AlexR's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/105769/comments http://seekingalpha.com/article/125914-mark-to-market-the-bogeyman-of-the-1930s-is-back?source=feed#comment-425414 425414 Sat, 14 Mar 2009 04:37:11 -0400 http://seekingalpha.com/article/123273-siegel-vs-standard-poor-s?source=feed#comment-406938 406938 > 1. Siegel may or may not be correct in asserting that there is a better way — we have not attempted to analyze that

Well Sir, please DO attempt to analyze it. Siegel's argument is self-evidently right.]]> Sat, 28 Feb 2009 10:28:56 -0500 > 1. Siegel may or may not be correct in asserting that there is a better way — we have not attempted to analyze that

Well Sir, please DO attempt to analyze it. Siegel's argument is self-evidently right.]]> http://seekingalpha.com/article/121680-your-oil-stocks-aren-t-coming-back?source=feed#comment-398120 398120
On Feb 20 08:29 AM longoil wrote:

> Comparing oil services stocks and internet stocks is like comparing
> apples and oranges. The world can live without eBay or Amazon, but
> cannot live without oil and gas.
>
> Conventional oil production has peaked. This is why major oil companies
> are investing heavily in non-conventional projects like the oil sands,
> deep sea drilling and tight gas extraction. The current economic
> malaise has hidden the fact that peak oil is happening. The services
> companies RIG, DO, and NOV as well as producers CHK and COP are excellent
> long term plays when the economy (and oil demand) recovers.
>
> Alternative energy sources (solar, wind, hydro) currently makes up
> less than 5% of the world's energy mix. It will take at least 50
> years to get off of oil and gas. Oil and gas is king till the middle
> of this century.]]> Sat, 21 Feb 2009 19:38:20 -0500
On Feb 20 08:29 AM longoil wrote:

> Comparing oil services stocks and internet stocks is like comparing
> apples and oranges. The world can live without eBay or Amazon, but
> cannot live without oil and gas.
>
> Conventional oil production has peaked. This is why major oil companies
> are investing heavily in non-conventional projects like the oil sands,
> deep sea drilling and tight gas extraction. The current economic
> malaise has hidden the fact that peak oil is happening. The services
> companies RIG, DO, and NOV as well as producers CHK and COP are excellent
> long term plays when the economy (and oil demand) recovers.
>
> Alternative energy sources (solar, wind, hydro) currently makes up
> less than 5% of the world's energy mix. It will take at least 50
> years to get off of oil and gas. Oil and gas is king till the middle
> of this century.]]> http://seekingalpha.com/article/121765-obama-s-foreclosure-plan-a-closer-look?source=feed#comment-396911 396911
This whole fairness outcry has really reached childish proportions. Just suck it up and look at the big picture. ]]> Fri, 20 Feb 2009 13:55:46 -0500
This whole fairness outcry has really reached childish proportions. Just suck it up and look at the big picture. ]]> http://seekingalpha.com/article/121547-the-mortgage-rescue-plan-needs-to-differentiate-between-types-of-borrower-trouble?source=feed#comment-395952 395952 ]]> Thu, 19 Feb 2009 22:05:09 -0500 ]]> http://seekingalpha.com/article/114029-to-monetize-or-not-to-monetize-who-cares?source=feed#comment-350741 350741 Fri, 09 Jan 2009 10:59:12 -0500 http://seekingalpha.com/article/112844-can-deflation-be-avoided?source=feed#comment-343438 343438 Thu, 01 Jan 2009 12:21:35 -0500 http://seekingalpha.com/article/111853-hedge-fund-redemptions-may-crash-q1-markets?source=feed#comment-338232 338232 Thu, 25 Dec 2008 13:55:34 -0500 http://seekingalpha.com/article/111924-deconstructing-the-fed-s-balance-sheet?source=feed#comment-336115 336115 Mon, 22 Dec 2008 17:25:36 -0500 http://seekingalpha.com/article/111694-high-yields-with-reits-and-junk-bond-funds?source=feed#comment-335001 335001 Sun, 21 Dec 2008 11:09:27 -0500 http://seekingalpha.com/article/111010-let-s-use-the-30-year-treasury-bond-to-reignite-the-mortgage-market?source=feed#comment-331587 331587 Tue, 16 Dec 2008 22:49:20 -0500 http://seekingalpha.com/article/110490-it-s-a-mad-mad-mad-madoff-world?source=feed#comment-328609 328609 Sat, 13 Dec 2008 22:23:46 -0500 http://seekingalpha.com/article/108923-bill-gross-welcome-to-a-new-universe-investors?source=feed#comment-328605 328605 Sat, 13 Dec 2008 22:11:04 -0500 http://seekingalpha.com/article/110475-more-fun-with-levered-etfs?source=feed#comment-328603 328603 Sat, 13 Dec 2008 22:04:04 -0500 http://seekingalpha.com/article/110513-are-fas-options-cheap-with-implied-volatility-of-232?source=feed#comment-328594 328594 Sat, 13 Dec 2008 21:43:02 -0500 http://seekingalpha.com/article/109582-own-gold-time-to-fold?source=feed#comment-328557 328557 Sat, 13 Dec 2008 20:12:08 -0500 http://seekingalpha.com/article/110505-falling-prices-stimulate-michigan-home-sales?source=feed#comment-328545 328545 Sat, 13 Dec 2008 19:55:07 -0500 http://seekingalpha.com/article/110402-madoff-scandal-biggest-story-of-the-year?source=feed#comment-328543 328543
Does the GLD ETF really hold any gold? (www.goldensextant.com/...)
]]> Sat, 13 Dec 2008 19:53:03 -0500
Does the GLD ETF really hold any gold? (www.goldensextant.com/...)
]]> http://seekingalpha.com/article/109576-emerging-markets-the-new-spenders-of-the-21st-century?source=feed#comment-323276 323276 Sun, 07 Dec 2008 16:30:52 -0500 http://seekingalpha.com/article/109504-why-are-investors-lunging-after-low-yielding-t-bills?source=feed#comment-323220 323220 www.federalreserve.gov.../


