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Simon Holstein  

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  • Grant's Interest Rate Observer Spring 2015 Conference Summary [View article]
    It was a two Advil on the flight back to Chicago type of day.

    There was not really any mention of silver or miners of either metal.

    Gold continually came up when speakers spoke to what would hold up well in a volatile interest rate environment.

    I would say the conference keynote speakers in general were bullish on the price of Gold, but more in the sense that prices for bonds and equities have reached unsustainable levels and when trust in central bankers begins to turn market participants will want to already be in Gold.

    Paul Singer even made the comment (I am paraphrasing) that in today's world he could not believe someone would own no Gold.
    Apr 13, 2015. 10:55 AM | Likes Like |Link to Comment
  • A Discontinuity That's Not In The Market [View article]
    The portion of US Natural gas that will be exported in 2016 is an incredibly small percentage of the total. To state that these shipments will increase natural gas prices seems to me to be a stretch.

    If you could reference the amount of gas being shipped as a percentage of Natural Gas taken from the ground and when it will be shipped away (as most facilities besides LNG's do not come online until 2018+) that would benefit your argument greatly.

    Additionally, the US government has been so strict on approving exports to avoid the price rise you are predicting.
    Sep 16, 2014. 11:06 AM | 5 Likes Like |Link to Comment
  • Cheniere Energy +5.6% as Morgan Stanley, Barclays come out positive [View news story]
    Their application is approved. New permits would not negatively effect LNG. Their contracts are in place, construction is 5 years (or so) ahead of competition.
    Jan 16, 2014. 05:45 PM | Likes Like |Link to Comment
  • Cheniere Energy (LNG) will start to recruit commodity traders as the company is expected to become the largest single buyer of U.S. natural gas by 2016, CEO Charif Souki says. LNG plans to start exporting an average of 500M cu. ft./day of natural gas by late 2015 when its Sabine Pass, La., terminal is scheduled to come online, with another 1.5B cu. ft./day added through the following 18 months. [View news story]
    Pick me
    Mar 7, 2013. 10:02 PM | 1 Like Like |Link to Comment
  • Microsoft's Earnings Contain Some Bad News For [View article]
    Ya limited risk play.
    Jul 20, 2012. 11:06 PM | Likes Like |Link to Comment
  • Microsoft's Earnings Contain Some Bad News For [View article]
    With you Paulo. Doing an options play instead of the naked short.
    Jul 20, 2012. 08:40 PM | Likes Like |Link to Comment
  • A New Democracy victory will be worth a 26 point (2%) gain in the S&P 500 and a 10 bp increase in the 10-year Treasury yield, estimates JPMorgan, while a Syriza victory could shave nearly 3% from the index and 12 bps from the 10-year. Presented without cynical comment.  [View news story]
    Where can I find the link for this direct from JPM?
    Jun 15, 2012. 10:23 AM | Likes Like |Link to Comment
  • Market recap: Stocks limped along near the flatline in another tight trading day. Financials finished mostly higher a day after the Fed's stress tests; BofA and AmEx led the Dow. Tech stocks were led by the big red Apple machine, now closing in on $600. Treasurys sold off; commodities were broadly lower as the dollar rose. NYSE decliners topped advancers two to one.  [View news story]
    You mean Big Green Apple
    Mar 14, 2012. 05:33 PM | Likes Like |Link to Comment
  • Nintendo Seems Doomed In The Face Of Strong Competition [View article]
    Thanks for the comment madav1138

    I actually anticipated the large amount of responses, especially that the majority would side with defending Nintendo and its management. Those who have strong convictions regarding the console debate (Nintendo vs. Sony vs. Microsoft) are often heated and full of pride when voicing their opinion and rightly so. This being another reason I wrote this piece.

    My goal in writing any article is to spark debate, and make people present/ back up their views while also being forced to see another perspective. Hopefully leading them to more intelligent investing as well as a broader perspective.

    Your last paragraph sums up one of my larger points. To deny your world-class ability to develop software to other platforms does not make sense to me. It does not fit in a new century of technology in which everything is cross platformed (Apps, cell phones, social media, etc.). Also the Wii U seems to me, even though I am an avid user of multiple gaming consoles, simply strange. Obviously, as you state, the Wii U (pass or fail) will come to define the next generation of consoles. But I do not think it will be a Nintendo generation as it has been in the past. Especially given the massive loss Nintendo will face this year, whether it be from the Yen, or, as importantly, poor sales.

    Thanks again for the comment
    Oct 31, 2011. 01:42 AM | Likes Like |Link to Comment
  • Nintendo Seems Doomed In The Face Of Strong Competition [View article]
    Oct 27, 2011. 12:12 PM | Likes Like |Link to Comment
  • Another 'Plus' From Google's Q3 Earnings Call [View article]
    Oct 26, 2011. 02:49 PM | Likes Like |Link to Comment
  • Nintendo Seems Doomed In The Face Of Strong Competition [View article]
    The cash that Nintendo has on hand is a good point, but the 3Ds continues to miss sales estimates and can not seem to find room in a crowded mobile gaming space. The Wii U will not be out until April by which time everyone will have there new gaming system (portable or at-home) fresh still from Christmas. Though the Wii U does plan to add internet content to the Nintendo line, it will be expensive ($250+) and will enter the market place at a bad time and without much consumer understanding of what it actually is.
    Oct 5, 2011. 12:06 PM | 1 Like Like |Link to Comment
  • Apple Is Inexpensive [View article]
    I think the author meant *360 not 460
    Oct 3, 2011. 12:50 PM | Likes Like |Link to Comment
  • CVD Equipment: More Than Just A Pure Play On Graphene [View article]
    Sep 28, 2011. 12:32 PM | Likes Like |Link to Comment
  • CVD Equipment: More Than Just A Pure Play On Graphene [View article]
    If Rosenbaum purchased the building and leased the space back to CVD he can control the terms of the company's lease and the rent they will pay. As long as both (lease time and rent/ price per square foot) are of "fair market" value and Rosenbaum is not getting a sweetheart deal, he can keep a third party landlord out of the deal while also making a slight profit for himself. Though this is more common with private companies, it is likely Rosenbaum purchased the property, leased it to CVD and is earning on the rent, or they did a sale leaseback with a third party.
    Sep 15, 2011. 10:38 AM | 2 Likes Like |Link to Comment