John Polomny's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/134986/comments http://seekingalpha.com/article/179637-3-reasons-to-be-bullish-on-natural-gas?source=feed#comment-819655 819655 Wed, 23 Dec 2009 20:07:55 -0500 http://seekingalpha.com/article/148489-why-minimum-wage-increases-are-good-just-not-now?source=feed#comment-586819 586819
Whidbey: Please link to the academic studies you are referring.]]> Mon, 13 Jul 2009 23:26:52 -0400
Whidbey: Please link to the academic studies you are referring.]]> http://seekingalpha.com/article/133985-the-deflation-that-wasn-t?source=feed#comment-483146 483146

On Apr 29 03:25 PM conceptwizard wrote:

> How does a 30% retraction in home pricing factor into this. I guess
> I sufferd an imaginary loss. How come vehicle prices are 20% lower?
> Which makes my trade in worth nothing.]]> Wed, 29 Apr 2009 16:40:12 -0400

On Apr 29 03:25 PM conceptwizard wrote:

> How does a 30% retraction in home pricing factor into this. I guess
> I sufferd an imaginary loss. How come vehicle prices are 20% lower?
> Which makes my trade in worth nothing.]]> http://seekingalpha.com/article/133287-potash-why-i-m-bearish?source=feed#comment-480239 480239 Mon, 27 Apr 2009 22:47:34 -0400 http://seekingalpha.com/article/133231-swine-flu-and-the-mexican-narco-state-no-time-to-be-long?source=feed#comment-480063 480063

On Apr 27 11:01 AM diogeron wrote:

> Mexico is hardly a "failed state." We should be more worried about
> Pakistan than Mexico. I spend a lot of time in Mexico and unless
> you are in one of the few towns where the violence is, you are safer
> by far than you are in most American cities. That doesn't mean I
> would invest in the peso to be sure, but the hyperbole about the
> "failed state" status of Mexico is getting tiresome. Calderon is
> taking on the narco gangs and the gangs are taking on each other.
> In the short run, it's messy but in the long run, it might be positive
> for both us and Mexico. We have a perfect symbiotic relationship
> with Mexico: We buy their drugs. They buy our guns.]]> Mon, 27 Apr 2009 18:55:18 -0400

On Apr 27 11:01 AM diogeron wrote:

> Mexico is hardly a "failed state." We should be more worried about
> Pakistan than Mexico. I spend a lot of time in Mexico and unless
> you are in one of the few towns where the violence is, you are safer
> by far than you are in most American cities. That doesn't mean I
> would invest in the peso to be sure, but the hyperbole about the
> "failed state" status of Mexico is getting tiresome. Calderon is
> taking on the narco gangs and the gangs are taking on each other.
> In the short run, it's messy but in the long run, it might be positive
> for both us and Mexico. We have a perfect symbiotic relationship
> with Mexico: We buy their drugs. They buy our guns.]]> http://seekingalpha.com/article/133392-gm-lays-out-its-post-bankruptcy-plan?source=feed#comment-479731 479731
Sure no problem. So Obama and Geithner are going to out compete Toyota and Honda? I'll take that bet as the politicians will run this company for the benefit of the their real constituents the UAW. They might be able to subsidize the cars and mandate green vehicles but they cant force peole to buy their modern day Ladas and Zhigulis.]]> Mon, 27 Apr 2009 16:43:14 -0400
Sure no problem. So Obama and Geithner are going to out compete Toyota and Honda? I'll take that bet as the politicians will run this company for the benefit of the their real constituents the UAW. They might be able to subsidize the cars and mandate green vehicles but they cant force peole to buy their modern day Ladas and Zhigulis.]]> http://seekingalpha.com/article/133231-swine-flu-and-the-mexican-narco-state-no-time-to-be-long?source=feed#comment-478943 478943 Mon, 27 Apr 2009 09:36:45 -0400 http://seekingalpha.com/article/132931-is-a-copper-bubble-now-forming?source=feed#comment-475561 475561 Fri, 24 Apr 2009 09:40:15 -0400 http://seekingalpha.com/article/132603-how-the-fed-will-ease-rates?source=feed#comment-474092 474092 Thu, 23 Apr 2009 10:25:44 -0400 http://seekingalpha.com/article/132178-three-reasons-to-be-more-bullish-on-natural-gas-than-on-oil?source=feed#comment-472496 472496

