Rocknbob's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/191384/comments http://seekingalpha.com/article/134256-a-contrarian-play-on-financials-to-consider-just-in-case?source=feed#comment-483748 483748 Thu, 30 Apr 2009 08:54:38 -0400 http://seekingalpha.com/article/132270-five-factors-driving-the-coming-transparency-squeeze?source=feed#comment-474669 474669 Thu, 23 Apr 2009 15:10:38 -0400 http://seekingalpha.com/article/132329-leveraged-etfs-beware-the-performance-conundrum?source=feed#comment-472637 472637 Wed, 22 Apr 2009 11:15:29 -0400 http://seekingalpha.com/article/131422-short-in-may-and-go-away?source=feed#comment-470054 470054 Mon, 20 Apr 2009 14:10:07 -0400 http://seekingalpha.com/article/129617-last-week-the-markets-partied-this-week-sobriety?source=feed#comment-453068 453068 Mon, 06 Apr 2009 08:05:44 -0400 http://seekingalpha.com/article/126361-do-charge-off-rates-impact-the-ultrashort-real-estate-etf?source=feed#comment-428915 428915 Tue, 17 Mar 2009 08:54:05 -0400 http://seekingalpha.com/article/126166-play-falling-commercial-real-estate-with-srs?source=feed#comment-427701 427701 Mon, 16 Mar 2009 11:46:43 -0400 http://seekingalpha.com/article/124998-why-is-china-stockpiling-oil?source=feed#comment-423298 423298

On Mar 10 02:38 PM pockyclips 2020 wrote:

> Conversely, if oil prices have been falling (until very recently)
> while China has been tapping off the tank, what's going to happen
> if the world economy doesn't show drastic improvement by the summer?]]> Thu, 12 Mar 2009 12:24:41 -0400

On Mar 10 02:38 PM pockyclips 2020 wrote:

> Conversely, if oil prices have been falling (until very recently)
> while China has been tapping off the tank, what's going to happen
> if the world economy doesn't show drastic improvement by the summer?]]> http://seekingalpha.com/article/125516-reports-of-profits-while-banks-fail?source=feed#comment-423198 423198 Thu, 12 Mar 2009 11:26:16 -0400 http://seekingalpha.com/article/123848-two-financial-etfs-to-watch-this-week?source=feed#comment-411303 411303 Tue, 03 Mar 2009 12:19:39 -0500 http://seekingalpha.com/article/123716-death-of-the-big-bank-model?source=feed#comment-410602 410602 Tue, 03 Mar 2009 05:46:52 -0500 http://seekingalpha.com/article/123097-s-p-lowers-insurers-ratings-what-about-banks-400b-cmbs-losses?source=feed#comment-405482 405482 Correct me if Im wrong , your first graph shows almost constant CMBS ownership/distribution from Q107 thru Q308. If thats true, then you're assuming the net # of CMBS issued increased during the time.

your statement "The chart illustrates that commercial banks have not only been the largest holders of commercial mortgages, but they have been increasing their exposure even during the economic crisis." indicates this.

Maybe you could indicate whether the absolute amount of CMBS issued increased.]]> Fri, 27 Feb 2009 07:01:28 -0500 Correct me if Im wrong , your first graph shows almost constant CMBS ownership/distribution from Q107 thru Q308. If thats true, then you're assuming the net # of CMBS issued increased during the time.

your statement "The chart illustrates that commercial banks have not only been the largest holders of commercial mortgages, but they have been increasing their exposure even during the economic crisis." indicates this.

Maybe you could indicate whether the absolute amount of CMBS issued increased.]]> http://seekingalpha.com/article/122029-housing-bubble-the-sequel?source=feed#comment-399722 399722 Mon, 23 Feb 2009 08:58:20 -0500 http://seekingalpha.com/article/120181-profit-from-the-housing-mess-with-etfs?source=feed#comment-391153 391153 Mon, 16 Feb 2009 18:34:36 -0500 http://seekingalpha.com/article/120678-more-on-the-dangers-of-leveraged-etfs?source=feed#comment-391145 391145 Mon, 16 Feb 2009 18:24:12 -0500 http://seekingalpha.com/article/95755-credit-default-swaps-the-show-isn-t-over?source=feed#comment-382522 382522

On Oct 01 06:30 AM currious phil wrote:

> Can anyone tell me where to go to see the current CDS values for
> various banks ?]]> Tue, 10 Feb 2009 12:44:18 -0500

On Oct 01 06:30 AM currious phil wrote:

