nickgogerty

http://www.gogerty.com
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209 Comments

    • Tue May 27th 08:17 AM | Rating: 0 0
      Commented on:
      Annals of Pathetic CEO Communication, Moody's Edition
      Moody's and leadership, I am looking forward to see if the two of them happen to bump into each other sometime.
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    • Fri May 23rd 09:03 AM | Rating: 0 0
      Commented on:
      Broadwind Energy: Cramer, Someone Had to Say Something
      Cramers gust's of wind eminate from both ends, lets hope they don't finish with a big lump in the end. The speculators watching TV and putting their money to work with all the enthusiasm of game show contestants surely deserve better. Door #3 anyone?
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    • Fri May 23rd 08:58 AM | Rating: 0 0
      Commented on:
      Moody's Brings In the Lawyers
      Who says they were incorrectly rated. I think they reflect what AAA securitised products performance is pretty effectively. The faith in ratings is risk failure 101. Concentrated opinion, capital or money flow= concentrated risk. Wait for Basel II to be fully implemented then we can really see concentrated faith in models in action. Concentration is Risk. Model risk, price risk, liquidity...all are failures to of a divergence of opinions leading to bubbles.
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    • Fri May 23rd 08:46 AM | Rating: 0 0
      Commented on:
      PPI Shows Enormous Squeeze on Profits
      good point for discussion and debate. looking forward to some lurk and learn in the comments.
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    • Fri May 23rd 08:36 AM | Rating: 0 0
      Commented on:
      Municipal Meltdown and Counterparty Conniptions
      pounds of purple prose aside, the article makes some interesting points. S:N 1:5
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    • Wed May 21st 11:42 AM | Rating: 0 0
      Commented on:
      Warren Buffett Likes Germany, and So Do We
      Another important point to make is that Germany is the world's largest exporter. A weaker Euro may not hurt so much depending on the firm.

      www.nationmaster.com/g...
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    • Wed May 21st 11:34 AM | Rating: 0 0
      Commented on:
      Real Yields and the Market
      thanks for the chart, it is nice to see data and commentary that shows a little more historical context in its scope of data.
      View article »
    • Wed May 21st 10:43 AM | Rating: 0 0
      Commented on:
      TED Spread Shrinking - But It Ain't Over Yet
      Nice article. I think you are right, today's liquidity should not be considered a promise for tomorrows, if there is one thing we should have learned is that liquidity is capricious.
      View article »
    • Wed May 21st 10:34 AM | Rating: 0 0
      Commented on:
      Are We at the Bottom of the Ethanol Barrel?
      Author fails to mention co-product DDG's resale value. Author also neglects blenders tax credit of roughly $.50 which shifts demand curve.

      Most ethanol producers are actually at or over 2.80 gallons/bushel. The actually driver behind this years corn crop will likely be acreage allocation shifts which is probably going to be tough for corn due to a wet spring and high fertilizer costs leading to more soybean acres.

      The weather could significantly impact price as the "slack" in the grain markets is gone and supply issues could lead to an upward inflection point in price. Risks abound on the corn side of the equation.
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    • Wed May 21st 10:23 AM | Rating: 0 0
      Commented on:
      FirstSolar Foresees Pricing Pressure From Lots of New Capacity
      author compares cost of module production to power production reflecting total lack of understanding about energy or the PV solar market. Try reading Edward Gunther before commenting on this topic again. : guntherportfolio.blogs.../
      View article »
    • Tue May 20th 09:24 AM | Rating: 0 0
      Commented on:
      P/E Divergence Between Growth and Value Stocks: The Wrong Way
      the yield risk premium is pointing to 20% lower levels. nickgogerty.typepad.co...
      View article »
    • Fri May 16th 08:55 AM | Rating: 0 0
      Commented on:
      China: No, But This Time Really Is Different
      Like Lampedusa in his book the Leopord: "things must change so they can stay the same."

      Michael you are correct, "Different" and "exceptional"... commentary are excellent indicators that the hot or fast money has finally caught the deals it was chasing. The exceptional and different turn out to be far too common in the end.
      View article »
    • Fri May 16th 08:34 AM | Rating: 0 0
      Commented on:
      Art: The Last Unburst Bubble
      Is the art getting better or the dollar more common. 20 million copies of george washington might be worth trading for an original.

      View article »
    • Fri May 16th 08:29 AM | Rating: 0 0
      Commented on:
      Solar Cell Manufacturers Have Room to Grow
      The one interesting point is that the largest market for installed PV solar is Germany. You may be interested in a spreadsheet comparing solar to other fuels on a levellized basis in the US. nickgogerty.typepad.co...
      View article »
    • Fri May 16th 08:24 AM | Rating: 0 0
      Commented on:
      Buffett Reflects on Great Businesses: Raising Prices
      Behavioral and belief based moats are nice and slow to change.
      View article »
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