arawak

12 Comments

    • Silver ETF Bull Market Remains Intact [view article]
      Is that you, Jason Hommel?

      WTF has God got do with SLV? Please keep the comments here on the analytical side. Lest God turn wrathful and SMITE you for being a money changer / lover.       Aug 21 12:36 PM
    • E-Trade Financial Carries High Risk-Reward [view article]
      HardToLove - "Not enough expertise in systems. Bottom line: management may have a good recovery plan, attitude and goals, but if the organization can't execute they're in a world of hurt."

      What are you talking about? They have the best OLB platform in the business, have the ONLY mobile trading system, and regularly get ranked #1 amongst the brokerages.

      The ETFC name is strong and Layton is a no-nonsense, stubborn SOB who seems to be turning the corner. Witness the recent sale of ETFC canada.. It was a fantastic sale price given the environment and pretty much every analyst comment I read was in agreement.

      This stock is a sleeping gem.       Aug 20 11:59 AM
    • Four Best Global Deals on Uranium [view article]
      If you want a "value" play, look at Uranium1. UUU.TO. Bad luck (power outtages in SA, acid issues in Kazakh) and previously bad management (former CEO was a bit too medai savvy) have sent the stock into a very oversold state. They are on track, however, to move up the ranks of U producers in the next few years. SXRZF.PK on pink sheets. Aug 12 11:25 AM
    • Nuclear Power's Second Coming Will Lead to a Uranium Boom [view article]
      Any thoughts on Uranium1? I know they have had a back track record of late but they seem to be operationally focused and are getting back on track. The stock is at 52-wk low right now. UUU.tsx Jul 09 03:08 PM
    • The U.S. Dollar: A Six Month Outlook [view article]
      How on Earth can you have an article about the future direction of the dollar and not mention our massive, beyond-the-point-of-no... crushing national debt?? I write beyond the point of return because, at this juncture, we simply can not stop borrowing! How many hundreds of millions of dollars does the gov't sell (read: print) to creditor nations each and every day? What's going to happen when they realize the dollar is a "broken promise"? Hint - it's happening now.

      Go to silver, folks. Heck, any commodity will do. It's not that you'll necessarily be *making* money (in relation to what it can buy), but you might stay afloat as everyone else drowns in the quicksand of cheap, freshly printed greenbacks.       Jul 03 12:26 PM
    • Oil Will Peak at $150-200 - Barron's Interview [view article]
      It defies credibility to suggest $75 oil in 20 years. Most major fields are projected to go into decline in the next TEN years. We have not made any finds like Ghawar which means there is going to be LESS supply despite a larger population and economic growth in the BRIC countries.

      People, there are two definitions of peak oil and both are happening.

      Definition 1 - Geology - Peak oil in terms of falling global production. We are at a plateau right now and it seems unlikely we'll be able to ramp up like we have in the past.

      Definition 2 - Economics - Even if production can achieve some year-over-year gains, demand outpaces production growth which essentially translates to supply being constricted on a year-over-year basis.

      Definition 2 is happening right now and definition 1 is a looming reality. Remember- OPEC and all others don't exactly have the most transparent accounting. They self-report their oil reserves which is what determines their production quota.       Jun 09 11:55 AM
    • Uranium: Safely and Efficiently Powering the Future [view article]
      paulk: "Must've hit a liberal nerve there."

      No, you hit a "partisan lemming posting useless rhetoric on an investment board" nerve.

      And now the best you can do is ask "what about solar"? Please leave and don't come back until you have something substantive to offer. The fading hope for SeekingAlpha was that it would be a place for intelligent discourse on investments.       May 09 01:04 PM
    • Uranium: Safely and Efficiently Powering the Future [view article]
      paulk8756: "The D's in Washington are so removed from reality that our only hope for our immediate energy future is a resurgence of "red state" sanity."

      Please take your partisan rhetoric off of seekingAlpha and to the Yahoo message boards where it belongs. Lemming.       May 09 12:18 PM
    • Uranium: Safely and Efficiently Powering the Future [view article]
      So fxtrader is willing to gamble that a tiny minority of scientists might be right and we should therefore burn fossil fuels with abandon. We will keep our fingers crossed that the increasing CO2 levels in the atmosphere (not seen on earth in the last million years) will have no effect.

