gdp's Comments

EnviroKnow : Why Nuclear Gets More Love than Natural Gas

Tue, 23 Feb 2010 02:08:05 +0000

Frances nuclear facilities are relatively standardized, making them easier (and cheaper) to build, and make it easier for operators trained on one facility to work at another. This also makes it cheaper and increases safety. Natural gas does produce NOx, however there are good and relatively cheap technologies that can be used to clean emissions (i.e. SCR and SNCR). NOx is produced at much higher rates in coal fired burners than natural gas.

The Disciplined Investor : Foreign Treasury Holders - What is China Doing Now?

Tue, 24 Nov 2009 05:40:08 +0000

Great charts, but why don't the numbers match up between the 3? 1st chart has China's holdings around $600B, 2nd at $800B, and the 3rd at $180B.

The Disciplined Investor : DH Unplugged #33- What’s Happening With China, Gold and the Dollar?

Thu, 17 Sep 2009 05:28:12 +0000

Andrew. You mentioned an article in IBD that takes Obama's health care speech to task. Do you have a link for it? Thanks!

The Disciplined Investor : Sunday Fun: CNBC - Fun or Fraud?

Mon, 3 Aug 2009 03:55:09 +0000

They're just preparing for their entry in the right-to-left market in the middle east.

The Disciplined Investor : Protectionism Problems Persist

Tue, 23 Jun 2009 04:33:32 +0000

Really, you're the least bit surprised that China isn't a global "team player"? They're just in it for the power and to feed their imperialistic desires. Now, they should have smarter economists, since they don't have to play to the public like here, but protectionism is an easy trap to fall into.

The Disciplined Investor : TDI Podcast 105: Schwager on Wizards and Keynesianism

Fri, 24 Apr 2009 02:26:14 +0000

If you cutoff the last 3 characters of the link it works out OK. http://zerohedge.blogspot.com/2009/04/truth-about...

The Disciplined Investor : TDI Podcast 105: Schwager on Wizards and Keynesianism

Tue, 21 Apr 2009 05:27:34 +0000

Andrew, you should put links to articles that you mention "you'll put up on the blog." By the time I get to a computer after listening to your podcasts, I forget which articles I'm supposed to be looking for!

The Disciplined Investor : TDI Podcast 99: S&P Racing to 500 or 1,000?

Tue, 10 Mar 2009 01:49:21 +0000

Mr. Biderman stated that the reserves in the FDIC and Social Security are just "IOUs". Sure they are, they're Treasury bills. We have "just IOUs" to China, and a whole lot of investors out there. However, I have a feeling that the US will not default on these, even if it is owed "internally". If they do default on T-bills, we'll have a much bigger problem than just a (more) insolvent FDIC or SS.