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SanDiegoNonSurfer

SanDiegoNonSurfer
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  • What Exactly Is Risk? [View article]
    Risk = what you don't know + what you think you know that just ain't so.
    Apr 17 10:52 AM | 2 Likes Like |Link to Comment
  • What Exactly Is Risk? [View article]
    mpmassey: ?

    Lawyers intentionally obscure. Biggest money hires the most obscure lawyer, claims later that the contract you signed means something completely different from what you thought it meant.
    Apr 17 10:51 AM | 4 Likes Like |Link to Comment
  • Tesla In China: Cleaning Up The Smoggy Skies [View article]
    PVGO, I can't speak to the article's data but battery storage losses are real. You've probably encountered storage loss yourself when you brought out a battery-powered item that you hadn't used for awhile and found you had to charge it (or change the batteries) even though it had just been sitting in a drawer unused and turned off.
    Apr 16 01:12 AM | 2 Likes Like |Link to Comment
  • Tesla In China: Cleaning Up The Smoggy Skies [View article]
    You need to add in the non-linear line losses during transport, charging efficiency, and losses during storage to complete the picture, David. It's not strictly efficiency that matters either but overall profit. Oil companies profit from inefficiencies that result in greater use of oil but not from inefficiencies that don't. Somewhat subtle distinction but it can come up when you look at links in the overall delivery chain.

    Having analyzed EV batteries for the DOE when I worked at JPL, I have a high confidence that charge efficiency is well below 100%. Tesla boasts a "peak charger efficiency" of 92% but that's just the power electronics in the charger itself. And that's the max possible -- not its efficiency during typical use. At 80-90%, the expected peak efficiency for Li-ion battery packs is quite good but again, that's optimal, not typical. Actual charge efficiency varies depending on amperage, temperature, battery condition, and state of charge. As batteries age, the charge/discharge cycle becomes less efficient due to accumulated chemical changes. The high-power environment of an EV is challenging for battery life.

    Don't get me wrong. I've nothing against EVs, nor Teslas (a good friend of mine has two of them). I also think a well designed EV opens doors to better energy management overall. But it's not an overnight change. We'll be using plenty of conventional energy to actually power our electric vehicles for some time yet.
    Apr 15 10:06 PM | 1 Like Like |Link to Comment
  • Tesla In China: Cleaning Up The Smoggy Skies [View article]
    Takes more energy to power a car by conversion to electricity, transport, then convert to motive than it does to power by direct chemical release to motive. The oil companies come out ahead if they get to be the ones powering electric cars. They only way oil companies don't come out ahead is if nuclear or other non-petrol energy sources get to be the ones powering the electric cars.
    Apr 15 06:42 PM | 2 Likes Like |Link to Comment
  • Intel beats by $0.01, revenues in line [View news story]
    Why is everyone surprised by this? I don't know of many big companies that don't give incentive stock options to executives. Did you just now discover that?
    Apr 15 06:28 PM | Likes Like |Link to Comment
  • Why Investors In Tesla, Netflix, And Amazon Have A Rough Five Years Ahead [View article]
    The article very clearly stated what the estimate was based on.
    Apr 15 10:08 AM | 1 Like Like |Link to Comment
  • Stock Bounce Does Little To Alleviate Concerns [View article]
    Margin debt can be either long or short. You can't divine directional risk from that.
    Apr 14 11:37 PM | Likes Like |Link to Comment
  • Himax falls 14% ahead of one-day Google Glass sale [View news story]
    Thanks, Stockbroker. It looks like an interesting situation, worth watching at least until there's some clarity.
    Apr 14 11:16 PM | Likes Like |Link to Comment
  • Pierre Lassonde: Gold Moving Sideways, Very Bullish On Natural Gas [View article]
    I'm always amazed at how fact-proof these inflation memes are.
    Apr 14 05:15 PM | Likes Like |Link to Comment
  • Himax falls 14% ahead of one-day Google Glass sale [View news story]
    Usually when this happens, it's for a reason. The reason just hasn't been made public yet.
    Apr 14 04:52 PM | 2 Likes Like |Link to Comment
  • This Niche Could Help Facebook Grow Aggressively [View article]
    I expect it will at least be Share your Transaction History with our affiliates. And yeah, that will be automatic.
    Apr 14 03:49 PM | 1 Like Like |Link to Comment
  • This Niche Could Help Facebook Grow Aggressively [View article]
    I don't think users see it that way. Using a social media provider is not like buying a car or house. Most people are in several such networks -- LinkedIn, FB, Twitter, and Google Circles are common combinations. They use the ones that are working for them and ignore the others to greater or lesser degrees. Usage changes can be very gradual and don't have to be measured in whole numbers of users.
    Apr 14 12:24 PM | 2 Likes Like |Link to Comment
  • This Niche Could Help Facebook Grow Aggressively [View article]
    With FB's record of privacy abuses, it's hard for me to see users trusting FB with fiduciary obligations.
    Apr 14 09:19 AM | 7 Likes Like |Link to Comment
  • Constructing A High Income, Lower Risk CEF Portfolio [View article]
    Thank you for this interesting article, John.

    During 2010-2012, I used MSY as a low-volatility alternative to cash. It worked out well, but I sort of picked it with a pin and realize I probably have done better. I'm finally finding good resources to help me evaluate CEFs. However, I'd been looking at these as hedges. The possibility that a basket of CEFs could be a primary investment vehicle with high rate of return hadn't occurred to me.
    Apr 13 12:03 PM | 1 Like Like |Link to Comment
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