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phenix

phenix
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  • The Value Of The Euro Just Won't Go Down Against The Dollar [View article]
    Great article John. Your writing could be improved with some proof-reading (double-negative, poor/wrong choice of vocab. etc., all easily fixed). I realize that people rush to get these articles written within time constraints but the medium is the message, after all.
    Jul 9 05:06 PM | 2 Likes Like |Link to Comment
  • Tesla's Fuel Cell Threat [View article]
    "...and showing up the tendentious miscalculations of the battery only advocates for the nonsense that they are." There, fixed it for you (easier to process with the preposition next to the verb). Great post btw! Totally agree. Electricity does not fly in on the wings of angels but needs to be generated....even those solar panels require lots and lots of energy (non-renewable) to produce. Time for the electric battery folks to consider that pesky reality.
    Jul 8 12:44 PM | Likes Like |Link to Comment
  • Gold: Prepare For A Short-Term Rally [View article]
    Hear Hear Mr. Beach. The only thing I would add is that gold miners have formed a base and should move up from here...with more dramatic moves if gold goes back up to 1500.....oh and I don't think the Fed can afford to let interest rates go up for years (decades) so that anti-inflation tool is not available...yes there is 'slack in the system' but inflation can still happen - as you note, energy prices alone can cause this...all imho.
    Jun 25 01:51 AM | 2 Likes Like |Link to Comment
  • Why FuelCell Energy Is Set To Soar To New Highs [View article]
    The argument that hydrogen is not a renewable resource is somewhat disingenuous when one considers that sunlight can drive a photolytic production of hydrogen from water using photobiological and/or photoelectrochemical processes. Although I guess sunlight and water are also non renewable resources if one wants to push the logic to its absurd extreme....
    Jun 24 01:13 PM | 6 Likes Like |Link to Comment
  • Plug Power: An Inconvenient Truth [View article]
    I agree that PLUG has diluted to a ridiculous degree and that it is too deeply in debt. I disagree that fuel cell technology cannot be cost-effective. Every type of battery array has pros and cons connected to it....fuel cells are very effective, easily and quickly replenished and environmentally friendly. The cost of producing hydrogen will come down with volume and the amount of precious metals used in f/c batteries is not a big factor in the total cost, I believe. Major businesses are using these power systems effectively and are ordering more. The cost of production will decrease with volume. The state of California is committed to building more hydrogen stations in the coming years and Toyota is producing a hydrogen fuel-cell vehicle for the NA market....all positive steps for BLD and PLUG. PLUG may not survive its debt/dilution problems but the technology will.....all imho.
    Jun 20 08:49 PM | 1 Like Like |Link to Comment
  • Will Iraq Make Gold Soar? [View article]
    Your comments almost make me like Avi's method of presentation, Mr.Coach. No one can predict with certainty where gold will be in a week from now, much less medium/long term. Your comments highlight the absurdity of using any one 'system' exclusively and to its extreme. You should read Plato's Cave as a caveat about such practices. The danger with such comments is that they may actually be taken seriously by novice investors..... you really need to think about that, Mr. Coach.
    PS if your predictions come true over the next few weeks I will issue a heartfelt apology for having doubted you. I really don't think that will be necessary, however.
    All imho.
    Jun 15 05:29 PM | 4 Likes Like |Link to Comment
  • Gold Rebounds, And It Just Might Continue [View article]
    Weak hands?? You completely misunderstand the Chinese market for gold. They are buying and putting gold away for generations. Think about that. Generations. That is the Chinese mindset. Most US pundits don't understand this and think that the fluctuations in the COMEX have an impact on the Chinese market. This is wrong. China will continue buying for years as the middle class grows and needs to store its wealth. Of course Chinese investors will buy more 'on the dip' - who wouldn't - but the long-term trend is to keep buying as there is no better store of value.
    All imho.
