Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Solon

Solon
Send Message
View as an RSS Feed
View Solon's Comments BY TICKER:
EWG, EWU, GLD, KO, RCL, SLV, SPY
Latest  |  Highest rated
  • Gold Vs. Coca-Cola [View article]
    The article shows that the real investment is in the fact that Timmy is being paid for 'hot air', much like our Canadian Senators.
    Apr 28 11:10 AM | 2 Likes Like |Link to Comment
  • Gold gets a sniff of $1,600, gaining 1% in minutes to $1,596/oz., with traders noting one buyer taking down 5.7K 1-month gold futures contracts as stoking the move. GLD +1% premarket. Silver comes along for the ride, SLV +1.1%[View news story]
    I know that I keep whining about a gold standard, but it has to come; one can only buy and sell using toilet tissue until the demand for tt starts to fall, after all you can only have so much....
    Napoleon pointed the gold standard stuff years ago, and he was a smart cookie.
    Mar 12 11:02 AM | Likes Like |Link to Comment
  • Cruise Lines Into 2013 - Royal Caribbean Strongly Undervalued Compared With Peers [View article]
    Excellent analysis, very well done, great format etc
    Mar 1 11:37 AM | Likes Like |Link to Comment
  • Is Gold Finished? [View article]
    These arguments are well founded somewhat primitive. Reminds me of watching the "Quest for Fire" picture some years ago; the players were valid and had incorrectly included time series to their cross section analysis of events. This is the same paradigm that trapped the NBER back in the 50's. Ho Hum
    Feb 23 11:16 AM | Likes Like |Link to Comment
  • The Beveridge Curve: Where's Unemployment Heading? [View article]
    Finally I have been shown the effects using the discouraged worker as a factor in the UE statistic. Now, where is the "disabled" worker statistic?
    May 7 09:09 AM | Likes Like |Link to Comment
  • 'Civilized People Don't Buy Gold' [View article]
    I hope that the US implements a two currency system; this would be most interesting for an old economist, myself, to watch. It would be logical to do so and the Corporations would give full backing (votes).
    May 6 12:06 PM | Likes Like |Link to Comment
  • Gold: The Ultimate Secular Stock Market Hedge [View article]
    I have this free floating anxiety about fiat currency that does not have a bench mark, or "numeraire" as Napoleon once mentioned.The US, has printed trillions of dollars since 1971 with no reference to any numeraire. Now, the dollar is facing some value competition in exchange with other currencies; there is no single currency or commodity to enforce relative stability.
    Clearly the US should re-establish some sort of stability ( as they did before by controlling the ownership of gold). This process will, I believe, be some sort of prescription for a double currency, viz, a digitized US domestic currency, and a 'Rest of World'(ROW) using the US dollar based on a set value for gold.
    The result would give absolute control of their domestic economy and tolerable control of the ROW.
    You heard it here first!
    Apr 28 12:15 PM | 1 Like Like |Link to Comment
  • The Regulatory Dialectic [View article]
    How about "Modern Derivatives - A Comedy" Act II- Rules and Regulations Revisited.
    Apr 23 03:31 PM | Likes Like |Link to Comment
  • "Market forces are driving a de facto return to the gold standard," argues Lew Spellman. In a world where good collateral is scarce, and what does exist yields close to zero, "gold is stepping up to the plate." All that's left is for regulatory recognition, which may be coming in the form of a Basel proposal to make gold a bank capital Tier 1 asset.  [View news story]
    As well as being a store of value, gold is the numeraire to maintain the orderly rise up Ricardo's moving staircase. The present credit based system allows Ben, GS, et al, to set the order of relative value, possibly in a more subjective way. Too simple eh?
    Apr 23 10:59 AM | 1 Like Like |Link to Comment
  • Gold: The Fate That Awaits Once Fed Stimulus Ends [View article]
    Since the abandonment of the Breton Wood agreement the expansion of trillions of dollars in fiat money has formed the basis for the economy. The new system requires the perpetuation of the expansion of credit as a necessary and sufficient condition. Thus, any change would result in a substantial distortion in the system, ie a collapse.
    Or, for the Zombies in the crowd; the boat tied to the pier in the river is safe to fish from; untie the boat and you must paddle to fish near the pier; stop paddling and you go down the river with your paddle. Had you stayed fishing off the pier you.....
    Apr 22 10:14 AM | 9 Likes Like |Link to Comment
  • Oil And Natural Gas Ratio Explodes To 52:1 [View article]
    I think that I could write a book about meaningless ratios.
    Apr 12 01:13 PM | Likes Like |Link to Comment
  • Why I Forecast A $2,600 Gold Price In 2012 [View article]
    I have noticed that when the financial oracles ( Bernanke et al) come out against some market policy, say, a revaluation of currency etc, the opposite occurs within a short time. I have made money on several of these "nevers".
    The 'experts' are simply warning their colleagues at the table to take a position, as the opposite is coming down the pipe.
    Bernanke, on gold, is a good example of this hypothesis. The dollar is very near to its 'last hurrah' and must define a numeraire or be packaged as two-ply in six packs.
    Mar 25 11:30 AM | Likes Like |Link to Comment
  • Finally, Some Real Loan Growth At The Banks [View article]
    Yes
    Mar 13 06:29 PM | Likes Like |Link to Comment
  • Latest Moves In The Eurozone Story [View article]
    One cannot fault the Keynsian Theory and practice. It can be easily misapplied by our politicians, say, 65B for an obsolete fighter aircraft made in USA and imported by Harper, (once it is proven to be air worthy, I suppose); or used, self destructing submarines.
    Mar 11 11:30 PM | Likes Like |Link to Comment
  • The Road Not Taken: Global Economy On The Brink [View article]
    Fortunately our governments are protecting us from the common sense espoused in this article. The comedic build-up in Act I promises a hilarious Act II. For a successful ending we must eschew this toxic common sense and praise of accountability by paving the low road.
    Feb 28 03:01 PM | Likes Like |Link to Comment
COMMENTS STATS
91 Comments
96 Likes