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firboy4
66 Comments
Wake Up Copper Consuming Dragon
I just hope their rise is sooner than later. I think that all of this recent desire and rationalization that everything is getting better now in the U.S. will diminish when future reports of increased national debt, more job losses, etc.... come out in the news. Then people will come back to reality. It might hurt copper some, but I think China has reached the point to where it's copper needs aren't really dependent upon the U.S. economy. And when people start getting really scared from bad reports, they'll start buying up gold again.
Opportunities in Energy Storage Stocks
Oh, and thanks to Jim too, for telling us about Valence. I'll be watching that company too.
Solar Breaks Oil Price Dependence
I'm not so sure about the correctness of the chart since it compares stock prices to "peak oil". That seems a little to vague, but still it's a nice chart to compare how each one has moved. I have owned WFR, along with FSLR, SOL, ESLR, and YGE. Made some money on each of them except for WFR. I now think that WFR has a great potential to perhaps move up the most.
I sometimes try to figure out what the mindset of the average U.S. person is like. As this is an election year, it seems that people who are for "change", regardless of whether they are for Obama or McCain, might at this time be more excited about purchasing the various solar or battery powered things than they would be when there is less talk of other sources of energy depletion. Are more people building with solar panels this year? It is obvious that more people are buying cars that in part use batteries.
I think that we'll get going with solar sooner than most people realize. It seems to me that our addiction to being able to drive around a lot will create a good market for solar power. So many people in the future will be willing to have a little less power in their cars to get the battery powered car market really strong. Later on, with the money from the first battery cars, they'll work on making these more efficient and faster. This is the way of any new type of technology. I'm not worried and I plan to get back into solar stocks as soon as I make some more money on FCX, which is still gradually going up, though it went down in the last session.
The New Energy Cold War: The Warsaw-Tehran Connection
Otherwise, I like reading about geopolitical strategies.
Obama's Green Promise
I liked Obama's idea of using 150 billion dollars to get us off of dependence on foreign oil. It's probably not enough money but it's a start. I just wish we had not spent all of that money and a lot more on a war. We could have used it as Obama is planning to do.
Anyway, I think it's a good article.
Ten Shining Arizona Stocks
The Case for Copper
I own wayyy too much PCU and FCX , or hopefully I don't own too much. I have felt the same way about the future of copper. Population growth worldwide, along with the idea that many of these greater numbers of people now have a little bit more money to buy things that require copper. I know that the U.S. economy will have something to do with copper demand, but I think it's not as much a factor as some might think it is. The U.S. is gradually becoming less important to the world, IMHO.
Banking Sector: Band-Aids Just Won't Do It
Now I still owe money to those to whom I borrowed money. And it's too bad for them too, since I can't pay them. So, they lose too, and perhaps they will make the next person who wants to use their money to make loans to others go through a much more stringent examination of how they plan to make loans.
So, those people who took out loans they couldn't afford, whether it be individuals or banks, and for those who loaned out money, whether it be the banks and the stockholders of the banks, or the government, it's just too bad for them. They should feel the pain of irresponsibility. And since the government is you and me, then we need to make our representatives know how we feel about this. I write mine a lot about many issues. I don't know if it does any good or not, but I try. My district just got through kicking out one of the bums 2 years ago. And we'll do it again if needed.
MEMC Electronic: Glass Half Empty or Half Full?
Anyway, it's good for me to hear others say something that I suspected, that there was a horrific over reaction to the earnings report. It makes me wonder if anyone actually read the report or listened to the conference call. I noticed two analysts at least upgraded the stock afterwards.
Solar's Warm, But Not Hot - Barron's
I am hoping that this will help offset Germany and Spain's diminished enthusiasm for helping this vital industry.
And that idea that any industry that has to be subsidized will not make it, is just ludicrous and certainly without any historical proof.
Eli, you are my favorite writer, but I hope you are wrong about solar! If you are, I won't hold it against you, but I'll just be happy for the environment and for our energy independence.
Starbucks Tells Walmart:: "Here, You Take Them."
By the way, anyone remember Walmart's old "made in U.S.A" advertising years ago? Well, now I really am feeling like blaming Walmart for leading the way to forcing everyone to use China as their supplier. I'm sure that Walmart didn't just follow the lead of others of going to China to be the low price leader. They started the whole thing and it has ruined us. I don't shop there at all anymore.
I don't buy my coffee at SBUX either. I enjoy the much less expensive and every bit as good coffee at either a local coffeehouse or at home, where I don't pretend to be an intellectual. If you know what I mean, you know that people who've been frequenting SBUX are there just as people posing as either the idle rich or as some sort of fashionable revolutionary book reader. If they are so smart, why are they buying lattes at around 5 dollars? (Actually I don't know what the cost for a latte is.)
Anyway, I might buy some SBUX on Monday, but it won't be the coffee. It will be the stock, and then I'll use the money to buy coffee in bulk and just watch birds in my back yard.
Copper Proves the Commodities Bull Isn't Over - Yet
Will Starbuck's New Menu Satifsfy Investors?
I asked myself, "Is it really THAT good?" Though I left not wanting to wait in line, it did make me feel like maybe Starbucks has bottomed out and is here to stay and grow. They made some mistakes, but the news of them not opening so many more stores in the U.S. makes VERY good sense to me.
I read that international sales are better and growing. If they can just get a billion or so Chinese to drink coffee, that would be a boon to them. Chinese do seem to like to smoke cigarettes, so I guess they will just love coffee once they try it, and get that buzz off the caffiene.
I might just buy some SBUX on Monday, while I drink my Dunkin' Donuts coffee made at home.
Good Times and Bad Times in Gold
Regardless I really like the way you write. I like the attitude. Dave
Airlines Set to Rally on Oil Pullback