nickgogerty

http://www.gogerty.com
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    • Wed Aug 27th 09:31 AM | Rating: 0 0
      Commented on:
      Another Depression?
      The Depression had many quantitative aspects. The use of the word is a bit over the top unless the user expects impacts that are of the same magnitude. 25% unemployment. 25% GDP contraction. nickgogerty.typepad.co...
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    • Wed Aug 27th 09:22 AM | Rating: 0 0
      Commented on:
      Solar Generation Costs on Track to Achieve Grid Parity
      last year Solar grew 40-50% in production with roughly 4gw produced. Global nameplate electric capacity is roughly 4,000gw=4Tw. solar produces at roughly 30% of nameplate meaning the world produced 1.33gw of comparative capacity. the effective price of solar varies as a function of insolation (sun/sq/meter/yr). There is more than enough head room for even a solar "niche" of a few 100GW, which at a fully levellized parity cost would be a $900-1,000b/year market.
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    • Fri Aug 22nd 10:45 AM | Rating: 0 0
      Commented on:
      Russia's Strategic Intent To Use Energy as a Weapon Has Increased
      History will will most likely not view Russia's incursion into Georgia as productive for the human condition there.
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    • Thu Aug 21st 09:36 AM | Rating: 0 0
      Commented on:
      Managing Wealth During Bear Markets
      For fun you may want to include comparisons with the GSCI, Mar Hedge and some of the spot rolling approaches indeces. Active CTAs have indeces to beat as well. The safest bet is a quasi passive extractaction of the inherent auto-correlation of most contracts.
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    • Thu Aug 21st 09:29 AM | Rating: 0 0
      Commented on:
      15 Value Hedge Funds - Portfolio Update
      Meb is a pretty bright guy and synthesis of other concepts can be very useful.
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    • Thu Aug 14th 10:59 AM | Rating: 0 0
      Commented on:
      The Great Consumer Crash of 2009
      The film IOUSA comes out on Aug 21st. Should be interesting. www.agorafinancial.com...
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    • Wed Aug 13th 10:11 AM | Rating: 0 0
      Commented on:
      A Million Bucks Ain't What It Used to Be
      this could explain it. nickgogerty.typepad.co...

      a good video on the CPI and GDP deflator calculations...
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    • Wed Aug 13th 09:59 AM | Rating: 0 0
      Commented on:
      Russia: Beware the Bear
      I think the analysis is spot on. Dangers are lurking in a fragile and corrupt regime. The easy money will wash out and nationalism in economic and political form will take over. the next 3 years are dangerous especially for former satelites.
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    • Tue Aug 12th 09:11 AM | Rating: 0 0
      Commented on:
      iPhone App Developers Find Weaknesses in AT&T's Fake Walls
      Most telco's are closed systems by design and now by business model requirement. Does anyone really believe that overpriced PSTN service won't be bumped by IP based services. $0.15 txt messages etc. are the dinasours diet. The Telco's are in a commodity business, they just don't know it yet. The future is going to see telcos eeking out smaller margins as they really only supply pipes. Bits is bits. IP uber alles.
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    • Tue Aug 12th 08:59 AM | Rating: 0 0
      Commented on:
      Using Futures To Hedge Your House
      It should be noted, that variance in the underlying future will require significant capital (for most people) available for margin calls, say 10% of the underlying.
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    • Fri Aug 8th 13:12 PM | Rating: 0 0
      Commented on:
      Wind Turbines: The New Renewable Bull Market
      bearings and hobbing machines are also in short supply and constraining demand.
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    • Fri Aug 8th 12:54 PM | Rating: 0 0
      Commented on:
      The Stealth Depression
      here is a Reuters video highlighting the problem with New York Cities foodbank. uk.reuters.com/news/vi...

      It is estimated under the new metrics for poverty used by Mayor Bloomberg that 23% of New Yorkers live below the poverty line.
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    • Thu Aug 7th 13:59 PM | Rating: 0 0
      Commented on:
      Credit Crisis: How Could So Many Be So Wrong?
      Free Money is sometimes called the beautiful lie. We all wanted to believe.
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    • Thu Aug 7th 13:58 PM | Rating: 0 0
      Commented on:
      Credit Crisis: How Could So Many Be So Wrong?
      Free money is the beautiful lie. Kindelberger mentions it. We all wanted to believe.
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    • Thu Aug 7th 13:56 PM | Rating: 0 0
      Commented on:
      The Great Bubble of China: Next to Pop?
      nickgogerty.typepad.co...

      totally agree. I put 60% a chance of regime change within 15 months.
      View article »
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