BudH's Comments

Supply Side for Copper: A Game Changer in 2010?

Tue, 17 Nov 2009 10:34:44 -0500

China continues to build warehouses

George Soros: The Guru Outlook

Thu, 29 Oct 2009 10:12:54 -0400

Soros should be recognized as the financial terrorist he has been.

Profiting from the Tapped Out Consumer

Tue, 08 Sep 2009 11:10:22 -0400

"Consume ourselves rich" nice turn of a phrase there. But also misleading. We live and work to consume and provide. In econ 101 the prof said there were 3 segments to the economy; consumption, investment and government. I think Government is now over 30%, Investment they are saying now is too high with the savings rate way up over normal times. Consumption as a segment of the economy is down. Particularly as compared to past years when we were pulling $ from our homes and spending.

This higher savings rate will come out in future spending in the consumer economy.

Who Sold Sequenom Last Week and Why?

Mon, 10 Aug 2009 12:06:15 -0400

SEQureDx is a simple process? Maybe one you've indentified some fetal cells. Finding and identifying fetal cells in the mother's blood has to be anything but simple.

Sequenom Splattered, EXACT Sciences on the Rise

Fri, 12 Jun 2009 21:34:59 -0400

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Apparently you think the acquisition of EXAS would have added no value to SQNM.

Obama (Should Say) to California: Drop Dead

Mon, 01 Jun 2009 02:01:25 -0400

California has plenty of rich people living there. They can cover their own nut.

VAALCO Energy, Inc., Q4 2008 Earnings Call Transcript.

Wed, 18 Mar 2009 00:18:27 -0400

The quality of this transcript is awful. Is it from speech recognition software? Can't you hire a $20/hr transcription service to do these things well?

Has the U.S. Layoff Trend Turned?

Sun, 08 Mar 2009 23:05:58 -0400

It won't hurt too bad until the unemployment ins. is all used up, taxes dry up, and social services are stretched beyond limits. Right now the layoffs are so recent people are not really broke yet.

Barron's Plan to Save the Economy - For Just $200B?

Mon, 16 Feb 2009 16:21:12 -0500

Here's a better plan-- gov't take back the houses in foreclosure. Housing authority rent them out or put in poor people. Move displaced people into other homes. This cuts off the dysfunctional ownership. Good homes can be resold in the market.

Barron's Plan to Save the Economy - For Just $200B?

Mon, 16 Feb 2009 16:17:39 -0500

So those of us who were prudent with our personal finances get no benefit? If I were up for foreclosure I could rent out my house and keep the rent another 3 months. I know of 'investors' doing this very thing with mulitple houses.

Nationalizing the U.S. Banking Sector: There's No Choice

Fri, 13 Feb 2009 10:45:43 -0500

Let some of those banks fail. Citi corpse should fail, they have failed. BAC is marginal, JPM, WF, US bank and many others are fine.

I Doubt JP Morgan's Taking Realistic Marks on WaMu Purchase

Mon, 09 Feb 2009 16:57:57 -0500

Some of those HELOCs will still be good. They are not all underwater, even with foreclosure costs. And many folks will stay in their homes and pay the loans if the values are close.

Switzerland's Dollar Denominated Debt and the Fed's Shrinking Balance Sheets

Sun, 08 Feb 2009 20:27:34 -0500

The Swiss want some of that -0- % interest debt.

Compensation Caps Will Drive Away Talent? To Where?

Thu, 05 Feb 2009 11:16:02 -0500

All that high priced talent should go out and start a new bank that would really kick asz.... if they can.

Banks: Nationalize, Cleanse and Get It Over With

Mon, 19 Jan 2009 13:38:37 -0500

Why save the big boys and let people lose in the hinterlands?

blog.oregonlive.com/fi...

Wall Street Breakfast: Must-Know News

Tue, 09 Dec 2008 10:25:27 -0500

So far, UAW is giving nothing. Just saying," when the Labor Agreement is next open for negotiation....."

40 Net Current Asset Stocks for Value Investors

Sun, 30 Nov 2008 21:10:39 -0500

Some of these companies have significant liabilities that see unaccounted for in your list. FBN is the one I have in mind.

Expert: Proposed Plan to Bail Out Delinquent Homeowners May Face Too Many Problems to Succeed

Sat, 01 Nov 2008 14:23:11 -0400

It would be great to help bone fide homeowners who are stuck. But the investor scheemers and dodgy mortgage brokers will figure out how to access these funds in order to enrich themselves. If there were a good way to separate the wheat from the chaff it would be great.

An Investing Opportunity in Time Warner Cable?

Thu, 09 Oct 2008 14:38:39 -0400

Who is Bernstein?

@VIC: Top Hedge Fund Picks

Wed, 08 Oct 2008 00:18:11 -0400

These guys are about as truthful as the poker players on TV. They probably are on the exact opposite sides of those trades.

The Global Economy: Is Deflation the Next Macro Story?

Mon, 06 Oct 2008 14:26:06 -0400

The gov't can easily inflate any time. The minimum wage will never be cut, so wage deflation has a bottom limit. Something else is going on here. We probably won't find out until after the election, or even later.

Comcast's Internet Cap Debate

Wed, 03 Sep 2008 12:59:54 -0400

I want the bandwidth hogs contained. They slow down my service. People who want huge bandwidth access should be paying for it.

JPMorgan: Why I'm Selling Short

Mon, 01 Sep 2008 11:58:21 -0400

JPM is at a buy point now. Sell it when it gets into the mid 40's. Why is this article even on S.A.?

Natural Gas & Wind Power - The Pickens Plan

Thu, 14 Aug 2008 12:32:56 -0400

Just as Pickens reaches legendary status he turns senile.

Cable Has the Edge Over Telcos - Barron's

Sun, 03 Aug 2008 21:31:14 -0400

I love my comcast service. Some people hate comcast, walmart and mcdonalds irrationally. Along with oil companies.

Some Consequences if Oil Prices Stay High

Wed, 02 Jul 2008 21:19:10 -0400

Also, regarding shooting nuclear waste into space via rocket; Nuclear waste is extremely heavy, heavier than lead. Massive rockets would be necessary. Along with the risk of scattering nuclear material if there were a rocket explosion as said above. Burying it in a deep hold under Yucca mountain, or similar place, seems the best solution at this point.

Some Consequences if Oil Prices Stay High

Wed, 02 Jul 2008 12:16:45 -0400

The nuclear waste issue was on the verge of being solved. Then Harry Reed became majority leader of the Senate. He said "No way, not in Nevada."

Ethanol Is Dead: How You Can Still Profit From It

Sun, 29 Jun 2008 13:45:57 -0400

We have corn ethanol, get used to it. It may have gotten overdone last year, but as a replacement to MTBE we will have it in our gas for a long time.

Obama's Misguided Ethanol Policy

Tue, 24 Jun 2008 13:52:11 -0400

Ethanol is only being used because the farm state senators have pushed for it and they are important votes. Obama is from Illinois, which has a bunch of farmers. Ethanol is false hope, as it takes as much energy to produce as it yields. And food prices rise as acreage is devoted to its' production. Our energy policy is whatever sounds good on TV and might get votes for the proponents.

Investing In a Resource-Constrained World (Part V)

Fri, 13 Jun 2008 01:01:46 -0400

Best solar play is WY. 6 million acres of growing timber. Also, they should get humongous carbon credits, but will probably get screwed on that one.