On Apr 22 09:47 AM scfranklin94 wrote:

> No need to get bullish on NG just yet; we'll probably hit the limits
> on storage by September, forcing massive shut-ins. Aubrey is dreaming
> if he thinks NG is going to be back to $9 by December. Most likely
> scenario is that gas declines to $2.50 by Sep/August and then that
> will be the time to buy. This coming winter will have record storage
> on hand, so even if it is as cold as this last one, prices probably
> won't rebound greatly until a year from now. If the winter of 2009-10
> is a warm one, be prepared for an end-of-winter storage number of
> 2 Tcf or more, which will keep a lid on prices until 18 months from
> now.
>
> So will NG prices go up in the long-term? Of course, but it might
> be a year to 18 months.]]> Wed, 22 Apr 2009 10:08:53 -0400

On Apr 22 09:47 AM scfranklin94 wrote:

> No need to get bullish on NG just yet; we'll probably hit the limits
> on storage by September, forcing massive shut-ins. Aubrey is dreaming
> if he thinks NG is going to be back to $9 by December. Most likely
> scenario is that gas declines to $2.50 by Sep/August and then that
> will be the time to buy. This coming winter will have record storage
> on hand, so even if it is as cold as this last one, prices probably
> won't rebound greatly until a year from now. If the winter of 2009-10
> is a warm one, be prepared for an end-of-winter storage number of
> 2 Tcf or more, which will keep a lid on prices until 18 months from
> now.
>
> So will NG prices go up in the long-term? Of course, but it might
> be a year to 18 months.]]> http://seekingalpha.com/article/131878-all-aboard-the-railroad-revival?source=feed#comment-470960 470960 Tue, 21 Apr 2009 09:37:12 -0400 http://seekingalpha.com/article/131966-the-fed-s-exit-strategy?source=feed#comment-470953 470953 Tue, 21 Apr 2009 09:33:54 -0400 http://seekingalpha.com/article/131668-firming-commodity-prices-signal-economic-stabilization?source=feed#comment-469200 469200 Mon, 20 Apr 2009 01:22:05 -0400 http://seekingalpha.com/article/131377-the-false-chinese-driven-rally-in-copper?source=feed#comment-466590 466590 Fri, 17 Apr 2009 11:14:32 -0400 http://seekingalpha.com/article/131420-base-metal-momentum-unlikely-to-last-genuity-capital?source=feed#comment-466551 466551 Fri, 17 Apr 2009 11:02:34 -0400 http://seekingalpha.com/article/131088-a-few-thoughts-on-the-paying-of-taxes?source=feed#comment-464593 464593
As Milton Freidman said many times to many world improvers and do gooders like this author, "Where are we going to find all of these angels to reorder society for us, I dont even trust myself to do that".

This author is a statist that believes that it is possible to live for free off his neighbor. Taxation is theft. This is simple to understand in that people are threatened with violence if they do not pay. No difference between the government and a mugger on the street. ]]> Wed, 15 Apr 2009 23:47:07 -0400
As Milton Freidman said many times to many world improvers and do gooders like this author, "Where are we going to find all of these angels to reorder society for us, I dont even trust myself to do that".