    Jun 15 05:10 PM | 5 Likes Like |Link to Comment
  • Will Iraq Make Gold Soar? [View article]
    Although I must admit I find the use of the 'look to it!' quote to be somewhat repetitive and annoying, I find your comments interesting James (Avi too). I don't pretend to understand EW theory and cannot agree/disagree with you or Avi on this. I do think that the Iraq conflict was responsible for kicking gold up a notch. It also went up with the Ukraine conflict but subsequently returned to its more recent range. I think it is true that such events have an impact but that there is a longer-term trend in play. My guess is that the trend is upward as the race to the bottom in currency debasement continues and as it becomes increasingly clear that the US has neither the political will nor the ability to reduce its debt. All imho.
    Jun 15 03:11 AM | 7 Likes Like |Link to Comment
  • Is Silver Set Up For A Huge Short Squeeze? [View article]
    This is going to hurt..... gotta love those shorts!
    Jun 12 09:47 PM | Likes Like |Link to Comment
  • GLD: Why Shouldn't It Drop Further? [View article]
    The US growth was negative in the first quarter. What will the second quarter show? More negative growth? 62% labor participation rate? This is a recovery? US debt at 17T and growing. This is a recovery? When these things change for the better then maybe we can talk about 'strong labor markets'. All imho.
    Jun 11 11:02 AM | 8 Likes Like |Link to Comment
  • Russia's War Against The Dollar Will Support Gold Long Term [View article]
    What they do in gold will be a 'blip'? Really? You do understand that the gold market is far, far smaller than US treasuries, right? We already know that between them, China and India may be buying up all (more than all?) of the annual gold production. So where do you think Russia's gold will come from? Don't forget - they will take delivery so this is not futures or ETF's we are talking about. All imho.
    Jun 11 02:55 AM | 3 Likes Like |Link to Comment
  • Warren Buffett Was Right: Gold's Freefall: Look Out Below! [View article]
    Inert asset incapable of producing new value? You appear to have no understanding of the role of gold in the world. Your post does not constitute the basis of a 'debate about gold' and I am certainly not 'contributing' to your supposed debate. A real debate would, first of all, acknowledge the historic role of gold as a store of value and financial tool used by central banks around the world. It would then acknowledge the increasing appetite for gold in the world's most populous and rapidly-developing countries - specifically India and China. And finally it would note the gradual but steady movement of the pricing mechanism for gold from London and NY to Shanghai. You have, instead, trotted out a few tired and broken aphorisms about gold's supposed worthlessness (WB on gold? How many times do we have to listen to that tired old chestnut?). What possessed you to post it in the first place? Just a way to get your investment company's name on SA? Surely you can think of something more original - or useful - or interesting. All imho.
    Jun 5 12:12 PM | 8 Likes Like |Link to Comment
  • Seadrill signs $1.1B rig deal with Total [View news story]
    Are you kidding? Nigeria is one of the world's top oil producers with most of the major oil companies already heavily invested there.....
    Jun 3 02:20 AM | 1 Like Like |Link to Comment
  • Maybe I'm Wrong - Justifying $2,000+ Gold [View article]
    Wasn't this article already published a while back? Recycled? It is really quite amazing how Americano-centric most of the contributors here are..... do you really think that things are going to continue as they have been? With the balance of power shifting to the East? Really? All of these projections based on past performance are quite irrelevant. The Shanghai Gold Exchange will become the main platform for price discovery in the very near future and Chinese/Indians and many other people around the globe will happily continue to buy gold in blissful ignorance of the US CPI rate. The price will no longer be 'fixed' and futures will be traded in Shanghai with a much closer eye to the true supply/demand realities than is currently the case. Don't really mind if you disagree.... the graphs were interesting in a kind of academic way....
    Jun 3 02:16 AM | 7 Likes Like |Link to Comment
  • Plug Power: A Look At The Future [View article]
    This is a good example of the kind of truly exponential growth that some new(er) technologies can generate.... and you did not even discuss the potential growth in the use of fuel cells by the telecom industry......
    May 19 08:19 PM | 2 Likes Like |Link to Comment
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