> Can anyone tell me where to go to see the current CDS values for
> various banks ?]]> http://seekingalpha.com/article/99027-the-60-trillion-nightmare-of-credit-default-swaps?source=feed#comment-382494 382494 Seems unfair that the 'true" figure lent or awarded to/for banks is 20% less tha the passed bill/law(s) .... Im beginning to lose track of the number of programs out there and which ones are funded / started ??!!]]> Tue, 10 Feb 2009 12:30:15 -0500 Seems unfair that the 'true" figure lent or awarded to/for banks is 20% less tha the passed bill/law(s) .... Im beginning to lose track of the number of programs out there and which ones are funded / started ??!!]]> http://seekingalpha.com/article/116684-obama-shines-natural-gas?source=feed#comment-367373 367373 Tue, 27 Jan 2009 08:37:19 -0500 http://seekingalpha.com/article/116481-natural-gas-continues-to-head-lower?source=feed#comment-366626 366626 And/or Oil Will Grind Higher..
Ratios tell us nothing concrete about absolute values. ]]> Mon, 26 Jan 2009 12:39:57 -0500 And/or Oil Will Grind Higher..
Ratios tell us nothing concrete about absolute values. ]]> http://seekingalpha.com/article/115911-first-solar-and-suntech-power-to-build-solar-farm-in-abu-dhabi?source=feed#comment-364035 364035 Its too bad its so expensive when compared with oil.... at 40 50 or 80 bucks a barrel. We have oil for another 50 years. like Social Security in the US. nothing will be attempted till the " 11th hour". thats the reality.]]> Fri, 23 Jan 2009 10:02:39 -0500 Its too bad its so expensive when compared with oil.... at 40 50 or 80 bucks a barrel. We have oil for another 50 years. like Social Security in the US. nothing will be attempted till the " 11th hour". thats the reality.]]> http://seekingalpha.com/article/113185-seven-new-developments-in-renewable-energy?source=feed#comment-346463 346463 From all us electrical engineers out there (r there any others left?) Thanks!!



On Jan 05 09:42 AM billp37 wrote:

> "The plant will have a capacity of 400 megawatts according to a Bloomberg
> report." ...
>
> "total annual production capacity of over 1,125MW of wind turbines"
> ...
>
> "66MW on-grid photovoltaic project" ...
>
> "China's wind energy capacity has reached 1GW in 2008" ....
>
> "generate 3.6 gigawatts of energy which could provide power for up
> to 5m homes from 2012"
>
> Peak generating capability is important.
>
> But we think the concept of CAPACITY FACTOR is also important.

>
>
> www.google.com/search?...;q=capacity+factor+def...

>
>
> Fine to report kilo-, mega-, or gigwatts but kilo-, mega-, gigawatt
> HOURS probably should be reported too?
>
> ]]> Mon, 05 Jan 2009 11:57:45 -0500 From all us electrical engineers out there (r there any others left?) Thanks!!



On Jan 05 09:42 AM billp37 wrote:

> "The plant will have a capacity of 400 megawatts according to a Bloomberg
> report." ...
>
> "total annual production capacity of over 1,125MW of wind turbines"
> ...
>
> "66MW on-grid photovoltaic project" ...
>
> "China's wind energy capacity has reached 1GW in 2008" ....
>
> "generate 3.6 gigawatts of energy which could provide power for up
> to 5m homes from 2012"
>
> Peak generating capability is important.
>
> But we think the concept of CAPACITY FACTOR is also important.

>
>
> www.google.com/search?...;q=capacity+factor+def...

>
>
> Fine to report kilo-, mega-, or gigwatts but kilo-, mega-, gigawatt
> HOURS probably should be reported too?
>
> ]]> http://seekingalpha.com/article/109877-suntech-power-now-a-takeover-target?source=feed#comment-324601 324601 Tue, 09 Dec 2008 10:17:43 -0500 http://seekingalpha.com/article/109877-suntech-power-now-a-takeover-target?source=feed#comment-324595 324595 I agree . I doubt very much if 50% energy conversion to electricity was meant. 50% up from 22% is still quite laudable, if true. (~33%?)]]> Tue, 09 Dec 2008 10:13:47 -0500 I agree . I doubt very much if 50% energy conversion to electricity was meant. 50% up from 22% is still quite laudable, if true. (~33%?)]]> http://seekingalpha.com/article/104120-the-perversion-of-american-capitalism?source=feed#comment-298484 298484 Wed, 05 Nov 2008 05:32:16 -0500 http://seekingalpha.com/article/45987-understanding-the-ted-spread?source=feed#comment-283971 283971 Thu, 16 Oct 2008 15:47:01 -0400 http://seekingalpha.com/article/99027-the-60-trillion-nightmare-of-credit-default-swaps?source=feed#comment-277121 277121 Sorry for being stupid, but whats the rake you speak of? Is that the amount the gov't bumped up the package? ?]]> Wed, 08 Oct 2008 15:08:22 -0400 Sorry for being stupid, but whats the rake you speak of? Is that the amount the gov't bumped up the package? ?]]> http://seekingalpha.com/article/99027-the-60-trillion-nightmare-of-credit-default-swaps?source=feed#comment-276775 276775 Id like to know what percentage of the $60T CDSs out there are naked. These are the ones that are troublesome since they are /were written without owning any security.]]> Wed, 08 Oct 2008 10:29:41 -0400 Id like to know what percentage of the $60T CDSs out there are naked. These are the ones that are troublesome since they are /were written without owning any security.]]> http://seekingalpha.com/article/96387-here-go-the-short-etfs?source=feed#comment-259293 259293 Fri, 19 Sep 2008 13:49:30 -0400 http://seekingalpha.com/article/95078-commodities-meltdown-as-dollar-surges?source=feed#comment-252499 252499 Fri, 12 Sep 2008 09:07:33 -0400 http://seekingalpha.com/article/94254-breaking-up-with-etfs-is-hard-to-do?source=feed#comment-248510 248510 Mon, 08 Sep 2008 12:57:08 -0400