This author is a statist that believes that it is possible to live for free off his neighbor. Taxation is theft. This is simple to understand in that people are threatened with violence if they do not pay. No difference between the government and a mugger on the street. ]]> http://seekingalpha.com/article/130596-canadian-energy-bargain-deals?source=feed#comment-461466 461466 NKO.T) along with reliance Industries just brought on production from the D6 block offshore India. This field alone should double India's total natural gas production. Niko's cashflow this year should quadrouple. ]]> Mon, 13 Apr 2009 10:18:56 -0400 NKO.T) along with reliance Industries just brought on production from the D6 block offshore India. This field alone should double India's total natural gas production. Niko's cashflow this year should quadrouple. ]]> http://seekingalpha.com/article/129547-the-economy-is-bottoming?source=feed#comment-452555 452555 Sun, 05 Apr 2009 15:09:12 -0400 http://seekingalpha.com/article/128679-austrian-school-of-economics-not-tough-enough?source=feed#comment-446911 446911

On Mar 31 02:58 PM carey_jim wrote:

> Caveat Emptor:
>
> The rating system on Seeking Alpha is worthless if you have posted
> many hundreds of comments.
>
> Why? Some posters, rather than debating a post they don't agree with,
> or simply giving it a minus one rating, go through previous posts
> and randomly assign minus ones, bringing down your overall positive
> point rating to whatever rating they think it should be.
>
> My rating has gone down at least a hundred points that way in the
> last month or so.
>
> It makes the Seeking Alpha rating system worthless especially if
> you consider the fact that these same people can add hundreds of
> points to their own ratings by logging in with dummy user accounts
> on other computers.]]> Tue, 31 Mar 2009 15:08:05 -0400

On Mar 31 02:58 PM carey_jim wrote:

> Caveat Emptor:
>
> The rating system on Seeking Alpha is worthless if you have posted
> many hundreds of comments.
>
> Why? Some posters, rather than debating a post they don't agree with,
> or simply giving it a minus one rating, go through previous posts
> and randomly assign minus ones, bringing down your overall positive
> point rating to whatever rating they think it should be.
>
> My rating has gone down at least a hundred points that way in the
> last month or so.
>
> It makes the Seeking Alpha rating system worthless especially if
> you consider the fact that these same people can add hundreds of
> points to their own ratings by logging in with dummy user accounts
> on other computers.]]> http://seekingalpha.com/article/128574-gm-change-is-good-but-jobs-are-needed?source=feed#comment-446348 446348
What I meant to say was is this article for real? What a wonderful new idea this author has discovered. The government can just print money and give it to people and they will spend and people can go back to work. Wow we should tell the rest of the world about this new idea. Why would SA allow this on its site. Give every taxpayer $250,000! Well the other thing that would happen Mr. Cappell is a massive decline in the value of the dollar and a huge rise in prices. Please go to a local community college and take an introduction to macro economics so you can learn about monetary inflation. Seeking Alpha please do a better job of editing.]]> Tue, 31 Mar 2009 10:03:23 -0400
What I meant to say was is this article for real? What a wonderful new idea this author has discovered. The government can just print money and give it to people and they will spend and people can go back to work. Wow we should tell the rest of the world about this new idea. Why would SA allow this on its site. Give every taxpayer $250,000! Well the other thing that would happen Mr. Cappell is a massive decline in the value of the dollar and a huge rise in prices. Please go to a local community college and take an introduction to macro economics so you can learn about monetary inflation. Seeking Alpha please do a better job of editing.]]> http://seekingalpha.com/article/128574-gm-change-is-good-but-jobs-are-needed?source=feed#comment-446331 446331


]]> Tue, 31 Mar 2009 09:58:22 -0400


]]> http://seekingalpha.com/article/128679-austrian-school-of-economics-not-tough-enough?source=feed#comment-446296 446296

"Once all the weak structures are repaired and the bunglers dismissed, the smart guys can do what smart guys are capable of doing, and folks that's a lot."]]> Tue, 31 Mar 2009 09:43:51 -0400

