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CloudSpin

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  • Tesla's Matrix Moment [View article]
    The shorts are already playing an overcrowded game. The VW bear squeeze is an interesting story for those who are considering going short:

    http://bit.ly/12FbdnO
    May 5 10:09 AM | 1 Like Like |Link to Comment
  • The End Of The Second Great Gold Rally [View article]
    Pundit:

    It is not reasonable to think that the recent drop in the price of gold signals the end of easy money.

    Rumors that the Cyprus Central Bank would dump its gold reserves may have prompted speculators to front run the selling...
    Apr 14 11:27 AM | 2 Likes Like |Link to Comment
  • The Cyprus Precedent [View article]
    Felix, thanks for your research and analysis.

    Unfortunately, you are the bearer of extremely bad news.

    It leaves me completely staggered. I did not think politicians could be that stupid.

    This precedent could very well throw the EU banking system on its knees.
    Mar 17 10:02 AM | 3 Likes Like |Link to Comment
  • Suntech Power's Sky-High Bond Yields Suggest Imminent Dilution Risk [View article]
    The company was able to negotiate an extension with 60% of their bondholders for the payment.
    Mar 16 11:14 AM | Likes Like |Link to Comment
  • Suntech Power's Sky-High Bond Yields Suggest Imminent Dilution Risk [View article]
    How could this share jump up almost 24% on the day the company defaults on the $ 541 MM bond? Shorts covering?
    Mar 15 07:55 PM | Likes Like |Link to Comment
  • The Sequester Doesn't Cut Spending At All [View article]
    You are referring to the net present value of unfunded entitlement liabilities.

    It is indeed a very big elephant. Much bigger than the other three, but nowhere to be seen in the room as it is hidden, so to speak, off the balance sheet.
    Mar 6 09:23 AM | 1 Like Like |Link to Comment
  • The Sequester Doesn't Cut Spending At All [View article]
    tunaman:

    There are three elephants in the room. The other two are:

    1) The ever growing debt,

    2) The ever shrinking duration of that debt.
    Mar 5 11:05 AM | 1 Like Like |Link to Comment
  • What Does Tesla's Late Form 10-K Filing Mean For Investors [View article]
    "I focused instead on its balance sheet, which was released in a non-traditional format that blurs distinctions between current and non-current assets and liabilities."

    It's definitely a bad sign when management starts to blur numbers. How can they get away with this legally?
    Mar 3 01:46 PM | 2 Likes Like |Link to Comment
  • Suntech Power's Sky-High Bond Yields Suggest Imminent Dilution Risk [View article]
    What was that SCHEDULE 13G filing all about this morning?
    Feb 14 11:13 AM | Likes Like |Link to Comment
  • Suntech Power's Sky-High Bond Yields Suggest Imminent Dilution Risk [View article]
    I can't see a non-dilutive outcome for the shareholders!

    The bondholders would have to agree to extend the maturity taking nothing in exchange.

    What happens if the ADR gets delisted while I'm short. How would I then close my position?

    Feb 10 09:39 AM | Likes Like |Link to Comment
  • Europe's Robust Financial-Transactions Tax [View article]
    That's just great. There is nothing wrong with triple taxation on investment income! Tax the rich (and widows and orphans...).

    Anybody said anything about efficient governments that do not waste half of the economy away?
    Jan 30 09:41 AM | 3 Likes Like |Link to Comment
  • Soon To Be An Energy Stock, Is Freeport-McMoRan A Good Value? [View article]
    Can't you see all the synergies at the board level? Think of it. Now the directors only have to attend 1 meeting instead of 2-3...
    Jan 16 06:38 PM | 1 Like Like |Link to Comment
  • Soon To Be An Energy Stock, Is Freeport-McMoRan A Good Value? [View article]
    I do not like it when directors sit on both the acquirer and acquire boards. Whose interest are they defending?

    . The acquirer shareholders?

    . The acquire shareholders?

    . Their own?
    Jan 16 02:41 PM | 1 Like Like |Link to Comment
  • El-Erian On The Coin [View article]
    Obama is maneuvering so he can eventually mint the coin and blame Republicans for forcing him to do so.

    Ask yourself: Why is Geithner leaving the Treasury in a hurry?

    I propose the answer is there is no way the Trillion Dollar coin would get minted under his watch.

    Jan 13 10:26 AM | Likes Like |Link to Comment
  • How The Micro-Hybrid Revolution Will Radically Change The Battery Market [View article]
    The range of A/C system loads is quite wide depending on outside temperature, direct sunlight exposure, number of passengers, car speed etc.

    Look at the specs of a typical electric motor A/C compressor:

    http://bit.ly/XsYfIZ

    from:

    http://bit.ly/VSd2Ot

    You will see the compressor is rated at 400-2000 watts. It's interesting to notice the controller is designed for a 48 volts supply and provides two 12 VDC connectors to supply ventilation fans.

    I.E. the 12 VDC bus was a compromise imposed by the 6 cell lead acid battery but was considered OK for small loads. The electrical distribution system of modern cars is fast becoming a complex animal!
    Jan 12 10:13 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
69 Comments
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