jdlech's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/195564/comments http://seekingalpha.com/article/102156-down-to-three-positions-i-m-ready-for-end-of-bear-market?source=feed#comment-292787 292787 Tue, 28 Oct 2008 16:22:01 -0400 http://seekingalpha.com/article/79557-dark-pools-of-liquidity-are-coming-around-again?source=feed#comment-260508 260508 So these pools are tolerated. But as we can plainly see, a hedge fund could naked short a quarter million shares without anyone knowing about it until those shares move out of the pool and into the regular market. All the SEC would see is the shares coming out of the pool; but not know who sold them. Bit when it comes time for the pool owners to report the non delivery of a quarter million shares, the SEC should punish the pool owner. What never enters or leaves the pools will not harm the open market or those trading openly. It's what flows into and out of them that can help or harm the retail investor.

Ultimately, the pool owners should be the ones taking responsibility for all that goes into and comes out of their pools. I just hope the SEC agrees with me.]]> Sun, 21 Sep 2008 07:40:56 -0400 So these pools are tolerated. But as we can plainly see, a hedge fund could naked short a quarter million shares without anyone knowing about it until those shares move out of the pool and into the regular market. All the SEC would see is the shares coming out of the pool; but not know who sold them. Bit when it comes time for the pool owners to report the non delivery of a quarter million shares, the SEC should punish the pool owner. What never enters or leaves the pools will not harm the open market or those trading openly. It's what flows into and out of them that can help or harm the retail investor.

Ultimately, the pool owners should be the ones taking responsibility for all that goes into and comes out of their pools. I just hope the SEC agrees with me.]]> http://seekingalpha.com/article/90744-playtesting-of-chinese-games-crucial-to-understanding-market?source=feed#comment-229373 229373
Fact: the english speaking market is already nearly saturated - over 70% of American households have internet. But only 19% of Chinese households have internet and there's already more Chinese online than there are Americans. The growth potential for those who target the Chinese gaming audience is obvious, and who better to target them than a Chinese company?. For Perfect World, the English game versions are like sprinkles on an already delicious cake - hardly even neccessary.]]> Wed, 13 Aug 2008 10:32:54 -0400
Fact: the english speaking market is already nearly saturated - over 70% of American households have internet. But only 19% of Chinese households have internet and there's already more Chinese online than there are Americans. The growth potential for those who target the Chinese gaming audience is obvious, and who better to target them than a Chinese company?. For Perfect World, the English game versions are like sprinkles on an already delicious cake - hardly even neccessary.]]> http://seekingalpha.com/article/81318-indicator-points-to-higher-gas-prices-and-3-potential-power-plays?source=feed#comment-214396 214396
Now, gasoline is just one product made from oil. These refineries are producing hundreds of different chemicals that are used in everything from the food you eat to the plastic containers in which they come. Already, the refiners should be swithing over to producing millions of gallons of heating oil for the winter instead of gasoline and diesel fuel. It's important to consider the crack spread on ALL of these chemicals.]]> Fri, 25 Jul 2008 11:29:59 -0400
Now, gasoline is just one product made from oil. These refineries are producing hundreds of different chemicals that are used in everything from the food you eat to the plastic containers in which they come. Already, the refiners should be swithing over to producing millions of gallons of heating oil for the winter instead of gasoline and diesel fuel. It's important to consider the crack spread on ALL of these chemicals.]]> http://seekingalpha.com/article/83863-gold-s-golden-run-all-set-to-continue?source=feed#comment-199575 199575 The spike in the price indicates that oil is leveraged; a 20% increase in demand resulted in a near 100% increase in price. I don't know the exact leverage mechanism and I'm not willing to claim a guess is fact. We know what is happening, but I have not found any solid numbers that point to why it's happening. Without such numbers, it's all speculation on speculation.]]> Mon, 07 Jul 2008 05:12:51 -0400 The spike in the price indicates that oil is leveraged; a 20% increase in demand resulted in a near 100% increase in price. I don't know the exact leverage mechanism and I'm not willing to claim a guess is fact. We know what is happening, but I have not found any solid numbers that point to why it's happening. Without such numbers, it's all speculation on speculation.]]> http://seekingalpha.com/article/83297-massive-government-and-private-sector-job-cuts-coming?source=feed#comment-196360 196360 Also, unemployment will soar only for a little while. The official unemployment rate only considers those who *currently* qualify for the program. Those who's unemployment runs out are also dropped from the statistics regardless of their employment prospects. Effectively, 6 months after the last job in America is lost, the official unemployment rate will be zero and the American propaganda machine will be calling it a full employment miracle.]]> Tue, 01 Jul 2008 03:51:24 -0400 Also, unemployment will soar only for a little while. The official unemployment rate only considers those who *currently* qualify for the program. Those who's unemployment runs out are also dropped from the statistics regardless of their employment prospects. Effectively, 6 months after the last job in America is lost, the official unemployment rate will be zero and the American propaganda machine will be calling it a full employment miracle.]]> http://seekingalpha.com/article/75943-high-incarceration-rate-weighing-on-u-s-economy-with-upside-for-corrections-corp?source=feed#comment-194303 194303 That said, the economically rational mind would buy CXW. Morality has nothing to do with making money. As messed up as I think our society is becoming - and I really think this is messed up - the pursuit of profit dictates that CXWs business plan is a good one.]]> Fri, 27 Jun 2008 12:38:26 -0400 That said, the economically rational mind would buy CXW. Morality has nothing to do with making money. As messed up as I think our society is becoming - and I really think this is messed up - the pursuit of profit dictates that CXWs business plan is a good one.]]> http://seekingalpha.com/article/82182-high-likelihood-of-a-market-crash?source=feed#comment-190669 190669 A crash of 300 pts may seem like a lot today, but we'll look back on it as a drop in the bucket soon enough.]]> Mon, 23 Jun 2008 05:18:45 -0400 A crash of 300 pts may seem like a lot today, but we'll look back on it as a drop in the bucket soon enough.]]> http://seekingalpha.com/article/79677-will-the-banks-rebound-cramer-s-mad-money-5-30-08?source=feed#comment-178371 178371 getjdb, you should be the only expert you consider worth following. Buffet, Heebner, et. al. should be considered mentors and fonts of advice and wisdom. But the only person who has your best interest in mind, however, is always going to be you.]]> Tue, 03 Jun 2008 05:08:30 -0400 getjdb, you should be the only expert you consider worth following. Buffet, Heebner, et. al. should be considered mentors and fonts of advice and wisdom. But the only person who has your best interest in mind, however, is always going to be you.]]> http://seekingalpha.com/article/77756-doug-kass-s-killer-shorts-barron-s?source=feed#comment-169898 169898 Yes, people who feel poorer will thrift just about anything - even toothpaste and TP; opting to buy generic over name brand. And they will do so even when both are within just a few pennies of each other.
I've known people who would drive 30 miles out of their way to save a couple of pennies per gallon of gasoline despite the fact that they burn $3 to do it. The average consumer is not always the epitome of homo economicus rationality.
Caveat commodator]]> Mon, 19 May 2008 05:21:39 -0400 Yes, people who feel poorer will thrift just about anything - even toothpaste and TP; opting to buy generic over name brand. And they will do so even when both are within just a few pennies of each other.
I've known people who would drive 30 miles out of their way to save a couple of pennies per gallon of gasoline despite the fact that they burn $3 to do it. The average consumer is not always the epitome of homo economicus rationality.
Caveat commodator]]>