mcadoo3312's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/178679/comments http://seekingalpha.com/article/174577-the-oil-casino-sec-heading-for-monte-carlo-part-iii?source=feed#comment-770911 770911
Of course this has huge implications on the oil market, but could it not have even bigger implications on the nat gas market as there have been so many "huge" discoveries recently? ]]> Sat, 21 Nov 2009 18:22:19 -0500
Of course this has huge implications on the oil market, but could it not have even bigger implications on the nat gas market as there have been so many "huge" discoveries recently? ]]> http://seekingalpha.com/article/132011-a-very-smart-plan-for-federal-smart-grid-grants?source=feed#comment-470971 470971 Tue, 21 Apr 2009 09:44:55 -0400 http://seekingalpha.com/article/131980-the-wisdom-of-half-positions?source=feed#comment-470851 470851 Tue, 21 Apr 2009 08:42:32 -0400 http://seekingalpha.com/news/market_currents/post/19180?source=feed#comment-413226 413226 Wed, 04 Mar 2009 15:45:28 -0500 http://seekingalpha.com/article/122569-waiting-for-inflation-it-may-take-awhile?source=feed#comment-402984 402984
That being said, for consumers, it is the velocity of money that will catalyze inflationary growth, as evidenced by CPI, in the short term. This is no where near the problem we will face when the massive Treasury issuance, especially in the short end of the curve, comes due. Combine this with all of the other issuance around the world and one must ask where the buyers are going to come from. Not everyone can rely on China. The real inflationary problems we face have been pushed off further down the road, and they are much worse than whether or not the Fed can get the liquidity they have put in the system out of it. ]]> Wed, 25 Feb 2009 10:49:04 -0500
That being said, for consumers, it is the velocity of money that will catalyze inflationary growth, as evidenced by CPI, in the short term. This is no where near the problem we will face when the massive Treasury issuance, especially in the short end of the curve, comes due. Combine this with all of the other issuance around the world and one must ask where the buyers are going to come from. Not everyone can rely on China. The real inflationary problems we face have been pushed off further down the road, and they are much worse than whether or not the Fed can get the liquidity they have put in the system out of it. ]]> http://seekingalpha.com/article/122462-u-s-debt-watch-paths-to-repudiation?source=feed#comment-402765 402765 Wed, 25 Feb 2009 09:31:19 -0500 http://seekingalpha.com/article/122257-china-trying-to-break-the-euro?source=feed#comment-401242 401242 Tue, 24 Feb 2009 09:26:57 -0500 http://seekingalpha.com/article/120929-g7-in-denial-and-in-need-of-a-leadership-bailout?source=feed#comment-392090 392090 Tue, 17 Feb 2009 11:24:39 -0500 http://seekingalpha.com/article/120540-half-the-world-is-middle-class-now?source=feed#comment-387516 387516 Fri, 13 Feb 2009 14:01:02 -0500 http://seekingalpha.com/article/119619-how-the-world-almost-came-to-an-end-on-september-18-2008?source=feed#comment-382140 382140 Tue, 10 Feb 2009 09:08:03 -0500 http://seekingalpha.com/article/117624-cramer-s-stop-trading-what-do-cramer-and-rush-limbaugh-have-in-common-1-29-09?source=feed#comment-371023 371023
Their personalities are bigger than their brains. ]]> Fri, 30 Jan 2009 10:25:15 -0500
Their personalities are bigger than their brains. ]]> http://seekingalpha.com/article/115684-the-heretics-of-finance?source=feed#comment-365196 365196 Sat, 24 Jan 2009 17:50:52 -0500 http://seekingalpha.com/article/115657-one-day-away-from-retesting-52-week-lows?source=feed#comment-362368 362368 Wed, 21 Jan 2009 17:08:49 -0500 http://seekingalpha.com/article/113899-how-to-get-the-january-effect-to-work-in-your-favor?source=feed#comment-350251 350251 Thu, 08 Jan 2009 19:26:47 -0500 http://seekingalpha.com/article/108274-biotech-the-next-big-bubble?source=feed#comment-340924 340924
The article was also way too general. "Having enough cash" is relative to each individual company, the strength and versitility of the drug, and the burn rate. There are tons of opportunities going into the new year because there has been such little buying of the extremely beaten down stocks which could also be exacerbated by tax loss selling. I am expecting a healthy January Effect bounce in some companies, especially those that have already received FDA approval. ]]> Mon, 29 Dec 2008 19:16:01 -0500
The article was also way too general. "Having enough cash" is relative to each individual company, the strength and versitility of the drug, and the burn rate. There are tons of opportunities going into the new year because there has been such little buying of the extremely beaten down stocks which could also be exacerbated by tax loss selling. I am expecting a healthy January Effect bounce in some companies, especially those that have already received FDA approval. ]]> http://seekingalpha.com/article/110867-what-will-the-last-three-weeks-of-2008-bring?source=feed#comment-331204 331204 Tue, 16 Dec 2008 13:49:37 -0500 http://seekingalpha.com/article/110971-deflation-the-beast-is-here?source=feed#comment-331193 331193 Tue, 16 Dec 2008 13:39:13 -0500 http://seekingalpha.com/article/110971-deflation-the-beast-is-here?source=feed#comment-331161 331161 Tue, 16 Dec 2008 13:08:01 -0500 http://seekingalpha.com/article/110482-what-is-the-new-s-p-normal?source=feed#comment-327600 327600 Fri, 12 Dec 2008 13:16:08 -0500 http://seekingalpha.com/article/110260-constant-bottoming-process-calls-are-meaningless?source=feed#comment-326312 326312 Thu, 11 Dec 2008 10:25:12 -0500 http://seekingalpha.com/article/110081-4-ways-to-tell-if-this-bear-market-has-really-bottomed?source=feed#comment-325434 325434 Wed, 10 Dec 2008 09:28:42 -0500 http://seekingalpha.com/article/110081-4-ways-to-tell-if-this-bear-market-has-really-bottomed?source=feed#comment-325349 325349 Wed, 10 Dec 2008 08:44:10 -0500 http://seekingalpha.com/article/106345-chesapeake-energy-continues-to-shore-up-its-balance-sheet?source=feed#comment-322015 322015

