Seeking Alpha

Stanley J G Crouch

View as an RSS Feed
View Stanley J G Crouch's Comments BY TICKER:
Latest  |  Highest rated
  • The Debt Issue Is Rubbish [View article]
    N A,

    Your facts have no place at the Kool-Aid stand..!!

    Move along if you're not buying anything, there are thirsty denial folks in line.

    This is a simple matter of math and physics.

    1) GDP is net negative with out the deficit.

    2) The deficit is financed with the Fed's largesse

    3) The exponential function is being denied.

    4) Interest rates have spiked

    5) Our funding partners, once needing abundance of reserve assets, are increasingly trading direct amongst themselves.

    6) There is insufficient demand for our debt

    8) Politics is dysfunctional

    9) Arne is out to lunch
    Oct 14 08:19 AM | 5 Likes Like |Link to Comment
  • Obama And Lew Say This Is Serious - Are They Just Grandstanding Or Is This Time Different? [View article]
    W J,

    Thank you for responding and clarifying. I now understand your premise and points.

    I agree that price will drive matters from here. Logistics and regulatory issues notwithstanding, we have had a boom in the sector, driven by the entrepreneurial players.

    Best wishes for success...
    Oct 8 04:21 PM | Likes Like |Link to Comment
  • Obama And Lew Say This Is Serious - Are They Just Grandstanding Or Is This Time Different? [View article]
    I agree that the job creation has been impressive and have led employment gains.

    However, the reason the price of WTI matters to Keystone XL is that the break-even for the project hovers around $80 all-in.

    Additionally, the furtherance of exploration and tapping of domestic resources is heavily dependent on price in justifying whether those investments are reasonable or not. In turn, price is largely driven by demand dynamics, which are under pressure. Should interest rates move up, MLPs, Master Royalty Trusts and the like may be shunned as total aggregate investment performance gets compromised. We have seen some of this already, resulting from the interest rate spike we have experienced since May. Sure, folks like the income, but they hate the capital losses more than they love the income.

    Contrary to popular wisdom, "QE Now" is anything but 'inflationary' and could, in fact, be quite DEFLATIONARY. Should we experience a deflationary phase, your oil/gas premise in leading an economic and fiscal renaissance could be a tremendous miscalculation.

    I find it quite telling that your response to evidence from the CEO of Shell is.."so what.." It shows the typicality of having already made up one's mind despite what other facts may show. I guess he isn't as well informed on U.S. energy matters as you are.
    Oct 8 09:16 AM | Likes Like |Link to Comment
  • Obama And Lew Say This Is Serious - Are They Just Grandstanding Or Is This Time Different? [View article]
    here is the Shell CEO in FT refuting your premise:

    http://on.ft.com/1coeLVo
    Oct 7 02:08 PM | Likes Like |Link to Comment
  • Obama And Lew Say This Is Serious - Are They Just Grandstanding Or Is This Time Different? [View article]
    W J,

    do you have any idea on what must occur in the U.S. and in the energy price paradigm for the U.S. to achieve the kind of metrics you refer too..??

    it has to be a profound change in market dynamics.

    do you know what 'break-even' WTI is for Keystone to operate profitably and meet pro-formas...?

    or are you just engaging in a "pipe dream"..??
    Oct 7 01:34 PM | Likes Like |Link to Comment
  • Obama And Lew Say This Is Serious - Are They Just Grandstanding Or Is This Time Different? [View article]
    Folks are probably confusing the "Koch" bros. with the "coke" bros. or the "Coke" bros.
    Oct 6 05:15 PM | 1 Like Like |Link to Comment
  • Obama And Lew Say This Is Serious - Are They Just Grandstanding Or Is This Time Different? [View article]
    W J,

    You are kidding, right??

    "...vast revenue and buy us time to fix our national debt problem."

    Really..??

    When is the 'next time' that we'll fix our problem..?? When we're flush with excess revenues..??

    We have NEVER done anything meaningful or game-changing UNTIL we have abject crisis...at times like these times...!!
    Oct 6 02:57 PM | 4 Likes Like |Link to Comment
  • Obama And Lew Say This Is Serious - Are They Just Grandstanding Or Is This Time Different? [View article]
    Joe,

    You're a pretty good dot connector....things may indeed speed up from here.

    It continues to fascinate me how the collective chooses to view things, especially when the answers may be in front of our faces.

    Additionally, I'd say there are some international factors, again in front of our faces, which will come in to bear on all of this before it is all over.

    At the end of the day, the biggest factor of denial rests in the disallowance of math's exponential function and the certainty of it's power of destruction. I think the "Tea Party" and the President get the picture "this time"...!!

    Big change only occurs AFTER "shock and awe". History clearly teaches us this, if we choose to learn from it.
    Oct 6 08:28 AM | 7 Likes Like |Link to Comment
  • Surging Stocks and Slumping Economy Duality [View article]
    Widest gulf between belief and reality in HISTORY...i m H o
    Oct 5 08:54 AM | 1 Like Like |Link to Comment
  • Rosengren doubts Octaper coming [View news story]
    n l,

    Interesting comments.

    The issue is the monopoly the Fed has so far on their "notes", governmentally-authorized but privately issued. This monopoly has extended since Bretton Woods and been largely unimpeded. Now, however, the primacy is being challenged by de-facto alternatives put forth by increasingly powerful BRICs and other G-20ers. No longer satisfied to depend on Western institutions for leadership, these new powers are asserting their strength.

    Our seminal choice comes down to joining them in a collaborative, less disruptive fashion, or fighting the inevitability tooth and nail.

    The latter will extend our dominance a bit longer, but lead to disaster, while the former will still be upsetting, but put the world on a much needed cleanse, re-boot and re-birth of a phenomenal growth era.

    Carefully parsing the informational landscape can be useful in deciding which path we've already chosen.

    What is likely to come soon will be quite surprising to the majority.
    Oct 4 07:15 AM | Likes Like |Link to Comment
  • Rosengren doubts Octaper coming [View news story]
    The Fed's "open communication" policy will go down as one of the worst policies the Fed has ever undertaken...!!
    Oct 2 03:28 PM | 2 Likes Like |Link to Comment
  • Buyback? Apple Could Go Private By 2020 [View article]
    It would stop Mr. Ichan's phone calls, which may be reason enough to motivate AAPL leadership

    I'm not sure of your timetable though...??

    This management team will be long-gone by 2020.
    Oct 2 12:22 PM | 1 Like Like |Link to Comment
  • The Tide Is Turning For Apple [View article]
    Ichan should be in R+D with a sketch-pad...Now, THAT would help..!!
    Oct 2 10:25 AM | 1 Like Like |Link to Comment
  • VIX Traders Are Complacent [View article]
    it'll be worse if the Fed makes the horrible error of trying to step in front of the train...the Fed can make it all MUCH worse

    I gotta believe Dr. Bernanke knows that..!!
    Oct 2 10:09 AM | Likes Like |Link to Comment
  • iShares Barclays 20+ Year Treasury Bond ETF announces monthly distribution of $0.2777 [View news story]
    kool...3.63% yield...!! put in $1.5-2 million and you can get by day-to-day
    Oct 2 10:05 AM | 1 Like Like |Link to Comment
COMMENTS STATS
2,080 Comments
2,351 Likes