jabez

4 Comments

    • Gold's Divergence Between the Paper and Physical Markets [view article]
      Barring an unlimited source of credit, can hyper-inflation occur in a system w/ no savings? Don't prices hit the wall very quickly, and to some extent en masse? Aug 17 11:58 AM
    • What the SEC Really Accomplished with Its New 'Short-Sell' Rule [view article]
      Mainer has it exactly right. Evidently the authors do not know the difference between short-selling and NAKED shorting, or perhaps just want to tell a good story. No need to worry that shorting has been banned, or will be banned.

      Besides, the marketmakers have been exempted from the rule...       Jul 25 10:34 AM
    • Energy Bombshell: China Raises Oil and Diesel Prices [view article]
      Yeah, and aren't the Chinese/Cubans drilling the Eastern Gulf of Mexico right NOW... ? Jun 21 12:21 PM
    • Which Solar Stocks Will Continue To Shine? [view article]
      Jack says "... some folks consider non-American companies inherently more risky."

      Chinese companies are! Consider that the shareholders of major steel and energy companies are required to subsidize the situation in Sichuan, for example. Raw materials (e.g., coal) may be unavailable or more costly if supplies are tight, and the Party decides your company is 'unimportant'. Tax rates are arbitrary and likely to surge if the gov't experiences a decrease in revenues.

      Note that the risks of corruption (from within the company, and/or from w/out) and/or poor accounting practices are both unknowable and may vary over time.

      That said, I would like to mention the power situation in China. They lost a lot of hydro during the quake, aggravating pre-existing shortages. Their own scientists told the gov't dams were at risk in that area due to seismicity before the dams were built and now I think they may start to listen. This means abandonment and cancellation of hydro projects. Also, the quake has strengthened 'pro-environment' sentiment.

      Doesn't seem unlikely that the gov't will push point-source generation, at least in rural areas...

      Disclaimer -- not a Sino-expert, never been there, the above opining is my take on media information; also I own/have owned some Chinese solar, SDTH, and APWR.       Jun 08 01:12 PM
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