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bob the invester

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  • China Is Selling U.S. Treasuries And The Impact Could Be Huge [View article]
    If we go back 5 to 10 years ago
    The US needed money barbecue of huge deficits
    The US was the reserve currency for the world
    Emerging markets needed US bonds to back up their currency
    So Emerging markets bought our bonds
    The fed could have just printed it by buying the bonds
    Than we now go back say 5 years ago
    The fed just printed it,taking on huge number of government bonds
    Either country can print it now
    Its what the effect would have on their currency
    For the US
    The bond rate is not the only that matters
    Its how much debt the fed takes on
    We have stopped taking on debt at the fed
    We can at any time take more on
    We took on huge debt at the fed and that caused the US to have a recovery
    China took on huge debt to build out its infrastructure and give jobs and create companies
    China selling off bonds can just be bought by the fed
    China can do the same
    The world had huge lending of money
    Normally this would have lend to inflation
    It has not
    In simple terms.The world just has too many companies to produce almost any thing. That means almost every company in the world is in trouble.
    The world gnp is not growing.Every company ,what they sell prices are going down.The world has huge over capacity built by companies and countries taking on debt
    In the past the developed countries would get together and have a plan
    Now there are emerging economies and development countries and a united front may not be possible
    For China
    It is doing things right
    End over building,Put losing companies out of business
    This means much less growth and of coarse a huge correction in its stock market
    How it manages this is debatable
    For the US
    The fed has it right
    Low interest can not go on for ever
    Its time to do the quarter point rise
    Its also time for the US to be more business friendly as it must compete in the world
    The fed can increase its holding at any time if things turn bad
    But the US can not turn too socialist or it will be just like Europe
    Aug 30, 2015. 08:39 AM | 3 Likes Like |Link to Comment
  • Alcoa Is Undervalued [View article]
    You now so much more than me
    But to me just looking at it
    alcoa,what its ge for its products is way
    Huge change in prices of aluminum
    China has closed it costly mills
    open new .some of the cheapest in the world in price to produce
    They said that years ago
    We will close factories and product that lose money
    Thats why China is slowing down
    In aluminum that have opened the best in the world
    Thats why they have 50% market share
    Where alcoa just has not keep up with modernization and wages higher etc.
    hina has huge access to the material
    China will keep getting market share
    They are the lowest cost producer
    For Alcoa ,the price they are getting for their product is way down
    This has got to have a large effect on revenue .profit etc
    It not like its a small change on the price it sells for
    Go look what alumina is selling for
    Aug 29, 2015. 11:06 PM | Likes Like |Link to Comment
  • Clean Energy Fuel - The Turnaround Has Begun [View article]
    this is pure bs
    clne is building stations for oyjers
    just bebuase their name is on them does not make them theirs
    they bought a company that delivered large quatities of lng
    paid 50 million
    the company was losing money
    if lng and diesel are the same price
    ng vehicles are much more expensive and not worth the investment
    Most new ng vehicles are cng and most piped stations
    Clne has almost no piped stations
    Oh how great ,they won a small contract to supply ,transport only ng for two months
    Aug 29, 2015. 09:21 PM | 5 Likes Like |Link to Comment
  • Cheniere Energy - Is A Turnaround In Sight? [View article]
    How about some facts
    like can they pay the interest on loans if they gey $2.20 mmbtu
    Their estimates when they decided to build Where probally $5 to $6
    If they are going to get much less than 1/2 than they will not be able to pay interest
    Why is you left this out?
    Have you even bothered to look?
    Who cares how much they pump if they can not pay the interest
    You show world demand increasing
    Why have you not put up world supply increasing by more than demand
    Almost every other supplier is much closer and so less shipping cost
    And most others are not loaded with their huge debt
    This was not even close to being a fair look
    Aug 28, 2015. 08:16 PM | 1 Like Like |Link to Comment
  • Westport Innovations: Don't Expect A Turnaround [View article]
    Every one has an opinion
    Wetsport partnership is over in any thing new with Cummings
    Cummings will install parts supplied by westport
    So with Cummings they will jusy be a part supplier
    Its not the slow truck sales that are bring down huge drops
    Its the price of diesel
    China pays a lot more for ng
    ng can not compete with diesel in China
    Yes there will be some
    Yes there will be sales in US in ng
    Cng is cheap in a lot of areas
    As we get more piped stations cng wil be able to compete
    So for westport ,there will be cngvehicles sold
    Its what % of them they get
    As far as hpdi 2.0
    No manufacture has decide to produce
    All plans depend on the price of diesel ,period
    Hpdi 2.0 is for large with high compression engines
    No manufacturer has plans to produce
    Aug 28, 2015. 02:32 PM | Likes Like |Link to Comment
  • Cummins: Poised To Capitalize On Rapidly Growing Natural Gas Vehicle Market [View article]
    The head line in this article is ng vehicles
    Cummings has almost no ng engines in China
    In the world they have improved their engines in diesel and have one of the best
    They have over the last year almost done zero investing in ng engines
    Yes they are adding to ng what is needed to meet new regulation
    Yes they are adding the ability to add to their factory line in different sizes
    But no real improvement
    They have maximized their diesel engines with better computers ,efficiency
    Not so with ng
    They are not selling enough to spend large investments on this
    Yes they make money on ng engines and ng engines ,cng will continue to grow.Because there are places in the US where cng is cheap and compete with diesel, But they and all malefactors are not investing in hpdi2.0 or any large sized engines where you need high compression to get good mpg>so for now it will be small to medium engines with little invested in it.There are many that can make these engines and no new teck needed for it.No one has a much better product
    Aug 27, 2015. 09:06 AM | Likes Like |Link to Comment
  • China's Latest Rate Cut Is Not About The Economy Or The Stock Market [View article]
