nickgogerty

http://www.gogerty.com
Total Rating:
0 / -1

209 Comments

    • Thu Jul 3rd 09:05 AM | Rating: 0 0
      Commented on:
      Global Battery Equity Index
      You may want to include ultra and super capacitor companies in the index. they are small now but will have an important role to play in the future, due to the ability to rapidly cycle and support multiple deep discharges. The materials science of energy density is making great strides.
      View article »
    • Wed Jul 2nd 10:47 AM | Rating: 0 0
      Commented on:
      What's Wrong with Today's Value Investing?
      first screen set was <25 PE. Since when is a 4% yield (25 PE) in a 3-4% inflationary environment value investing? The first screen assumes a risk premium that is too low for equities.
      View article »
    • Wed Jul 2nd 10:42 AM | Rating: 0 0
      Commented on:
      Credit Default Swaps: Potential Litigation Time Bomb
      The combined litigation leading to settlement delays and recursive counter-party netting could in many cases lead to some serious netting and settlement delays, which could precede large Herstatt type institutional failures.
      View article »
    • Tue Jul 1st 12:34 PM | Rating: 0 0
      Commented on:
      Anecdotal Evidence of Risks in China's Banking System
      that is interesting stuff. The chase for cheap money based on a inverse curve steepner based in Euro's. It is interesting to note they choose Euros instead of $'s. The risk of that ending very badly is very high. It reads like a chapter right out of Trader's guns and money. rcm.amazon.com/e/cm?t=...
      View article »
    • Tue Jul 1st 12:09 PM | Rating: 0 0
      Commented on:
      Counterparty Risk Could Spread Beyond Credit Markets
      Netting delays could lead to counterparty failures even in light of the ability to cover notional obligations. Hersttat risk is real in this situation. Single point failures in the netting network tend to cascade from the failure point (institution), considering the rather thin tier 1 capital positions of many firms, systemic risk is currently very high indeed.

      A minsky moment of illiquidity could unfold in the rush for higher quality assets. One could argue the TAF and related fed facilities already acknowledge this is an ongoing issue with major banks.

      The Fed, BOE etc.'s options are only to substitute lower credits for higher credits and garuntee failed netting banks obligations a la Barings circa 1998. We are already in a stage with a "soft lender" of last resort.
      View article »
    • Tue Jul 1st 12:01 PM | Rating: 0 0
      Commented on:
      Eastern Europe: The Worst is Yet to Come
      nice article. The "cheap foreign" loans usually in Euros or CHF are definitely very risky. Political motivation for reform is also stalled in many countries. EU entry was sold as a panacea that hasn't quite arrived. Russian control of energy prices is also a serious cause for concern more in Eastern and Central Europe. Ukraine and Georgia will be interesting areas to watch geo-politically as Russia asserts itself with unfortunately greater regularity.
      View article »
    • Mon Jun 30th 11:07 AM | Rating: 0 0
      Commented on:
      Cloud Computing Gathers Steam
      the singularity uber alles.
      View article »
    • Mon Jun 30th 08:47 AM | Rating: 0 0
      Commented on:
      China: Inflation or Stagnation?
      As an anthropologist, it is quite common to see cultural outsiders disappointed not to see some romanticized version of a culture present upon their first visit. People often like to simplify other cultures to support common ethnocentric biases. The reality is often much more complex, nuanced and subtle than the "natives in some garden of eden" people project. Many mistakenly confuse material and technological development with cultural sophistication, this isn't always so.
      View article »
    • Mon Jun 23rd 10:03 AM | Rating: 0 0
      Commented on:
      How Video Is Going to Take Over The World
      yuck. long silence, short video.
      View article »
    • Fri Jun 20th 09:02 AM | Rating: 0 0
      Commented on:
      Is China's Economy Slowing?
      Inflation will stress and strain a system that has significant assymetries in feedback and motivation. How that systems responds will be interesting. An economic and therefore internal crisis is very different in nature than an exogenous one. Social tensions could increase dramatically and political and policy changes could be swift. The still waters are roiling underneath. If one missed seeing the forces leading to growth, don't assume you will see or predict potential challenges to that continued growth.
      View article »
    • Fri Jun 20th 08:48 AM | Rating: 0 0
      Commented on:
      So Is Capitalism Working, Or Not?
      woops that was "prosecuted."...
      View article »
    • Fri Jun 20th 08:47 AM | Rating: 0 0
      Commented on:
      So Is Capitalism Working, Or Not?
      define working and success metrics. are we all as happy and productive. on happiness metrics the US ranks #29 behind a few other countries.

      www.nationmaster.com/g...

      Just an interesting metric that changes a lot.

      The US does have the highest per capita number of adults acquitted. www.nationmaster.com/g...

      just food for thought.
      View article »
    • Thu Jun 19th 08:30 AM | Rating: 0 0
      Commented on:
      Skype 4.0 Beta Is All About Video
      Looking forward to the day when someone releases a study implicating the major telcos for throttling P2P and making the intuitive leap that this hinders VOIP quality, thereby protecting US telcos oligopolies. Today's telco, is tomorrows (3-5 years) dumb pipe selling commodity bits. Watch out for falling Arpu's and lots legislative bluster about security and QOS in the future.
      View article »
    • Thu Jun 19th 08:26 AM | Rating: 0 0
      Commented on:
      Solar Investing: Where Politics and Finance Come Together
      Thanks for the article. It is nice to see the solar market acknowledged as a globally policy driven one, which it is mostly for now. In a few years the costs of PV etc. for all in systems will equate to grid power in many areas and an >10GW annual markets will be viable.

      A lot of todays solar investors should thank the German govt. for accelerating the capital spending and development cycles in this sector. the innovation cycle has been advanced due to their foresightful policies.
      View article »
    • Wed Jun 18th 11:22 AM | Rating: 0 0
      Commented on:
      Newspapers' 'Near Death Spiral,' Courtesy Web 2.0
      the latest stats on newspapers indicate the median age of a reader is 57. the tail is fading away.
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»