Seeking Alpha

Denny_Chasteen

Denny_Chasteen
Send Message
View as an RSS Feed
View Denny_Chasteen's Comments BY TICKER:
Latest  |  Highest rated
  • Apple: When Negatives Can Be Positives [View article]
    Just look at what VZ is pushing now on their web site versus a year ago. Technologies that arrived before their time are now finding their place into the mainstream. Fiber to the home (old AT&T idea). iTunesU. AAPL as a music vendor. AAPL as a movie vendor (look out NFLX). AAPL as a major provider of Learning Management Systems (LMS). The whole FaceTime product. The communications pipeline is changing. The growth and innovation in interactive media has only just started. AAPL is well positioned to own the lion's share.
    Feb 25 08:11 PM | Likes Like |Link to Comment
  • Apple: When Negatives Can Be Positives [View article]
    "Money is in the Media - And in Even More in the Medium"

    A big opportunity for AAPL in the future is new media and integration with youth through educational platforms. And or, they could easily topple and trump a large part of AMZN, all of NFLX and a couple of major networks including some SatCom. Possibly even T and VZ.

    Look for Apple TV integrated with AAPL fibre and 4G wireless networks. Look for Apple Wi-Fi and 4G phone systems with VoIP for home, auto and business. The communications pipeline is going to change dramatically in the next few years. Get an eye on it now. Just look at VZ's website and what they are pushing now compared to a year ago.

    Look for FaceTime to explode as well as iTunesU. In the next few years, AAPL will disconnect from T and VZ. Look for AAPL to be the main player as content facilitator in new media creation and delivery devices but also the software, and infrastructure. It can all be Apple's for the taking.
    Feb 25 05:17 PM | Likes Like |Link to Comment
  • Apple: When Negatives Can Be Positives [View article]
    I totally get that one Tradevestor. I had been hoping some would write this article. Well done.
    Feb 25 04:50 PM | Likes Like |Link to Comment
  • Why Hyperinflation Is A Myth (And What It Means For Gold Prices) [View article]
    As if on your cue, Macro, Bullard came out on the 22nd and did exactly that: Also noted was that all the clamor and frothing clabbor from the FOMC was from "non voting" members.

    http://bit.ly/XT88AO

    What is the best play on UPRO?
    Feb 25 08:42 AM | Likes Like |Link to Comment
  • Is It Time To Buy Gold Via GLD? [View article]
    The real death cross is when the price of gold falls below the S&P. That is the CLEAR sign to BUY GOILD!!!! Yippy Ki-Yay!!!
    Feb 20 10:01 PM | Likes Like |Link to Comment
  • Soros Fund Sells 50% Of His GLD Stake: Is Gold Done? [View article]
    They are not moving to equities. Government debt is starting to consume everything and the death spiral is now beginning. Buy gold and get it physical.
    Feb 20 09:53 PM | Likes Like |Link to Comment
  • Soros Fund Sells 50% Of His GLD Stake: Is Gold Done? [View article]
    The way most commenters dance around everything except what is important reminds me of a Monte Python scene: "Are you suggesting that coconuts migrate?"
    http://bit.ly/YHrvuv
    Feb 20 08:35 PM | Likes Like |Link to Comment
  • Soros Fund Sells 50% Of His GLD Stake: Is Gold Done? [View article]
    He probably bought a ton of put options right before selling.
    Feb 20 11:28 AM | 2 Likes Like |Link to Comment
  • Gold falls to its lowest level since August, now at $1,591 and off more than 11% since the heady post-QE∞ announcement days. The move is more of a blip on a longer-term chart and the metal is basically flat since summer 2011. GLD -0.8% premarket. [View news story]
    Ditto both those sentiments. I guess it's because NFLX is suddenly such a great buy. I bought more GLD today. I am at my limit on AAPL and will just hold on and suffer through this sideshow with Einhorn.
    Feb 20 11:23 AM | Likes Like |Link to Comment
  • Why Amazon's Share Price Will Keep Rising [View article]
    Good one.
    Feb 20 08:41 AM | Likes Like |Link to Comment
  • A Bullish Case For Gold: Let The Facts Speak [View article]
    A group of government wonks all got together and resolved that "we are not going to fight with each other over this." - And that was how the fight got started.
    Feb 19 09:39 AM | Likes Like |Link to Comment
  • A Bullish Case For Gold: Let The Facts Speak [View article]
    I am not a chart person, but the patterns in the chart from 1990 to present for 2006, 2008, and then again in 2011 look similar except they are growing in magnitude.
    Feb 18 04:51 PM | Likes Like |Link to Comment
  • Apple Shareholder Meeting: 5 Possible Outcomes [View article]
    Thanks, Travis. But how do you know that board meeting has not already taken place? JDC
    Feb 16 09:45 AM | Likes Like |Link to Comment
  • Why Hyperinflation Is A Myth (And What It Means For Gold Prices) [View article]
    "Commando Friday"

    You are welcome. My favorite "still living" economist, Dr. Peter Morici, talks about the Quantity Theory of Money and velocity of money when he says inflation will not rise dramatically under our current circumstances.

    "Current circumstances" sounds like a hedge or "weasel wording" as one of my old mentors would say. Economists are good at that. They remind me of the way the fortune tellers and hoodoo queens down in New Orleans work and manage to leverage what they don't know to a level of importance greater than what they do know. It's a rather dark craft not meant to be fully understood by all, I suspect.

    I want to understand that theory and be able to identify the "triggers" so I can effectively differentiate between the garden variety "red herrings" and the "dead canary in the coal mine." I want to be able to recognize the "circumstances" that will eventually change that and trigger the economic tsunami that many of us think is inevitable at this point.

    I do believe that sooner or later we are going to see some kind of "ex-lax" effect and all that money injected by the Fed is going to just "shart" out and trigger an economic tsunami which will be known as "Commando Friday." You can't keep packing paraffin oil down the pony for long and not expect not to eventually have a big mess to shovel out.

    I do enjoy the simple example you have constructed and find it very helpful. When thinking complex problems through, I always try and do that as well. I have to. As my cousin Forest always said, "Mama always could explain things in a way that I could understand them."

    Thanks again.
    Feb 12 10:38 PM | Likes Like |Link to Comment
  • Why Hyperinflation Is A Myth (And What It Means For Gold Prices) [View article]
    EXCELLENT!!!! This is one to bookmark. Outstanding job.
    Feb 12 03:36 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
697 Comments
627 Likes