "eyeball" was dead on. Here is the data.
    http://bit.ly/1m8H6AW

    http://bit.ly/1m8H8sq
    Mar 27 03:39 PM | 1 Like Like |Link to Comment
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