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Sufiy

 
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  • Will Electric Vehicles Finally Go Mainstream? [View article]
    We have very interesting news today from AutoBlogGreen on "better place" new deal in China. Now we can see more juice in Shai Agassi's business vision if he will be able to tap into the Chinese market of Electric Cars. Listen to Shai Agassi himself on the link below:

    sufiy.blogspot.com/201...
    May 3 04:49 AM | Likes Like |Link to Comment
  • Charting the Price of Gasoline [View article]
    Everything you need to know about the Peak Oil in this great video. Revelations from IEA Chief Economist about Crude Oil production Peak in 2006 are groundbreaking. It is not new and was in the latest IEA report, but who reads anything these days? Maybe, YouTube will bring it to the masses.

    sufiy.blogspot.com/201...
    May 1 04:34 PM | Likes Like |Link to Comment
  • Lithium: The Commodity of the 21st Century [View article]
    Watch this brilliant video on Peak Oil, but do not fall for the scam on the OTC market. Check out Lithium in Nevada post.

    sufiy.blogspot.com/201...
    May 1 06:18 AM | Likes Like |Link to Comment
  • Why A123 Systems Is Undervalued [View article]
    We have very interesting findings from Nielsen Energy survey - now most U.S. consumers are ready to buy Electric Cars! We guess that rising gas prices have made all the difference in this change of the sentiment.
    Cruising Electric Cars on our streets do help as well, Nissan Leafs and GM Volts are getting on the roads and making the best EV marketing possible.
    Both Electric Cars have scored highest safety ratings in the recent crash tests and it will drive consumer attention as well.

    sufiy.blogspot.com/201...
    Apr 30 04:30 AM | Likes Like |Link to Comment
  • Today in Commodities: Month of Volatility [View article]
    We have Chinese companies all over the investment place we are following again: Tongling bought into Canada Zinc Metals, Ganfeng Lithium buys a stake in International lithium IPO and now Lundin Mining is in the headlines. Now our target for Lundin Mining at CAD10.0 looks very conservative.

    sufiy.blogspot.com/201...
    Apr 30 04:27 AM | Likes Like |Link to Comment
  • Beijing turns to currency to cool inflation [View article]
    Now Chinese reserves are over 3 Trillion dollars and at the end of February their holdings of US Treasuries were at 1,154.1 Trillion dollars. If somebody thinks that out of "more reasonable" 1.3 Trillion dollars in Reserves China will keep 100% in US Treasuries - they must be working for the FED.
    Situation is getting even worse with Japan holding the bag with another 890.3 Billion dollars in US Treasuries. After Tsunami and Nuclear Disaster US Inc can not really expect Japan to be on a shopping spree for its IOUs.
    Our Catalyst is now in a full blown action and we hope that Easter prayers will help US Dollar debasement to be managed peacefully.

    sufiy.blogspot.com/201...
    Apr 30 04:26 AM | Likes Like |Link to Comment
  • Lithium: The Commodity of the 21st Century [View article]
    We have quite a moment in Lithium space on the OTC market these days in U.S. - Lithium Exploration Corp. NRs about the CEO trips and his ideas are flying all over the Internet and its stock has defined all laws of gravity now and closed yesterday at 10.57. Before you tear all your hairs on missed opportunity, please, make some DD and at least google the recent articles on this company.

    We will be a very bad guide for you on these kind of companies - we do not cover them.

    Instead, we would like to make only one observation here - there can not be any Hype without the Interest in any market - we hope that this interest is the sign of the changing investment landscape in Lithium space. Rising Gas prices and headlines about Peak Oil make people think and study the real situation. Electric Cars on our streets are turning the heads and provide the glimpse into the future, which is just around the corner. We will leave the judgement about particular investments in this area, as usual, to the investors themselves. Major players in the Auto, Lithium batteries and Lithium Materials industries can provide some guidance here.

    sufiy.blogspot.com/201...
    Apr 30 04:22 AM | Likes Like |Link to Comment
  • Fed signals $600B bond program to end in June [View article]
    Bernanke told today that the amount of QE after June will stay the same - FED will reinvest maturing debt. It means that easing are here to stay as QE 2.5 Gold and Silver are indicating it. Dollar will weaken further - there is no more buyers for the USTs at these rates - that is why today Treasuries are going down and yields are going up.

    Just wait when Chinese will be dumping Treasuries further fir the Copper, Gold, Silver and Lithium

    We have "the long weekend" Chinese bomb and it is from Xinhuanet.com, lets wait for the Monday, when news will be picked up by the headlines and, maybe, Chinese officials will explain that "these ideas were taking out of context" and China is happy like Ester Bunny with its US Treasuries holdings.
    If not, US Dollar will be sliding next week fast towards 72 line in the sand before the waterfall. Everybody who is expecting QEn+1 to be finished in June, should check their water supply - there must be drugs. Who will buy Treasuries if China is not only not going to buy it anymore, but will reduce it holdings?

    sufiy.blogspot.com/201...
    Apr 27 04:04 PM | Likes Like |Link to Comment
  • Stocks rise as Fed says it will end bond program [View article]
    Bernanke told today that the amount of QE after June will stay the same - FED will reinvest maturing debt. It means that easing are here to stay as QE 2.5 Gold and Silver are indicating it. Dollar will weaken further - there os no more buyers for the USTs at these rates - that is why today Treasuries are going down and yields are going up.

