Mattybuoy's Comments Mattybuoy's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/234321/comments Is the U.K. 'Finished'? http://seekingalpha.com/article/115487-is-the-u-k-finished?source=feed#comment-361415 361415
The article is a little sloppy, although I cannot disagree with the general "short the pound" theory. I wouldn't be so sure about the London equity market though. Around half of the earnings in the FTSE100 are derived overseas, so a weak pound actually helps there. Disappearing banking sector notwithstanding.

Regards,

An under-employed Brit ;)]]>
Tue, 20 Jan 2009 21:06:30 -0500
The article is a little sloppy, although I cannot disagree with the general "short the pound" theory. I wouldn't be so sure about the London equity market though. Around half of the earnings in the FTSE100 are derived overseas, so a weak pound actually helps there. Disappearing banking sector notwithstanding.

Regards,

An under-employed Brit ;)]]>
Move Over Exxon-Mobil, Here Comes Gazprom http://seekingalpha.com/article/88263-move-over-exxon-mobil-here-comes-gazprom?source=feed#comment-219564 219564
Russia is extremely rich in natural resources but it remains poor in capital. So the Faustian deal with western finance will likely continue, IMHO.]]>
Thu, 31 Jul 2008 15:05:03 -0400
Russia is extremely rich in natural resources but it remains poor in capital. So the Faustian deal with western finance will likely continue, IMHO.]]>
Alpha Natural Resources: My Favorite Coal Name http://seekingalpha.com/article/87668-alpha-natural-resources-my-favorite-coal-name?source=feed#comment-219511 219511
Besides, did I not see that 51% of Alpha's production went for export in this quarter? No-one will be transporting the stuff half-way around the world for making electricity.

Face it, it's a good stock! :)]]>
Thu, 31 Jul 2008 14:00:58 -0400
Besides, did I not see that 51% of Alpha's production went for export in this quarter? No-one will be transporting the stuff half-way around the world for making electricity.

Face it, it's a good stock! :)]]>
Alpha Natural Resources: My Favorite Coal Name http://seekingalpha.com/article/87668-alpha-natural-resources-my-favorite-coal-name?source=feed#comment-217719 217719 Tue, 29 Jul 2008 16:16:10 -0400