Search results

  1. V

    Russia, energy superpower

    Hey, let's hate each other politely... #1 vs #2 view is trivialized here. In reality followers of view #2 (or those acting in the name of it) created way more brutal dictatorships than view #1. I'd take openly cynical view of life over hypocrisy any day. Mongoloid
  2. V

    Time to Buy AMD?

    I've been long AMD till the Core2 release by Intel. AMD had better core microarchitecture for a number of years and was slowly but steadily stealing market share from Intel despite AMD fab lag. This microarchitecture lead was erased by Core2 and considering that Intel has (and always had) more...
  3. V

    Has the Housing Market Bottomed?

    Did I say anywhere that printing money is a good thing ? It is in fact a path to disaster although a prolonged one and therefore politically more easily passable. Any country with trade deficit and debt measured in it's own currency has incentives to devalue it's currency for two obvious...
  4. V

    Has the Housing Market Bottomed?

    I think those calling for a prolonged RE downturn grossly underestimate Fed paper money printing ability...
  5. V

    Stop gloating over declining home prices - it hurts

    Gold is good but we need to diversify to other hard assets as well. Gold is not broad / efficient enough market and as such can be subject to wild coordinated manipulation by world CBs (at least until a major trade war breaks out).
  6. V

    Bears Are Dead Meat

    I am holding on to equities but adding 20-30% of every upward move to the hedge ('07 - early '08 puts on multiple indices) plus adding some gold just in case they decide to print some more money... IMHO recent market behavior is a pure momentum move, but it's a mistake to underestimate...
  7. V

    MyMini says:Invest In Renewable Energy Stocks

    Hydroblunt, Can you reason your dislike towards nuclear ? Modern reactors are light years ahead on safety compared to Chernobyl RBMK. Certainly the risk is not zero but if it is few orders of magnitude lower than a risk of an large asteroid wiping entire life on earth what is wrong with that...
  8. V

    Rosenberg Says U.S. Economy Is on `Knife's Edge:' Chart of Day

    Information theory tells us that predicting an event with 50% probability conveys 0 (no) information :D
  9. V

    canadian income trusts to be taxed

    The interesting question remains if US investors will be essentially triple taxed on canroy dividents. Currently if you exceed the limit on US credit for canroys you pay 15% to Canada and 15% to US. With the addition of a corporate tax that's another withholding layer. Now if they somehow stop...
  10. V

    canadian income trusts to be taxed

    http://cnews.canoe.ca/CNEWS/Canada/2006/10/31/2187043-cp.html
  11. V

    National Foreclosures Increase 17 Percent in Third Quarter

    With all due respect to what have been said here the housing bear may not last much past 2007. When the economy officially hit the brakes in few quarters the Fed will launch more money printing plants and current liquidity situation will seem benign compared to what will come. And I doubt there...
  12. V

    Housing Rolling Along 2

    Long term RE bear may not materialise if the gov takes hyperinflation path at the onset of a recessin. Few years of 10% annual inflation will solve few "problems" and "disbalances" in such a way that it would be difficult to point fingers. Foreign debt, mortgage debt - what debt ? And it is...
  13. V

    Significant Reduction in Petroleum / Gasoline Prices, HOW?

    France, Japan and Russia operate commercial fast reactors (Japan single fast reactor is temporarily closed due to coolant leak accident). France uses one specifically to reprocess spent fuel to reduce waste half-life. India has strategic incentive for this type of reactors because they have...
  14. V

    GOLD has topped !

    I think recession is coming but I put 70% prob. that it is going to be stagflation and not Jap style deflationary recession.
  15. V

    Significant Reduction in Petroleum / Gasoline Prices, HOW?

    Fast spectrum reactors can reduce the problem of waste disposal by orders of magnitude: first by extracting nearly 100 times more energy from the same fuel load and second by ability to burn transuranics (which poison thermal spectrum reactors thus must be extracted and safely disposed). I...
  16. V

    Its 2000 all over again

    Sorry but fickletrader is right. Reverse compounding makes the game assymetrical with respect to volatility related risk managment AND portfolio rebalancing requirements.
  17. V

    foreign stocks (non-ADR) need help !

    pmajoernt, thanks, I'll check Boom, it may be just what I need gr8stock, IB does not offer individual Tokyo Stock Exchange stocks, only european ones
  18. V

    foreign stocks (non-ADR) need help !

    Hi All, I want to get into few specific foreign stocks (mostly from Tokyo Stock Exchange but few european as well) that have no US ADRs. After some research I found only these two possibilities: - buy "grey sheets" (other-OTC) for these - pay Schwab $100 + 1.5% per transaction (rip-off IMHO...
Back
Top