blazespinnaker's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/298741/comments http://seekingalpha.com/article/174461-if-u-s-stopped-issuing-treasuries-would-it-go-broke?source=feed#comment-773919 773919
Many people question whether or not they've overspent that credibility. Proof is in the pudding. Until the dollar completely collapses, some of what Volker created still exists.

However, to do what you suggest, would obviously drain the credibility bank.]]> Mon, 23 Nov 2009 16:07:48 -0500
Many people question whether or not they've overspent that credibility. Proof is in the pudding. Until the dollar completely collapses, some of what Volker created still exists.

However, to do what you suggest, would obviously drain the credibility bank.]]> http://seekingalpha.com/article/156254-less-government-or-lower-wages-you-choose?source=feed#comment-631522 631522
I wish the right and the left would get together and find admit that they're correct. Government is critical, without it, we could not function. We need rules to govern our common infrastructure.

The problem right now is there is a huge disconnect between the right and the left and the president is really the one to bridge that. I had high hopes that Obama would fix it -- he has not. If McCain hadn't been such a warmonger, I think we might have actually been better off with him.]]> Sun, 16 Aug 2009 08:56:07 -0400
I wish the right and the left would get together and find admit that they're correct. Government is critical, without it, we could not function. We need rules to govern our common infrastructure.

The problem right now is there is a huge disconnect between the right and the left and the president is really the one to bridge that. I had high hopes that Obama would fix it -- he has not. If McCain hadn't been such a warmonger, I think we might have actually been better off with him.]]> http://seekingalpha.com/article/151720-the-true-vampire-squid?source=feed#comment-604688 604688
Pushing back on bubbles, though, that's no trivial thing.]]> Tue, 28 Jul 2009 07:40:01 -0400
Pushing back on bubbles, though, that's no trivial thing.]]> http://seekingalpha.com/article/112042-say-goodbye-to-a-bear-market-rally-after-madoff-s-ponzi-scheme?source=feed#comment-336443 336443
Gee. The same nation that didn't ever peak much over 6% unemployment. We'd be pretty lucky to make those same mistakes.]]> Tue, 23 Dec 2008 08:35:58 -0500
Gee. The same nation that didn't ever peak much over 6% unemployment. We'd be pretty lucky to make those same mistakes.]]> http://seekingalpha.com/article/109582-own-gold-time-to-fold?source=feed#comment-323507 323507 Mon, 08 Dec 2008 02:39:49 -0500 http://seekingalpha.com/article/109210-the-manipulation-of-gold-prices?source=feed#comment-321280 321280
Hello? Margin anyone?]]> Thu, 04 Dec 2008 23:07:33 -0500
Hello? Margin anyone?]]> http://seekingalpha.com/article/105056-alternative-energy-storage-lithium-lead-or-both?source=feed#comment-309581 309581
There will be no cartel premium (well, maybe a small one based on what little switching costs there are).

As long as lead based or nickel or whatever is waiting in the wings, lithium producers have no leverage.]]> Wed, 19 Nov 2008 04:16:14 -0500
There will be no cartel premium (well, maybe a small one based on what little switching costs there are).

As long as lead based or nickel or whatever is waiting in the wings, lithium producers have no leverage.]]> http://seekingalpha.com/article/105056-alternative-energy-storage-lithium-lead-or-both?source=feed#comment-309580 309580 > America, China and Russia to behave differently if we give them a
> shiny new cartel opportunity?

There can not be a cartel. It'd have to be a cartel of the entire universe of battery tech.

The switching costs (to a different battery tech from lithium) are small enough that as soon as the lithium producers try to do anything funny, then car companies will just switch to a different battery tech.

The producers of lithium will know this, and so will always price their product not based on mining costs plus some reasonable markup. They will not enter into the business of mining lithium expecting that they will somehow be able to get an unfair premium.

The shortage argument does not make sense. The other arguments, I can't comment on.

On Nov 15 10:53 AM John Petersen wrote:

]]> Wed, 19 Nov 2008 04:12:05 -0500 > America, China and Russia to behave differently if we give them a
> shiny new cartel opportunity?

There can not be a cartel. It'd have to be a cartel of the entire universe of battery tech.

The switching costs (to a different battery tech from lithium) are small enough that as soon as the lithium producers try to do anything funny, then car companies will just switch to a different battery tech.

The producers of lithium will know this, and so will always price their product not based on mining costs plus some reasonable markup. They will not enter into the business of mining lithium expecting that they will somehow be able to get an unfair premium.

The shortage argument does not make sense. The other arguments, I can't comment on.

On Nov 15 10:53 AM John Petersen wrote:

]]> http://seekingalpha.com/article/105056-alternative-energy-storage-lithium-lead-or-both?source=feed#comment-306616 306616
Lithium Ion could be used for the first 100M cars, and by the time we've produced that many and lithium ion reserves are running low, a newer and better battery tech may be available that uses different materials.

The shortage argument on Lithium Ion doesn't make sense at all. ]]> Sat, 15 Nov 2008 08:37:15 -0500
Lithium Ion could be used for the first 100M cars, and by the time we've produced that many and lithium ion reserves are running low, a newer and better battery tech may be available that uses different materials.

The shortage argument on Lithium Ion doesn't make sense at all. ]]>