gacetillero's Comments gacetillero's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/105182/comments Is EPA Ethanol Mandate a Joke? http://seekingalpha.com/article/56034-is-epa-ethanol-mandate-a-joke?source=feed#comment-103830 103830 Mon, 03 Dec 2007 04:48:53 -0500 $100 Oil By Monday (Read: The Lebanon Crisis) http://seekingalpha.com/article/55115-100-oil-by-monday-read-the-lebanon-crisis?source=feed#comment-102864 102864
I also think you're overstating the importance of Lebanese domestic politics to the oil markets. Hariri's assassination didn't have much of an impact on the oil price; nor did the Nahr al-Bared battle. Israel doesn't have much appetite for another confrontation with Hizbollah, and it's far from clear that the US would gain anything at all from a military intervention in Lebanese politics - State is well aware that meddling more would just make them look like craven imperialists out to get the Muslims, and whatever you may think of the Americans, they aren't *that* stupid.

I think you're just kicking up dust 'cos you're long the market.]]>
Fri, 23 Nov 2007 08:36:58 -0500
I also think you're overstating the importance of Lebanese domestic politics to the oil markets. Hariri's assassination didn't have much of an impact on the oil price; nor did the Nahr al-Bared battle. Israel doesn't have much appetite for another confrontation with Hizbollah, and it's far from clear that the US would gain anything at all from a military intervention in Lebanese politics - State is well aware that meddling more would just make them look like craven imperialists out to get the Muslims, and whatever you may think of the Americans, they aren't *that* stupid.

I think you're just kicking up dust 'cos you're long the market.]]>
$100 Oil By Monday (Read: The Lebanon Crisis) http://seekingalpha.com/article/55115-100-oil-by-monday-read-the-lebanon-crisis?source=feed#comment-102786 102786

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Thu, 22 Nov 2007 13:09:36 -0500

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Brazil, Hold Your Horses on Ethanol Tarriffs http://seekingalpha.com/article/46271-brazil-hold-your-horses-on-ethanol-tarriffs?source=feed#comment-95064 95064
Moreover, given that the US fuel ethanol industry was pretty much invented by ADM - which happens still to be the biggest single producer - the idea that this is realistically going to prevent the market being dominated by large producers is utterly laughable.

Pareto distributions - you familiar with them? They occur in nature for a reason. ]]>
Tue, 04 Sep 2007 08:22:54 -0400
Moreover, given that the US fuel ethanol industry was pretty much invented by ADM - which happens still to be the biggest single producer - the idea that this is realistically going to prevent the market being dominated by large producers is utterly laughable.

Pareto distributions - you familiar with them? They occur in nature for a reason. ]]>