jabez's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/194702/comments http://seekingalpha.com/article/167013-nominal-vs-real-gains?source=feed#comment-719181 719181
This very real situation creates a highly uncomfortable environment wherein everyone engaged in trading must assume that ANY communication is being monitored, and any conversation or relationship may suddenly place one in an untenable legal situation, literally at the drop of a word.

Will hedgefunds and other big players deploy money into a massively overvalued market w/out the benefit of insider information? Will they move in unison to the short side? Heh. And would short-selling then be banned, and (even more) capital abandon the US equity markets entirely?]]> Sun, 18 Oct 2009 07:51:48 -0400
This very real situation creates a highly uncomfortable environment wherein everyone engaged in trading must assume that ANY communication is being monitored, and any conversation or relationship may suddenly place one in an untenable legal situation, literally at the drop of a word.

Will hedgefunds and other big players deploy money into a massively overvalued market w/out the benefit of insider information? Will they move in unison to the short side? Heh. And would short-selling then be banned, and (even more) capital abandon the US equity markets entirely?]]> http://seekingalpha.com/article/95362-government-sets-a-dangerous-precedent-with-lehman?source=feed#comment-253937 253937
A scary part for me is that I am not seeing this aspect discussed in mainstream media.]]> Sun, 14 Sep 2008 10:01:18 -0400
A scary part for me is that I am not seeing this aspect discussed in mainstream media.]]> http://seekingalpha.com/article/91273-gold-s-divergence-between-the-paper-and-physical-markets?source=feed#comment-232381 232381 Sun, 17 Aug 2008 11:58:14 -0400 http://seekingalpha.com/article/87017-what-the-sec-really-accomplished-with-its-new-short-sell-rule?source=feed#comment-214318 214318
Besides, the marketmakers have been exempted from the rule...]]> Fri, 25 Jul 2008 10:34:46 -0400
Besides, the marketmakers have been exempted from the rule...]]> http://seekingalpha.com/article/82106-energy-bombshell-china-raises-oil-and-diesel-prices?source=feed#comment-189737 189737 Sat, 21 Jun 2008 12:21:42 -0400 http://seekingalpha.com/article/80423-which-solar-stocks-will-continue-to-shine?source=feed#comment-181346 181346
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.]]> Sun, 08 Jun 2008 13:12:41 -0400
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.]]>