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kmi

kmi
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  • Why Rentech Nitrogen's Q3 Distribution Fell 68% [View article]
    This article encouraged me to place a resting buy order in, which got filled. It doesn't seem there is anything intrinsically wrong with the company or its market more generally. Therefore it seems it's post light-divvy announcement collapse is a good buying opportunity.
    Oct 25 11:57 AM | 2 Likes Like |Link to Comment
  • Positive Political Developments In Greece And Impact On GREK [View article]
    Why do you consider Syriza 'extreme'. Exiting the Euro has some very positive correlations to the economic condition of the average citizen, it doesn't seem very extremist.

    Just fyi, I supported a Grexit as the best possible solution for the man-on-the-street. Venizelos and the backroom deals rolling over Greek-law debt into foreign-law was the worst possible solution from where I sit. And my understanding was Syriza lost support over domestic policy concerns and the relative amateurishness of Tsipras, not its support for Grexit.
    Oct 1 11:37 AM | Likes Like |Link to Comment
  • EPA's new carbon rules hurt coal, could accelerate shift to natural gas [View news story]
    Vis a vis energy storage, there's dozens of ways this is being implemented in real ways, including using compressed air (example: http://bit.ly/uT6il6). There isn't really an issue with energy storage.

    Transmission is a problem vis a vis wind and I won't speak to that. I will suggest that as products such as Boulder Electric's "vehicle to grid" http://aol.it/1dE3IFv come to market, and as the grid is enhanced by more grid connected private energy production, it'll no longer be an issue, but I'm sure that's a bit away.
    Sep 23 01:18 PM | Likes Like |Link to Comment
  • Dudley suggests taper off until 2014 [View news story]
    Meanwhile, over at FT's Alphaville, the suggestion is the Fed is indeed tapering... just not in the highly visible way the market expected. Very good read:

    http://on.ft.com/1dE2SIM
    Sep 23 01:13 PM | Likes Like |Link to Comment
  • Microsoft launches new Windows RT tablet, could have market mostly to itself [View news story]
    "RT" needs to be merged with WindowsPhone, that's all. The hard work has already been done, for both, now just make a decision one way or another.
    Sep 23 01:11 PM | 2 Likes Like |Link to Comment
  • EPA's new carbon rules hurt coal, could accelerate shift to natural gas [View news story]
    Energy source diversification limits extreme exposure to the vagaries of of market forces.

    Coal is definitely not dead, wigit's comment is great, but I'll further add that with NG export facilities picking up pace it looks like longer term (3-5 years) NG prices will rise, making existing coal plants more competitive - and therefore less likely to be retired short term, as well as likely making coal plants constructed under the new terms more cost feasible.
    Sep 21 11:03 AM | 5 Likes Like |Link to Comment
  • "Pigs" not always smart enough to spot pipeline cracks [View news story]
    $50,000 should fall well within the R&D budget of any major. Put up a public bounty on an improved PIG device (sort of how DARPA does it?) and see how quickly the solutions come flying in. For kids in SE Asia most likely since our kids here are more interested in design than function....
    Aug 18 03:07 PM | 1 Like Like |Link to Comment
  • NSA revelations costing U.S. cloud-computing providers [View news story]
    I have to agree that security is a very slippery slope these days. I found this item interesting recently:

    http://engt.co/19KPN1b

    Quoting from the link:

    "There's no direct evidence that the malware comes from the government, but the malware's command and control IP address is registered to a governmental defense contractor. Plus, the data pulled from infected machines indicates it could be an example of the FBI's computer and internet protocol address verifier (CIPAV) software first identified by Wired in 2007."
    Aug 6 10:20 AM | 1 Like Like |Link to Comment
  • The Legal Jujitsu Of Goldman Sachs [View article]
    Aleynikov is one of few people I would like to see interviewed in depth.

    Tourre on the other hand I find completely uninteresting.

