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Dana Blankenhorn  

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  • Solar Energy Is The Next Gay Marriage [View article]
    You may be missing the climate change denialists that have been on every solar thread I've seen here since 2011.
    Jun 29, 2015. 04:18 PM | Likes Like |Link to Comment
  • The Coming Solar Crash [View article]
    If you bought 5 years ago you have had 5 years of power and a positive return on investment. The problem is that the value of the asset has deteriorated, and it may not be worth what the rest of your contract calls on you to pay for the power.

    Economically it's a good problem to have. It means solar has progressed very, very rapidly -- as I've been saying. But for small scale purchasers, it's not great. Especially if you want to sell soon.
    Jun 29, 2015. 03:41 PM | Likes Like |Link to Comment
  • Biotech Will Break This Bull [View article]
    Most bankers and lawyers are honest, too. Doesn't mean I'm not looking at the fine print. Doesn't mean we can't have laws that keep them from ripping us off.

    I like my doctor, by the way.
    Jun 29, 2015. 01:49 PM | Likes Like |Link to Comment
  • The Coming Solar Crash [View article]
    Exactly. Even if you could get a better deal later, so long as the cost-benefit analysis works, you're good. This was true for mainframes, and for older solar systems.
    Jun 29, 2015. 01:47 PM | Likes Like |Link to Comment
  • Twitter, Google Try It Buzzfeed's Way With Curation [View article]
    There is nothing like action on a Monday.
    Jun 29, 2015. 12:23 PM | Likes Like |Link to Comment
  • Biotech Will Break This Bull [View article]
    You had me until "The doctor-patient relationship should be sacrosanct."

    That's a nonsense. Doctors aren't Gods. They are not always putting their patients first. Their hands are not always clean.

    We know this. We know about doctors who have padded Medicare bills, doctors who have sold quack cures, doctors who have referred patients to clinics they had a financial interest in, etc. etc. etc.

    I admit that doctors are the biggest losers in health reform. But they brought it on themselves, by refusing to control the bad economic actors in their midst.
    Jun 29, 2015. 12:22 PM | Likes Like |Link to Comment
  • The Coming Solar Crash [View article]
    The people who bought IBM mainframes on plans like this in the 1950s were ripped off. But the companies that followed IBM into this market are no longer there. Nor are those that followed IBM into the next big computer market, the minicomputer. Nor did most of the early PC companies.

    Now if you want to call that "theft," give me that kind of theft every day of the week. That's pretty much what the solar boys have been doing. The economics work on the day the agreement was signed. The fact that you have a mainframe on your roof 20 years from now is not SolarCity's problem.
    Jun 29, 2015. 11:29 AM | Likes Like |Link to Comment
  • Biotech Will Break This Bull [View article]
    You make all this sound like a bad thing, but you can't have an unlimited draw from a limited pool. This applies to private pools, public pools, and quasi-public pools. All pools.

    This means someone must be the bad guy, and have a finger on the cost side of the ledger. This is a feature, not a bug, of health reform.

    I'm reminded of something Betsy McCaughey wrote during the ACA debate. Why are we going after an economic growth sector, in health care? Because someone has to. The whole edifice was circling the drain with pay-for-procedure. We had to find some means of controlling costs because the costs of health care -- that "growth" -- was coming out of Americans' pockets.
    Jun 29, 2015. 11:26 AM | Likes Like |Link to Comment
  • Biotech Will Break This Bull [View article]
    Good luck with that. I'm sure Louis XVI agreed with you.
    Jun 29, 2015. 11:22 AM | Likes Like |Link to Comment
  • Longtime bull throws in the towel on MBIA, Assured Guaranty [View news story]
    Yes, San Juan would make a lovely Soviet air base.
    Jun 29, 2015. 09:41 AM | 4 Likes Like |Link to Comment
  • Longtime bull throws in the towel on MBIA, Assured Guaranty [View news story]
    Money is a verb #puertoexit
    Jun 29, 2015. 08:18 AM | Likes Like |Link to Comment
  • Google And The Wi-Fi Wild West [View article]
    It's a series of tubes! <g> Actually a computer is just a collection of light bulbs, too.
    Jun 29, 2015. 08:16 AM | Likes Like |Link to Comment
  • Evaluating The Boeing Rollover [View article]
    Sorry Mr. Cheney. We're not buying your bluster

    http://tinyurl.com/8xn...

    Now go back and hide under that table like a good boy.
    Jun 29, 2015. 08:13 AM | Likes Like |Link to Comment
  • Biotech Will Break This Bull [View article]
    Over the long run you're right. Over the long run the Internet also fulfilled its promise of the 1990s. Still doesn't mean you were right to buy CMGI.
    Jun 29, 2015. 08:09 AM | Likes Like |Link to Comment
  • Biotech Will Break This Bull [View article]
    You're right. There is dispute over whether plaques, in and of themselves, are a trigger for Alzheimer's. But all forms of dementia, including the kind my mom has, feature the plaques.
    Jun 29, 2015. 08:08 AM | Likes Like |Link to Comment
COMMENTS STATS
8,770 Comments
7,135 Likes