Freya

Quick Chat # 22- 11/27/09: Dubai Black Friday?

Please consider the Following: the subprime meltdown started with around $50 Billion which escalated as the extent of Leverage and releverage was revealed.

We knew it was Sub-Prime to begin with.

Take Dubai's Debt, It was probably rated at A, at least. Considering the Trillions worth of Construction Projects, I find it hard to believe That Dubai holds less than $100 Billion. But if they do Hold only this much, then I posit that They sold Hundreds of Billions to others who May/Might/Could have done the same thing, Leveraged the Hell out of it.

After all, It was definitely grades higher than Sub-Prime. Who holds the rest of the Construction Debt? In what form can it be found?

Dubai might be Just the Tip of this particular Iceberg.

China's Green Stimulus: A-Power, First Solar May Get Big Chunk

wind4, I kinda doubt it will be that little, The Olympics gave them an inkling of how good it could be. They have access to the Rare Earths which allow them to really roll.

Unless you think this is how much they'll spend over the next 4 years. Then we agree. If APRW only gets 1%, thats $4.5 billion.

APWR hits 52 Week High==Get Used to it all 2010

APWR is a definite Buy and Hold, and Buy on dips. Would buy more on dips. I can easily see a 100% gain in 2010 as it gains analysts. The Move above $10 was quite beneficial on that front.

I was interested in it from the Start but had other fish to fry. Lets see what the Next week or so brings. I think APWR may be subject to some profit taking.

Quick Chat #21- 11/23/09

Risk Aversion it Isn't. An excuse to sell?, it probably is. Gold has had too many up days, needs a rest. Was Down about $45 overnight. Silver was down over $1.00, WTI down $5.00.

The Grains were down across the Board. Rough Rice however rose.

I'm continuing to pile into Fertilizer Companies, RTK is one of them.

Climate-Gate Awareness Grows

There sure is a lot of fear out there. A Default the size of CIT's roils the markets, and all other asset classes drop.

If it really were Risk aversion, Gold would have risen. So, look at it as a chance to pick up more Gold at a lower price, profit taking was overdue here.

Rough Rice is rising.

China's Green Stimulus: A-Power, First Solar May Get Big Chunk

The way the Chinese commitment was described on Bloomberg was that they are going to try to reduce their expected increases by 40-45%. Its Not a decrease overall.

If they were to have increased CO2 levels by 100% before, now they only expected to increase it by 55-60%.

I haven't seen a full explanation in Print, The analysts may have been wrong. But their explanation seems more appropriate from what China has offered before

Quick Chat #21- 11/23/09

Happy Thanksgiving to Everyone on SeekingAlpha.

Climate-Gate Awareness Grows

Douche of the Year?

I change my vote: Al Gore is it, he can't be beat.

Quick Chat #21- 11/23/09

Maya: You are talking Bubblely.

Fortunately, I think its still early in the Bubble. Gold Mining IPOs aren't coming out of the Woodwork yet. When they do, say a cple or more a Month, then it will be time to start thinking about an exit.

Its hard but these are just little pieces of paper, Stand outside of yourself, look at each stock rationally, Get your Initial Investment out and let the rest Ride until you are No longer willing to Buy at the Price its at. That's when you should start thinking about selling all of It, whatever "It" is.

Gold and Silver - How High Will They Go?

The 2 year Gold Chart's, H&S Bottom suggests a Move above $1,300.

I just didn't expect it to occur in one sustained drive.

And while a Contrarian View would have a Snap Back in the USD, when that will occur is anyone's guess. The Majority can be right for prolonged periods of time.

Worthy of note, Oil is not moving up relative to the USD's decline but the day has just begun and the Mice are about to come out and play.

Quick Chat #21- 11/23/09

RTK is on the Move, as is my little "doggie" NATUF, new 52 week high.

PNPFF, I'm finally making a profit, on paper.

Don't know what to sell, don't know what to hold, too many things to buy.

Markets are near/at a Top when there is nothing to buy.

Red Flag: Oil's Faltering

DXY punched through support rather handily this morning, Where is the next Support Area?

Douche Bag Of The Year Award

DG: Its Barrack Hussein Obama.

But, I consider Him to be the Puppet. He dances as the strings are pulled.
So the vote has to be for those Pulling the Strings.

We know Summers is one for sure, but there are others.

Will Obama increase Afghan troops, you betcha. Got to keep as many as you can on Foreign Soil. Don't want them at Home.

Anyone remember a Movie Called "Seven Days in May"?

Douche Bag Of The Year Award

I go with Greenspan. On his Watch:

The 1987 Crash, The S&L Crisis, Toss in some "irrational Exuberance", The Internet Bubble, The Housing Bubble, The Rise of Gold and the Fall of the USD.

Douche of the Decade and 21st Century. But Bernanke is trying to make up for Lost time.

Quick Chat #21- 11/23/09

Its a fairly old article, 10/20/2009, You have to look for it on InfoMine.

India/Post office search. But the direction is quite clear. The Indian People now have choices.

1/2 a gram anyone? Gift giving Holidays. They have always bought Gold, Now they are able to buy it in Denominations the masses can afford.