montyman's Comments montyman's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/204554/comments Natural Gas: Powering the Dubai Overshoot http://seekingalpha.com/article/175581-natural-gas-powering-the-dubai-overshoot?source=feed#comment-783196 783196

On Nov 29 09:34 AM fxmaven wrote:

> Plenty of Liquor in Dubai, that's why all visitors from the entire
> region visit Dubai and Bahrain - again, know-it-all americans with
> egg on their face (and total ignorace of the facts). No wonder why
> USA is steadily declining, and tripping over itself on the way down.
> ]]>
Mon, 30 Nov 2009 16:17:44 -0500

On Nov 29 09:34 AM fxmaven wrote:

> Plenty of Liquor in Dubai, that's why all visitors from the entire
> region visit Dubai and Bahrain - again, know-it-all americans with
> egg on their face (and total ignorace of the facts). No wonder why
> USA is steadily declining, and tripping over itself on the way down.
> ]]>
Oil: Ready to Break Higher? http://seekingalpha.com/article/174212-oil-ready-to-break-higher?source=feed#comment-771446 771446

On Nov 19 07:34 PM casey00001 wrote:

> I would venture to say oil will easily go over one hundred dollars
> a barrel. Israel is going to have no other choice but to attack
> Iran. When that happens, the "chart" will not be pretty.]]>
Sun, 22 Nov 2009 02:53:13 -0500

On Nov 19 07:34 PM casey00001 wrote:

> I would venture to say oil will easily go over one hundred dollars
> a barrel. Israel is going to have no other choice but to attack
> Iran. When that happens, the "chart" will not be pretty.]]>
Gold, Oil and the Dollar http://seekingalpha.com/article/172866-gold-oil-and-the-dollar?source=feed#comment-756466 756466
And are you sure that those sovereign wealth funds, etc., will be able to step in so easily again? You make it sound like reversing the dollar weakness is trivial.]]>
Wed, 11 Nov 2009 23:30:49 -0500
And are you sure that those sovereign wealth funds, etc., will be able to step in so easily again? You make it sound like reversing the dollar weakness is trivial.]]>
Canada Back in a Housing Bubble? http://seekingalpha.com/article/169730-canada-back-in-a-housing-bubble?source=feed#comment-735238 735238 Mr. MacDonald, will Canadian house prices ever correct? Or does this rise continue long term?]]> Thu, 29 Oct 2009 08:49:05 -0400 Mr. MacDonald, will Canadian house prices ever correct? Or does this rise continue long term?]]> A Breakdown or a Bear Trap? Will There Be a Rally on Wednesday? http://seekingalpha.com/article/169077-a-breakdown-or-a-bear-trap-will-there-be-a-rally-on-wednesday?source=feed#comment-732868 732868
My reasoning is thus: stimulus is petering out, and the markets need another shot soon. A downside event will prompt more stimulus. And then we're off to the races again. We'll know by the end of the week ;)]]>
Tue, 27 Oct 2009 16:36:58 -0400
My reasoning is thus: stimulus is petering out, and the markets need another shot soon. A downside event will prompt more stimulus. And then we're off to the races again. We'll know by the end of the week ;)]]>
Max Keiser: Oil Trade's U.S. Dollar Dump Rumors Are True http://seekingalpha.com/article/165935-max-keiser-oil-trade-s-u-s-dollar-dump-rumors-are-true?source=feed#comment-713523 713523

On Oct 12 09:09 PM The Geoffster wrote:

> Take a look at the recent correlation between USO and GLD.]]>
Tue, 13 Oct 2009 01:19:38 -0400

On Oct 12 09:09 PM The Geoffster wrote:

> Take a look at the recent correlation between USO and GLD.]]>
Whither Goes the Price of Oil? http://seekingalpha.com/article/161967-whither-goes-the-price-of-oil?source=feed#comment-683695 683695

On Sep 18 12:13 PM ssquared wrote:

> And what will happen to the price of oil if;
> A) the Israelis attack Iran
> B) Iran mines the Staits of Homuz
>
> Answer: As Jackie Gleason used to say: To da moon!]]>
Sat, 19 Sep 2009 19:56:11 -0400