On Dec 07 02:24 PM Wesley Mouch wrote:
> Like the author implies, a purchase of a 30 year bond at today's
> rates is equivalent to preparing for the end of the financial system.
]]> Sun, 07 Dec 2008 15:18:51 -0500 www.federalreserve.gov.../


On Dec 07 02:24 PM Wesley Mouch wrote:
> Like the author implies, a purchase of a 30 year bond at today's
> rates is equivalent to preparing for the end of the financial system.
]]> http://seekingalpha.com/article/109210-the-manipulation-of-gold-prices?source=feed#comment-323187 323187 ]]> Sun, 07 Dec 2008 14:27:04 -0500 ]]> http://seekingalpha.com/article/109408-tips-to-protect-yourself-from-future-inflation?source=feed#comment-322433 322433
On Dec 06 04:52 AM Extreme Value Investor wrote:

> This question may seem elementary but the current yields everyone
> speaks of are difficult to confirm. I looked at the charts of IPE
> and TIP and it appers both ETF's stopped paying dividends. Per MSFT
> Investor, IPE's last dividend was 2/08 and TIP stopped it's regular
> monthly dividend in November. Thoughts?]]> Sat, 06 Dec 2008 12:44:59 -0500
On Dec 06 04:52 AM Extreme Value Investor wrote:

> This question may seem elementary but the current yields everyone
> speaks of are difficult to confirm. I looked at the charts of IPE
> and TIP and it appers both ETF's stopped paying dividends. Per MSFT
> Investor, IPE's last dividend was 2/08 and TIP stopped it's regular
> monthly dividend in November. Thoughts?]]> http://seekingalpha.com/article/109400-is-it-time-to-buy-gold?source=feed#comment-322416 322416
On Dec 05 11:28 AM AlexR wrote:

> Gold has utility as jewelry, tooth fillings, electrodes, and a few
> other places; and this gives it a natural price floor and ceiling:
> at some price point it's a bargain, but if it moves too high there
> is just a lot of other stuff the average person would rather buy
> with that money. This little bit of utility combined with non-perishable
> composition and ease of transportation justifies a certain secondary
> utility: as a means to store value in the very long-term at very
> low cost (inflation protection, no fees and no taxes, wow!). But
> to extrapolate that into some sort of miracle investment that can
> only go up (especially in a recession) is really stretching the facts
> too far.]]> Sat, 06 Dec 2008 12:06:44 -0500
On Dec 05 11:28 AM AlexR wrote:

> Gold has utility as jewelry, tooth fillings, electrodes, and a few
> other places; and this gives it a natural price floor and ceiling:
> at some price point it's a bargain, but if it moves too high there
> is just a lot of other stuff the average person would rather buy
> with that money. This little bit of utility combined with non-perishable
> composition and ease of transportation justifies a certain secondary
> utility: as a means to store value in the very long-term at very
> low cost (inflation protection, no fees and no taxes, wow!). But
> to extrapolate that into some sort of miracle investment that can
> only go up (especially in a recession) is really stretching the facts
> too far.]]> http://seekingalpha.com/article/109400-is-it-time-to-buy-gold?source=feed#comment-321720 321720 ]]> Fri, 05 Dec 2008 11:28:12 -0500 ]]> http://seekingalpha.com/article/109395-fannie-freddie-and-the-4-5-mortgage-myth?source=feed#comment-321700 321700 Fri, 05 Dec 2008 11:08:49 -0500 http://seekingalpha.com/article/109412-the-great-recession-bites?source=feed#comment-321676 321676 Fri, 05 Dec 2008 10:47:17 -0500 http://seekingalpha.com/article/109210-the-manipulation-of-gold-prices?source=feed#comment-321641 321641 Fri, 05 Dec 2008 10:24:31 -0500 http://seekingalpha.com/article/109253-a-weird-argument-for-index-funds?source=feed#comment-321276 321276 Thu, 04 Dec 2008 23:04:57 -0500 http://seekingalpha.com/article/109162-dow-will-equal-gold-in-2009?source=feed#comment-321185 321185 Thu, 04 Dec 2008 19:35:04 -0500 http://seekingalpha.com/article/108997-should-treasury-issue-hundred-year-bonds?source=feed#comment-320491 320491 Thu, 04 Dec 2008 02:37:32 -0500