Norwell's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/269573/comments http://seekingalpha.com/article/157081-sun-microsystems-buy-on-regulatory-risk-driven-stock-weakness?source=feed#comment-657142 657142 Tue, 01 Sep 2009 16:30:09 -0400 http://seekingalpha.com/article/153961-buy-zero-coupon-bonds-to-hedge-against-a-decline-in-u-s-economy?source=feed#comment-633031 633031 Mon, 17 Aug 2009 11:10:04 -0400 http://seekingalpha.com/article/140753-my-thoughts-on-oil?source=feed#comment-529496 529496
I think the non-US companies involved would see the best appreciation: higher oil prices combined with appreciation in their local currency against the dollar.

On Jun 02 08:23 AM Andy1234 wrote:

> If you suspect oil to increase......and the dollar to decrease...wouldn't
> you want to own american oil companies and the companies that are
> based in the US for oil drilling services?
>
> When you invest in foriegn companies...you run the risk of their
> operations increasing faster than the price of oil....have a currency
> exchange risk.
>
> Nintendo is a great company...selling record units....yet they got
> smoked when the yen rose against all over currencies.
>
> Just one more thing to think about...although I would still buy a
> diversified basket of oil exploration and drilling service companies...especially
> where all the oil is;)]]> Wed, 03 Jun 2009 08:15:33 -0400
I think the non-US companies involved would see the best appreciation: higher oil prices combined with appreciation in their local currency against the dollar.

On Jun 02 08:23 AM Andy1234 wrote:

> If you suspect oil to increase......and the dollar to decrease...wouldn't
> you want to own american oil companies and the companies that are
> based in the US for oil drilling services?
>
> When you invest in foriegn companies...you run the risk of their
> operations increasing faster than the price of oil....have a currency
> exchange risk.
>
> Nintendo is a great company...selling record units....yet they got
> smoked when the yen rose against all over currencies.
>
> Just one more thing to think about...although I would still buy a
> diversified basket of oil exploration and drilling service companies...especially
> where all the oil is;)]]> http://seekingalpha.com/article/141028-silver-and-gold-etfs-how-do-you-measure-their-worth?source=feed#comment-529488 529488
Currently, the US printing presses are probably wearing out from the large amount of production. I agree, it appears that the US is headed that way.

But, in the past, for example in the Weimar Republic, what happened? Germany was a major player in the international markets (to the extent they existed at the time). Did their hyperinflation affect world-wide gold pricing?]]> Wed, 03 Jun 2009 08:08:14 -0400
Currently, the US printing presses are probably wearing out from the large amount of production. I agree, it appears that the US is headed that way.

But, in the past, for example in the Weimar Republic, what happened? Germany was a major player in the international markets (to the extent they existed at the time). Did their hyperinflation affect world-wide gold pricing?]]> http://seekingalpha.com/article/137647-pending-clinical-trial-results-ten-extreme-trades?source=feed#comment-503633 503633
I was wondering if there is a log of your 'portfolio' performance somewhere? The area of micro-bio's exploding seems interesting. I just can't tell if there is any logical (repeatable) approach that may work towards an alpha return.

Dan]]> Thu, 14 May 2009 10:53:53 -0400
I was wondering if there is a log of your 'portfolio' performance somewhere? The area of micro-bio's exploding seems interesting. I just can't tell if there is any logical (repeatable) approach that may work towards an alpha return.

Dan]]> http://seekingalpha.com/article/137009-the-federal-reserve-can-not-account-for-9-trillion-in-off-balance-sheet-transactions?source=feed#comment-503621 503621
As to the actual conversation, it doesn't appear that the congressman has any cluse what these transactions mean nor does the IG have authority to investigate on such matters.

I agree with the overall tone: Congress (or the public in general) should be able to ask some figurehead at the Treasury exactly what are the transactions involved.

Again, in a public company the footnotes to the quarterly/annual reports would detail what the transactions were and their materiality.]]> Thu, 14 May 2009 10:47:31 -0400
As to the actual conversation, it doesn't appear that the congressman has any cluse what these transactions mean nor does the IG have authority to investigate on such matters.

I agree with the overall tone: Congress (or the public in general) should be able to ask some figurehead at the Treasury exactly what are the transactions involved.

Again, in a public company the footnotes to the quarterly/annual reports would detail what the transactions were and their materiality.]]> http://seekingalpha.com/article/118756-is-satyam-saved?source=feed#comment-377032 377032 Thu, 05 Feb 2009 11:36:46 -0500 http://seekingalpha.com/article/113372-puget-energy-an-interesting-spread-to-watch?source=feed#comment-347226 347226
The only fear appears to be Canadian fickleness as in the BCE failure.]]> Tue, 06 Jan 2009 08:21:49 -0500
The only fear appears to be Canadian fickleness as in the BCE failure.]]> http://seekingalpha.com/article/112200-why-does-cramer-have-a-beef-with-leveraged-etfs?source=feed#comment-337366 337366 Wed, 24 Dec 2008 08:21:18 -0500 http://seekingalpha.com/article/97189-ldk-solar-astounding-growth-incredible-value?source=feed#comment-264576 264576 Thu, 25 Sep 2008 08:37:10 -0400