vboring

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    • Tue Jan 8th 13:32 PM | Rating: 0 0
      Commented on:
      Does a Slower Economy Mean Lower Oil Demand?
      you fail to take into account the type of recession. the tech boom produced nothing physical, so very little energy was involved, so oil consumption would have no direct reason to decline.

      the housing boom involved construction, which includes moving large amounts of materials around the country, increased concrete production, increased wood harvesting, all of which is energy intensive. declining activity in the construction and primary materials industries will obviously have a greater impact on energy use. new domestic car sales are also falling because of declining availability of easy credit. car manufacturing is also energy intensive, so a decline here will again impact energy consumption directly.

      by far, though, the most important factor is international consumption. specifically, will China ride things out and support oil consumption by switching from first world markets to something else or will a worldwide recession take them with it?
      View article »
    • Mon Jan 7th 15:33 PM | Rating: 0 0
      Commented on:
      Can a Fed Move Stop the Debt Supercycle?
      can a Fed move stop the debt supercycle?

      probably.

      though, the more important question is if we want them to.

      it seems the market is calling for the Fed to cut rates to encourage businesses through ever-increasing indebtedness. if we're lucky, another bubble will inflate to save us, probably in the health care or renewable energy industries.

      but, do we really want to go down this path, knowing that we're just making the problem worse?
      View article »
    • Thu Jan 3rd 14:53 PM | Rating: 0 0
      Commented on:
      Akeena Solar: America's Next Industrial Giant?
      nanosolar and ausra are the only two games in the solar town that sound remotely plausible for residential energy purposes. silicon is just too expensive.

      even as heavily subsidized as they are, silicon panels only break even under the most ideal circumstances
      View article »
    • Thu Jan 3rd 12:18 PM | Rating: 0 0
      Commented on:
      Pedaling Prosperity Propaganda: Rhetoric of Depression?
      duct tape, not duck tape
      View article »
    • Thu Dec 27th 17:01 PM | Rating: 0 0
      Commented on:
      Will Google Own the World?
      as with everything on the internets, a closed option will be met with an open coalition of competition, usually spearheaded by google

      it doesn't seem likely that google will choose the closed route with mapping information. instead, they'll make the information easily searchable and sell ads for it
      View article »
    • Wed Dec 26th 17:07 PM | Rating: 0 0
      Commented on:
      High-Flying First Solar Takes Aim At Utility Market
      nanosolar is still going to eat their lunch.

      scalable production, aluminum foil substrate instead of glass, lower dependence on Si.
      View article »
    • Fri Dec 21st 13:31 PM | Rating: 0 0
      Commented on:
      Bill Gross: U.S. Already in Recession
      lower interest rates lead to higher inflation which leads to higher housing interest rate premiums which leads to deeper housing problems which leads to deeper consumer problems.
      View article »
    • Fri Dec 21st 13:27 PM | Rating: 0 0
      Commented on:
      Consumer Spending Strong; Inflation Increases Above Target Zone
      bull.

      consumer spending is up b/c energy costs are up. discretionary consumer spending is probably down or flat.
      View article »
    • Fri Dec 21st 11:33 AM | Rating: 0 0
      Commented on:
      Renewable Energy: Pure Power
      the success of most RE projects is very closely tied with cheap financing, since they tend to be capital projects with low operations costs.

      more expensive financing means more expensive wind and solar energy, means marginal projects get canned.

      this is especially true of solar, since many projects are residential. where will Californians get $20k to install solar panels if not from the house atm?
      View article »
    • Tue Dec 18th 17:27 PM | Rating: 0 0
      Commented on:
      Lehman Raises Target on Solar Stocks
      Nanosolar will eat all of their lunches. They have scalable production, aren't exposed to polysilicon, claim a $1/Wp delivered, and shipped their first commercial units today.
      View article »
    • Thu Dec 13th 16:34 PM | Rating: 0 0
      Commented on:
      Good Retail Sales -- or Bad?
      yeah, I'm calling bull on this report. I've been out shopping a few times since Thanksgiving, expecting overflowing parking lots and overwhelmed staff. I've seen neither. You can tell it is Christmas time, but just barely.
      View article »
    • Thu Dec 13th 11:36 AM | Rating: 0 0
      Commented on:
      Calling a North American Palladium Bottom
      To unsuspecting reader, be sure to check out this author's other posts. He makes some wild claims.

      Knowing nothing about this company, I'd like to suggest the possibility that they are perhaps the weakest company in an increasingly competitive industry.

      The biggest use of Pd is in catalysts for automotive emissions controls. Auto sales are declining in areas that require catalysts like the US because the purchases are fueled by credit and optimism, and credit and optimism are both having a bad year.

      So, the field is getting tightened and maybe PAL is the weakest company and will go away.

      Definitely check Mark's claims before following any of his advice, though. He has a way of spreading crazy all of the place.
      View article »
    • Wed Dec 12th 16:34 PM | Rating: 0 0
      Commented on:
      Office Depot Stung by Housing Weakness, Shares Down 11%
      this puzzled me for a second.

      then I realized that real estate agents are the most likely people to have small businesses at home. since nothing has been selling for 6 months, RE agents are in a world of hurt and hardly in the mood to buy a new desk or chair.
      View article »
    • Wed Dec 12th 11:09 AM | Rating: 0 0
      Commented on:
      AT&T: Wake Me Up at $65
      Free the Net, an ad-based wifi blanket spreading across San Fransisco will spell doom for most traditional information transmitters as customers move to VoIP enabled cells and P2P video software.

      AT&T's new business model is as outdated as their copper infrastructure.
      View article »
    • Tue Dec 11th 17:40 PM | Rating: 0 0
      Commented on:
      Do You Still Need a Land Line?
      the Free the Net project in San Francisco by Meraki and Google suggests that even cell phone companies and ISPs have reason to be fearful:

      sf.meraki.com/overview
      View article »
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