William K. - Comments

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Ford And GM Will Develop Their Own Microchips To Combat Shortages
2 years ago

The intrinsic problem is that for various dmented reasons the semiconductor industry is constantly changing, constantly seeking to put more logic into a smaller space. The problem is that each generation of reduced size requires new production equipment for the different processes, and this new equipment is horribly expensive and slow to arrive. In addition, there is no way to make the production any faster than it already is. So increased production capability is very expensive, and very likely to be slightly obsolete the day it is delivered. And by that time the demand will be for the next generation. And of course the Chip makers do not want to continue producing the older versions because the profit is not as great, and by not producing them they can force the adoption of the newer generation.

The Sunday File For Nov. 21
2 years ago

In hydrogen fuel production, it is important to understand that the energy required to break the bounds of the hydrogen compund and free it for use as a fuel of any kind will always be more than can be recovered when using it as a fuel. So it is always a negative sum game. That is how chemistry works.

In this article: NIO, JMPLY, EXEL, QCOM
Rivian Tumbles After Report Amazon Testing "Reveals Questions About Battery Power, Cameras"
2 years ago

Interesting about the Rivian range issue. But have hou heard?  ALL published milage is based on no AC, no heater, windows closed and level road results. "Your results may differ".

So that detail was neglected when the range was examined. The lesson being to "always read the fine print."

In this article: RIVN
Fad Stocks
2 years ago

Certainly some reasonable advice! And the ONLY way to make money buying and selling is to have buyers at the right time, which is before the peak, when everybody wants to sell. Clearly the time to sell is when others are happy (willing and able) to buy. Profit taking requires buyers!

Best ETFs For The Infrastructure Boom & Megatrends
2 years ago

Computer driven cars will ultimately be a failure because they will never be able to handle exceptions. Consider that most drivers never have accidents or collisions ever, so how does that extra 35% premium price  provide any benefit at all??

And all of those megatrends are not going to restore the freedoms lost in the futile fight against the solar-driven climate change? The rich will indeed get richer and the other 85% will not. Discontent may reighn for a while.

In this podcast: IDRV, IFRA, IDAT
Volatility Should Pick-Up Following Tomorrow’s Options Expiration
2 years ago

How much of "volatility" is emotion driven? It looks like it must be quite a lot, from where I stand. Or am I missing something, possibly a greed/panic oscillation? But that is certainly emotions, isn't it? Or what data are they seeing???

Friday Markets Coverage
2 years ago

Thanks for the reporting. My own  business is up a bit, but profits the same, not up nor down.

Alibaba Stock Keeps Spiraling Down: Could It Bounce?
2 years ago

Aside from watching WHAT the price is doing it can be useful to see WHY it is moving. Far to often I see that emotions are part of the pushing force, and that means that change  can happen as quick as an emotion can change. Rapidly and with very little provocation. So it may be an exciting ride.

In this article: BABA
Gauging Taper Compression Risk At The Next FOMC Meeting
2 years ago

Why should any believe that the Fed is making the right choices, or that it will make any correct choices? The current level of inflation is far more than the targeted value, and THAT value was picked based on wrong intentions.

It smells a lot more like the bad times are coming, although just like Judgement Day, the exact date is not obvious. But when it arrives none will be able to deny that it has arrived.

Thoughts For Thursday: Of Seasons And Omens
2 years ago

The validation of any predicton scheme by comparing predictions with reality (what did happen) is a reasonable although not failproof plan. In this situation the validation seems reasonable. While I tend to go mostly by the sense of smell, it seems that this time the other methods concur. so indeed it is time to fasten seatbelts and buckle on the crash helemts, and possibly even grapa fire extinguisher.

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