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  • Good And Bad News For Molycorp  [View article]
    What makes you think that Molycorp has the money to buy anyone? They shot their wad buying Neo when they should have bought Ucore. Ucore is going to eat Moly's lunch because they will be able to bundle their cerium with dysprosium sales and Molycorp can't. Ucore is far and away the best pick on that "competitor's" list. Just plot all of the ytd charts of those companies against each other on Yahoo finance and you'll see one stand out. It's Ucore. Get it while it's still cheap.
    Oct 15, 2012. 02:06 PM | Likes Like |Link to Comment
  • Whole Foods' Stock Is As Pricey As Their Produce  [View article]
    They're not only in competition with grocery stores but also restaurants and Starbucks. The self serve, ready to eat stuff is the best around and with the free WiFi, people hang out there to web as much as Starbucks. They have a killer business model in my opinion. Walmart and Safeway are not their peers. They don't really have any. They're a hybrid that competes over a broader swath than is being acknowledged here.
    Sep 25, 2012. 07:42 PM | 1 Like Like |Link to Comment
  • The Treasury Department pushes back against General Motors (GM) over its increasing calls to have the government sell its entire stake in the company. The automaker recently proposed repurchasing 200M of its 500M shares from the U.S. with the remaining shares to be sold in a public stock offering, only to see Treasury officials demur as they wait out a higher stock price for GM in order to recoup losses.  [View news story]
    The share holder can sell when she wants to. If she wants to vote those shares, she has every right to. GM by all means should strive to avoid a government bailout in the future. If GM wants the shares back today, it must pay a premium or it amounts to a bonus bailout and that's not a very tenable position for a politician to be in outside of Michigan.
    Sep 17, 2012. 03:14 PM | Likes Like |Link to Comment
  • Moody's expects to lower its U.S. credit rating to Aa1 from Aaa in 2013 unless budget negotiations "produce a stabilization and then downward trend" in the government's debt/GDP ratio.  [View news story]
    Personally, I blame Congress, specifically, the lower house.
    Sep 11, 2012. 12:40 PM | 1 Like Like |Link to Comment
  • On QE3: Buy Oil And Gas, Sell Obama Re-election Odds  [View article]
    The President doesn't "handle the economy", certainly not to the extent that the banksters including the Fed and certainly not to the extent that corporations do. Corporations own this country and that's a fact. If your former job got downsized, off shored, replaced by technology or lost by a collapsed real estate bubble exacerbated by bankster created Franken derivatives, blame the cold hearted business class with Mitt Romney being exhibit A. Besides, the banks are flush with the previous QE's. They're not lending and that's the problem but real estate looks fully deflated at this point so it's not going to be the drag it was. People are stupid enough to blame fuel prices on one man but it's far from clear thinking. Supply and demand is supply and demand, case in point, natural gas.
    Sep 1, 2012. 09:28 AM | 4 Likes Like |Link to Comment
  • Future Quite Bleak For Rare Earths Miner Molycorp  [View article]
    Molycorp in effect turned towards the China market when they acquired Neo when they should have been turning away. They screwed up their business model. Besides, isn't there a certain degree of redundancy with both Neo and Silmet being in the same portfolio? Molycorp should have gone for a hree prospect instead but now they can't afford to swing such a deal even though they need to. I think that they will survive but any chartist can see that it's looking bearish for them to say the least. If you want a ree play that's looking more up and at 'em, especially lately, check out uCore, uuraf. It's up a good 35% in the last 6 trading days and for good reason. It's the best junior out there imo.
    Re Jack Lifton: you're just a font of all things ree and I have learned a ton from you. I had forgotten about Moly's dysprosium free wind turbine investment, another apparent boondoggle for them. Thanks for the reminder.
    Aug 26, 2012. 04:42 PM | 3 Likes Like |Link to Comment
  • Bernanke Responds To Congressman's Tough QE Questions: Examining The Exchange  [View article]
    How can they get the banks to lend the money that they've amassed from the previous stimuli. Is their a way to force a "loan it or lose it" provision? How might that work? It seems to me that the bottleneck lies with the bailed out banks and that's where the pressure needs to be applied.
    Aug 25, 2012. 10:17 AM | 4 Likes Like |Link to Comment
  • Farming In Hell: Emerging Markets Inflation & Commodities  [View article]
    Power Shares Water Resources Portfolio (pho) looks like a pretty smart bet and it's trending nicely enough. Check it out.
