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siliconhillbilly

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  • QuickChat #271, May 1, 2014 [View instapost]
    Interesting thoughts on how small bond spreads have become.

    http://bit.ly/1p8Mirl

    Note that covenant light paper seems to have formed a peak. Compare that to 2007-8.
    Jun 16 12:17 PM | 3 Likes Like |Link to Comment
  • QuickChat #271, May 1, 2014 [View instapost]
    Dog spare me from another social media stock! When the correction comes, I expect these "zero product" type companies to be hit the hardest.
    Jun 13 02:10 PM | 4 Likes Like |Link to Comment
  • QuickChat #271, May 1, 2014 [View instapost]
    What would a Cappy distributor's cut be? Just a SWAG by anyone.
    Jun 13 02:05 PM | 3 Likes Like |Link to Comment
  • QuickChat #271, May 1, 2014 [View instapost]
    There are still a lot of Win XP users who will need to upgrade this year.

    The newer Windoze versions are, I suspect, memory and speed hogs compared to 5 yr or older OS. Hence newer and faster hardware is necessary. That should be good for a boost in PC sales.

    I own Intel. Nice dividend.
    Jun 12 09:07 PM | 4 Likes Like |Link to Comment
  • QuickChat #271, May 1, 2014 [View instapost]
    See one cockroach and know there are 100 more in the walls.

    I read that the "metal collateral" boys are disappearing from China. hmm. Ship out some gold in disguise and meet it in another country? This could be fun to watch.
    Jun 12 05:04 PM | 3 Likes Like |Link to Comment
  • QuickChat #271, May 1, 2014 [View instapost]
    Drones with larger wings covered with thin film solar cells could fly at night and land during the day to recharge. If time isn't critical there would be no effective limit to the distance an autonomous drone could travel.

    Cheap GPS receivers now make designing auto pilots much easier. One receiver is the only Geo-location device you need.

    Add a 3 axis accelerometer chip and solid state gyro for flight stability control and that's about it. The "model" airplane and quad copter experimenters have been building them for years. With a "software kit", any savvy techie could do it.

    Home-brew "cruise missiles" have been possible for years. Good thing most terrorists aren't well educated in serious technical fields. Check out the latest backpack portable flying killbots the army is developing. The payload is a few hundred grams of HE. Most likely a shaped charge, to defeat body armor. I have seen net info but don't have the address. Next, personal IFF?
    Jun 12 04:49 PM | 3 Likes Like |Link to Comment
  • QuickChat #271, May 1, 2014 [View instapost]
    I see a large range of libertarian and criminal applications. Whether the FAA approves drones or not is moot.Don't forget the drone hunting drone. Smaller drones using acoustic sensors or RF direction finding will hunt down surveillance drones to protect the privacy and safety of those with money. Crooks and otherwise.

    Don't want to be surprised by helicopters full of cops or rangers? Drones trailing braided carbon or Kevlar cables will seek the rotor noise of helicopters. Attach a 10 lb drone to the overhead rotor blade and watch the fun!
    Might be easier to jam the anti-rotation rear prop. I'm not an aeronautical engineer. Of course there is always a kg of homemade HE. Effective but very loud!

    Delivery of goods to remote places with no road access. Just drop the cargo at the designated GPS co-ords. Maybe goods that some government entity says are illegal. Flying at night at 20ft altitude, a typical small drone is invisible to eyeball or radar. Larger drones can be stealthed fairly easily. No pilot implies more cargo mass for a given size.

    Even if you knock it down using local detection, you don't know where it came from or where it is going. The DEA will have kittens.
    Jun 11 06:43 PM | 5 Likes Like |Link to Comment
  • QuickChat #271, May 1, 2014 [View instapost]
    Thanks again, Mercy. Especially for highlighting some potential problems.
    Jun 4 09:54 PM | 4 Likes Like |Link to Comment
  • QuickChat #271, May 1, 2014 [View instapost]
    Thanks Mercy.

    Do you have any ideas for inverse industrial commodity ETFs? Specifically, industrial metals ( copper, iron ore, tin, etc.) Obviously I am thinking of a China slowdown and/or popped building bubble.
    Jun 4 05:38 PM | 3 Likes Like |Link to Comment
  • QuickChat #271, May 1, 2014 [View instapost]
    If Cappy can ever get the higher efficiency version of their uT on the market, they will have something that is competitive with many coal fired generators in a (lbs CO2)/kWh efficiency metric. Think of the "green creds" for that!

    Microgrids would look even better if entities could cut their link to the grid and emit less CO2 per kWh than before! For max green bling, work in some solar pv or windmill power.
    Jun 2 10:24 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 339 June 01 '14: Definitive Reverse Split Consent Solicitation; Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order [View instapost]
    I am still waiting for information on internal cell impedance, idle "leakage" (self discharge) and round trip efficiency. "1.7kWh of energy" is bordering on no information at all.

    My thought is that the Aquion cell has relatively low voltage and high internal impedance. That implies slow charging and slow discharging to keep efficiency anywhere near tolerable.

    Useful for some energy storage applications but not even remotely competitive with the PbC for higher power use.
    Jun 2 03:28 PM | 6 Likes Like |Link to Comment
  • Stability Of The European Union (23) January 1, 2014 To June 1, 2014 [View instapost]
    On the EU banking mess:
    Former Bundesbank Vice-President says, "System is Pure Fiction"

    http://bit.ly/1jUWTFF
    May 26 02:52 PM | 3 Likes Like |Link to Comment
  • QuickChat #271, May 1, 2014 [View instapost]
    On China urban real-estate: "Titanic moment" predicted by RE mogul.

    http://bit.ly/1r9XpUk
    May 26 02:41 PM | 6 Likes Like |Link to Comment
  • QuickChat #271, May 1, 2014 [View instapost]
    Most seem like correct answers to me. Possibly the student is more clever than the test writer?
    May 26 12:38 PM | 5 Likes Like |Link to Comment
  • QuickChat #271, May 1, 2014 [View instapost]
    D-inv and all: A point I find interesting; from all reports the shadow "banking" and foreign trade in/with China is facilitated by piles of copper and other hard commodities used as wealth stores. These piles are obviously not regulated or reported with any accuracy.

    As the price of the commodity in the pile drops, at what point will the suppliers of credit start to ask for more collateral? How far can the game be pushed? I believe trade will be affected negatively, which will add to the negative pressure on the Chinese financial "system". It IS a Ponzi scheme, after all; ya gotta believe for it to keep running.
    May 26 12:34 PM | 4 Likes Like |Link to Comment
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