L Boyd's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/325018/comments http://seekingalpha.com/article/115198-betting-against-the-u-s-dollar?source=feed#comment-363454 363454
Does anyone know of any other similar short USD investment vehicles that include the Yuan?]]> Thu, 22 Jan 2009 17:29:01 -0500
Does anyone know of any other similar short USD investment vehicles that include the Yuan?]]> http://seekingalpha.com/article/114885-what-does-it-mean-that-stocks-are-undervalued?source=feed#comment-356676 356676 Thu, 15 Jan 2009 12:13:31 -0500 http://seekingalpha.com/article/114905-using-the-ka-poom-theory-to-invest-after-black-swan-events?source=feed#comment-356599 356599
@Larry - I agree with what you say. So if I were to agree with the Ka-poom theory AND Larry's analysis (which I do) I'm going short the U.S. dollar, big time. If you are pumping massive amounts of cash into the economy but it is not being invested in appreciative assets or spent by consumers (thereby leading to capex) you have a huge supply of dollars that aren't doing anything to grow the U.S. economy. Sets the stage for massive currency devaluation.]]> Thu, 15 Jan 2009 11:20:47 -0500
@Larry - I agree with what you say. So if I were to agree with the Ka-poom theory AND Larry's analysis (which I do) I'm going short the U.S. dollar, big time. If you are pumping massive amounts of cash into the economy but it is not being invested in appreciative assets or spent by consumers (thereby leading to capex) you have a huge supply of dollars that aren't doing anything to grow the U.S. economy. Sets the stage for massive currency devaluation.]]> http://seekingalpha.com/article/113131-where-s-the-spac-attack?source=feed#comment-355760 355760 Wed, 14 Jan 2009 13:56:09 -0500 http://seekingalpha.com/article/114215-marc-faber-jim-rogers-and-boone-pickens-bullish-on-oil?source=feed#comment-353395 353395
This is why you see many (smart) companies (hedge funds, commodity-related companies, etc.) buying large amounts of oil on the spot market and storing it. They are essentially doing the exact opposite of the aforementioned oil ETFs. They are buying low (on the spot market) and then will SELL a futures contract at a higher price - using their oil "stash" to cover the contract. As the settlement date nears, they will usually close the contract out by buying it back at a lower price - therefore never having to move their actual inventory of oil. As long as the profit they've made on the contract buy/sell is more than what they're paying for storage of the oil, they've done well. They can (and will) continue to do this on a monthly basis. Unfortunately, this isn't an accessible strategy for your everyday investor (idea for a new fund?). Not to mention, we're running out of storage space!]]> Mon, 12 Jan 2009 11:47:47 -0500
This is why you see many (smart) companies (hedge funds, commodity-related companies, etc.) buying large amounts of oil on the spot market and storing it. They are essentially doing the exact opposite of the aforementioned oil ETFs. They are buying low (on the spot market) and then will SELL a futures contract at a higher price - using their oil "stash" to cover the contract. As the settlement date nears, they will usually close the contract out by buying it back at a lower price - therefore never having to move their actual inventory of oil. As long as the profit they've made on the contract buy/sell is more than what they're paying for storage of the oil, they've done well. They can (and will) continue to do this on a monthly basis. Unfortunately, this isn't an accessible strategy for your everyday investor (idea for a new fund?). Not to mention, we're running out of storage space!]]> http://seekingalpha.com/article/114173-wars-and-rumors-of-wars-time-to-look-at-defense-stocks?source=feed#comment-353346 353346 Mon, 12 Jan 2009 11:22:08 -0500 http://seekingalpha.com/article/114244-chart-of-the-week-volatility-drifts-lower?source=feed#comment-352757 352757
Bill, you look like Brett Favre. Have you heard this before?]]> Sun, 11 Jan 2009 18:36:42 -0500
Bill, you look like Brett Favre. Have you heard this before?]]> http://seekingalpha.com/article/113464-how-are-banks-spending-bailout-money-anyone-s-guess?source=feed#comment-351139 351139
Disclosure: I am SUPER* long BB&T!

*Unnecessary 'super']]> Fri, 09 Jan 2009 15:33:12 -0500
Disclosure: I am SUPER* long BB&T!

