kevintx's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/25047/comments http://seekingalpha.com/article/123194-the-end-of-the-credit-crisis?source=feed#comment-405662 405662 Fri, 27 Feb 2009 09:31:08 -0500 http://seekingalpha.com/article/121688-santelli-s-rant-a-watershed-moment?source=feed#comment-397924 397924 > PS. Its not about the Fed, The Stimulus Package is Srictly in The
> Hands of the Treasury and the Current Administration.
>
>

Bernanke is running his own stimulus plan in the trillions, truly amazing amounts of money, lifetimes of earnings of millions of people. He may end up one of the most influential people in US history.]]> Sat, 21 Feb 2009 14:50:36 -0500 > PS. Its not about the Fed, The Stimulus Package is Srictly in The
> Hands of the Treasury and the Current Administration.
>
>

Bernanke is running his own stimulus plan in the trillions, truly amazing amounts of money, lifetimes of earnings of millions of people. He may end up one of the most influential people in US history.]]> http://seekingalpha.com/article/89125-trading-closed-end-funds-an-update?source=feed#comment-223069 223069 Tue, 05 Aug 2008 10:02:49 -0400 http://seekingalpha.com/article/86884-gt-solar-picks-the-wrong-day-to-go-public?source=feed#comment-214959 214959 Sat, 26 Jul 2008 07:17:55 -0400 http://seekingalpha.com/article/85219-is-the-sec-rumorgate-push-a-waste-of-time?source=feed#comment-206796 206796 I agree about the uptick rule, not sure why it was discontinued given avalanche shorting tactics. Selling short does not have the consent of the shareholder whose shares are borrowed so should be considered and regulated separately.]]> Wed, 16 Jul 2008 09:33:17 -0400 I agree about the uptick rule, not sure why it was discontinued given avalanche shorting tactics. Selling short does not have the consent of the shareholder whose shares are borrowed so should be considered and regulated separately.]]> http://seekingalpha.com/article/72004-is-opec-killing-itself?source=feed#comment-149233 149233 WWI brought the League of Nations not the UN
Do you think OPEC can open a valve and release a flood of oil. The easy oil is running out. Actually its still cheap which is why there are no electric cars already. You can drive a monster vehicle weighing over 2000 pounds across town for a dollar, crazy cheap. Its only a crisis now for the poor countries. OPEC is developing prospects but there is no vast untapped fields like Ghawar.]]> Fri, 11 Apr 2008 17:25:09 -0400 WWI brought the League of Nations not the UN
Do you think OPEC can open a valve and release a flood of oil. The easy oil is running out. Actually its still cheap which is why there are no electric cars already. You can drive a monster vehicle weighing over 2000 pounds across town for a dollar, crazy cheap. Its only a crisis now for the poor countries. OPEC is developing prospects but there is no vast untapped fields like Ghawar.]]> http://seekingalpha.com/article/70165-safety-data-on-arena-s-weight-loss-drug-could-pave-way-for-good-partnership?source=feed#comment-132629 132629 ARNA is also trading rather cheaply here, has a sizable cash reserve, and has other drugs in the pipeline. I'll stick with it.]]> Thu, 27 Mar 2008 16:59:20 -0400 ARNA is also trading rather cheaply here, has a sizable cash reserve, and has other drugs in the pipeline. I'll stick with it.]]> http://seekingalpha.com/article/69549-market-outlook-watch-out-the-signs-can-be-deceiving?source=feed#comment-130332 130332 Sun, 23 Mar 2008 14:49:56 -0400 http://seekingalpha.com/article/64554-the-black-swan-a-fascinating-albeit-infuriating-read?source=feed#comment-116329 116329 Thu, 14 Feb 2008 14:28:23 -0500 http://seekingalpha.com/article/63742-is-synthesis-energy-the-next-20x-bagger?source=feed#comment-115433 115433 Sat, 09 Feb 2008 17:08:09 -0500 http://seekingalpha.com/article/63715-umpqua-holdings-can-the-free-cookies-last?source=feed#comment-115432 115432 Sat, 09 Feb 2008 17:04:37 -0500 http://seekingalpha.com/article/63495-real-estate-speculation-occupancy-fraud?source=feed#comment-115321 115321 Fri, 08 Feb 2008 15:57:10 -0500 http://seekingalpha.com/article/63302-chart-fun-with-the-s-p-case-shiller-home-price-index?source=feed#comment-115153 115153 Thu, 07 Feb 2008 19:15:37 -0500 http://seekingalpha.com/article/60882-6-reasons-the-market-should-bounce-here?source=feed#comment-112049 112049 2. Stochastics oversold: maybe, market down abt 18%
3. Fed 0.5% cut not priced in: doubtful. Fed futures even some 0.75%. Not sure ARMs are tied to this if they would reset. This is a big cut though ~10% Fed model valuation jump of market.
4. $150B stimulus: Last rebate $300 gave about 0.7% GDP boost to 2H 2001. Market kept sliding. Now it maybe $800, but still too uncertain right now.
5. VIX overshoot: nope. now 27, hit ~30 August and November
6. Less bad news: Dunno, still catching up on old bad news.