"Once all the weak structures are repaired and the bunglers dismissed, the smart guys can do what smart guys are capable of doing, and folks that's a lot."]]> http://seekingalpha.com/article/128693-kick-starting-employment-an-obligation-before-obama-s-administration?source=feed#comment-446261 446261
"The administration has an obligation to protect people from cyclical fluctuations in the economy, to help them avoid losing their jobs, their houses, and other sources of security."]]> Tue, 31 Mar 2009 09:30:59 -0400
"The administration has an obligation to protect people from cyclical fluctuations in the economy, to help them avoid losing their jobs, their houses, and other sources of security."]]> http://seekingalpha.com/article/127276-the-economy-s-next-move-sugar-high-followed-by-dollar-crash?source=feed#comment-436420 436420 Mon, 23 Mar 2009 09:58:52 -0400 http://seekingalpha.com/article/127262-google-ventures-ready-to-launch-not-the-best-use-of-capital?source=feed#comment-435346 435346 Sun, 22 Mar 2009 11:49:00 -0400 http://seekingalpha.com/article/126772-truth-and-consequences-of-the-fed-purchasing-treasuries?source=feed#comment-432443 432443

On Mar 19 08:58 AM Steve in Greensboro wrote:

> Thanks, Mr. Hansen, for the article. Here's my impression, for what
> it's worth.
>
> Bernanke does not think he is debasing the USD by buying Treasuries.
> Bernanke is fighting the last war (The First Great Depression) and
> according to his reading of history, deflation was the enemy. The
> fact that there is no sign of deflation doesn't matter. Bernanke
> fears the current disinflation as a precursor to real deflation.
> He wants higher levels of inflation, just to be safe. To achieve
> this, he wants to increase the money suppy by any means available.
>
>
> He thinks that at some point, when growth begins again (and double
> digit inflation starts up), he can resell Treasuries to soak up the
> excess money. This is why he will try to trade the toxic assets he
> has now on the Fed's balance sheet to the government for Treasuries
> on the theory that the reselling of Treasuries will be easier, when
> the time comes.
>
> Bernanke is grossly misreading history and economics. As many others
> have said, we are headed toward an inflationary depression, due to
> gross mismanagement of the money supply by Bernanke and reckless
> spending by the U.S. government.
>
> We are bolted into the barrel and going over the falls. Everybody
> hang on.]]> Thu, 19 Mar 2009 12:42:02 -0400

On Mar 19 08:58 AM Steve in Greensboro wrote:

> Thanks, Mr. Hansen, for the article. Here's my impression, for what
> it's worth.
>
> Bernanke does not think he is debasing the USD by buying Treasuries.
> Bernanke is fighting the last war (The First Great Depression) and
> according to his reading of history, deflation was the enemy. The
> fact that there is no sign of deflation doesn't matter. Bernanke
> fears the current disinflation as a precursor to real deflation.
> He wants higher levels of inflation, just to be safe. To achieve
> this, he wants to increase the money suppy by any means available.
>
>
> He thinks that at some point, when growth begins again (and double
> digit inflation starts up), he can resell Treasuries to soak up the
> excess money. This is why he will try to trade the toxic assets he
> has now on the Fed's balance sheet to the government for Treasuries
> on the theory that the reselling of Treasuries will be easier, when
> the time comes.
>
> Bernanke is grossly misreading history and economics. As many others
> have said, we are headed toward an inflationary depression, due to
> gross mismanagement of the money supply by Bernanke and reckless
> spending by the U.S. government.
>
> We are bolted into the barrel and going over the falls. Everybody
> hang on.]]> http://seekingalpha.com/article/126598-is-deflation-done?source=feed#comment-430465 430465 Wed, 18 Mar 2009 10:15:25 -0400 http://seekingalpha.com/article/126292-nervous-about-mlps?source=feed#comment-429028 429028 Tue, 17 Mar 2009 09:50:25 -0400 http://seekingalpha.com/article/126151-atlas-pipelines-i-m-out-of-here?source=feed#comment-427970 427970 Mon, 16 Mar 2009 13:55:24 -0400 http://seekingalpha.com/article/126081-adding-to-my-short-position-in-potash?source=feed#comment-427639 427639 Mon, 16 Mar 2009 11:19:14 -0400