    Aug 22, 2012. 02:05 PM | Likes Like |Link to Comment
  • Farming In Hell: Emerging Markets Inflation & Commodities  [View article]
    This is an excellent and even article about interconnectedness and unintended consequences. Truly, the most valuable commodity is water.
    Aug 22, 2012. 01:54 PM | Likes Like |Link to Comment
  • Coal producers (KOL +1.4%) show strength on news the U.S. Court of Appeals for the D.C. Circuit has put on hold an EPA rule over limits on sulfur dioxide and nitrogen oxide emissions. The decision sends the rule back to the agency for revision. ANR +8%, JRCC +5.4%, BTU +4.8%, WLB +4.7%, CNX +2.2%, ACI +2%, CLD +2%[View news story]
    Natural gas is putting coal out of business. It's not a conspiracy. It's business. Coal is an inferior fuel and phasing it out is the right thing to do. Blame fracking. The same forces would be at work regardless of the political stripes of the moment. I'm in favor of clean air and I vote.
    Aug 21, 2012. 07:18 PM | 1 Like Like |Link to Comment
  • Tesla: Is Building A Great Car Enough?  [View article]
    I'm currently long 100 shares and I have traded in and out before. I feel that the analysis I have read ignores just how disruptive this car is. It may well be the best car of any type, ever built, at any time in automotive history. It's a quantum leap. Simply put, the S is going to take Manhattan in a way that a Volt or none of the others can. I doubt that John Petersen can wax as well about what's sexy in charts and numbers. We're dealing with the intangibles that have launched thousand of ships. The Prius and all of the rest of them are strictly utilitarian but the S will get you laid. Mark my words, Tesla's order book is going geometric as we speak. Petersen's wife just ordered one.
    Jul 24, 2012. 11:02 AM | 7 Likes Like |Link to Comment
  • Even After More Insider Buying, Molycorp Struggles To Generate Upward Momentum  [View article]
    Anyone care to speculate on what sort of vertical integration moves are likely to play out? It seems to me that Molycorp needs a near term suite of hrees and that Lynas needs to respond in kind to the Moly/Neo merger.
    Jul 10, 2012. 02:52 PM | Likes Like |Link to Comment
  • Why We Don't Own China  [View article]
    Jul 3, 2012. 09:45 AM | Likes Like |Link to Comment
  • Why We Don't Own China  [View article]
    Made in Taiwan? Not a problem. I wasn't referring to the Chinese people. I was referring to China. So far as I'm concerned, China Malthusian's laboratory. They can lock up some of their commodities globally but what about air and water? There's discord in the provinces. They can see to the West and they want it. The only modern model for their situation and it's not a pretty one, is the former Soviet Union. The Soviets crumbled in the face of VCR's satellite dishes and CNN. China is up against Google and Apple. Discord in the Provinces is a given as China is losing it's grip on information control. China has a history of famine and with the intense climate shifts we're likely to see in the coming years, the situation could get dangerously acute. I'm not talking about the Chinese who can make it to Vancouver. It's the one's who can't that should be worrisome.
    Jul 3, 2012. 08:50 AM | 1 Like Like |Link to Comment
  • Why We Don't Own China  [View article]
    Excellent article and analysis. Like a common brewer's yeast, the Chinese will die in their own excreta. Yeast will crank along happily consuming sugar and laying waste or more yeast until they reach the carrying capacity of the vessel they are in and die off. Chinese middle class aspirations, Western style are not attainable, not if they want to breath, not if they want to drink and not if they want to eat. The air quality in Beijing during the Olympics put your thesis in a nutshell sir. There is simply too many of them with material aspirations that are impossible to meet. Eventual popular uprising is a given. China has been the antithesis of my investment choices for 25 years. The first question I ask when consuming or investing is whether it's made in China. Their methods are hugely sociopathic especially as you say while toadying up to third world despots to lock in resources. Thank you for validating my long term thinking on our truly greatest global rival. If I was President, they wouldn't have even gotten MFN treatment. We were hugely complicit in creating that beast as our myopic American corportacracy only sees green.
    Jul 2, 2012. 11:27 AM | 7 Likes Like |Link to Comment