Seeking Alpha

minorman

minorman
Send Message
View as an RSS Feed
View minorman's Comments BY TICKER:
Latest  |  Highest rated
  • Shale Oil Boosters Aren't Charlatans [View article]
    Dear Robert Wagner,

    I am coming to realize that you and I disagree on pretty much everything. (Amusing, actually.)
    Please tell us what you are long so I can consider shorting it!

    Disregarding bitcoin, my best investment by far, in 2013 was being long Henry Hub futures because of everything you've just said - only opposite.

    So please - what are your main long and short positions these days :-)
    Jan 29 12:07 PM | 1 Like Like |Link to Comment
  • Why Bitcoin Matters [View article]
    And this

    http://bit.ly/1f6mMvF
    Jan 27 09:15 AM | Likes Like |Link to Comment
  • Why Bitcoin Matters [View article]
    Yep - Whenever anyone says "illicit activity" and "bitcoin" in the same breath - what they should say is HSBC instead!

    Google it!
    Jan 27 09:15 AM | 2 Likes Like |Link to Comment
  • Why Shale Oil Boosters Are Charlatans In Disguise [View article]
    Congratulations OP. You GET IT!

    You are now part of a surprising small (as you can see from the comment stream!) group of people who understand the *defining* trend of our lifetime. You will profit from it in your investments - I certainly have!
    “Anyone who believes that exponential growth can go on forever in a finite world is either a madman or an economist.” (Kenneth Boulding - Economist)http://bit.ly/1eXhNPE
    Jan 26 02:44 PM | 2 Likes Like |Link to Comment
  • Best Currency In 2013 [View instapost]
    Don't take my word for Bitcoin's greatness - take Marc Andreessen'a word!

    http://nyti.ms/LC4FFk
    Jan 21 02:34 PM | Likes Like |Link to Comment
  • Bitcoin Fails As A Currency And The Bubble Will Eventually Pop [View article]
    "A physicist with obviously no background what so ever in economics is claiming that economics is not a "science," and his background in physics leads him to believe that the Bitcoin is for real. Place your bets, economist vs physicist."

    With respect, your "obvious" inference about my (lack of) background in economics is wrong. Schooling in Physics does not rule out schooling in other disciplines with a lesser content of mathematics (such as economics). 
    In any case I *have* placed my bets. My non-bitcoin portfolio is up 40% in 2013 - and my position in bitcoin is up >6000% in the same period. And no - I have not "re-balanced" my portfolio since bitcoin has plenty of room to run in the coming years - so I have real skin in the game.
    May I ask you to be more specific on the timeline for your prediction " basically 100% certainty this economist is saying Bitcoin will be basically worthless in a few years"What - exactly - do you mean by "a few years"? (Because that is what everyone said in 2010 and 2011.)
    Jan 19 04:55 PM | 1 Like Like |Link to Comment
  • Bitcoin Fails As A Currency And The Bubble Will Eventually Pop [View article]
    Well I praise bitcoin (and Bitcoin - not the same thing BTW.) and I'm a physicist. For those economists with a sense of humor I like the following quote:

    ---
    As I've said on a number of times on this forums, the one thing that makes
    a discipline scientific is its actual power to predict the future, and *not* the
    fact that it somehow "explains" things.

    Physics is a science: given enough data about powder chemistry, wind, angle,
    projectile mass and shape, gravity and distance, you can accurately predict
    where a shell will land once fired. A very useful tool to have.

    Real science can land robots on Mars. Try and ask any economist to pull off
    something like that.

    Economics, whichever cult you happen to be follow (Keynes, Austrian), is *not*
    a science: its predictive power is essentially non-existent.

    On the other hand, economics, however has borrowed all the lesser attributes of
    a real scientific discipline, in particular the complex jargon: economists have long
    realized that there was much money to be made fooling regular people into believing
    they have a clue about anything.

    In fact, you can pretty much draw a one to one parallel between economics and
    astrology: they use the same technique (fooling the gullible), serve the same purpose
    (ensuring the practitioner makes a living), and have similar predictive power (none).
    ---
    Source: http://bit.ly/1hBzwNv;wap2
    Jan 18 02:26 PM | 1 Like Like |Link to Comment
  • The Natural Gas Storage Glut Is Over [View article]
    I'm playing this by going long HH futures. The usual argument against this is that contango (historically) has been a killer - but the NG market is now so tight that HH futures are in backwardation (yes - you read that right) for plenty of the liquid 2015 contracts.

    Long natgas futures!
    Jan 16 11:44 AM | 1 Like Like |Link to Comment
  • Bitcoin Fails As A Currency And The Bubble Will Eventually Pop [View article]
    I humbly suggest my own year-end piece for those in need of an antidote to this article.

    http://seekingalpha.co...

    I'll let the fact that *smart* people in tech and VC are highly excited about Bitcoin (the protocol) and bitcoin (the currency) stand as an argument against this article.
    Jan 14 10:17 AM | Likes Like |Link to Comment
  • Best Currency In 2013 [View instapost]
    Bitpay offers payroll in bitcoin.
    Adding 1000 merchants per week!
    http://yhoo.it/1akRWwA
    Jan 14 05:26 AM | Likes Like |Link to Comment
  • Best Currency In 2013 [View instapost]
    Update: Blockchain.info now passed 1 million accounts!
    http://bit.ly/1iJIjQ6
    Jan 6 11:27 AM | Likes Like |Link to Comment
  • Kandi Shareholder Call Indicates Strong Q4 And Promising 2014 [View article]
    Good article Art. I'm very happy with my position in KNDI - although it has been a bumpy ride these past few years. It seems the stars are finally really aligning.
    Dec 28 10:01 PM | 1 Like Like |Link to Comment
  • Bitcoin Is The Ultimate Fiat Currency [View article]
    Who is "they" and what do you mean by version 2. Have you even read the white paper??
    http://bit.ly/Z3LiHA
    Dec 12 06:10 PM | Likes Like |Link to Comment
  • Bitcoin Is The Ultimate Fiat Currency [View article]
    Nope - that is not at all what "fiat" means.
    Dec 11 10:21 AM | Likes Like |Link to Comment
  • Bitcoin Is The Ultimate Fiat Currency [View article]
    People need to understand the word "fiat".
    Calling bitcoin a "fiat" currency is the same as saying that you don't even understand the words you are using.
    Dec 11 10:20 AM | Likes Like |Link to Comment
COMMENTS STATS
220 Comments
201 Likes