waterlily57's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/200979/comments http://seekingalpha.com/article/179594-google-s-next-frontier?source=feed#comment-818914 818914 Wed, 23 Dec 2009 11:37:22 -0500 http://seekingalpha.com/article/178973-china-acts-to-calm-its-overheated-real-estate-sector-and-misdiagnoses-the-problem?source=feed#comment-814473 814473 Sun, 20 Dec 2009 11:02:56 -0500 http://seekingalpha.com/article/178973-china-acts-to-calm-its-overheated-real-estate-sector-and-misdiagnoses-the-problem?source=feed#comment-814346 814346 Sun, 20 Dec 2009 10:08:22 -0500 http://seekingalpha.com/article/175575-global-warming-models-out-of-order?source=feed#comment-780622 780622

On Nov 28 07:06 AM MSimon wrote:

> "we need to determine what practical steps can be taken to slow and
> mitigate climate change (whatever its causes) "
>
> If you get the cause wrong the solution set might be useless. Mirrors/shields
> in space are the only answer. That way - warmer or cooler - we can
> do something.]]> Sat, 28 Nov 2009 10:58:20 -0500

On Nov 28 07:06 AM MSimon wrote:

> "we need to determine what practical steps can be taken to slow and
> mitigate climate change (whatever its causes) "
>
> If you get the cause wrong the solution set might be useless. Mirrors/shields
> in space are the only answer. That way - warmer or cooler - we can
> do something.]]> http://seekingalpha.com/article/174722-top-three-singapore-banks-by-assets?source=feed#comment-772494 772494
Hong Leong Bank should be a mention in the second tier banks.]]> Sun, 22 Nov 2009 20:20:48 -0500
Hong Leong Bank should be a mention in the second tier banks.]]> http://seekingalpha.com/article/166323-largest-gold-reserves-by-country?source=feed#comment-714527 714527 Tue, 13 Oct 2009 21:49:33 -0400 http://seekingalpha.com/article/165918-jim-rogers-on-the-next-10-years?source=feed#comment-712734 712734 Sun, 11 Oct 2009 21:43:54 -0400 http://seekingalpha.com/article/165858-top-ten-best-global-brands?source=feed#comment-712315 712315 Sun, 11 Oct 2009 04:28:13 -0400 http://seekingalpha.com/article/162913-big-losses-are-hidden-on-china-s-bank-balance-sheets?source=feed#comment-687650 687650 Wed, 23 Sep 2009 11:21:14 -0400 http://seekingalpha.com/article/161878-how-to-prepare-for-the-inevitable-correction?source=feed#comment-679891 679891 Wed, 16 Sep 2009 19:22:52 -0400 http://seekingalpha.com/article/161082-has-the-china-bear-left-the-room?source=feed#comment-673436 673436 Sat, 12 Sep 2009 11:57:44 -0400 http://seekingalpha.com/article/161064-crisis-blame-the-accountants?source=feed#comment-672439 672439 Fri, 11 Sep 2009 12:59:08 -0400 http://seekingalpha.com/article/159200-is-a-crash-impending?source=feed#comment-655853 655853

On Aug 31 11:56 PM Tack wrote:

> So many people mesmerized into thinking the world, or even the U.S.,
> is ending and, in the process, setting themselves up for financial
> hardship as they bet on collapse and failure, and wallow in their
> cynicism, rather than making sensible evaluations of current realities
> and choosing appropriate investments.
>
> The folks who are betting on a deflationary collapse are the most
> out of touch with logic and history, blinded by the blaze of the
> 1930's, that they (95%, anyway) never lived through and, apparently,
> completely misinterpret, when it comes to monetary policies and their
> effects. The Great Depression was probably the last deflationary
> collapse in history, and, of course, was due to a disastrous reduction
> in the money supply, which saw the 1929 levels not again reached
> until 1939.
>
> While there have been myriad international economic disasters in
> the last 70 years, no economy in the world has suffered a deflationary
> collapse. Why is that? It's because all governments learned that
> fiat money supplies can be expanded ad infinitum. There may be inflation;
> there even may ultimately be loss of trust in the currency; the one
> thing there won't be is deflation.
>
> Even if one is not optimistic about the performance of corporations
> or the economy as a whole, everybody should be "optimistic" about
> the advance of prices. Currencies abide by the same rules as all
> other commodities: the more you print, the less value they enjoy
> relative to all other things. Hence, the nominal value of everything
> will advance.]]> Tue, 01 Sep 2009 07:18:52 -0400

On Aug 31 11:56 PM Tack wrote:

> So many people mesmerized into thinking the world, or even the U.S.,
> is ending and, in the process, setting themselves up for financial
> hardship as they bet on collapse and failure, and wallow in their
> cynicism, rather than making sensible evaluations of current realities
> and choosing appropriate investments.
>
> The folks who are betting on a deflationary collapse are the most
> out of touch with logic and history, blinded by the blaze of the
> 1930's, that they (95%, anyway) never lived through and, apparently,
> completely misinterpret, when it comes to monetary policies and their
> effects. The Great Depression was probably the last deflationary
> collapse in history, and, of course, was due to a disastrous reduction
> in the money supply, which saw the 1929 levels not again reached
> until 1939.
>
> While there have been myriad international economic disasters in
> the last 70 years, no economy in the world has suffered a deflationary
> collapse. Why is that? It's because all governments learned that
> fiat money supplies can be expanded ad infinitum. There may be inflation;
> there even may ultimately be loss of trust in the currency; the one
> thing there won't be is deflation.
>
> Even if one is not optimistic about the performance of corporations
> or the economy as a whole, everybody should be "optimistic" about
> the advance of prices. Currencies abide by the same rules as all
> other commodities: the more you print, the less value they enjoy
> relative to all other things. Hence, the nominal value of everything
> will advance.]]> http://seekingalpha.com/article/156936-big-brother-google-is-watching-you?source=feed#comment-635988 635988 Wed, 19 Aug 2009 02:35:38 -0400 http://seekingalpha.com/article/153238-will-h1n1-be-an-asian-market-killer?source=feed#comment-612914 612914 Mon, 03 Aug 2009 11:44:04 -0400 http://seekingalpha.com/article/153198-are-camera-phones-killing-the-digital-camera?source=feed#comment-612179 612179 Sun, 02 Aug 2009 20:46:26 -0400 http://seekingalpha.com/article/124623-berkshire-hathaway-proof-that-the-cds-market-is-irrational?source=feed#comment-417110 417110 ]]> Sat, 07 Mar 2009 10:14:40 -0500 ]]> http://seekingalpha.com/article/123304-berkshire-hathaway-worst-year-ever-and-cds-too?source=feed#comment-407507 407507
Now, when you bet against the stock indices, you better not have a whole lot of reserves tied up in equities. Because you will get next to nothing by selling stocks to pay those claims. Maybe he will line up his reserves to include a lot of treasury bills, commodities, gold, etc when the derivatives are about to mature. Who knows?]]> Sun, 01 Mar 2009 04:19:17 -0500
Now, when you bet against the stock indices, you better not have a whole lot of reserves tied up in equities. Because you will get next to nothing by selling stocks to pay those claims. Maybe he will line up his reserves to include a lot of treasury bills, commodities, gold, etc when the derivatives are about to mature. Who knows?]]> http://seekingalpha.com/article/123304-berkshire-hathaway-worst-year-ever-and-cds-too?source=feed#comment-407453 407453
I am not totally agreeable to his idea and I don't see the global economic value of the whole thing. Just like gambling? I believe he is not explicit because he doesn't want imitators to come in too fast, not that there are many who can mimick at this time.

Also, he says he is totally responsible for the whole thing. Well, if he is younger, then he'll have a high probability of being around in 2019 to own up to that responsibility. As it is it is possible it will be the company who will own up to that responsibility.]]> Sun, 01 Mar 2009 01:14:14 -0500
I am not totally agreeable to his idea and I don't see the global economic value of the whole thing. Just like gambling? I believe he is not explicit because he doesn't want imitators to come in too fast, not that there are many who can mimick at this time.

Also, he says he is totally responsible for the whole thing. Well, if he is younger, then he'll have a high probability of being around in 2019 to own up to that responsibility. As it is it is possible it will be the company who will own up to that responsibility.]]> http://seekingalpha.com/article/116197-china-s-economic-miracle-unraveling?source=feed#comment-364662 364662
2. There are frequent reports about public consultations on new plant construction and frequently dissent averted the construction of potentially polluting plants.

3. The PBOC had imposed high statutory reserves from banks well before the accelerating economic decline. The reserves are gradually being released together with lowering of interest rates.


Most of the retrenched workers would be going back to the farmlands to plow the fields. Expect higher crop production.]]> Fri, 23 Jan 2009 20:31:48 -0500
2. There are frequent reports about public consultations on new plant construction and frequently dissent averted the construction of potentially polluting plants.

3. The PBOC had imposed high statutory reserves from banks well before the accelerating economic decline. The reserves are gradually being released together with lowering of interest rates.


Most of the retrenched workers would be going back to the farmlands to plow the fields. Expect higher crop production.]]> http://seekingalpha.com/article/112205-does-china-truly-offer-an-alternate-economic-model?source=feed#comment-337478 337478 Wed, 24 Dec 2008 10:05:19 -0500 http://seekingalpha.com/article/111873-bubble-in-bonds?source=feed#comment-336208 336208 Mon, 22 Dec 2008 20:21:26 -0500 http://seekingalpha.com/article/106576-context-is-everything-7-ways-to-assess-the-bigger-picture?source=feed#comment-308820 308820 Tue, 18 Nov 2008 09:46:16 -0500 http://seekingalpha.com/article/95535-oil-what-s-oil?source=feed#comment-255021 255021 Mon, 15 Sep 2008 12:36:22 -0400 http://seekingalpha.com/article/79094-chinese-lessons?source=feed#comment-175269 175269 Wed, 28 May 2008 11:55:21 -0400