    Just wait when Chinese will be dumping Treasuries further fir the Copper, Gold, Silver and Lithium

    We have "the long weekend" Chinese bomb and it is from Xinhuanet.com, lets wait for the Monday, when news will be picked up by the headlines and, maybe, Chinese officials will explain that "these ideas were taking out of context" and China is happy like Ester Bunny with its US Treasuries holdings.
    If not, US Dollar will be sliding next week fast towards 72 line in the sand before the waterfall. Everybody who is expecting QEn+1 to be finished in June, should check their water supply - there must be drugs. Who will buy Treasuries if China is not only not going to buy it anymore, but will reduce it holdings?

    sufiy.blogspot.com/201...
    Apr 27 04:02 PM | Likes Like |Link to Comment
  • Top Gold Miners That Hedge Funds Love [View article]
    Lets wait for the Monday, when news will be picked up by the headlines and, maybe, Chinese officials will explain that "these ideas were taking out of context" and China is happy like Ester Bunny with its US Treasuries holdings.
    If not, US Dollar will be sliding next week fast towards 72 line in the sand before the waterfall. Everybody who is expecting QEn+1 to be finished in June, should check their water supply - there must be drugs. Who will buy Treasuries if China is not only not going to buy it anymore, but will reduce it holdings?

    sufiy.blogspot.com/201...
    Apr 24 07:08 PM | Likes Like |Link to Comment
  • The Oil Situation Could Be Worse Than We Thought [View article]
    We have "the long weekend" Chinese bomb and it is from Xinhuanet.com, lets wait for the Monday, when news will be picked up by the headlines and, maybe, Chinese officials will explain that "these ideas were taking out of context" and China is happy like Ester Bunny with its US Treasuries holdings.

    Now China's preparations for Electrification of its transportation system look nothing short of a strategic geopolitical plan how to navigate "The New Normal" with debasing US Dollar, which will lose its reserve status, rising prices of all Commodities and during the Oil shock after Peak Oil will be multiplied by Inflation.

    sufiy.blogspot.com/201...
    Apr 24 07:04 PM | Likes Like |Link to Comment
  • Costly gasoline clouds Obama re-election prospects [View article]
    We have "the long weekend" Chinese bomb and it is from Xinhuanet.com, lets wait for the Monday, when news will be picked up by the headlines and, maybe, Chinese officials will explain that "these ideas were taking out of context" and China is happy like Ester Bunny with its US Treasuries holdings.
    If not, US Dollar will be sliding next week fast towards 72 line in the sand before the waterfall. Everybody who is expecting QEn+1 to be finished in June, should check their water supply - there must be drugs. Who will buy Treasuries if China is not only not going to buy it anymore, but will reduce it holdings?

    Now China's preparations for Electrification of its transportation system look nothing short of a strategic geopolitical plan how to navigate "The New Normal" with debasing US Dollar, which will lose its reserve status, rising prices of all Commodities and during the Oil shock after Peak Oil will be multiplied by Inflation.

    sufiy.blogspot.com/201...
    Apr 24 06:58 PM | Likes Like |Link to Comment
  • 3 Reasons Why Crude Oil Prices Will Stay High [View article]
    Lithium Drive: AutoBlogGreen: Chevy Volt owners average 1,000 miles between fill-ups in March
    This is really cool. Range Anxiety is a very big issue and GM Volt has managed to beat it with its range extended version of the electric hybrid. Next step is to put more advanced lithium battery inside in the next model, maybe Volt Crossover pictured above will feature at least 24 kWh lithium battery instead of just 16 kWh in GM Volt - it can give it more like Nissan Leaf range of about 80 - 100 miles and will prepare GM to competition with Tesla S and Toyota RAV4 EV.
    Apr 24 06:57 PM | Likes Like |Link to Comment
  • University of Texas's Gold Buy Is a Game-Changer [View article]
    We are always searching for catalyst for particular investment idea. We have our big picture Macro Catalyst in action now with S&P putting US on Negative outlook and Bill Gross selling all US Treasuries. Powerful Macro trend of Peak Oil multiplied by Inflation will make Electric Cars the reality in the nearest future. Gas prices here will be the very good incentive for keeping the topic in the headlines.

    sufiy.blogspot.com/201...
    Apr 21 06:01 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Look what China is buying now - Lithium:

    "China Plans 220,000 EV Charge Points and 2,351 Battery Switch Stations. Some people have 5 year plan how to make Electric Cars the strategic industry and to be leaders in Lithium Batteries and Electric Cars. They also have more than 3 trillion dollars in Reserves and can afford Lithium dreams, by the waythey are already controlling 97% of Rare Earths market and moving fast into Lithium Supply space. These people are in China and they are busy now with new and very practical revolution - Industrial one based on Electric Cars."

    sufiy.blogspot.com/201...
    Apr 19 05:29 PM | Likes Like |Link to Comment
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