      While I won't get into an argue with you and your "credible" scientists, you overlook a very simple issue - we must have nuclear power. The price of oil is skyrocketing, ditto for coal and all other dirty sources of energy. Oil production has effectively plateaued and will start to decline in the next 5-10 years.

      We need ever more terawatts of power and we're not going to get it from coal/oil/gas. Only U has the energy density and supply to power us for another 50-100 years while we diligently work on new energy sources and conservation.

      Yes, I wish I could plug my house into a tree but I can't. Nobody particularly wants nuclear power but it is a reality that must be embraced.

      "any outbreak of a larger mud vulcano somewhere in the ocean will kill ALL CO2 reduction effects achieved with hundreds of billions of wasted money"

      Facile and erroneous.       May 09 11:54 AM
    • The Dollar and Asia: Time for a Reversal? [view article]
      Your analysis is appreciated but I am always suspect of forecasts that are based largely on charts. History does not repeat itself in any fashion reliable enough to use as a direct investment tool. It's analogous to "timing the market" and it doesn't work.

      The dollar is down for a number of reasons that are only going to compound with time. For starters, massive US debt that has attained critical mass (it essentially can not be reduced at this point -- hiking taxes would savage a fragile economy leading to less tax revenue). Foreign creditors are rightfully wary of shipping more cash our direction for treasuries that are highly liable to be worth less and less, in real terms, with each passing month.

      Couple in our soon-to-be-incomprehen... reliance on oil and it's guaranteed bullish trend which can only cause harm to the USA and, well... the greenback does indeed look a little sickly.       May 07 09:49 AM
    • Why I Don't Own Commodities [view article]
      Dan,
      Once again you pass judgment on commodities based on "price levels." Sure, there is some element of fad investing in commodities right now but this is not like the "tech and telecom names of the late 90s." Those were entirely artificial bubbles based on wild speculation and collective insanity. Put away the chart for a second and look outside. There's not enough oil in the world to meet demand (hence willingness to find oil in 6,000 feet of water)!

      The U.S. Energy Information Administration showed in 2008 a production peak in May 2005. Please explain away how oil is going to become cheaper given this fact?

      On the food side, the hungry masses of India and China want more meat -- and now they can start to afford it! The world's population continues to swell but arable land is on the decline! See: www.tranquileye.com/cl.../

      For the last couple decades the market has been a playpen for ideas to go boom and bust in, hence the temptation to consider this current boom to be a bust waiting to happen. Commodities prices, however, are much more closely tied to "real world" events and the real world is starting to look mighty crowded.

      Couple all of the above with the inflationary pressure of a declining dollar (thanks to the US being an enormously irresponsible debtor nation) and the commodity boom is looking just fine.       Mar 27 10:22 AM
    • Why I Don't Own Commodities [view article]
      Assessing the health of a sector based only on past performance is a dangerous and foolhardy way to invest. There's a reality out there that shines like the sun -- the days of the Westerner eating the lion's share of the pie are soon to be a thing of the past. Europe and America have enjoyed consuming the bulk of the world's resources for decades but that indulgence, my little piggies, is coming to an end. As the delta in living standards between West and the billions elsewhere (India, China) narrows, even ever so slightly, we're going to find that the world just isn't big enough.

      I remember even 15 years ago in school it was quoted that "if everyone lived with the per capita resource consumption of the US, we would need 3.5 Earths." Barring huge breakthroughs in science (rapid development of fusion reactors), living standards in the US are going to decline as everyone else rightfully comes to the table for a bite.

      A previous poster mentioned offshore oil and the tar sands of Canada. We wouldn't even be CONSIDERING these oil sources if we were not desperate for every last drop of the black petro we can find. Tar sands are what they sound like -- several steps below the worst crap crude that comes out of Venezuela. Turning it into gasoline is going to require many more refining steps and extra energy resulting in ... higher oil prices!

      Commodities may flap around here and there but the sky is the limit for the next several decades.       Mar 26 08:44 PM
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