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RadOptimist

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  • Juno: Trying To Justify A $5.5B Valuation For A Year-Old Company [View article]
    Interesting comments about the cytokine storm. It seems like the Cytosorbents (CTSO) Filter would be a good adjunct to the CAR-T therapy to manage this.
    Mar 24, 2015. 03:51 PM | 1 Like Like |Link to Comment
  • 3 Biotech Stocks You Won't Want To Miss In 2015 [View article]
    Very good analysis and recommendation. This is exactly the type and timely investment information that is needed. I got into VSTM (+53%) and STML (22%) with good returns so far. Thank you for this great article and look forward to your next recommendations.
    Mar 21, 2015. 06:36 PM | Likes Like |Link to Comment
  • Why Loading Up on Precious Metals May Not Be Such a Good Idea [View article]
    To me, the big difference on dot-coms and real estate vs gold is that I don't recall Central Reserve Banks such as China, India, Russia, Korea, Mexico, etc. purchasing such large amounts of stocks in dot-coms or buying real estate. Central Reserve Banks have gone from net seller to net buyers of precious metals.

    Precious metals are means for wealth storage and preservation and have been for thousands of years. Maybe it is the recent fiat currencies that are the bubble.. we have devalued the dollar and the euro faster than the Romans whose empire lasted a lot longer but in the end, had to debase their currency also.

    The prices of gold and silver in the last 100 years have been manipulated by the US Federal Reserve and Wall Street since they cannot manipulate the actual value... which is now coming to fore.
    Aug 8, 2011. 08:03 PM | 3 Likes Like |Link to Comment
  • Who's Right on Gold: Buffett or Dalio? [View article]
    I find this all interesting and in particular Mr. Dalio's analysis. However, I would like to have an analysis done on not just the US money supply or China's money supply but rather the global money supply. When we compare gold to currency, in particular to the past - 70s, 80s and even 90s, most if not all the major currencies were not in circulation (euro) or significant (yuan) with the yen being the only close approximation (which has been in deflation mode).

    It would be interesting to see the overall global money supply and relationship to gold.

    Also, I understand the aversion to calling gold "money" but if you look around the world, gold is considered "wealth" by the two largest (by population) countries in the world, India and China, and they have very few wealth generating/protection options other than PMs. I know first hand, they are very active in buying gold and silver (at the individual level) and much more than in Western countries.. The demand is there and they are not looking to quick flip it into profits. With inflation in those countries running over 5%, this is their protection hedge. If you choose not to believe this, then you may be missing out.. not using PMs as a means of wealth has only been around for less than 100 years... it has been the case for a few thousand..

    Comparing gold to the horse and buggy is not apples to apples..while history has shown, that almost ALL governments have ended up devaluing their currency over their history... unless they maintain the full PM standard. Even the Romans have to devalue their currency.. using less gold in their coins. The Chinese have done a good job in their dynasties since everyone really just wants 24ct.
    Jul 23, 2011. 03:03 AM | 3 Likes Like |Link to Comment
  • Europe: The Sky Is Falling [View article]
    Given the situation, what are the steps you are recommending? Is that the next article? Is it go into cash, if so what case? USD, Swiss Franc? German Bonds?

    What does flight to safety mean when all currencies have some weakness? Is better than everyone else the key goal?

    Feels like investors need to get to a bar and get as drunk as possible to make the ugliest woman look pretty.
    Jul 6, 2011. 06:02 PM | 1 Like Like |Link to Comment
  • The 'American Dream' Is About Jobs, Not Houses [View article]
    I think it should also be noted that the type of jobs also need to be strong jobs in manufacturing and development and not so much on low value service jobs such as waitressing, dry cleaning, and MOST of ALL.. Financial Services which are added to the GDP but offer no tangible benefit to society other than to move wealth around.
    Jun 17, 2011. 07:40 AM | Likes Like |Link to Comment
  • 4 Reasons the U.S. Will Never Return to a Gold or Silver Standard [View article]
    The biggest reason that we will not go to a gold standard is that the crooks on Wall Street cannot do anything with it since it is a storage of wealth and just sits there... and absolutely "kills them". The only they can do is try to keep silver down with shorts. It is like the battle of Wall Street (PMs are worthless and why should anyone buy) vs Main Street (gold/silver bugs, extremists, and traditionalists - over 2 billion stupid people in India and China to start off who don't know about all the great investments that Wall Street and politicians can manipulate)

    I find it interesting that almost every country right now outside of the western powers is loading up on Gold as a storage of wealth and that Silver exporters are turning to net importers. China wants to have a larger gold reserve that the US and went from exporting to a net importer of 3,500 tons of Silver and is projected to drive solar panel production (which requires silver)

    Funny, I never thought I would turn into one of those extremist, conspiracy theorists..
    Jun 6, 2011. 03:24 PM | 4 Likes Like |Link to Comment
  • Goldman Sachs' (GS -3.1%) fall today amid stories of more subpoenas completes a 10% slide in the few sessions since Matt Taibbi pointed out the possible perjury in some of its executives' testimony before Congress. The shares are now lower than they stood before QEII began, and trade just a hair over book.  [View news story]
    Man, Warren Buffet knows how to time getting into and out of sleazy assets. Take the risk out with government support and then sell your stake before everyone learns the truth.

