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    • Sun Jul 13th 16:29 PM | Rating: 0 0
      Commented on:
      What Kind of Government Support Will Fannie and Freddie Get?
      Brad,

      If I were you I'd have waited until after Monday's Auction before I wasted my PhD on this kind of speculation.
      View article »
    • Wed Apr 2nd 16:15 PM | Rating: 0 0
      Commented on:
      Is Cellulosic Ethanol Always the Bridesmaid?
      The only thing that matters in the production of Cellulosic Ethanol is the cost of cellulosic sugar.
      If you can produce cellulosic sugar cheaper than the world market price of raw sugar you can turn a profit. Fortunately we can.
      View article »
    • Tue Mar 11th 12:13 PM | Rating: 0 0
      Commented on:
      Markets Look Set Up for an Ugly Fall
      Interesting analysis. But I'm not sure the current credibility crisis in the financial markets is something that the FED has the tools to solve.
      We got a great pop this morning but many investors have been waiting for this opportunity to sell. And the current thinking is that now the FED will not need to deliver .75 basis points on the 18th, which is causing a bit of a selloff as I type this. I also note that none of the attempted rallies today has reached this mornings peak.
      Remember this only a 28 day solution.
      View article »
    • Sun Jan 13th 01:03 AM | Rating: 0 0
      Commented on:
      DryShips Inc.: A 400% Stock I Missed
      You can bring up a lot of links just by googling "Port Congestion" for China or Australia.

      Notes from DSX conference call...

      Port congestion: Australian coal - 40 ships waiting at Newcastle, down from 70 earlier in the year. Congestion should moderate but not evaporate. Congestion only helps to point of diminishing returns.

      China demand for iron ore and coal fuels freight rates, says CISA

      "Scarcity of available vessels is mainly driving dry bulk rates upwards. There is heavy congestion in Australian ports where the average wait time for loading a vessel is estimated at 32 days. An analyst said that "That causes capacity to be taken out of the market." He added that as of late last week there were 66 ships waiting to be loaded at Newcastle port in mid July and there is also congestion in other Australian ports."
      www.steelguru.com/sele...

      According to reports, the vessels waiting for berths at Newcastle had recently risen to 70, since congestion hit the port towards 2006-end, with maintenance work on rail tracks aggravating the situation. Currently, the minimum waiting time for a vessel to get berth is reported to be 20 days at the Australian port.
      www.thehindubusinessli...

      Atlantic iron ore freight rates plummet on easing port congestion
      www.platts.com/Metals/...
      View article »
    • Sat Jan 12th 20:19 PM | Rating: 0 0
      Commented on:
      DryShips Inc.: A 400% Stock I Missed
      One of the things that isn't being discussed here is the capacity constraints of the Australian ore terminals feeding China's ore demands.

      Dry-bulk carriers move loads of iron ore, coal and steel. China, the biggest iron ore importer, buys its iron ore mainly from Australia and Brazil.

      The wait times at terminals like Newcastle in Australia this summer were reported to be as long as 32 days. In July they had over 60 ships waiting to load and unload at Newcastle. Dalrymple Bay was almost as bad.

      The result has choked off world's supply of cheap commodities because of capacity constraints, causing the futures exchanges to bid limit up. This could make demand appear much higher than it actually is.

      Current wait times however seem to be down to about 3 weeks. As wait times fall a lot of ships will free up and freight rates will continue to fall. If commodity prices have been propped up by capacity constraints they could well see a steep drop in the near future.
      View article »
    • Wed Oct 24th 21:21 PM | Rating: 0 0
      Commented on:
      LDK Solar: Wall Street's 'Crash and Bash' Scheme
      Your post would have a little more credibility if the Chinese markets had the same level of transparency as the DJIA or the NASDAQ.
      View article »
    • Thu Sep 13th 17:02 PM | Rating: 0 0
      Commented on:
      Why Countrywide is Done
      Well, BOA didn't buy into Countrywide without a plan, and the includes BK. Countrywide has a large distribution channel that BOA could use for it's growing inventory of foreclosures. That $2B buys them a seat at the BK table to negotiate for control of that infrastructure.
      View article »
    • Thu Sep 13th 16:54 PM | Rating: 0 0
      Commented on:
      Countrywide Jumps on New Financing
      Shouldn't we be getting details on the additional financing?
      Like the source or the terms?

      If the terms were favorable I'm sure they would have been happy to disclose them.
      View article »
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