Seeking Alpha

rbblum

rbblum
Send Message
View as an RSS Feed
View rbblum's Comments BY TICKER:
Latest  |  Highest rated
  • Agricultural Commodities: High Prices Here To Stay? [View article]
    More permanent factors such as high oil prices, changing diets, urbanization, economic growth and expanding populations, are also at play and are behind the expectation of higher average prices in the coming ten years . . . . .

    Any consideration as to what daily life will be like in a global environment increasing trade barriers . . . that is, increasing a stance of protectionism? Even if one is generous and factors in more crops at the expense of the Rain Forest or using desalinated waters in the Sahara Desert, there will be a higher price to be paid by an increase of demand for food.
    May 30 05:35 PM | Likes Like |Link to Comment
  • Blowing the Bubble Bigger [View article]
    Whether the bubble gets bigger is by far a smaller issue than the guarantee of the ride getting a lot bumpier going forward . . . not just in the energy sector but also the food sector.

    May 25 07:19 PM | 1 Like Like |Link to Comment
  • Blowing the Bubble Bigger [View article]
    Whether the bubble gets bigger is by far a smaller issue than the guarantee of the ride getting a lot bumpier going forward . . . not just in the energy sector but also the food sector.

    May 25 07:19 PM | 1 Like Like |Link to Comment
  • Blowing the Bubble Bigger [View article]
    Whether the bubble gets bigger is by far a smaller issue than the guarantee of the ride getting a lot bumpier going forward . . . not just in the energy sector but also the food sector.

    May 25 07:19 PM | 1 Like Like |Link to Comment
  • Blowing the Bubble Bigger [View article]
    Whether the bubble gets bigger is by far a smaller issue than the guarantee of the ride getting a lot bumpier going forward . . . not just in the energy sector but also the food sector.

    May 25 07:19 PM | 1 Like Like |Link to Comment
  • The White Elephant That Could Destroy Your Portfolio, Part I [View article]
    Not being honest about inflation is only a very small sad part of the socio-economic equation of what we will be facing when considering that current times ARE different this time around.

    Transitioning of the energy sector accompanied with higher energy costs may be one aspect that everyone is talking about - n o w
    . . . but what about the food sector? Being aware that just the poor of China and India are gaining ground in the food chain gives way to understanding there will be an increase level of competition for the basic food groups . . . even before considering the negative impact of mandating corn being be used to partially fuel our transportation needs.

    Meaning . . . costs for energy A N D food are likely to ratchet up and not be so cheap for quite a long period of time . . . or at least within the majority of my lifetime and yours.
    May 24 10:26 PM | 1 Like Like |Link to Comment
  • Congressional Insanity: Sue OPEC over Oil Prices [View article]
    Maybe it is the US Congress that should be considered in violation of the RICO (Racketeer Influenced and Corrupt Organizations) Act, Title 18, United States Code, Sections 1961 - 1968. . . being bankrupt in acting responsibly, providing appropriate oversight and providing long term leadership to act . . . whether it be an energy policy, securing the national borders, failing to maintain the integrity of the US dollar, not curtailing waste, fraud and abuse of taxpayers' monies, physical properties and institutions.

    Have a safe and pleasurable Memorial Day.
    May 23 03:07 PM | Likes Like |Link to Comment
  • America's Energy Policy: Coming to Terms with Reality [View article]
    Please clarify, is Mr. Picerno's article insinuating the environmentalist movement has been hoarding select sacred mushroom crops for the pleasures of the political class and for the benefit of unidentified lobbyists. . . or has the US Congress just been functioning in such a manner for the last generation?
    May 23 02:53 PM | Likes Like |Link to Comment
  • The Department of Energy Fails Us [View article]
    . . . contacted the DOE a couple years ago to discuss . . .

    I would be guessing that you have come to realize you were communicating with a bureaucratic entity created by the political class having powers of oversight; therefore, regarding their 'mission' and action plan, all US citizens are equal (as in irrelevant).
    May 23 02:26 PM | Likes Like |Link to Comment
  • Peak Oil: While Washington Sleeps... [View article]
    . . . the United States had succeeded in its great, historical mission - globalizing the world.

    Although a significant issue is currently being addressed in global energy, so too will a significant issue be addressed in global foods/agriculture . . . but in a greater magnitude.
    May 22 04:15 PM | Likes Like |Link to Comment
  • Fluor as a Play on Wind? $1.8 Billion Says Yes [View article]
    Don't you get it? The US Congress is actually a 'front' where the script writers for Saturday Nite Live are hard at work.
    May 20 02:53 PM | Likes Like |Link to Comment
  • 1990 All Over Again? [View article]
    Presenting an economic environment as ' a recession unlike any previous recession ' allows an individual the opportunity to claim 15 minutes of fame and possibly maneuver into a profitable position . . . at the expense of others yet to preform due diligence to research.
    May 15 01:04 PM | Likes Like |Link to Comment
  • An Energy Policy That Makes Sense, Revisited [View article]
    Michael Fitzsimmon's article (The Energy Policy That Makes Sense) is so sensible it is overlooking all the aspects within the US that is completely mixed up.

    The Hall of Famers from the athletic world should be leading corporate America to compete in the golbal marketplace; High school dropouts who became multi-million dollar entrepreneurs should be running the US government and the federal agencies; whereas, the political class should be promoted to the American educational system beginning with the oversight of pre-schoolers.
    May 10 07:36 PM | Likes Like |Link to Comment
  • Sirius / XM Merger: No Surrender [View article]
    The appearance of the FCC regarding the XM/SIRI merger approval process is to 'punish' the two participating companies until they feel the pain upon approval . . . no matter what. Unfortunately, the stockholders going along for the ride could also be punished if more conditions not discussed nor agreed upon are piled on by the FCC.

    Can you say lack of governmental agency transparency? Or, should you say do no harm to the interests of free radio broadcasters' lobbyists?
    May 10 06:43 PM | Likes Like |Link to Comment
  • Toward a U.S. Energy Policy [View article]
    Jim, admittedly the compilation of your energy sector writings may be one of the best in providing pertinent, in-depth overview regarding the industry in mostly macroeconomic terms that the general public has access to.

    But don't you believe you are preaching mostly to individuals who could be classified as your choir members? That is, folks more readily in tune to the energy environment; whereas, it is the failings of the US Congress that places party partisanship, interests of lobbyists and maintenance of their own self-created fiefdoms above the interests of 'the people'.

    Given the mindset of how the US Government has presented itself in modern history is, in fact, not only a disgrace but what the National priority should be focussed on: cleansing and righting the US Congressional mindset as well as creating and implementing thoughtful, actionable, long-term plans in a transparent manner. And if not now, then when and by whom?
    May 8 08:23 PM | Likes Like |Link to Comment
COMMENTS STATS
104 Comments
76 Likes