On Sep 18 12:13 PM ssquared wrote:

> And what will happen to the price of oil if;
> A) the Israelis attack Iran
> B) Iran mines the Staits of Homuz
>
> Answer: As Jackie Gleason used to say: To da moon!]]>
Four Major Developments Gold Investors Should Watch http://seekingalpha.com/article/161487-four-major-developments-gold-investors-should-watch?source=feed#comment-677261 677261

On Sep 15 08:34 AM Disa Anja wrote:

> I agree! All that matters is the price of the US$. Hey, what a minute....what
> happens if the equity markets trade down again and lower than the
> Match lows...the US$ will appreciate again like it did during the
> last down leg?]]>
Tue, 15 Sep 2009 09:48:37 -0400

On Sep 15 08:34 AM Disa Anja wrote:

> I agree! All that matters is the price of the US$. Hey, what a minute....what
> happens if the equity markets trade down again and lower than the
> Match lows...the US$ will appreciate again like it did during the
> last down leg?]]>
Gold Above $1,000: Indicative of an Imminent Market Fall? http://seekingalpha.com/article/160352-gold-above-1-000-indicative-of-an-imminent-market-fall?source=feed#comment-667157 667157
If the Fed is dead then where are they getting the ability to continue pimping up the banks, markets, bailouts, etc. etc. ?
On Sep 08 01:56 PM Madcow2 wrote:

> Gold will fail before it gets to $1033 because the Federal Reserve
> is DEAD. They are no longer capable of "inflating" the money supply
> or the economy. The game is over.
>
> Think of a film of a nuclear explosion ... at first, you see a house,
> some trees, a parked car - and then a wave coming in left to right
> blowing the car away, taking the house off its foundation, bending
> the tree like a twig to the right ... (think 100 years of inflation).
>
>
> Then, everything is still for a moment. And the, the concussion wave
> comes back the other way and blows everything right to left as the
> vacuum is filled and balance restored (think decades long deflation).
>
>
> In our system, debt is money. So as debt is destroyed, so is money.
> Smart rich people may have exchanged their fiat for gold - but where
> is everybody else going to get cash to buy in? Outside of government
> and a handful of lucky banks, the money supply has vaporized.]]>
Tue, 08 Sep 2009 16:30:47 -0400
If the Fed is dead then where are they getting the ability to continue pimping up the banks, markets, bailouts, etc. etc. ?
On Sep 08 01:56 PM Madcow2 wrote:

> Gold will fail before it gets to $1033 because the Federal Reserve
> is DEAD. They are no longer capable of "inflating" the money supply
> or the economy. The game is over.
>
> Think of a film of a nuclear explosion ... at first, you see a house,
> some trees, a parked car - and then a wave coming in left to right
> blowing the car away, taking the house off its foundation, bending
> the tree like a twig to the right ... (think 100 years of inflation).
>
>
> Then, everything is still for a moment. And the, the concussion wave
> comes back the other way and blows everything right to left as the
> vacuum is filled and balance restored (think decades long deflation).
>
>
> In our system, debt is money. So as debt is destroyed, so is money.
> Smart rich people may have exchanged their fiat for gold - but where
> is everybody else going to get cash to buy in? Outside of government
> and a handful of lucky banks, the money supply has vaporized.]]>
Is the Dow Starting to Stall? http://seekingalpha.com/article/152429-is-the-dow-starting-to-stall?source=feed#comment-608499 608499 Thu, 30 Jul 2009 14:21:08 -0400 Random Walk Down What Is Definitely Not Wall Street http://seekingalpha.com/article/148623-random-walk-down-what-is-definitely-not-wall-street?source=feed#comment-587937 587937 Tue, 14 Jul 2009 14:48:17 -0400 Priming the Pump for $20/Gal. Gas: Interview with Chris Steiner http://seekingalpha.com/article/148167-priming-the-pump-for-20-gal-gas-interview-with-chris-steiner?source=feed#comment-585240 585240

On Jul 10 09:55 PM dondon wrote:

> Mexico in the next few years will import oil rather than export it
> to us because of declining fields. Canada, though, has vast reserves
> of oil sands that are both dirty and expensive to extract at today's
> prices. The US also has vast reserves locked away both onshore and
> off. Last year when oil hit $147 even those opposed to new drilling
> in the US gave way to the drill, baby, drill folks. With more diesel,
> hybrid, electric and even ethanol on the way, I feel the only way
> we get to $20gal by is through taxes.]]>
Mon, 13 Jul 2009 01:30:49 -0400

On Jul 10 09:55 PM dondon wrote:

> Mexico in the next few years will import oil rather than export it
> to us because of declining fields. Canada, though, has vast reserves
> of oil sands that are both dirty and expensive to extract at today's
> prices. The US also has vast reserves locked away both onshore and
> off. Last year when oil hit $147 even those opposed to new drilling
> in the US gave way to the drill, baby, drill folks. With more diesel,
> hybrid, electric and even ethanol on the way, I feel the only way
> we get to $20gal by is through taxes.]]>
Damage Done to Gold http://seekingalpha.com/article/147987-damage-done-to-gold?source=feed#comment-583149 583149

On Jul 10 11:36 AM 5142152-337 wrote:

> Sorry, for the typo. "no" should read: none]]>
Sat, 11 Jul 2009 00:50:29 -0400

On Jul 10 11:36 AM 5142152-337 wrote:

> Sorry, for the typo. "no" should read: none]]>
Bankslaughter http://seekingalpha.com/article/147442-bankslaughter?source=feed#comment-581831 581831

On Jul 07 09:40 PM Swashbuckler wrote:

> Agreed J. Crighton--You make white collar crimes capital offenses
> (enforceable), and you'll see a lot less corruption in business and
> politics.]]>
Fri, 10 Jul 2009 07:21:38 -0400

On Jul 07 09:40 PM Swashbuckler wrote:

> Agreed J. Crighton--You make white collar crimes capital offenses
> (enforceable), and you'll see a lot less corruption in business and
> politics.]]>
Dennis Kneale: The Ultimate Contrarian Indicator http://seekingalpha.com/article/147281-dennis-kneale-the-ultimate-contrarian-indicator?source=feed#comment-577612 577612

On Jul 07 02:59 PM Donkey Kong wrote:

> Dennis Kneale is a vituperative ignoramus!]]>
Tue, 07 Jul 2009 15:58:44 -0400

On Jul 07 02:59 PM Donkey Kong wrote:

> Dennis Kneale is a vituperative ignoramus!]]>
Long Dollar, Short Oil, Hold Gold? http://seekingalpha.com/article/146983-long-dollar-short-oil-hold-gold?source=feed#comment-574649 574649

On Jul 05 11:43 AM Mad Hedge Fund Trader wrote:

> You nailed it. The stage is now set for the dollar. With the US 20
> months into a recession, it’s just a matter of time before the Fed
> pull us back from zero interest rates. With the ECB late to the funeral,
> European Central Bank president, Jean-Claude Trichet, last week reaffirmed
> his commitment to keep their benchmark rate at 1% to restore the
> economy. There’s your trade. The next move in the euro/dollar spread
> will be in favor of the greenback, as the US will be the first out
> of recession. On top of that, you can pile a fading US stock market
> and a back off in commodity prices, which are also dollar positive.
> Thus, you can expect the euro to trade down to the low $1.30s. Mind
> you, this is still a counter trend trade, which I generally try to
> avoid. I still think it will cost two Euros to buy a buck sometime
> in the foreseeable future. For those hardy few willing to scoop up
> some pennies in front of a steam roller, look at the 200% short euro
> ETF (seekingalpha.com/symbo...), which has backed off 34%
> from $63 to $42 since November.]]>
Sun, 05 Jul 2009 14:11:25 -0400

On Jul 05 11:43 AM Mad Hedge Fund Trader wrote:

> You nailed it. The stage is now set for the dollar. With the US 20
> months into a recession, it’s just a matter of time before the Fed
> pull us back from zero interest rates. With the ECB late to the funeral,
> European Central Bank president, Jean-Claude Trichet, last week reaffirmed
> his commitment to keep their benchmark rate at 1% to restore the
> economy. There’s your trade. The next move in the euro/dollar spread
> will be in favor of the greenback, as the US will be the first out
> of recession. On top of that, you can pile a fading US stock market
> and a back off in commodity prices, which are also dollar positive.
> Thus, you can expect the euro to trade down to the low $1.30s. Mind
> you, this is still a counter trend trade, which I generally try to
> avoid. I still think it will cost two Euros to buy a buck sometime
> in the foreseeable future. For those hardy few willing to scoop up
> some pennies in front of a steam roller, look at the 200% short euro
> ETF (seekingalpha.com/symbo...), which has backed off 34%
> from $63 to $42 since November.]]>
May San Diego Home Sales Increase Data Revised from 89% to 6.5% http://seekingalpha.com/article/146346-may-san-diego-home-sales-increase-data-revised-from-89-to-6-5?source=feed#comment-570685 570685

On Jul 01 09:54 AM doubleguns wrote:

> San Diego is a strong republicrat area thus proving that BOTH sides
> are working hard against us to support their corrupt form of financially
> enslaving the taxpayers. They have been shearing the sheeple for
> so long they think it will continue indefinitely.
>
> I pray they are wrong. Dead wrong!!!! Time to clean the house out
> next election. Let the people speak.]]>
Wed, 01 Jul 2009 18:49:50 -0400

On Jul 01 09:54 AM doubleguns wrote:

> San Diego is a strong republicrat area thus proving that BOTH sides
> are working hard against us to support their corrupt form of financially
> enslaving the taxpayers. They have been shearing the sheeple for
> so long they think it will continue indefinitely.
>
> I pray they are wrong. Dead wrong!!!! Time to clean the house out
> next election. Let the people speak.]]>
Financial Blog Watch: Don't Believe Everything You Read http://seekingalpha.com/article/145711-financial-blog-watch-don-t-believe-everything-you-read?source=feed#comment-566246 566246 Sun, 28 Jun 2009 19:58:28 -0400 Crude Will Reach $100 by December 2009 http://seekingalpha.com/article/145614-crude-will-reach-100-by-december-2009?source=feed#comment-564876 564876

On Jun 27 10:37 AM Old Trader wrote:

> As swaps pointed out above, I believe it was the IEA, or some other
> global body pointed out in a recently released report, for the first
> time ever, emerging market countries used more oil than the developed
> countries. Does anyone think this trend is going to reverse anytime
> soon?]]>
Sat, 27 Jun 2009 11:38:54 -0400

On Jun 27 10:37 AM Old Trader wrote:

> As swaps pointed out above, I believe it was the IEA, or some other
> global body pointed out in a recently released report, for the first
> time ever, emerging market countries used more oil than the developed
> countries. Does anyone think this trend is going to reverse anytime
> soon?]]>
Is China Preparing to Buy Gold? http://seekingalpha.com/article/145477-is-china-preparing-to-buy-gold?source=feed#comment-564842 564842 Sat, 27 Jun 2009 11:17:57 -0400 This Market's Rising Tide Isn't Lifting All Boats http://seekingalpha.com/article/142995-this-market-s-rising-tide-isn-t-lifting-all-boats?source=feed#comment-545551 545551

On Jun 13 04:48 PM ReppinFreedom wrote:

> We closed "one" point above the 200 day EMA on Friday on the S&P.
> We have a pretty good chance of breaking out to the upside for early
> mid next week in my opinion.
>
> (I am short (Long SDS), ha...)]]>
Sat, 13 Jun 2009 18:14:09 -0400

On Jun 13 04:48 PM ReppinFreedom wrote:

> We closed "one" point above the 200 day EMA on Friday on the S&P.
> We have a pretty good chance of breaking out to the upside for early
> mid next week in my opinion.
>
> (I am short (Long SDS), ha...)]]>
Market Outlook: We're in the 'Bounce Phase' http://seekingalpha.com/article/142404-market-outlook-we-re-in-the-bounce-phase?source=feed#comment-541680 541680

On Jun 10 10:17 AM Jerry baldy wrote:

> This market is in for a sharp correction downward. Many people are
> going to be caught long, the author of this article included.]]>
Thu, 11 Jun 2009 03:33:50 -0400

On Jun 10 10:17 AM Jerry baldy wrote:

> This market is in for a sharp correction downward. Many people are
> going to be caught long, the author of this article included.]]>
REITS: Why Would Anyone Think They're Attractive Now? http://seekingalpha.com/article/141396-reits-why-would-anyone-think-they-re-attractive-now?source=feed#comment-534028 534028 Fri, 05 Jun 2009 16:01:46 -0400 My Thoughts on Oil http://seekingalpha.com/article/140753-my-thoughts-on-oil?source=feed#comment-529374 529374

On Jun 02 10:50 PM AndyMan wrote:

> I think what people tend to forget is energy density.....and when
> it comes to battery powered cars.....you can only pack so much energy
> in a battery....so battery technology and the weight of the vehicle
> become very important when considering batteris.
>
> I am pretty sure you could manufacture gasoline or diesel engines
> that are more efficient than a battery powered car of todays technology.
> You could probably even muster a 300MPG vehicle....the problem lies
> in the size of the vehicle. No one in thier right mind would be driving
> such a small efficient vehicle on 4 wheels next to huge vehicles...and
> a huge vehicle could be a chevrolet aveo...weighing 2400lbs....but
> a small fuel efficient vehicle might have a weight of only a few
> hundred pounds.
>
> In order for vehicles to work with batteries of todays technology....I
> believe they would need to be a lot lighter....atleast if you are
> going to go any distance with them.
>
> I look around me and everyone strives to be the most inefficient
> they can be. Its even engraved into most peoples DNA.
>
> I mean...lets take a look at girls for instance. They typically like
> guys who own vehicles who suck down gas.....trucks, sports cars,
> luxury cars....limo's, airplanes (huge plus there), etc.
>
> How much action does the guy get for taking a bus or train? come
> on!
>
> Think about the size of homes....striving to be bigger and bigger....and
> half the house isn't even used....bigger TV's etc.
>
> We need the price of oil to increase in real terms for anything to
> change....oil has been up and down with money supply growth/destruction
> and nothing else really.]]>
Wed, 03 Jun 2009 05:02:20 -0400

On Jun 02 10:50 PM AndyMan wrote:

> I think what people tend to forget is energy density.....and when
> it comes to battery powered cars.....you can only pack so much energy
> in a battery....so battery technology and the weight of the vehicle
> become very important when considering batteris.
>
> I am pretty sure you could manufacture gasoline or diesel engines
> that are more efficient than a battery powered car of todays technology.
> You could probably even muster a 300MPG vehicle....the problem lies
> in the size of the vehicle. No one in thier right mind would be driving
> such a small efficient vehicle on 4 wheels next to huge vehicles...and
> a huge vehicle could be a chevrolet aveo...weighing 2400lbs....but
> a small fuel efficient vehicle might have a weight of only a few
> hundred pounds.
>
> In order for vehicles to work with batteries of todays technology....I
> believe they would need to be a lot lighter....atleast if you are
> going to go any distance with them.
>
> I look around me and everyone strives to be the most inefficient
> they can be. Its even engraved into most peoples DNA.
>
> I mean...lets take a look at girls for instance. They typically like
> guys who own vehicles who suck down gas.....trucks, sports cars,
> luxury cars....limo's, airplanes (huge plus there), etc.
>
> How much action does the guy get for taking a bus or train? come
> on!
>
> Think about the size of homes....striving to be bigger and bigger....and
> half the house isn't even used....bigger TV's etc.
>
> We need the price of oil to increase in real terms for anything to
> change....oil has been up and down with money supply growth/destruction
> and nothing else really.]]>
TBT's Day Has Come http://seekingalpha.com/article/139424-tbt-s-day-has-come?source=feed#comment-518044 518044

On May 26 10:08 AM MarkitWacha wrote:

> Use options on TBT to get better price action. In my opinion, the
> options have underpriced the volatility of the bonds.]]>
Tue, 26 May 2009 12:27:11 -0400

On May 26 10:08 AM MarkitWacha wrote:

> Use options on TBT to get better price action. In my opinion, the
> options have underpriced the volatility of the bonds.]]>
Jim Welsh on the Economy: Past the Point of No Return http://seekingalpha.com/article/135566-jim-welsh-on-the-economy-past-the-point-of-no-return?source=feed#comment-493307 493307

On May 06 03:42 PM Gem Hudson wrote:

> The money that does not pay off the debt buy none of their gold and
> the Chinese keep on loaning out the loans to keep the dollar value
> on the foreign dollar index exchange rate up or President Hu can
> uncouples the dollar as the world reserve currency and buys all the
> gold he wants in his own oriental reserve currency.
>
> The day the Chinese can back their wane on their gold stander. The
> day the Chinese will no longer buy out the debt and die hard, losers.]]>
Thu, 07 May 2009 03:21:35 -0400

On May 06 03:42 PM Gem Hudson wrote:

> The money that does not pay off the debt buy none of their gold and
> the Chinese keep on loaning out the loans to keep the dollar value
> on the foreign dollar index exchange rate up or President Hu can
> uncouples the dollar as the world reserve currency and buys all the
> gold he wants in his own oriental reserve currency.
>
> The day the Chinese can back their wane on their gold stander. The
> day the Chinese will no longer buy out the debt and die hard, losers.]]>
Jim Welsh on the Economy: Past the Point of No Return http://seekingalpha.com/article/135566-jim-welsh-on-the-economy-past-the-point-of-no-return?source=feed#comment-493292 493292

On May 06 12:44 PM carey_jim wrote:

> Well-reasoned, excellent presentation.
>
> Other aspects of our American malaise might be even more important,
> such as our seeming need to fight wars of expansion.
>
> America was founded with a violent revolution, perpetuated with a
> civil war and expanded with imperialistic wars against Spain and
> Mexico.
>
> We rose to world economic dominance after victories in World War
> I and II and then defeated the Soviet Union, the only rival left
> on the world stage, in the cold war that lasted for several generations.
>
>
> One of Mohammad's favorite sayings was "Happiness is found under
> the shadow of swords" so maybe it's more than simple chance that
> America finds itself engaged in a life and death struggle with Islam.
>
> ]]>
Thu, 07 May 2009 03:04:29 -0400

On May 06 12:44 PM carey_jim wrote:

> Well-reasoned, excellent presentation.
>
> Other aspects of our American malaise might be even more important,
> such as our seeming need to fight wars of expansion.
>
> America was founded with a violent revolution, perpetuated with a
> civil war and expanded with imperialistic wars against Spain and
> Mexico.
>
> We rose to world economic dominance after victories in World War
> I and II and then defeated the Soviet Union, the only rival left
> on the world stage, in the cold war that lasted for several generations.
>
>
> One of Mohammad's favorite sayings was "Happiness is found under
> the shadow of swords" so maybe it's more than simple chance that
> America finds itself engaged in a life and death struggle with Islam.
>
> ]]>
The Worst Case Scenario (Someone Has to Say It) http://seekingalpha.com/article/134820-the-worst-case-scenario-someone-has-to-say-it?source=feed#comment-487838 487838

On May 03 02:27 PM WAKEUP wrote:

> Big Jake still can't believe the U.S.A.'s voters REJECTED any more
> years of Bush-like rule.]]>
Sun, 03 May 2009 16:50:38 -0400

On May 03 02:27 PM WAKEUP wrote:

> Big Jake still can't believe the U.S.A.'s voters REJECTED any more
> years of Bush-like rule.]]>
Bearish on Bonds http://seekingalpha.com/article/134191-bearish-on-bonds?source=feed#comment-483711 483711 Thu, 30 Apr 2009 08:34:46 -0400 Potential High/Low Targets for the Dow http://seekingalpha.com/article/133588-potential-high-low-targets-for-the-dow?source=feed#comment-483496 483496

On Apr 28 09:13 AM TheFounder wrote:

> The party is over. We are heading down to retest.]]>
Wed, 29 Apr 2009 23:29:46 -0400

On Apr 28 09:13 AM TheFounder wrote:

> The party is over. We are heading down to retest.]]>