    The Sage of Omaha surely knows how to play the game.
    May 21, 2011. 01:27 AM | 1 Like Like |Link to Comment
  • The Yahoo-Alibaba (YHOO) revelation may prove a harbinger of shocks to come involving Chinese companies using fraud in their business dealings, Josh Brown writes. "Chinese corporate criminals and their U.S.-based enablers are committing Capital Genocide against American investors. We're not talking about a few bad apples or a handful of exceptions, we're talking about a full-blown epidemic."  [View news story]
    Interesting isn't it that the Chinese government doesn't allow most of their citizens to participate in the stock markets and in fact tells them to buy gold. Maybe we should do the same instead of buying stocks in Chinese companies.
    May 16, 2011. 03:16 PM | 3 Likes Like |Link to Comment
  • It's "big" if the notion of commodity margin hikes as economic stimulus gains traction, Josh Brown writes. A weekend NY Post piece notes how last week's hikes broke the back of silver speculators: "It is time to stop dancing around the subject and begin to fight oil speculators. Increasing margin requirements for crude, much like with silver, will drive crude prices lower."  [View news story]
    They should also add high frequency trading and computerized trading to that list. All financial innovation has done is made our system unstable.
    May 9, 2011. 02:49 PM | 1 Like Like |Link to Comment
  • Silver Goes Hyperbolic [View article]
    It might be interesting to match this chart up with the US Money Supply to see how much of a bubble it is against the US dollar. Compared to the other currencies, it is up, but not as much. Given globalization of money supply, it would be nice to have an analysis done in true comparison vs just a single chart with no real parameters.
    Apr 21, 2011. 05:09 AM | 12 Likes Like |Link to Comment
  • These Companies Could Suffer Most From Impending Gold Bubble Collapse [View article]
    The author really should define the gold bubble. One of the main reasons that gold is appreciating, in particular to the US dollar to such levels and less so against other currencies. I believe there is a very good article on SA shows that the growth of gold is more negatively correlated to the drop in value of the US dollar than other currencies which is not discussed at all. As stated before, gold has been the basis of wealth for centuries so to say that it has no value is very naive. When Reserve Banks are purchasing it to protect their wealth against devaluing currencies, it shows the need for a non-political wealth tool.

    Also, I am not clear what the value of mining stocks has to do with the bubble in gold. In particular their correlation since much of it is dependent on what percentage of their sales is derived from gold versus other metals that they are mining - silver, copper, zinc, etc.

    Overall, this does not consider the macroeconomic factors such as the huge increase in US monetary supply, developed nation debt levels as well as the value that developing nations such as India (dowry, etc) and China (historically gold value focused). With growing middle classes with limited areas which they can invest, physician gold and silver are one of their few real options.

    There are many reasons for the change in price in gold and with some appreciation of the US dollar against other currencies, their may be some consolidation. Unfortunately the US Federal Reserve and the political parties are more focused on Wall Street than Main Street and which will result in stagflation in the future.
    Apr 9, 2011. 05:58 PM | 2 Likes Like |Link to Comment
  • An Unsustainable Decline in Homebuilding [View article]
    This article does not take into account the affordability of the houses including down payment, etc. There are always people to live in the houses, the issue is who can afford and pay for the houses and what is the right level. Many people now with lower paying jobs who cannot pay off mortgages, many people who are underwater on their mortgages. A significant amount of home buying is from investors now and not people who will live in them. At these prices and with rentals going up in some areas, this is a great investment for those who will rent this out and can ride out the next 10-15 years for some appreciation.

    Maybe when people who are graduating can get there student loans taken care of and those who can get their jobs back can pay for homes, will the market go back. If you listen to the Fed, they do not see any wage inflation pressures right now which means.. higher productivity and/or lower paying jobs.

    Please do better analysis than this. There are many gaps other than a macro view. This is why Greenspan totally missed the real estate/financial bubble and why Helicoptor Ben is missing our future (Main Street) for the financials/big corporations (Wall Street)
    Mar 28, 2011. 12:27 AM | 3 Likes Like |Link to Comment
  • John Bird uncovers fraud at China Sky One (CSKI), shedding light onto the shady $20B Chinese reverse merger market, as well as the also suspect community of short sellers attempting to profit off of it. "(It's) a rational position for an investor to start with, that every one of these Chinese reverse mergers is a fraud," says Bird.  [View news story]
    After reading this and reading Glen Bradford's comments in response to some of this short selling.. and some additional due diligence (which I should have done a better job).. I think it is better to be safe than sorry and get out while I have positive returns on almost all of the Chinese stocks that I have. It is throwing out the baby with the bathwater possibly, but better not to take losses. Plenty of other good opportunities out there. It shows me that a lot of Chinese stocks are just speculators dreams...This was a great article.. Thanks for the Seeking Alpha editors to putting this on the front page.
    Jan 15, 2011. 11:16 AM | 10 Likes Like |Link to Comment
  • My Take on the Chinese Micro Cap Debate [View article]
    Thank you for the excellent article and all the comments. This makes it very clear that you do not have the data to back up the issues that the short sellers are pushing. You have chosen to attack the attacker versus refute each of their points with real data and not information supplied by the company. I have followed you for a while and now I can see that I can use your information to confirm who not to purchase.

    You have basically confirmed to me to sell my portfolio with Chinese stocks. Fortunately I am positive on almost all of them.. PUDA, NEP, and a few others but all the signs (lack of true institutional purchases, low PE, investigations), etc. put the risk factor too high for me to accept. I can get out with some gains.

    There are plenty of opportunities out there to take a risk with these types of stocks and if the best support they have are promotion specialists online here at Seeking Alpha vs major investment banks, just is a good opener for me to get out.

    Good luck to everyone. I do wish you well, but the risk is too high for me. I will continue to follow Glen.. since it will confirm who I will definitely not buy.. Interesting that thestreet.com also has you as an editor.. Good for you.. another reason to believe sell on the the Cramer effect.
    Jan 15, 2011. 11:05 AM | Likes Like |Link to Comment
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