TERN

http://www.orchidpark.biz

38 Comments

    • Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
      What about Mr Kaiser being happy to see PAL shares go to 1 dollar, and then making another offer for another 30 or 40% that cannot be refused?
      PAL can mine and stockpile rather than sell unhedged in the spot market, just like it did for one quarter under the previous CEO, giving Mr Kaiser a low share price. Will this be the policy of the new CEO?

      Or will he opt for negotiating new hedges?

      The operating word is caution, because if PAL cannot borrow, there may be another dilutive sale of equity.

      In the long run, I agree that Mr Kaiser will have a very lucrative investment indeed.
       Oct 04 03:54 AM
    • The 20-Month Gold Puzzle [view article]
      Mark,

      Using the link you give for the 2006 report, I can only find the 2007 report.       Oct 03 11:22 PM
    • Why I Got Gold Wrong [view article]
      "Islamic law more-or-less mandates that gold be used as money".
      Factually incorrect.

      Islamic Law proscribes lending-for-interest/u...
      Islamic Banking provides for risk-and profit sharing instead. In hindsight, a lot less unstable than debt securitization :-)

      The author might also think a little deeper about what he calls "false and chimerical" in the belief that somehow gold is money after all.

      Please, SeekingAlpha editors, when will we get that article-rating option??       Sep 23 09:26 AM
    • How Precious Is Silver? [view article]
      I cannot believe that SLV would not have real allocated bullion backing. Barclays would not allow such a situation to persist for more than a few weeks at most. If it did, there would be very dire consequences indeed.
      That means that the Ebay bullion sellers are currently like ticket scalpers, arbitraging a temporary anomaly.
      Rather than paying their outrageous mark-up over spot, I would rather invest more in that maligned "paper" silver as it inevitably catches up with the physical demand.
       Sep 18 06:59 PM
    • A Tale of Two Commodities' Charts: Crude Oil and Gold [view article]
      Bah! Can we please have a rating system for articles on Seeking Alpha? Sep 16 06:06 PM
    • iShares Silver Trust: Inventory Climbs as Metal Price Plunges [view article]
      I see no surprise in the inventory growth of SLV.
      SLV represents hoarding or silver, as opposed to leveraged trading.

      As the price drops, hoarding some more silver in SLV becomes more attractive.

      Redemptions will take place when the silver prices are high and better investments are available.

      That is not the case now.       Sep 10 07:50 PM
    • Why Microsoft's XBox 360 Will Outsell Nintendo's Wii [view article]
      Wii players do not become hardcore Xbox gamers after they have become bored with Wii sports and Wii fit. (if ever)
      They don't care for graphics and computing power.
      They will buy more Wii games and Nintendo will continue to rake in the money from their biggest user base.
      The balance board gives more opportunities for new entertaining games.       Sep 08 08:28 AM
    • Gold Is Nocturnal Too: Daytime vs Overnight Performance [view article]
      Do this exercise with other precious metals, such as Pd, which is heavily traded in Zurich , and you will see an even more pronounced difference in price action in the different hours. I'm sure some people can make money trading these anomalies. Sep 01 05:57 PM
    • China: Olympic Fever and the Market [view article]
      Thanks, Mr Pettis for pointing that out. Once China starts on the buying path beyond what is now in the Reserve pot, it would make sense that it did so with a fully convertible (and revalued) Yuan.
       Aug 21 11:03 PM
    • Whose Freddie Investment Thesis Is Right? [view article]
      @jasonC
      "Huge numbers of people are rooting for a complete collapse of the financial system. They are not friends of the United States."

      They are not friends of the World.

      Due to its greater flexibility, the US would recover sooner from such a calamity than the rest of the OECD.

      I strongly agree with MarkJGrant and other commentators, who hold that the obligations (not the shareholders) of GSE's must remain sacrosact. If they have to be renationalized to achieve that, so be it.

      The alternative is Third World credibility and status for the US.       Aug 20 08:25 PM
    • Can Specialized Search Nibble Away at Google? [view article]
      I don't see why Google cannot create it's own "niches" that reflect the search bias that some segments of searchers would prefer. Aug 19 06:50 PM
    • Six Reasons To Buy China Soon [view article]
      Repudiation by the Government of China of $260 billion of its sovereign debt and the pending reclassification of the Chinese government’s sovereign credit rating into ‘Selective Default’. --------
      You have to make it clear that this concerns the long-repudiated debt of the old "Republic of China".
      Maybe the court case and the publicity will make the government change its mind and decide to honour these old debts after all.

      That would be hugely positive.       Aug 13 08:59 PM
    • What's Changed on the Seeking Alpha Website? [view article]
      Hi David,

      You want the watchlists because of the info it gives *you*, right?
      Most of us will have their watchlists somewhere else already.
      I am with all the commentators that want the article stream as natural and free of editor preference as possible.
      One feature that would help separating chaff from wheat would be a reader-rating system of both articles and comments.       Aug 13 08:47 PM
    • Oil: Does Supply and Demand Still Apply? [view article]
      This article seems to be part of the effort to talk the spot price down.

      It is true that in the long term (say 15-20 years?) alternative energy sources will replace the demand for oil, and make it both cheap again, but in the mean time we do not yet have a hydrogen economy or a solar powered electricity grid yet.
      Bringing new oil fields into production takes years and a huge investment. The oil majors need the high prices for the giga-investment needed for offshore exploration and production or for shale kerogen/oil conversion.       Aug 11 11:59 PM
    • The Great Firewall of China Faces Challenge During Olympics [view article]
      Dear AlanG,
      Communist state? Hardly. The old CCP is trying to manage the transition to economic freedom without repeating the chaos and looting that accompanied the collapse of the Soviet Union.
      It is a tightrope act, worthy of an Olympic medal, if successful.
      Independent courts would be the next step.
      Information flows to those who know how to get it, just not to the broad masses.       Aug 10 09:11 AM
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»