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tripleblack

tripleblack
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  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    I agree with Gareth, though I will join the request that he present his own support.
    Oct 24 01:13 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 375 Oct. 23 '14: S-1 10/22 Revision;NS-999 In Testing; Axion Nasdaq SPO Page Up; EPower & Axion Present At The Battery Show [View instapost]
    I have always believed that there is an inverse relationship between the number of times salesmen come knockin', and the likelihood that you are missing out on a genuine opportunity.
    Oct 24 08:40 AM | 14 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    I'll reiterate my opinion, which is that Lynas is positioning itself to split into two companies, one comprising the mine (barred from foreign ownership by the Australian government) and the other the LAMP in Malaysia.
    Oct 23 08:39 AM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 374 Oct. 18 '14: NS-999 In Testing; Axion Nasdaq SPO Page Up; BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show [View instapost]
    “He who slings mud generally loses ground.”
    Adlai E. Stevenson
    Oct 22 08:57 PM | 12 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    Yes. As they state (and I agree) that, as a rule, its a good idea to err on the side of caution (logical rule of the universe, really, when it comes to survival). The US is doing something different, ie, erring on the side of PC-ness. In an election year, this is particularly exaggerated.

    Our national security is (as a normal state of affairs for a very long time now) being planned via a process which places political concerns first and last, and everything else somewhere in the mushy middle.
    Oct 22 03:34 PM | 5 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    The impact of Daimler's departure from the stock is yet muted (judging from the AH numbers). A storm of short efforts can be expected this morning...

    I predict that shorts will run through all available shares quickly. Easy to pay too much for options in this case.
    Oct 22 09:01 AM | 3 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    I don't believe a word of it. Election year posturing. Both sides should be ashamed.
    Oct 21 02:53 PM | 7 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    Added some at $9.65 today. Building about 30% of position goal.
    Oct 20 03:12 PM | 5 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    Yes, but I would wait to see what impact the new shelf might have. I also would not be surprised to see it have a negative, neutral or positive effect, given the overall situation. Its the uncertainty that makes me wait for the filing and to see how it is greeted by the market. The original filing was withdrawn so quickly that it had little time for the market to digest.
    Oct 20 07:48 AM | 7 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    Look over the $5billion shelf they filed last week, then withdrew (noting some errors). They will almost certainly refile, with the same plan...

    I actually like the $5billion shelf DEPENDING on how they handle it. Its part of the DD needed right now, imo...
    Oct 18 06:49 PM | 4 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    Sweden has a long history of confusing domestic social engineering fighting constantly variable internal goals with national economic policies fighting constantly variable external conditions.

    They have been slowly awakening from their long dream of having their social cake and eating it, too...

    Could this be the inflection point wake up call?

    Probably not. More likely they will blame the problem on external issues having to do with their neighbors.

    A vocal majority will point at immigration as a key issue, however.

    I wonder how many other European nations are as persistent in clinging to their dreams as the Swedes...
    Oct 16 05:24 PM | 5 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    As I hope everyone knows, I treat my choice of illustration as an indicator of my ideas about market conditions, whenever I can...
    Oct 16 12:47 PM | 6 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    Blood in the streets.

    My favorite time of year...

    Now to wait for the flood to dip just a little.

    Monitoring rate of coagulation...

    Tiger mode engaged.
    Oct 16 10:00 AM | 10 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    Strong $ is a complex but fascinating topic...

    For many years it has been posited that China would undercut the $ and destabilize the US financial system by selling their $investments in US debt instruments. I have always viewed this as unlikely, whereas I have been expecting a phase in the currency wars in which China would require either a strong dollar OR a weaker yuan, at which time the world powers would have a choice to make.

    Another theory has long held that the US $ is, despite popular opinion, backed by enormous real assets, ie, oil (among other commodities traded globally in US $). Hence, the oil$ tends to move inverse to oil prices, as evidenced by current events. The byzantine geopolitical situation simultaneously mixing Russian imperial ambitions and the ME implosion is, imo, the objective reality which has triggered moves in both Beijing and Washington to address multiple issues, with a major effect being the impact on the currency exchanges.

    After a good bit of thought, I see the Russian/ME crisis as the cause, and the strong oil$ (and weak oil) as the effect, but we do not yet know how it will all play out.

    If nothing else, a slate of problems for the powers that be in Washington are addressed by these events. Putin's plans are derailed and his EU gambit is emasculated. China avoids cutting its currency to maintain its captive Western markets, and achieves a soft landing for its new plans for its economy. The US avoids an open currency/financial war with its primary creditor, and defuses several awkward domestic situations featuring a growing power base in sectors (fossil fuel production and consumption) unpalatable to the current leftist government. While all political groups give lip service to the concept of curtailing oil imports, the reality is that the current Ins are much more comfortable with oil imports than oil production.

    Another important aspect of a suddenly strong US oil$ is its ability to export inflation to the third world, something which has often happened in the past. Inflationary pressures which had been growing recently in the American economy will abate, as the strong oil$ works its power.

    Worries about the EU deflation problem creeping across the Atlantic are, imo, overblown. American multinationals may realign their plans somewhat, delaying certain offshoring activities and perhaps even moving a few high profile operations back to the US or Canada, but the challenges faced by a still-growing North American Union vs the stagnant or shrinking demographics in the EU are very different. The primary dangers have always been the government-level shared financial risks between the NAU and the EU, which are more worrisome to me than either whatever happens with QE-uber-alles or interest rates zero or minus.

    I suspect that it might be possible to chart an investment course using the oil$ as a guide, but the government intervention is so complex as to make any such effort risky.
    Oct 15 09:02 AM | 5 Likes Like |Link to Comment
  • Prospect Capital files $5B mixed shelf [View news story]
    http://bit.ly/1u0ZFZR

    They just filed a RW to withdraw the shelf.
    Oct 14 01:30 PM | Likes Like |Link to Comment
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