On Dec 02 10:16 PM SlipperyWing wrote:

> Debt is one thing, being mortgaged to the hilt is another.
>
> There are contractors (contract tool pushers, welders, excavators,
> etc) and service companies (SLB, HAL) in Oklahoma who have not been
> paid by Chesapeake in over 12 months. There are also working interest
> holders that have common interests with CHK that have not been paid
> for production in over 12 months (a 6 month lag is more typical).
>
>
> Chesapeake is essentially holding their money interest free, and
> have no desire to pay out.
>
> I suspect that you'll hear more about this trend after January 1st,
> when it makes sense for third parties to start demanding their money
> (why demand money in December and pay taxes on it for all of 2008).
>
>
> Chesapeake is in deep trouble, and their cash on hand won't even
> service their debt, much less pay off common interest holders.]]> Fri, 05 Dec 2008 15:42:35 -0500

On Dec 02 10:16 PM SlipperyWing wrote:

> Debt is one thing, being mortgaged to the hilt is another.
>
> There are contractors (contract tool pushers, welders, excavators,
> etc) and service companies (SLB, HAL) in Oklahoma who have not been
> paid by Chesapeake in over 12 months. There are also working interest
> holders that have common interests with CHK that have not been paid
> for production in over 12 months (a 6 month lag is more typical).
>
>
> Chesapeake is essentially holding their money interest free, and
> have no desire to pay out.
>
> I suspect that you'll hear more about this trend after January 1st,
> when it makes sense for third parties to start demanding their money
> (why demand money in December and pay taxes on it for all of 2008).
>
>
> Chesapeake is in deep trouble, and their cash on hand won't even
> service their debt, much less pay off common interest holders.]]> http://seekingalpha.com/article/109261-will-expected-rally-be-part-bear-or-bull?source=feed#comment-321129 321129 Thu, 04 Dec 2008 17:46:49 -0500 http://seekingalpha.com/article/109197-looks-like-we-ll-see-dow-at-10k-soon?source=feed#comment-320683 320683 Thu, 04 Dec 2008 09:45:40 -0500 http://seekingalpha.com/article/109013-historically-bad-times-for-the-s-p?source=feed#comment-320087 320087 Wed, 03 Dec 2008 14:18:33 -0500 http://seekingalpha.com/article/108131-the-market-is-telling-us-something?source=feed#comment-315552 315552 Wed, 26 Nov 2008 11:32:37 -0500 http://seekingalpha.com/article/107958-shrinking-outstanding-cds?source=feed#comment-314871 314871 Tue, 25 Nov 2008 14:34:49 -0500 http://seekingalpha.com/article/104666-effects-of-the-long-dated-treasury-bubble?source=feed#comment-300050 300050 Fri, 07 Nov 2008 09:46:17 -0500 http://seekingalpha.com/news/market_currents/post/10749?source=feed#comment-299597 299597 Thu, 06 Nov 2008 14:34:38 -0500