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  1. K

    Black Monday: Nuclear Meltdown in Japan

    there are 6 reactors without power. at least 4 are in one stage of meltdown or another. by the end of the day, all 6 might be. fukushima is not the only location under stress.
  2. K

    Market Prediction Today - 14 March

    upward trendline was broken before japan. headline is confirming technical this time.
  3. K

    Black Monday: Nuclear Meltdown in Japan

    the hydrogen built up, most likely, because those rods are so hot that the oxygen and hydrogen in the water separated. We're talking multiple thousands of degrees, possibly 4000 degrees F around those rods right now. At least 4 reactors in out of control meltdown. I don't like...
  4. K

    Nuclear Meltdown Trade

    both articles are equivocation. it's ok. we're way past it. nuclear is already politically dead, and will not return in our lifetimes. kol is the short and long term trade now. nat gas, solar, wind, those too, but coal first.
  5. K

    Japan - Big Picture Time

    People are increasingly thinking for themselves. When the Japanese government doubles down and starts getting media to tell people that radiation is good for their complexion, a certain percentage of people will not believe it. 5%? 10%? Maybe 20%? I have to think Sendai is a...
  6. K

    Black Monday: Nuclear Meltdown in Japan

    We're way past the polyanna's saying there would not be a meltdown, or what about inflated currency. What we're seeing is an ever increasing possibility of a mass migration out of Japan. We need to be wondering what percentage of the Japanese population are going to migrate elsewhere, and...
  7. K

    Kudos to MMs

    Sometimes people miss the forest for the trees. When a coal power plant gets flooded, or has an explosion, there is zero risk of killing millions of people from a nuclear fallout, and the plant can be rebuilt. When a nuclear disaster occurs $4 billion+ is lost just in the cost of the...
  8. K

    Black Monday: Nuclear Meltdown in Japan

    we know a few things. we know those power plants are not coming back online, ever. and that means japan will be shifting to other forms of electricity generation. coal looks like the winner. nat gas maybe, but that's a local market, not fungible. the entire idea of a 'world market' for...
  9. K

    Nuclear Meltdown Trade

    coal is going to be strong. yzc and kol look pretty good for the april contracts.
  10. K

    When will we be shepherded out of risky assets and into treasuries?

    The idea that US Treasuries are not risky aside, investors are already heading toward quality.. been following gold the last 2 years? The stock bubble will burst when investors are satisfied that there is no more significant quantitative easing or other forms of inflated money supply on the...
  11. K

    Nuclear Meltdown Trade

    Why are you guessing about what he said? Scroll up. Here is his exact wording. "And don't forget a properly operating coal fired power plant emits more radioactivity than a properly operating nuclear plant." Outrageous statement is still outrageous. And now that you've repeated...
  12. K

    Nuclear Meltdown Trade

    There's no comparison to nuclear there. Your statement was that there is more radiation from coal power than nuclear power. I've never worked in a coal power plant, do they wear radiation monitors too?
  13. K

    My theory why stocks went up.

    neither if the company is taking in worthless pieces of paper. that said, if you want to dump any of that worthless paper, send it to me for proper disposal.
  14. K

    Nuclear Meltdown Trade

    Source on that please? That's interesting.
  15. K

    Black Monday: Nuclear Meltdown in Japan

    Need a little more explanation to believe this event would cause the flight to quality will become dollars again and not gold. Also wondering how stocks turn negative with crude oil coming down. I'm thinking high vix, volatile dollar crosses, and up gold/commodities, especially oil and coal...
  16. K

    Kudos to MMs

    Mises said "the sole determinant of increased wage rates and standards of living is increases in the per capita capital investment per worker". Broken factories = capital investment in new factories... state of the art factories. you don't replace a broken window with a 50 year old used...
  17. K

    Black Monday: Nuclear Meltdown in Japan

    The reason it's not worse is that 90% of the nation still has power. But the lack of reported looting does not mean none has occurred; unless you believe the media are both omniscient and prioritizing that story over the death tolls and nuclear meltdowns.
  18. K

    How to trade the Tsunami??

    Long Ford and Hyundai perhaps.
  19. K

    Black Monday: Nuclear Meltdown in Japan

    First meltdown confirmed in the press. Though we all knew the truth of this hours ago. http://e.nikkei.com/e/fr/tnks/Nni20110312D12JFF03.htm well, except for makloda and atticus, and little red riding hood. the rest of us could read between the lines anyway.
  20. K

    Nuclear Meltdown Trade

    http://www3.nhk.or.jp/daily/english/13_01.html Now that at least one nuclear plant is permanently closed, what will Japan turn to for power? Will they begin importing more coal?
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