calvino

Are Stocks on the Verge of a Major Bullish Turn?

You are going to call a bull without looking at the dollar and crude?
Any reason why?

Positioning for Major Reversal in Natural Gas Prices

Thanks for the heads up on the options trades!

Be-BOP: Sudden Stop of Capital Flows into the U.S.

Unfortunately, Mr. Macdonald, copper happens to be a noble metal, as is silver and gold. That's it. However, no reason to let physics get in the way of market discussions.

'And how does it feel? Can we go on like this for a couple of years?'

How does it feel, to be without a home, like a complete unknown, like a rolling stone? - Bob Dylan.. Lyricists are the best traders, though calling the market four or five decades hence. I suppose I will avail myself of your advice in the interim.

Equity Market Rally Reaches Escape Velocity

Good digging on the numbers. Best on SA at the moment. Do not let that go to your head, and keep working.

Axion and Exide: I Love It When a Plan Comes Together

Congratulations! I know that axpw had once evaluated the powetech positive electrode, which would have saved more weight and boosted capacity. Did anything ever come of it?

www.pwtcbattery.com/pr...

How Carbon Caps Will Affect Utilities Sector

I never knew that GE and Siemens were wind players. Thanks. On the other hand, GE has five percent of leverage in its wind business. Same with Siemens. So I would not call that a call on wind power. Additionally consider the political risk you are getting with the one to twenty wind power play with Siemens. Buy American is getting killed by the Senate, however ten percent unemployment will change the equation. So if anyone is interested in a portfolio more leveraged to wind, you will be served by the TSX and Venture boards. TSX is an exchange, so maybe it counts for the author. Most of the potential however lies on the bulletin boards, which the author avoids since they are not exchanges. More risk and more reward, depending on your taste. However for domestic grid improvement and wind exposure, that is the place to look.

My Problem with Chesapeake Energy's New Deal

Z, come on! CHK has one problem. Aubrey McClendon. This is a destruction machine of shareholder value. He was on the Flying Baboon tv show on financial entertainment television, today actually bragging that his opening of Haynesville brought natty from thirteen down to four. Why would you do that to your investors Aubrey? You were hanging out on margin, did you never hear of supply demand curves. Turn down the taps a little Aubrey, save a little for the kids. Think of the little ones, maybe they will want a little natty for themselves. You don't have to pump it all out this year. Next year is ok also.

Evidence That Big Inflation Is Coming

You assume that the 10k proceeds from the sale of stock was not reinvested back in stocks. It was, and into CDO's as well, and into real estate and international equities. We have just seen a big chunk of wealth erased. Every central bank is now throwing money into this maw. It is true that their capacity is limitless, so let us watch how bonds do now. Last week, not so well.

Canadian Energy Trusts Look Cheap: Harvest Is Well Positioned

When the VIX comes down and hedging the shares will become economical again, the Canroys will see a move up. I think it will be significant.

Does Anyone Care About Alternative Energy Anymore?

This is the worst commentary I have ever seen on SA. If the President says he wants alternative energy, and the Congress is backing him, why would I want to fight them with my investments? Politically, this commentary is just as naive. The pattern of our government following Wall Street's best returns model is finished. This government is going to act like a government and lead, not follow.

Alternative Energy Tax Credits for the Storage Sector

I have been following axpw for about twelve months. Interesting, interesting and very disruptive. I think there is high potential, especially since they already manufacture the specialized antique batteries in Pennsylvania. Or would Exide find it more profitable to keep cycling through conventional lead acid cells every four to five years rather while letting axpw suffocate through lack of capital and short selling?

Friday Outlook: Commodities, Emerging Markets

Good stuff, as usual. The Soviets are in a bind as much as we are. They own lots of Fannie and Ferdie paper. Perhaps the SEcretary of the Central Treasury called them to hasten their exit from Georgia, or else, no taxpayer backstop of their bonds.

Forex Wrap-Up: Headlines Hurt Stocks But Not Dollar

Do you ever read the charts before you write? How about check the lack of cause and effect between your statements and the currency moves.? The dollar got its boost Friday morning at 8gmt. It went on a vertical ascent vs the jpy and the chf. Almost vertical on the euro and the cad. There was no USA news at 3am. There was some hawkish talk by an ECB member, which might have affected the euro. Asia was diving, which might have affected the yen. By the time the Michigan survey and the durable goods came out five hours later, the move was finished and the dollar was flat the whole US trading session. Whatever prompted the dollar strenght had nothing to do with the chf and the cad, nor the factors that you mention. If the Fed raises, the chf and the cad are still higher. Who is going to come out of that trade because Plosser spoke. He has been speaking a year and Helicopter does whatever he wants anyway. I wish SA would get an fx analyst that actually traded currencies.

The Dead Cat Returns to Earth

I consider it investor purgatory to have to watch that PIcasso painting Bartiromo hee haw her jackass laugh at me. None of those bimbos has ever traded a share, that much is known from their childish pabulum. Yet the market moving rumor mongering the bimbo network panders forces investors to tune in - so as not to be broadsided.

Oil Price Drop: Bad News and Faulty Inferences

I will up your ante. The oil drop back is a counter attack on Boone Pickens. The oil boys and all that suck on that teat became concerned when an oilman said alternative energy is the future.