tag:blogger.com,1999:blog-34323687.post3161321233668225751..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: Technology – Making Stuff Redundant Since the Dawn of TimeMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-34323687.post-73970097825404874092011-04-01T15:34:25.810+01:002011-04-01T15:34:25.810+01:00Fast charging batteries still need electricity pro...Fast charging batteries still need electricity produced from something. Ideally not buring coal or oil. What we need is Nuclear. So instead of saying Kushiwhatsit is a disaster for the nuclear industry we should be saying it is bloody brilliant.<br /><br />A 9 earthquake and 20m tsunami hit a 20 year old plant and still the bastard struggles on. Compare that to the Deep Water Horizon where a fire dosed the whole of the western seaboard in oil.<br /><br />DoTWAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-42292095666847083022011-04-01T06:44:41.494+01:002011-04-01T06:44:41.494+01:00RE lead
Small scale "rebel" war?RE lead<br /><br />Small scale "rebel" war?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-67041351589130994832011-04-01T05:42:40.827+01:002011-04-01T05:42:40.827+01:00NFP week,TMM , I thought I'd assess the formgu...NFP week,TMM , I thought I'd assess the formguide leading into our favorite variable.<br /><br />The QE,Perception,Jobs trade.<br /><br />I've noted on the chart key points.<br /><br />2010 Fed purchases as expected peaked in June <br /><br />April 19th last weekly high after a previous three consecutive weekly lower closes.<br /><br />Ref was rising in between our re-coupling zone 82.5-79 (mainly due EZ relativity)<br /><br />April macro robust<br /><br />NOW 2011<br /><br />2011 Fed purchases expected to end in June.<br /><br />Ref now falling well below our re-coupling support 79<br /><br />April macro GDP downward bias<br /><br />Commodity inflation starting to set in.<br /><br />Baring an inside week , the Dow is coming out of a three weekly lower closes.<br /><br />April 2010 NFP week/w-after bullish<br /><br />10yr-yld appx 4.00-3.80<br /><br />QE live forever!<br /><br />http://i797.photobucket.com/albums/yy258/FX-/NFP.jpgFXnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-55820392175248295012011-04-01T03:12:23.828+01:002011-04-01T03:12:23.828+01:00"TMM cannot work out what is giving the lead ..."TMM cannot work out what is giving the lead the bid right now"<br /><br />Could be something to do with silver being an important co-product of lead production<br /><br />PMAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-64682095026494895672011-04-01T01:22:57.248+01:002011-04-01T01:22:57.248+01:00Anon I am afraid you are wrong there -the new ones...Anon I am afraid you are wrong there -the new ones are Lithium (and most of those sold in US/Europe) but most demand still is in China and they are still buying el crappo lead acid. All industy indicators suggest that that is coming to an end but it has not shown up in the front end contract as yet.Nemo Incognitohttps://www.blogger.com/profile/07345185457108156269noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-54328680691185626362011-03-31T18:37:05.142+01:002011-03-31T18:37:05.142+01:00Lead is not predominantly used in electric bicycle...Lead is not predominantly used in electric bicycle batteries because of a variety of issues -- cycle life, voltage sag, etc.<br /><br />Lithium polymer(LiMn2O4/LiCoO2) and LiFePO4 are more common chemistries. Mine came from Hong Kong and Tianjin...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-2561524810999752882011-03-31T16:39:09.995+01:002011-03-31T16:39:09.995+01:00Sponsors that went public that is...Sponsors that went public that is...Nemo Incognitohttps://www.blogger.com/profile/07345185457108156269noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-72624722910596265562011-03-31T16:27:53.365+01:002011-03-31T16:27:53.365+01:00To be honest Glencore reminds me of being at one o...To be honest Glencore reminds me of being at one of the first hedge fund sponsors.... senior guys cashing out at the top and mid-high level guys furious at their equity entitlement.Nemo Incognitohttps://www.blogger.com/profile/07345185457108156269noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-15205530378387873262011-03-31T15:14:30.362+01:002011-03-31T15:14:30.362+01:00Glencore IPOing in HK (the paragon of exchanges fo...Glencore IPOing in HK (the paragon of exchanges for shareholder transparency) may also be an omen for the commodities market. Anyone have any color on why they are doing it? Market timing? Permanent capital? 'Liquidity' for partners?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-13768468466785714642011-03-31T14:14:21.053+01:002011-03-31T14:14:21.053+01:00I live in the UK and buy something on Amazon almos...I live in the UK and buy something on Amazon almost every week. TV's, computers, books, music, etc.<br />Also, I see more and more delivery trucks in our neigbourhood (which is not exclusive) to provide some anecdotal support to the thesis.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-75350439928164512462011-03-31T13:47:20.579+01:002011-03-31T13:47:20.579+01:00Another good article. I think the value of macro i...Another good article. I think the value of macro in this sense is it keeps your feet anchored.When the bullishness over existing energy needs is sweeping the market as it is then the macro ensures you remember not to overlook the "amazon" style game changer.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-86463560547077588332011-03-31T13:31:14.735+01:002011-03-31T13:31:14.735+01:00i was just reading that economist article on the f...i was just reading that economist article on the fast charging battery last night... that would be amazing if it could come into production.. a real game changer (not just for the VC firm that back it but for the world)<br /><br />funny, if you look at the history of oil (and previous to that, whale oil) the whaling industry went out of business pretty quickly as well <br /><br />but there's one thing that cant be replaced... GOLD (lol)abee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.com