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Wisdom vs. Information

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  • Solar Panels and Parking Lots: An Extraordinary Dual Use [View article]
    Panels can provide shade in the form of an arbor or overhang, this idea is the tip of the iceberg. Unfortunately, at current prices of 1.60 to 2.20 wholesale for CSi and the inefficiency of retroactive installation, this is good publicity but extremely expensive power.

    Panels and racks are built to withstand historical wind loads, 90mph around here, up to 130mph on the coast.
    Apr 23 09:36 AM | 1 Like Like |Link to Comment
  • Applied Materials: Let's Have Moore's Law for Renewable Energy [View article]
    he is in a hurry because all the thin film manufacturers will, most likely, go bankrupt soon as CSi module ASPs plummet.

    this proposed pace of change creates an infinite amount of pollution through economic dislocation and increased consumption; consumption is worse for the environment than pollution
    Apr 22 05:58 PM | Likes Like |Link to Comment
  • Cleantech 'Power 10' Ranking for 2009 (Vol II) [View article]
    frflyer, you are comparing mountains to molehills. Learn some economics, and quit blogging until you grasp it at least a little. You are wasting our time.
    Apr 22 03:16 PM | 1 Like Like |Link to Comment
  • Electric Car Revolution May Be Delayed; Nissan Looks Good Regardless [View article]
    last summer DID never occur, it was commodity market driven, not demand
    Apr 22 09:03 AM | Likes Like |Link to Comment
  • Lithium Batteries: Nothing But Illusion [View article]
    Fact: after 9 years and billions of dollars, Li storage at $1000/kWh is still a failure for transportation (well, except for Toyota's marketing, but that is another subject). Why do you idealists expect improvement when no evidence exists?
    Apr 20 12:04 PM | Likes Like |Link to Comment
  • Axion Power: Time Is Right for Gas Guzzlers to Dual Mode EV Conversions [View article]
    1. Li storage is a failure so far. 2. There is no indication that Li will succeed eventually, regardless of gov't subsidies and Chrysler/GM publicity stunts (remember Molten Metals?). Some storage that is actually efficient per kWh WILL be invented, and it, MOST LIKELY, will not be Li.

    I guess Don did not read his own quote, because it strengthens my point. They do not specify the percentage they are recycling, so let me explain what that means: they are 'processing' (ie, treating and burying) most and recycling a little.
    Apr 19 06:54 PM | 3 Likes Like |Link to Comment
  • Brighter Future for Green Stocks? [View article]
    Stocks: FSLR will, most likely, go bankrupt as CSi panel ASPs come down. Going long on FSLR is extremely risky.

    Redneck environmentalism: When the government subsidizes an industry (eg the energy industry) and prints more dollars to prevent the economy from contracting accordingly, consumption and pollution increase-- forever. Consumption is worse for the evironment than pollution, titan and fellow green reactionaries. Increasing consumption through subsidies is bad for the environment and bad for the economy (not to mention taking away your freedom).

    The worst thing anyone has done for the environment in the last 20 years was the Clinton administration's strong dollar policy. When you understand that fact, you should be competent to begin blogging again. Pick up Milton Friedman, he was right about everything except the labor unions. Volker is pretty good too.
    Apr 19 05:34 PM | 2 Likes Like |Link to Comment
  • Axion Power: Time Is Right for Gas Guzzlers to Dual Mode EV Conversions [View article]
    John, I love your articles; in fact, I have learned a tremendous amount. Not this one. Increasing consumption with subsidies is not good for the environment or the economy, and oil becoming magically vastly more expensive is strictly a dream, not a goal; furthermore, with voters supporting anti-mining administrations, we will simply become reliant on foreign minerals instead.

    Lithium for EVs has failed. How many more years and billions of consumption are we going to waste developing lithium for EVs? Lithium is overly expensive unrecyclable non-technology for EVs, keep spreading the word.
    Apr 19 12:44 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    GM's inevitable restructuring/bankruptcy has already been priced into the market and the economy; it will have no effect whatsoever
    Apr 14 05:10 PM | Likes Like |Link to Comment
  • Sucker's Rally Approaching an End [View article]
    Excellent article from one who learned from the past. Congrats to you traders who made money on this 'trader's rally', but if you think this auther is 'bitter' you need to grow up.
    Apr 14 07:56 AM | 9 Likes Like |Link to Comment
  • The Investment Circus: Why Mean-Ignorant Monkeys Beat Median-Jumping Clowns [View article]
    Excellent article, great comments, except calling this the worst crisis since the New Deal Depression. Lots of youth and short memories-- the economy was in infinitely worse shape in 1977 than it is now. 1962 to 1978 was one long bad experiment that went up then straight down. You are having trouble seeing it b/c, relatively, the economy sucked all the time in the 70's; I doubt you would even believe how much harder it was to start or grow a business then. Of course, if government spending and regulation continues to go up, the economy will become fundamentally unsound again...
    Apr 12 12:29 PM | 3 Likes Like |Link to Comment
  • Energy Secretary Steven Chu Should Be Fired for NatGas Views [View article]
    Does no one here understand the law of supply and demand? Natural gas will no longer be cheap if Pickens' schemes come to fruition; why do you think he is so heavily invested in it?
    Apr 9 05:40 PM | 5 Likes Like |Link to Comment
  • Five Top Solar Power Stocks [View article]
    This is the second straight article by this author that is so thoroughly inaccurate that I would now put the author on a 'Not Following' or 'Ignore' list if there was one. 1. Flexible & BIPV thin film are extremely expensive/watt and will, most likely, never be competitive, and glassed thin film (eg First Solar) will become, most likely, pointless as poly prices come down and crystalline manufacturing efficincies improve. Long range, thin film companies are an extrememly risky 'investment.' 2. Supplies of poly, wafers & modules are much higher than demand this year, which will be very bad for ASPs for at least two quarters.
    Apr 6 07:12 PM | 2 Likes Like |Link to Comment
  • H.R. 1835: Legislation for Natural Gas Transportation [View article]
    1. If/When Boones' schemes succeed natural gas will NO LONGER BE CHEAP; why do you think he has invested so heavily in nat gas? 2. The worst thing for the environment is consumption, not pollution. This scheme subsidizes consumption and forces enourmous economic dislocation as infrastucture is created and destroyed. The economy must be expanded in order to maintain wealth, and that is bad for the economy and the environment in the long run. Fitz will demand new measures for the new pollution and the problem will get worse like it has since his people started artificially expanding the economy 40 yeard ago.
    Apr 6 04:17 PM | 2 Likes Like |Link to Comment
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