    ifyou take the top tier companies
    They borrow from the large national companies
    If you take the next level
    They are not in a large part owned by the government
    Business is not good
    They have the problem ,they can not borrow at international rates any more
    This is the big problem
    Its these loans and the local banks and their loans are the other
    Their fed threw national banks will probally hang in there
    All companies prices have to correct because Chinas growth will be much less
    Their stock prices will have to correct for the lower growth
    China likes its businesses to be owned by Chinese citizens
    They have encourage this
    Small just starting companies had huge pes
    Thats where the huge losses are
    The other problem is huge debt ever where
    Whether the government ,national and local banks can handle it is unkown
    Yes new leaders are trying manage shadow banking ,corrupt government and businesses and poor accounting
    Thats what happens in emerging economies
    Aug 26, 2015. 11:23 AM | Likes Like |Link to Comment
  • Cummins: Poised To Capitalize On Rapidly Growing Natural Gas Vehicle Market [View article]
    that you for an honest look and so much insight
    The point is on all sights
    You have to give the date of such information
    date given
    is it past present or future information
    Aug 26, 2015. 08:26 AM | Likes Like |Link to Comment
  • What Every Investor Must Know About China [View article]
    Chinas problem is of their own making
    Up to last year
    They sold a lot say like steel at below cost
    They are putting those businesses out of business
    No more below cost for energy
    The fall in the stocks is because huge growth is over.Thats got to be reflected in stock price
    It will be better in the long run
    Aug 26, 2015. 07:12 AM | 2 Likes Like |Link to Comment
  • Cummins: Poised To Capitalize On Rapidly Growing Natural Gas Vehicle Market [View article]
    I do not now where you got your c02 amounts
    You are not using current or or ones for next year
    New diesel engines are more efficient than ng
    And cummings is the leader in bringing new efficient less co2 engines
    They have redone their US and China
    Most new diesel engines produce no more than presnt ng engines ans pollution is way down in diesel engines
    in small to medium engines ng engines are junk and so are gasoline and diesel
    Low compression and so do not get the mpg you could get with high compression
    Yes in the US we are seeing ng engines in small to medium
    Its because in some parts of the US ng is cheap when it is piped and sold as cng
    Not because of pollution
    As far as Cummings in diesel in China
    Yes they have a great diesel engine
    But Chinas diesel is dirty
    So China is holding off on pollution new standards till they decide what to do about that
    As far as ng engines ib China
    China has costly ng every where
    Ng is going no where but in a few places
    Cummings in the US is not as the rest of the world investing in large ng engines
    So for China ,its got great diesel engines and should do wheel where companies are willing to pay more for a sub pier product
    Aug 25, 2015. 05:12 PM | Likes Like |Link to Comment
  • Stock Market Crash Shows Chinese Authorities Have Given Up On Market [View article]
    China has covered its fall in gnp
    China has attempted to change from a export economy to more like us ,service economy
    They are closing old none profitable companies
    All this is causing pain
    Pe where huge
    So there musy be a huge correction in stock prices
    China is trying to protect its large big companies from a large fall
    Their stock prices have not fallen ed enough yet
    It will take time for the adjstent
    Aug 25, 2015. 12:50 PM | Likes Like |Link to Comment
  • Jim Chanos Should Tell Carl Icahn To Short Cheniere Not Chevron [View article]
    thats for a well reported look
    Aug 25, 2015. 12:43 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: The Start Of Something Big? [View article]
    Maybe be the US has been doing fair
    But if you look how they will be
    The 1st you look at how much the fed has been buying
    Little in the last year
    Thats got to effect credit
    If Asia is 1/2 of the the world gnp
    Asia is in a depression in many businesses
    China is trying to go from an export economy to a consumer economy
    They are ending unprofitable companies
    They will not help world trade
    We have had below market interest rates for 8 years
    Its time to pay for this
    Aug 23, 2015. 07:27 AM | 6 Likes Like |Link to Comment
  • We Need A Bull In China [View article]
    Yes the fed has done a fine job
    But sooner or latter the world can not have cheap rates for ever
    You over build
    The world is at that point now
    Responsibility of government at a minimum
    Protect your citizens Have the best infrastructure in the world
    Business friendly
    Rules for investing
    Do not fight your fed
    Do not invest in countries that are turning to more socialism
    Is the government friendly to your business
    So 1st we will go over China
    They have made their infrastructure a huge % better
    The only thing lacking there is clean air
    We had it for 50 years
    It will take them a long time too
    Business friendly
    They have been too
    So the cut back will take years to work off
    So China is in a correction mode
    A planed correction mode
    They have planed to end profitable businesses and switch to less exports
    This means a correction in those exports businesses
    A huge correction
    It is happening
    Yes there will be pain
    For the US
    The US is protecting it citizens by getting out of being the world policeman.We are not becoming more business friendly The fed is doing the right thing,Take the punch bowl away.But that means not the right time to invest
    We are turning to more socialism.Can the US afford it?
    We have in the past.A lot of socialism was done by the states.Thats good
    Becuase of one state over does it.People can just move to another state.We now are doing most on a national level and all countries that over due socialism have a smaller pie. We are getting close to that now
    So it is time to be on the side lines in the US and China unless there is at least a 30% more correction on the US or China

    Aug 22, 2015. 11:21 AM | Likes Like |Link to Comment
  • We Need A Bull In China [View article]
    yes they have
    And a huge amount of bad investments
    they are trying to correct
    Puy bad companies out of business.ones that are poorly located or not amble to compete on the world market
    They are doing it much faster than we would or are
    I will and do let you supply about their cash position
    China had huge growth and thats over
    It now must be corrected in their stock market
    China is just managing that fall
    Aug 20, 2015. 06:42 AM | Likes Like |Link to Comment