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jlmanfred

jlmanfred
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  • Why Solazyme's High-Oleic Oils Are Needed Now [View article]
    May be some competition from Synthetic Genomics and Craig Vetter?
    May 28, 2014. 03:47 PM | 2 Likes Like |Link to Comment
  • ADM Getting More Than The Usual Benefit Of The Doubt [View article]
    Thanks for the follow-up!
    May 13, 2014. 04:39 PM | Likes Like |Link to Comment
  • ADM Getting More Than The Usual Benefit Of The Doubt [View article]
    A company that shows up in these discusses is Solazyme that is IMO a biotech company. They are described as developing nutritional oils among other products. Is there any merit in this company in connection w/AMD? Thanks
    May 13, 2014. 02:39 PM | Likes Like |Link to Comment
  • The Yuan Is Becoming The New Currency Of Choice [View article]
    Do you consider CNY along with CYB and DSUM?
    Feb 27, 2014. 09:05 AM | Likes Like |Link to Comment
  • Diverging Dollar Performance Set To Continue [View article]
    As always Thanks for the article. What do make of China not purchasing additional US Treasuries as recently reported?
    Nov 24, 2013. 10:08 AM | 1 Like Like |Link to Comment
  • China Announces That It Is Going To Stop Stockpiling U.S. Dollars [View article]
    Thanks Michael for the article. Saw some of this yesterday from Reuters, I think.
    US Petrodollar has been undermined for sometime now with side deals between China and Brazil, Russia, Australia, etc. using the yuan, reale, ruble, etc. instead of US$.
    China is strategic & dumping US$ buying oil, mineral rights, gold, companies, etc worldwide including US investments.
    Do you see any value in a CNY or CBY play on the yuan? What about equities in oil and minerals business worldwide?
    Thanks
    Nov 23, 2013. 09:27 AM | 1 Like Like |Link to Comment
  • Thoughts Concerning The U.S. Dollar [View article]
    IMO a dramatic decrease in the value of the US$ will occur suddenly rather than a smooth downward slope caused by external factor(s) mostly out of US control. A point in time at which there is a lack of confidence and/or faith in the US$.
    It is evident that China, Australia, Europe, Russia, Brazil, India, parts of the Middle East are acting through third party agreements to exchange export and import payments around the US$ especially the usual US Petrodollar.
    Question: How do US citizens residing in the US prepare for this? Stock, bonds, real estate, gold, silver, other metals, oil, etc? Thanks.

    PS I have not read your prior articles, so you may have already answered this question.
    Oct 31, 2013. 05:26 PM | Likes Like |Link to Comment
  • The Chemical And Mining Co. Of Chile Is A DOG! I Think We'll Adopt It... [View article]
    I think POT is a large stakeholder in SQM. Would it be a surprise if POT increased its stake?
    Oct 25, 2013. 08:35 AM | 1 Like Like |Link to Comment
  • Unlike America, China Is Embracing Bold Reform [View article]
    Asia Confidential, thanks for the article.
    "Local governments at the provincial level being allowed to issue bonds. And this financing will replace the problematic local government finance vehicle (LGFV)"

    What are your thoughts on these potential bonds as an investment vehicle? Thanks.
    Oct 20, 2013. 10:36 AM | Likes Like |Link to Comment
  • Plains Holdings' Huge IPO Is Coming This Week [View article]
    Don, thanks for the article. What are the implications for a PAA stockholder? Thanks.
    Oct 15, 2013. 10:30 AM | Likes Like |Link to Comment
  • Canada's oil sands industry turns to algae to appease Obama [View news story]
    Could Solazyme play a role in this proposal?
    Aug 12, 2013. 03:10 PM | 1 Like Like |Link to Comment
  • China Comes Closer To Convergence [View article]
    Thanks for the article. Do you see this a step closer to the yuan as a worldwide traded currency? What impact does this have on CNY? Thanks.
    Aug 7, 2013. 09:05 AM | Likes Like |Link to Comment
  • Market Is Mistreating Exxon, But Watch Out For Short-Term Results [View article]
    Thanks for the well developed and detailed article.
    Jul 10, 2013. 09:17 AM | Likes Like |Link to Comment
  • Switzerland And China Sign Free Trade Agreement: 4 Ways To Trade [View article]
    Chris K thanks for the article on expanding free trade. Do you know if they trade in Swiss francs, Euros and or Yuans? Thanks.
    Jul 8, 2013. 06:21 PM | Likes Like |Link to Comment
  • Time For A Helicopter Money Drop On Main Street Using Higher Interest Rates [View article]
    Thanks for your article. The challenge seems to be confidence in government plus solvency is the issue rather than liquidity.
    Jun 30, 2013. 10:23 AM | Likes Like |Link to Comment
COMMENTS STATS
95 Comments
119 Likes