Freddy L's Comments

Chinese Industrial Waste Management: A Microcap Cash Cow

Thu, 29 May 2008 07:31:52 -0400

I'm in China right now, and I took a visit to the Industrial Waste Plant in Dalian with my study abroad group. I'll try to post an article and some picture when I get a chance.

Keep EnCana On Your Short List

Thu, 24 Apr 2008 18:24:05 -0400

So why do I want to short this stock?

Komatsu: The Japanese Caterpillar

Wed, 16 Apr 2008 15:01:25 -0400

If you have an e*trade account you can actually buy Komatsu stock on the Tokyo stock exchange which has much better liquidity.

Book Review: Jim Rogers' "A Bull in China"

Fri, 29 Feb 2008 20:04:03 -0500

Don't listen to the bashers, this article is on the ball.

There’s No Stopping the Powerful Euro

Fri, 29 Feb 2008 19:46:52 -0500

Well if you look at the "Big Mac" index and other indicators as such, one would see that the Euro is overvalued at this point. Even if EUeconomic indicators are better than the US, the fact remains that most of the movement here has been due to carry trade, speculation, fear etc etc. I'm not saying the dollar is going to continue to lose value against the Euro, i'm just saying it isn't being driven by fundamentals right now, IMHO.

Investing in Alpha or Gambling on Beta

Fri, 29 Feb 2008 19:09:50 -0500

Great Article! Thank you!

US Dollar: Double Bang for Your Buck

Fri, 29 Feb 2008 18:35:36 -0500

"I project oil to be lower in price a year from now and much lower three years from now. Mark it on your calendar." - Jack Miller, December 09, 2005
Article seekingalpha.com/artic...

Thanks for your advice Jack, I have December 09, 2008 market on my calender just for you!

"American Airlines Bullish on Indian Market, Will Benefit From Fall in Oil Price " <-- Jack Miller, December 15,2005
Stock Price at time of article ... about $22.00 Current stock price $12.81 (as of Feb 29, 08)

"Gold Bugs To Get Squashed" - Jack Miller - December 08, 2005 (title of article) <--Wrong
"My bet is that gold will be substantially lower in price one year from today." - Jack Miller, December 08, 2005 <-- Wrong
"[E]nergy companies will only go up in value strongly if oil prices go up strongly from here. It can hardly happen."
"Oil Prices Coming Down Soon?" - Jack Miller, February 02, 2006 <-- Wrong

"My estimate of your chances of success in gold are less than 50% and your chance in big pharma is more than 90%." - Jack Miller, Article on May 2006 <--Wrong
Check out the index for pharam or the ETF "PPH" it was hovering at around $70 in May 06 and its hovering around $70 now.

"The fuel cost of flying an airline passenger is a small portion of the total cost." - Jack Miller May 30, 2006 <-- WRONG!!! Are you serious???? The fuel cost per passanger is BY FAR the highest cost that airlines have.
www.airlines.org/econo... Fuel for airlines is their HIGHEST expense!

US Dollar: Double Bang for Your Buck

Fri, 29 Feb 2008 17:53:24 -0500

Sorry last sentence should read: 3 years from now you will still be staring at your technical charts trying to figure out why the price of corn still hasn't fallen and why your investments have fallen in value by about 90%

US Dollar: Double Bang for Your Buck

Fri, 29 Feb 2008 17:51:17 -0500

I love the blind optimism, but where are the numbers to support it?

This part is my favorite "in case you are not aware, the dollar has not fallen in relative value for the past 6 months." No you are right, we are not paying anywhere between 30-1000% more for just about everything (except maybe consumer electronics) then we were not even a few years ago but just MONTHS ago! Healthcare, oil, silver gold and other base metals, commodities, rent, foodstuffs, housing (even with the recent downturn in home prices we are still way above 2001-2002 levels), foreign currencies ... the list could go on.

Your past observations don't include the mortgage meltdown that has only just begun combined with a currency that is backed by a government that has spent trillions of our dollars irresponsibly. The fed reserve is run by a bunch of crooks that are running a ponzi scheme by issuing more debt to pay off old debt to pay for it. They keep telling us inflation is at 4% or whatever statistics they make up (they don't even show us m3 anymore) while inflation is actually through the roof. You can thank the cronies of the Reagen and later the Clinton administration for figuring out ways to screw up the CPI to make inflation much lower then what it really is. Its great for them, lowers entitlement payments, social security payments, and the TIPS they pay out! Figure out what inflation really is and you can find out the US hasn't had any real grow for years! Just helicopter Ben just spitting out more dollars. If you want a good idea of what the market is doing go look at a chart of the DJIA divided by the EUR. The Chinese and the Saudis who are heavily invested in the dollar aren't stupid and when they REALLY start unloading their positions (which they will) then all hell will break lose. Thankfully I will be well invested in foreign currencies, short on American stocks, long on agricultural stocks, heavily invested in metals (not just gold and silver but BASE METALS people!) other commodities, and foreign bond and foreign market ETFs. 3 years from now you are still trying to staring at your technical charts trying to figure out why the price of corn still hasn't fallen and why your investments have fallen about 90%.
Cheers