George Jurgensen 01's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/125988/comments http://seekingalpha.com/article/88523-the-wamu-mess-no-surprise-here?source=feed#comment-220344 220344 Fri, 01 Aug 2008 12:41:48 -0400 http://seekingalpha.com/article/86765-bust-bail-repeat-the-u-s-enters-into-an-ever-worsening-cycle?source=feed#comment-213246 213246

On Jul 24 10:01 AM bearfund wrote:

> There's only one thing really wrong with your arguments: the notion
> that the dollar is, or has been, strengthening. In fact the dollar
> index has been in a fairly narrow trading range for months (71-74)
> and remains there today. Relative to the 7 sizable downlegs that
> brought the dollar from 88 to 74 over the past 2 years and change,
> there has been no appreciable movement in either direction since
> the last big drop in February-March.
>
> Everyone talks about "dollar strength" but all we've really had is
> yet another bounce off 71, something we've seen many times already.
> Technically, I see nothing to get excited about until there is a
> convincing break above 74. Fundamentally, I share your view completely.
> There is no dollar strength. There may be euro weakness or NZD weakness
> or even yen weakness. But not dollar strength. Not now and, if
> ever again, surely not for a very long time.]]> Thu, 24 Jul 2008 10:19:38 -0400

On Jul 24 10:01 AM bearfund wrote:

> There's only one thing really wrong with your arguments: the notion
> that the dollar is, or has been, strengthening. In fact the dollar
> index has been in a fairly narrow trading range for months (71-74)
> and remains there today. Relative to the 7 sizable downlegs that
> brought the dollar from 88 to 74 over the past 2 years and change,
> there has been no appreciable movement in either direction since
> the last big drop in February-March.
>
> Everyone talks about "dollar strength" but all we've really had is
> yet another bounce off 71, something we've seen many times already.
> Technically, I see nothing to get excited about until there is a
> convincing break above 74. Fundamentally, I share your view completely.
> There is no dollar strength. There may be euro weakness or NZD weakness
> or even yen weakness. But not dollar strength. Not now and, if
> ever again, surely not for a very long time.]]> http://seekingalpha.com/article/86765-bust-bail-repeat-the-u-s-enters-into-an-ever-worsening-cycle?source=feed#comment-213211 213211
GSE shareholders, including affiliated banks like WAMU, allowed management to go out on a limb in search of yield, not keeping to the GSE mandate, all while collecting fat dividends before the house of cards crumbled. No bailout for shareholders!]]> Thu, 24 Jul 2008 09:50:13 -0400
GSE shareholders, including affiliated banks like WAMU, allowed management to go out on a limb in search of yield, not keeping to the GSE mandate, all while collecting fat dividends before the house of cards crumbled. No bailout for shareholders!]]> http://seekingalpha.com/article/86704-fannie-and-freddie-only-25-billion-act-now-while-supplies-last?source=feed#comment-213207 213207
GSE shareholders, including affiliated banks like WAMU, allowed management to go out on a limb in search of yield, not keeping to the GSE mandate, all while collecting fat dividends before the house of cards crumbled. No bailout for shareholders!
]]> Thu, 24 Jul 2008 09:44:15 -0400
GSE shareholders, including affiliated banks like WAMU, allowed management to go out on a limb in search of yield, not keeping to the GSE mandate, all while collecting fat dividends before the house of cards crumbled. No bailout for shareholders!
]]> http://seekingalpha.com/article/76916-will-ldk-s-new-company-create-competition-for-first-solar?source=feed#comment-166740 166740
LDK's current CEO building a business to compete with LDK's products rather than building another division for thin film within LDK? I don't think any paper arrangement could hold up in court to allow that breach of fiduciary duty to shareholders of LDK.

JMHO]]> Tue, 13 May 2008 09:50:14 -0400
LDK's current CEO building a business to compete with LDK's products rather than building another division for thin film within LDK? I don't think any paper arrangement could hold up in court to allow that breach of fiduciary duty to shareholders of LDK.

JMHO]]> http://seekingalpha.com/article/73049-when-will-solar-achieve-grid-parity-we-re-already-there?source=feed#comment-155256 155256 Wed, 23 Apr 2008 10:31:25 -0400 http://seekingalpha.com/article/73049-when-will-solar-achieve-grid-parity-we-re-already-there?source=feed#comment-154676 154676
In short, your comparison compares solar peak output ratings with other plants peak power ratings. You should compare average power output which increases the cost of solar by a factor of 5 or 6. but does not change the cost of the other plants which produce continuously, approximately 101-102 weeks of every 104, and more for NG.

NG plants can also ramp up and down relatively quickly to meet variable demand.]]> Tue, 22 Apr 2008 10:31:31 -0400
In short, your comparison compares solar peak output ratings with other plants peak power ratings. You should compare average power output which increases the cost of solar by a factor of 5 or 6. but does not change the cost of the other plants which produce continuously, approximately 101-102 weeks of every 104, and more for NG.

NG plants can also ramp up and down relatively quickly to meet variable demand.]]>