Seeking Alpha

siliconhillbilly

siliconhillbilly
Send Message
View as an RSS Feed
View siliconhillbilly's Comments BY TICKER:
Latest  |  Highest rated
  • Stability Of The European Union June 2, 2014 To ??? [View instapost]
    Now if the EU could just figure out how to turn that comet landing into actual INCOME.

    Maybe add a solar sail and drag the comet into a stable orbit around Earth? Then sell the gigatons of water to parched farmers. Yeah, there is still some tech to be worked out ;-)

    I wonder if adding a thin layer of cloud to the upper atmosphere, using "comet water", would reduce global warming? Clouds reflect sunlight, no doubt about that. But who do you send the bill to? Sigh. Still no profit.
    Nov 12, 2014. 07:55 PM | 2 Likes Like |Link to Comment
  • QuickChat #275, November 3, 2014 [View instapost]
    DG: Older farmers move to the city to "retire" and their sons and daughters take over the farm to produce the food the cities need, right? Except that the S&Ds have already moved to the cities when they hit adulthood. So to amplify on your point; who runs the farms? Are they going to develop large scale agribusiness? If the Party runs that, watch out for sparse, expensive food in China in the future. It is difficult to buy megatons of imported food on credit.

    I think a China crash is more likely than a "soft adjustment".
    Nov 12, 2014. 01:08 PM | 4 Likes Like |Link to Comment
  • QuickChat #275, November 3, 2014 [View instapost]
    Interesting US "macro" indicator.

    http://seekingalpha.co...
    Nov 6, 2014. 11:32 PM | 4 Likes Like |Link to Comment
  • QuickChat #275, November 3, 2014 [View instapost]
    WT: I suspect the Germans were paid off in some way not to ask embarrassing questions about the length of time is would take to get their gold that was, "sitting in a vault", in the USA. Likely some under the table
    monetary slight-of-hand to help out their politicos. Something sure happened!
    Nov 6, 2014. 05:36 PM | 1 Like Like |Link to Comment
  • Stability Of The European Union June 2, 2014 To ??? [View instapost]
    guns, I don't see deflation as "ugly" in and of itself. My understanding is that deflation is a market signal that people are not willing to pay the asking price of a product(s), repeated and averaged across an entire economy. Sellers then must lower the product price or give up sales. It also implies a slowdown in the velocity of money, if my understanding is correct.
    Oct 30, 2014. 09:44 PM | 3 Likes Like |Link to Comment
  • Stability Of The European Union June 2, 2014 To ??? [View instapost]
    More on the euro-banks stress test. By Pater Tenebrarum
    It isn't as tough as they make it out to be.

    http://seekingalpha.co...
    Oct 29, 2014. 05:14 PM | 4 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    >guns: I now understand your point, and agree.

    Owning 1 or 2% of a portfolio in phyz PM is the best "oh sh*t" insurance I can think of. PMs don't even need a functioning government or telecom system to have value. Fiat money systems depend on the belief that there is some entity supporting the value of the paper.
    Oct 29, 2014. 01:20 PM | 4 Likes Like |Link to Comment
  • Stability Of The European Union June 2, 2014 To ??? [View instapost]
    One Euro for all (the EZ countries), but all for one? Not for much longer.
    Article about weak EZ countries dropping the Euro.


    http://bit.ly/ZXuoPx
    Oct 28, 2014. 05:31 PM | 1 Like Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    Guns, PM prices, valued in dollars, should be driven down if the dollar increases in value vis. other currencies.
    Oct 28, 2014. 01:28 PM | 3 Likes Like |Link to Comment
  • Stability Of The European Union June 2, 2014 To ??? [View instapost]
    Lack of deflation modeling in stress test. Too risky.

    http://seekingalpha.co...
    Oct 28, 2014. 01:20 PM | 2 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    >WT: In a period of deflationary recession/stagnation, cash is sometimes the best place to be. I believe that is where we are headed over the next few years.
    Oct 28, 2014. 11:59 AM | 3 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    Thoughts on oil pricing. OPEC needs to kill off any thoughts of building new US pipelines to move shale oil (and gas?) to refineries at lower costs. What would be the threshold oil price that shelves these potential pipelines? $75?

    Existing gas pipeline owners should do well once the panic is over. I still hold (MMP) for the dividend and great average yearly dividend increase. It has taken the smallest hit so far today of my energy-income stocks.
    Oct 27, 2014. 11:58 AM | 2 Likes Like |Link to Comment
  • Stability Of The European Union June 2, 2014 To ??? [View instapost]
    Comments by Pater Tenebrarum on the euro-banks stress test.

    http://bit.ly/1FQjEDz
    Oct 27, 2014. 11:45 AM | 2 Likes Like |Link to Comment
  • Stability Of The European Union June 2, 2014 To ??? [View instapost]
    FPA: The criteria used to judge whether the EU banks were "healthy" seem very tame to me. I wonder if those limits were chosen specifically to be on the edge of where many more banks would fail?

    Also remember that the ones that failed had significant time to pad their books, but they still failed a low bar test. Not encouraging.
    Oct 26, 2014. 10:00 PM | 2 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    >Maya: My thought is that if oil does actually fall to $70/bbl, Russia will be hurting for income. Putin could have serious problems at home. Balance of payments problems, for one. Also, oligarchs do not like having their income reduced. I have noticed his rhetoric, vis a vie the US, has gotten a bit more frantic recently.

    What might he do when his support at home erodes significantly? Talk about a geopolitical shock!
    Oct 24, 2014. 01:24 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
2,169 Comments
1,016 Likes