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Robert Keyfitz  

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  • Fracked Water, Meet SmartSponge [View article]
    Stickman: You'll be able to drive yourself to a hotter tomorrow on the cheap.
    Aug 26, 2015. 09:04 AM | Likes Like |Link to Comment
  • Exxon Mobil Is Cheap [View article]
    It's certainly cheaper than it was when I bought a few shares. But cheap? Hard to say. You've only told half the story. The rest of it is why the market has so badly mispriced the inherent risk in one of the largest and most closely followed companies in the world. Without a convincing explanation about that all you can say is that the price is whatever it is.
    Jun 4, 2015. 07:20 AM | 2 Likes Like |Link to Comment
  • Ciena beats by $0.11, beats on revenue [View news story]
    Unbelievable CIENA. What hare-brained scheme will Gary Smith come up with to fritter away this unexpected windfall? Think big, Gary....
    Jun 4, 2015. 07:07 AM | Likes Like |Link to Comment
  • Ericsson now open to big M&A [View news story]
    Please, please Ciena, don't add Ericsson to your long list of clumsy, value-destroying acquisitions.
    May 27, 2015. 06:53 AM | 2 Likes Like |Link to Comment
  • The Future Of Electricity In America - Clean Power [View article]
    MWinMD: Thanks for your interest and (as always) spirited contributions. Increasingly, it seems to me there are feasible solutions to the environmental challenges we face. I'm quite optimistic, though delay is costly. The real problem is mindset. And money in politics, of course.
    Apr 21, 2015. 08:45 AM | Likes Like |Link to Comment
  • The Future Of Electricity In America - Clean Power [View article]
    fhbecker: With regard to Danish electricity prices, bear in mind that American prices are too low, by as much as 30% according to the National Research Council. For instance, taxpayers or utility customers will eventually pay to dispose of nuclear waste, and they bear public health and other environmental costs. That makes the Danes look a bit smarter.
    Apr 19, 2015. 07:15 AM | Likes Like |Link to Comment
  • The Future Of Electricity In America - Clean Power [View article]
    SDNS: I think you're exactly right. We have a problem that advanced technologies can help to solve. Let's see where they take us.
    Apr 17, 2015. 09:29 AM | Likes Like |Link to Comment
  • The Future Of Electricity In America - Clean Power [View article]
    C. Calder: There's a case for subsidizing emerging technologies in order to demonstrate their feasibility, or move them down the cost curve where there are scale economies, e.g. in manufacturing wind turbines and solar panels. It's harder to justify massive subsidies to fossil fuels and nuclear, which include not charging them for water use and waste disposal and disregarding public health impacts of air pollution.
    Apr 17, 2015. 09:18 AM | Likes Like |Link to Comment
  • The Future Of Electricity In America - Clean Power [View article]
    Nelson g: In fact, I guess you could argue that everything we use is solar. Coal, gas, wood are all storage technologies for solar -- inefficient, but plentiful. You're right, we can do better.
    Apr 17, 2015. 08:59 AM | Likes Like |Link to Comment
  • The Future Of Electricity In America - Clean Power [View article]
    PawnPower: We need to think carefully about both where we're going and how we'll get there. Where we are now is not a good place, Without better storage technology 100% renewables is impossible, but we can certainly go some distance in that direction and we'll be better off if we do.

    Comparing electricity costs in states with RPS is complicated because of the falling price of gas. You might want to think about risk as well as price, and risk is lower for renewables because they are less subject to unpredictable fuel costs.

    The falling price of gas is also what's killing coal, not the laughable clean power plan. 50%+ of coal plants are fully depreciated anyway.
    Apr 17, 2015. 08:52 AM | Likes Like |Link to Comment
  • The Future Of Electricity In America - Clean Power [View article]
    alphaRAJU: I'm not familiar with either of these, but I see they're both down 90% from their peaks. Unfortunately, that's not unusual early in the life of an emerging technology. Some bets will pay off, some won't You need nerves of steel. Good luck.
    Apr 17, 2015. 08:15 AM | Likes Like |Link to Comment
  • Congress Owns These Stocks, Should You? [View article]
    grifbos: Even if members of Congress know only the public information in E-B A's article, they'd still conclude they most likely own these shares and therefore would want to see these companies do well. Maybe a better rule would be to put all their money in SPY.
    Mar 25, 2015. 08:37 AM | 1 Like Like |Link to Comment
  • Congress Owns These Stocks, Should You? [View article]
    Good for you. Some time ago I read that GE was the top holding and I had in mind to find out the rest and write this article myself (provisional title: Can You Afford Not to Own These Shares?) Thanks for doing the research.
    Mar 24, 2015. 12:37 PM | 4 Likes Like |Link to Comment
  • Audit The Fed? [View article]
    The ranks of the 10 dumbest congressmen have been swelling. It's no longer the exclusive club it was in Al Capp's day. But, to give them their due, you're sort of missing the point. The audit isn't to prevent unscrupulous regional presidents from stealing the office furniture. Rather, it's to establish some accountability to taxpayers.

    The Fed is a private organization belonging to the TBTF banking sector, with an unlimited line of credit from taxpayers. There's very little accountability. Sheila Bair (in her very nice book, Bull By The Horns) documents how the Fed and Treasury colluded under Tim Geithner's leadership (in both cases) and used that line of credit to keep Citibank afloat through the crisis. At outlandish expense.

    I don't agree with those who argue we don't need the Fed at all. It performs a necessary function. But without meaningful regulation and oversight of the banking sector it can get up to any sort of mischief. I imagine that's what the 'Audit the Fed' set are arguing for -- lifting the rock. But, bear in mind that any misbehavior by the Fed is more a symptom than a cause of the general problems of the banking sector.
    Feb 14, 2015. 12:29 PM | Likes Like |Link to Comment
  • Forget Beaten Up Utilities, Buy This 7.1% Clean Energy REIT [View article]
    Brad: Thanks a lot for writing this up. I wish I'd heard about it before the 3-1/2% bump today, but hey -- that just says your advice is usually good. I want to invest in the area and it sounds promising. One question (maybe it's obvious), why was HASI set up as a REIT instead of a joint stock company (Clean Energy Inc) and what difference does that make to investors?
    Feb 13, 2015. 11:52 AM | Likes Like |Link to Comment
COMMENTS STATS
800 Comments
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