Seeking Alpha

drreece

drreece
Send Message
View as an RSS Feed
View drreece's Comments BY TICKER:
Latest  |  Highest rated
  • Lithium Stocks That Could Explode [View article]
    i personally think amory lovins isn't too far wrong when it comes to predicting the future energy landscape.

    his video's give his view much better than i ever could.

    http://bit.ly/1dPftXR
    Jul 22 05:01 AM | Likes Like |Link to Comment
  • Lithium Stocks That Could Explode [View article]
    stay clear of it would be my advice and it has been for a number of years.

    good luck
    Jul 22 04:54 AM | Likes Like |Link to Comment
  • Lithium Stocks That Could Explode [View article]
    leave your head out of it, as it's transport, buildings, industry and electricity that need tying into a clean carrick grid, interwined and inter-connected.
    Jul 18 06:35 PM | 1 Like Like |Link to Comment
  • Lithium Stocks That Could Explode [View article]
    the best article i've read in a while, thanks.

    1 or 2 extras for you to look into.

    tesla have just done a study of the "tesla roadsters" batteries some of which are now 6 years old and retain on average 85% of their capacity not the 70% projected.

    lithium being the lightest metal means the earths surface is full of it, as the earth started out as a ball of molten rock and metal and the heaviest elements sank to the core leaving the lightest at the surface. this is why the only gold we find comes from meterorites that hit the earth after it cooled and just another reason why it is rare and lithium abundant. i've explained as much before during 1 of my gold is in a bubble rants.

    like you say hydrogen carnt be transported down a copper pipe as the molocules are too small and simply pass through the copper. end of story.

    the future is clean, just look at the ftse100 evolve both internally and against other cleaner index's.

    a $10,000 battery pack holds under $500 worth of stuff which means the engineers have got $9,500 bucks per pack to save us from. a potential 95% saving on current costs without thinking too deeply.

    good luck.
    Jul 18 04:08 PM | 2 Likes Like |Link to Comment
  • Warren Buffett's Father Was A Raging Gold Bug [View article]
    Warren Buffett's Father Was A Raging Gold Bug.... thats why no one's heard of him.
    Jul 11 09:38 AM | 2 Likes Like |Link to Comment
  • The Australian Dollar Breaks Out And Regains Correlation With The S&P 500 [View article]
    i've been building up shorts over the last week which is why i'm now long the ozzy (nerves).

    looking at the gbp/eur sat at 1.17 this morning with the rising trend line approaching. been a real sell-off and i think almost certain to bounce. i'll have my eye on it over the coming days thats for sure.
    Jan 28 05:33 AM | Likes Like |Link to Comment
  • Gold And U.S. Government Debt: Highly Correlated [View article]
    dollar basket or sdr? worth a look.
    Jan 26 08:57 AM | Likes Like |Link to Comment
  • The Australian Dollar Breaks Out And Regains Correlation With The S&P 500 [View article]
    morning,

    i've just gone long aud/usd (1.04215)as i managed to totally convince myself that it would form a double top at some point.

    not been long on these 2 for a while.
    Jan 25 08:14 AM | Likes Like |Link to Comment
  • Gold Mean Reversion For Alpha [View article]
    1st of jan? you mean the day gold crashed and stocks where at a high. try finding alpha in the other 364 days. my guess is that its in under 64 of them.

    good luck.
    Jan 16 07:58 PM | 2 Likes Like |Link to Comment
  • Big Tests For Stocks [View article]
    nervous just about sums up my personal sentiment as well.

    i sold up(90% cash) at the september high as the 02 and 07 lows are in a channel with the 07 and september highs and am waiting for a break-out of this channel. the sp is knocking on the door as i type and the dj is a few points shy. the ftse has made multi year highs this morning and looks to be on its way to 6600.

    i have a couple of shorts with tight stops but with little/negative real return on cash/bonds, the price of gold and the strength of the ozzy i'm inclined to think that the markets can soak up some more cash.

    the money supply is + as is inflation but i'm still nervous.

    could well be a very interesting week and i think the vix would be a good bet.

    thanks i always enjoy your articles.
    Jan 14 06:53 AM | 2 Likes Like |Link to Comment
  • Larger Trade Defict To Weigh On Q4 GDP Estimates [View article]
    i'm thinking the gdp release may be the turn in the market as the indexes in canada, japan, australia all hit multi year resistance and germany looks to hit its all time high for the third time which will look a very nice short with a lofty euro.

    thanks for the article and good luck.
    Jan 11 12:11 PM | Likes Like |Link to Comment
  • The Australian Dollar Breaks Out And Regains Correlation With The S&P 500 [View article]
    thanks for the article,

    had a good run shorting the ozzy but all good things come to an end.

    will have another go at the september high (assuming it gets there).

    i still believe the rba will win the war(3 more bullets) after another battle or two.

    good luck
    Jan 11 09:05 AM | Likes Like |Link to Comment
  • 8 Reasons To Buy Gold And Other Inflation Protection Now [View article]
    out of all the "inflation hedges" i can think of, property is probrably the best value, pays to own and never goes down just like gold. right?
    Dec 11 06:30 PM | 1 Like Like |Link to Comment
  • Prepare To Short Gold [View article]
    70's oil price shock followed by early 80's gold bubble. 00's oil price shock followed by early 10's gold bubble.

    property, oil, gold, property, oil, gold.....

    human beings.
    Dec 7 01:27 PM | 7 Likes Like |Link to Comment
  • Lights Out In Paris [View article]
    whilst i agree with most of the article, few westerners have seen the true night sky due to light pollution, a sight much more inspiring and romantic than even paris could ever hope to be.
    Dec 6 11:43 AM | 1 Like Like |Link to Comment
COMMENTS STATS
106 Comments
86 Likes