bonderman's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/110708/comments http://seekingalpha.com/article/147711-beginning-of-another-big-market-decline-not-quite?source=feed#comment-581564 581564 Thu, 09 Jul 2009 21:00:19 -0400 http://seekingalpha.com/article/95129-fdic-insurance-fund-it-doesn-t-actually-exist?source=feed#comment-581560 581560
There are solutions to a lot of the problems raised but, unfortunately they take time and the Congress you elected will be in a hurry so it probably won't be a very pretty solution but it can be changed in time.

You CAN be part of that change but not with the 'blow off' rhetoric so often seen here. Write your Congressperson. Be polite. Reference a bill number if possible and describe both your objection and offer a solution. Letters that are well framed do count whereas "blow off' diatribes don't.

Good luck! ]]> Thu, 09 Jul 2009 20:50:07 -0400
There are solutions to a lot of the problems raised but, unfortunately they take time and the Congress you elected will be in a hurry so it probably won't be a very pretty solution but it can be changed in time.

You CAN be part of that change but not with the 'blow off' rhetoric so often seen here. Write your Congressperson. Be polite. Reference a bill number if possible and describe both your objection and offer a solution. Letters that are well framed do count whereas "blow off' diatribes don't.

Good luck! ]]> http://seekingalpha.com/article/145891-tobin-s-q-no-longer-bullish-on-u-s-equities?source=feed#comment-566888 566888
Does Tobin's Q value nonproductive assets like grand headquarters buildings? ]]> Mon, 29 Jun 2009 10:28:52 -0400
Does Tobin's Q value nonproductive assets like grand headquarters buildings? ]]> http://seekingalpha.com/article/138661-the-new-regulatory-structure-begins-to-emerge?source=feed#comment-511591 511591
Congress will be pushed to put in a "business friendly" individual as has happened in the past. If there is a way to prevent that your idea should greatly improve regulatory operations.]]> Wed, 20 May 2009 13:18:36 -0400
Congress will be pushed to put in a "business friendly" individual as has happened in the past. If there is a way to prevent that your idea should greatly improve regulatory operations.]]> http://seekingalpha.com/article/130508-is-this-finally-the-bottom-part-iii?source=feed#comment-460393 460393 www.ritholtz.com/blog/.../

The author's antecdotal evidence, while interesting is just that. Put your faith in real data. ]]> Sun, 12 Apr 2009 10:01:19 -0400 www.ritholtz.com/blog/.../

The author's antecdotal evidence, while interesting is just that. Put your faith in real data. ]]> http://seekingalpha.com/article/127516-semiconductor-equipment-material-suppliers-must-consolidate-to-grow?source=feed#comment-438456 438456
Semiconductor equipment manufacturers are by contrast, fast, innovative, and unhindered by unions and zombie management.

The auto industry's problems are made worse by the fact there are so few of them. Auto executives tend to play it too safe as there are fewer employment opportunities available if they guess wrong on a project.

The semi exec recognizes the need to bring forth disruptive technologies and is comforted by the fact that if he fails, there are plenty of other opportunities in other companies.

]]> Tue, 24 Mar 2009 13:45:55 -0400
Semiconductor equipment manufacturers are by contrast, fast, innovative, and unhindered by unions and zombie management.

The auto industry's problems are made worse by the fact there are so few of them. Auto executives tend to play it too safe as there are fewer employment opportunities available if they guess wrong on a project.

The semi exec recognizes the need to bring forth disruptive technologies and is comforted by the fact that if he fails, there are plenty of other opportunities in other companies.

]]> http://seekingalpha.com/article/125909-don-t-watch-cnbc?source=feed#comment-425848 425848 ]]> Sat, 14 Mar 2009 16:21:54 -0400 ]]> http://seekingalpha.com/article/124680-semis-downturn-which-companies-will-survive-part-2?source=feed#comment-418199 418199 Sun, 08 Mar 2009 14:30:43 -0400 http://seekingalpha.com/article/115299-etfs-to-capture-byron-wien-s-10-surprises-for-2009?source=feed#comment-359962 359962
"The dollar plummets due to low Treasury interest rates, huge borrowing by the Treasury and continuous printing of money. As a result the yen goes to $0.75 and the Euro to $1.69; CurrencyShares Japanese Yen Trust (FXY) is one to watch."

]]> Mon, 19 Jan 2009 12:27:37 -0500
"The dollar plummets due to low Treasury interest rates, huge borrowing by the Treasury and continuous printing of money. As a result the yen goes to $0.75 and the Euro to $1.69; CurrencyShares Japanese Yen Trust (FXY) is one to watch."

]]> http://seekingalpha.com/article/114332-advanced-nonsense-the-politics-of-alternative-energy?source=feed#comment-354981 354981 Tue, 13 Jan 2009 18:45:52 -0500 http://seekingalpha.com/article/112980-toyota-examining-the-solar-car-rumors?source=feed#comment-344847 344847
In round numbers, after atmospheric and system losses take their toll, there might be 100-200 watts per square meter of panel available for powering the vehicle. ]]> Sat, 03 Jan 2009 11:43:58 -0500
In round numbers, after atmospheric and system losses take their toll, there might be 100-200 watts per square meter of panel available for powering the vehicle. ]]> http://seekingalpha.com/article/111712-a-solution-to-california-s-financial-disaster?source=feed#comment-335899 335899 Mon, 22 Dec 2008 13:17:48 -0500 http://seekingalpha.com/article/110620-does-anyone-care-about-alternative-energy-anymore?source=feed#comment-329122 329122
The argument that the Prius generated fewer sales in November could probably have been said about nearly all models.

This author seems very confused.]]> Sun, 14 Dec 2008 12:31:18 -0500
The argument that the Prius generated fewer sales in November could probably have been said about nearly all models.

This author seems very confused.]]> http://seekingalpha.com/article/90132-obama-vs-mccain-which-candidate-is-better-for-ethanol-and-equipment-companies?source=feed#comment-227157 227157 It benefits to society are questionable (with the exception of ethanol contained in beer and wine). ;-}

]]> Sun, 10 Aug 2008 12:03:58 -0400 It benefits to society are questionable (with the exception of ethanol contained in beer and wine). ;-}

]]> http://seekingalpha.com/article/87875-car-median-home-prices-down-sharply-expecting-another-wave-lower?source=feed#comment-218352 218352 Wed, 30 Jul 2008 10:46:31 -0400 http://seekingalpha.com/article/79491-bring-on-the-alt-a-downgrades?source=feed#comment-176648 176648 Fri, 30 May 2008 10:01:27 -0400 http://seekingalpha.com/article/71973-bank-stocks-april-fools-or-finally-bottoming?source=feed#comment-149566 149566 Sat, 12 Apr 2008 18:34:27 -0400