*Unnecessary 'super']]> http://seekingalpha.com/article/112588-the-dollar-oil-surprise-what-does-2009-hold?source=feed#comment-341488 341488
@Patio, I'm on the same page friend. Inflation will not hit us anytime soon, but when it does it will skyrocket. We've still got a TON of de-leveraging to do so I don't think that we're in any near term inflationary pressure. That being said, there are so many USDs being pumped into the market, that when this turns around, the USD will go into a downward spiral. Not a bad time to go short the dollar in the next couple of months, I would wager; no question that if the Euro fails, the dollar would skyrocket, but again, I believe that'll be a relatively short-term spike. In the long-run, the yuan will be a very attractive alternative to the USD. Once again, if you can keep a long-term investment view while taking advantage of near-term opportunities, you stand to do very well. I feel that EVERYBODY knows what's going to happen; the trick is timing all of it right.]]> Tue, 30 Dec 2008 11:40:21 -0500
@Patio, I'm on the same page friend. Inflation will not hit us anytime soon, but when it does it will skyrocket. We've still got a TON of de-leveraging to do so I don't think that we're in any near term inflationary pressure. That being said, there are so many USDs being pumped into the market, that when this turns around, the USD will go into a downward spiral. Not a bad time to go short the dollar in the next couple of months, I would wager; no question that if the Euro fails, the dollar would skyrocket, but again, I believe that'll be a relatively short-term spike. In the long-run, the yuan will be a very attractive alternative to the USD. Once again, if you can keep a long-term investment view while taking advantage of near-term opportunities, you stand to do very well. I feel that EVERYBODY knows what's going to happen; the trick is timing all of it right.]]> http://seekingalpha.com/article/112442-corporate-america-s-unhealthy-love-for-buybacks-and-dividends?source=feed#comment-340561 340561
On Dec 29 07:51 AM CLH wrote:

> Growth certainly makes no sense during a time of contraction. Seems
> to me companies were right.]]> Mon, 29 Dec 2008 11:37:25 -0500
On Dec 29 07:51 AM CLH wrote:

> Growth certainly makes no sense during a time of contraction. Seems
> to me companies were right.]]> http://seekingalpha.com/article/112281-the-case-for-higher-interest-rates-and-lower-home-prices?source=feed#comment-338104 338104 Thu, 25 Dec 2008 10:55:09 -0500 http://seekingalpha.com/article/112240-plummeting-oil-prices-increases-hedging-for-2009-contracts?source=feed#comment-337835 337835 Wed, 24 Dec 2008 19:03:55 -0500 http://seekingalpha.com/article/112125-crack-spread-yes-futures-no?source=feed#comment-337523 337523
Great article; a strategy that I was not aware of and makes perfect sense for the current state of things (refiners massively cutting back production; unrefined oil sitting in tankers idly at sea). I was wondering the same thing as wosg though; can you specifically tell us the contracts that you're quoting above?]]> Wed, 24 Dec 2008 10:47:05 -0500
Great article; a strategy that I was not aware of and makes perfect sense for the current state of things (refiners massively cutting back production; unrefined oil sitting in tankers idly at sea). I was wondering the same thing as wosg though; can you specifically tell us the contracts that you're quoting above?]]> http://seekingalpha.com/article/111567-ge-finally-enters-the-zone-of-the-unknown?source=feed#comment-337063 337063 Tue, 23 Dec 2008 17:47:19 -0500 http://seekingalpha.com/article/110001-think-the-commodities-mining-boom-is-over-insiders-don-t?source=feed#comment-337050 337050
I am long commodities and I see this "blip" as a great time to get in. The housing bubble was fueled by excessive speculation and easy money. The commodities bull run is a simple function of demand significantly outpacing supply. (It takes a long time to drill an oil well or dig a copper mine); in the meantime, demand can tick up at the drop of a hat.]]> Tue, 23 Dec 2008 17:27:29 -0500
I am long commodities and I see this "blip" as a great time to get in. The housing bubble was fueled by excessive speculation and easy money. The commodities bull run is a simple function of demand significantly outpacing supply. (It takes a long time to drill an oil well or dig a copper mine); in the meantime, demand can tick up at the drop of a hat.]]>