    And I enjoyed this article, thanks.
    Aug 3 11:05 AM | Likes Like |Link to Comment
  • Intel: I Want My Haswell Ultrabook Now! [View article]
    "he Sony also has 8 Gb memory & 256Gb SSD. Now if it were a detachable convertible at half the price..."

    Half the price precisely describes the cost of the hinge alone of such a product....
    Jul 24 10:27 AM | Likes Like |Link to Comment
  • Intel: I Want My Haswell Ultrabook Now! [View article]
    Right, the non-replaceable battery, non-upgradable memory, and non user-serviceable harddrive. "Innovations" repugnant to the business user the thin-small-light market had catered to before the Air, but a delight to the consumerist market Apple caters to.

    One does however have to give the Air credit in making credible those features to the extent they are now appearing on business thin-and-light product lines one never would have expected to see them before.
    Jul 24 10:26 AM | Likes Like |Link to Comment
  • Intel: I Want My Haswell Ultrabook Now! [View article]
    Sony Vaio Pro 11
    Haswell Core i5 ultrabook in 11" form factor, available now.

    http://bit.ly/1bKy8HH

    And it's gorgeous.
    Jul 23 05:33 PM | Likes Like |Link to Comment
  • "Nokia (NOK) has mostly nailed the design with the Lumia 925, but Windows Phone (MSFT) is holding it back," writes The Verge's Tom Warren while rating the phone 8.1/10. Warren likes the 925's aluminum build, performance, and low-light camera shots, but Windows Phone's app issues (not just in terms of availability, but also quality relative to similar iOS/Android apps) and missing features (reliable notifications, 1080p display support, etc.) remain a problem. Engadget's Mat Smith offers a similar take. Nokia exec Vesa Jutila admitted last month missing apps remains the "biggest complaint" of Lumia users; Microsoft is trying to address the problem by paying some developers $100K+ to build WP8 apps. [View news story]
    Niche apps Alex.
    Jun 16 10:56 PM | 2 Likes Like |Link to Comment
  • "Nokia (NOK) has mostly nailed the design with the Lumia 925, but Windows Phone (MSFT) is holding it back," writes The Verge's Tom Warren while rating the phone 8.1/10. Warren likes the 925's aluminum build, performance, and low-light camera shots, but Windows Phone's app issues (not just in terms of availability, but also quality relative to similar iOS/Android apps) and missing features (reliable notifications, 1080p display support, etc.) remain a problem. Engadget's Mat Smith offers a similar take. Nokia exec Vesa Jutila admitted last month missing apps remains the "biggest complaint" of Lumia users; Microsoft is trying to address the problem by paying some developers $100K+ to build WP8 apps. [View news story]
    The problem with professional tech reviewers in particular of the type at Verve is that their experience and needs match an incredibly small percentage of the super hardcore who use a million apps many of which are very niche.

    The vast majority of the population neither needs nor cares about them, yet as it is the primary differentiator in the smartphone universe, these reviewers feel compelled to make the point as if in repetition it will gain relevance.

    Take away the app 'concern' which isn't a concern for the vast majority of users, and what do you have? An outstanding device. And that's the bottom line.
    Jun 16 09:24 PM | 12 Likes Like |Link to Comment
  • Growing thoughts of a tapering and then ending of QE∞ triggers panicky selling in the mREIT sector (MORT -2.3%) as Treasury yields hit their highest level in more than a year (the 10-year at 2.12%), and mortgage prices slide as well (MBB -0.4%). Leading the way is a 5.3% decline in American Capital Agency. Annaly (NLY -2.7%), Two Harbors (TWO -3%), Anworth (ANH -2.2%), Western Asset (WMC -4.7%), Apollo Residential (AMTG -3.7%), Javelin (JMI -4.3%), Invesco (IVR -1.8%), MFA Financial (MFA -1.5%). [View news story]
    mReits in falling knife mode...
    May 28 01:44 PM | Likes Like |Link to Comment
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