Manifestor

25 Comments

    • Solar and Cash: The Big Boys Have an Answer - Do You? [view article]
      Some of the better uses for solar panels will be on commercial buildings (of course in Sunny locations) where the power use is maximum during the day, long distance trains where air conditioning load is max. during the day, ships which will save diesel and so on. It is a matter of time before all new commercial buildings have pre-installed solar panels and inverters and the cost passed on to the renter as they reap the benefit. I do not see much use for solar by the utilities as it will use too much land for an incomplete solution..

      Secondly on the debt issue, you could safely bet that the Chinese companies would have an advantage as they would be adequately supported (funded) by the state or the state owned SWFs.       Aug 12 03:13 PM
    • Lehman: The End Game [view article]
      I guess all you shorties must have covered your shorts by now! Jul 17 01:40 AM
    • Does the VIX Need To Spike In a Climactic Low? [view article]
      The term Fear Index seems very appropriate for VIX. It appears that, this time there is not the same amount of fear as the market comes down towards DOW 11,000. I sense that a majority opinion is that the various sectors are very oversold with poor earnings already baked in.; Perhaps we need a new index called 'Frustration' Index. That might be making new highs now! Jul 07 11:39 AM
    • When Crude Drops, AMR Will Fly [view article]
      I can see some correlation here. Here goes my logic:
      Oil price movements are on every regulators' radar screen. Assuming a fair amount of speculation in oil, and given such huge price volatility, speculators must be looking for a way to diversify. As a result, when they move part of their money out, oil price will fall and that will boost airlines among others.       Jun 20 02:09 PM
    • Adjusted for Labor Force Growth, Today's Jobless Claims Are Below Average [view article]
      I guess the "new rule" of recession is not negative GDP but the amount of FEAR prevalent. This could be either intrinsic (due to job loss or loss of house equity) or extrinsic created by media and bloggers. By that standard of course we are in a deep one already!

       Jun 10 02:15 PM
    • Bernanke's Fed: Fox in the Henhouse [view article]
      Bubbles are created due to GREED which is a basic human failing. With increasing power of computers, internet bandwidth and stealth trading strategies bubbles are bound to happen more easily and frequently. Everyone is looking for the next fad to jump into, speculate on and jump out fast. Fed's actions of raising and lowering interest rates is but a small part of this equation. May 19 04:16 PM
    • The Beginning of the End of the Credit Crisis? [view article]
      Another simple way to put it IMO, is that low volatility periods encourage build-up of asset bubbles that eventually have to burst. May 15 02:58 PM
    • Thursday Outlook: 'As Advertised' [view article]
      By 'politically charged' if you mean the lobbyists and the campaign donations, I totally agree. Even if these are removed or their influence eliminated, there is still the element of rampant speculation and the associated bubble that builds up time and again. It is very difficult to ascertain what is the right amount of regulation needed to foster growth whiling keeping excessive gambling and manipulation in check. May 01 11:48 PM
    • The Market Domino Effect: Staying Ahead of the Curve [view article]
      Flashrob said: "it's very difficult to "change someone's mind" when they want to believe what they want to believe, despite all your best arguments."

      That would apply to Flashrob too, right!       Apr 28 12:18 AM
    • There Is Plenty to Fear in This Market [view article]
      "From this layman's perspective, I would think that when most of these bonds are selling for better than 90 cents on the dollar we should be out of the woods so to speak, in the credit markets."

      And that is exactly when the equities market would PEAK too as the FED would then feel comfortable to start raising rates aggressively. The smart money (read Hedge Funds) are buying equities now while the 'laymen' are waiting for the perfect signal to know that the credit contraction is over!!
       Apr 27 10:37 AM
    • How Much Are Goldman's Level 3 Assets Worth? [view article]
      "...- then it suddenly becomes a $500k house - and you just lost $500k...."

      This is an example of the alarmist hyperbole that 'pelican' talked about. Do you ((prague) have any proof that he (GK) doesn't have any positions directly or indirectly on these stocks. Why doesn't he (GK) say it then.       Apr 13 10:46 AM
    • Lehman Shorts Scared by Bear Stearns Investigation [view article]
      Rumors can take many forms. It is one thing to put a blatant rumor on a message board, quite different when it is passed on to say an influential analyst or a TV reporter who may not have the time to validate it, but would be doing clients/readers injustice if he/she does not pass it on in a timely manner. Bottom line it looks like these days,with big money (hedge funds), fast computers, influential connections, removal of an uptick rule, and high volatility, it is quite easy for a network of perpetrators to manipulate specific stocks, if not whole markets. Bear Stearn paid the price. They tried on Lehman but something in the chain didn't quite help out... Apr 11 03:32 PM
    • Genentech's Avastin: An Undeserving Target for Politicians and the Media [view article]
      The article does not explain why $110,000 per annum is the right cost for using Avastin. Why not $55,000? What about the people in poor countries who too get cancer but cannot afford this price? Some one hasto ask these questions. Mar 26 01:18 PM
    • Will Lehman Follow Bear into the Woods? [view article]
      The article's last paragraph, to quote again,

      "Amazing what the power of rumors is doing in this market. Some powerful hedge funds who have the ears of journalists must be making some huge dollars in this era, simply by betting short and starting worst case scenario rumors. Anything to make a buck... not that they'd do anything like that (ahem)" ...

      summarizes it all very beautifully. I would add internet bloggers in addition to the journalists mentioned in the above quote.

      Do you think the relaxation of the uptick rule for Shorts made it easier?

       Mar 18 12:35 AM
    • Fed's Strategy to Halt Debt Meltdown is Not Working [view article]
      I don't see any disclosures from the author. To quote Trader Mark in seekingalpha.com/artic...

      "Amazing what the power of rumors is doing in this market. Some powerful hedge funds who have the ears of journalists must be making some huge dollars in this era, simply by betting short and starting worst case scenario rumors. Anything to make a buck... not that they'd do anything like that (ahem)" ...

      summarizes very well the situation here. I would add internet bloggers in addition to the journalists mentioned in the above quote.
       Mar 18 12:30 AM
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