The market has been too high for awhile. ]]> Mon, 21 Jan 2008 21:09:26 -0500 2. Stochastics oversold: maybe, market down abt 18%
3. Fed 0.5% cut not priced in: doubtful. Fed futures even some 0.75%. Not sure ARMs are tied to this if they would reset. This is a big cut though ~10% Fed model valuation jump of market.
4. $150B stimulus: Last rebate $300 gave about 0.7% GDP boost to 2H 2001. Market kept sliding. Now it maybe $800, but still too uncertain right now.
5. VIX overshoot: nope. now 27, hit ~30 August and November
6. Less bad news: Dunno, still catching up on old bad news.

The market has been too high for awhile. ]]> http://seekingalpha.com/article/60729-percentage-of-stocks-above-their-50-dmas-finally-oversold?source=feed#comment-111559 111559 Sat, 19 Jan 2008 16:44:36 -0500 http://seekingalpha.com/article/60099-bullish-on-solar-energy-bearish-on-solar-stocks?source=feed#comment-110236 110236 Mon, 14 Jan 2008 13:19:19 -0500 http://seekingalpha.com/article/59276-why-is-this-market-holding-up?source=feed#comment-108884 108884 Tue, 08 Jan 2008 01:42:00 -0500 http://seekingalpha.com/article/57172-calling-a-north-american-palladium-bottom?source=feed#comment-105167 105167 Thu, 13 Dec 2007 08:54:31 -0500 http://seekingalpha.com/article/54614-first-solar-vulnerable-to-a-tellurium-shortage?source=feed#comment-102983 102983
You mean less ambitious? I am glad you think polysilicon stays strong, I have some LDK (no FSLR either way) and hope there is no lemming like rush to overproduction

whatever the OP motivation the technical details of the debate have turned out to be intriguing]]> Sat, 24 Nov 2007 17:54:16 -0500
You mean less ambitious? I am glad you think polysilicon stays strong, I have some LDK (no FSLR either way) and hope there is no lemming like rush to overproduction

whatever the OP motivation the technical details of the debate have turned out to be intriguing]]> http://seekingalpha.com/article/55095-ldk-solar-analyzing-fishy-analyst-actions?source=feed#comment-102909 102909 Fri, 23 Nov 2007 13:40:53 -0500 http://seekingalpha.com/article/54614-first-solar-vulnerable-to-a-tellurium-shortage?source=feed#comment-102426 102426
"If CdTe took over even a small portion of the market, we would then likely see resource constraints and the kind of material cost increases discussed previously." [20x]
- How is it ambitious to anticipate solar silicon costs are likely headed down?

"For emerging thin film technologies such as CdTe and CIGS
we derived cost data based on conversations with suppliers (First Solar), public disclosures, and projections from various industry analysts."
- would like more details about costs!

]]> Mon, 19 Nov 2007 20:18:35 -0500
"If CdTe took over even a small portion of the market, we would then likely see resource constraints and the kind of material cost increases discussed previously." [20x]
- How is it ambitious to anticipate solar silicon costs are likely headed down?

"For emerging thin film technologies such as CdTe and CIGS
we derived cost data based on conversations with suppliers (First Solar), public disclosures, and projections from various industry analysts."
- would like more details about costs!

]]> http://seekingalpha.com/article/49076-suntech-power-a-solar-cell-behemoth-in-the-making?source=feed#comment-98084 98084 coal-fired power plants will go on spewing 59% of total U.S. sulfur dioxide pollution, 18% of total nitrous oxides, the largest polluter of toxic mercury, 50% of particle pollution and 40% of total U.S. carbon dioxide. Essentially free of charge.]]> Tue, 09 Oct 2007 08:22:02 -0400 coal-fired power plants will go on spewing 59% of total U.S. sulfur dioxide pollution, 18% of total nitrous oxides, the largest polluter of toxic mercury, 50% of particle pollution and 40% of total U.S. carbon dioxide. Essentially free of charge.]]> http://seekingalpha.com/article/49035-auto-parts-retailers-the-short-case-on-o-reilly?source=feed#comment-97951 97951 Sun, 07 Oct 2007 22:12:16 -0400 http://seekingalpha.com/article/37204-the-week-ahead-when-the-liquidity-dries?source=feed#comment-87670 87670 Mon, 04 Jun 2007 14:21:32 -0400 http://seekingalpha.com/article/27906-defending-this-bull-market-once-again?source=feed#comment-81765 81765 Fri, 23 Feb 2007 16:08:25 -0500 http://seekingalpha.com/article/27223-cree-inc-spreading-the-gospel-of-led?source=feed#comment-81621 81621 Tue, 20 Feb 2007 11:18:44 -0500