M. J. Docl

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    • Tue Oct 28th 11:23 AM | Rating: 0 0
      Commented on:
      Wall Street Breakfast: Must-Know News
      I am unable to refute the logic of those who suggest that it is flawed policy for Chrysler to be enabled to escape bankruptcy by a shotgun marriage with GM facilitated by the Federal goverment However I beleive the pessimism about the lack investment in petro chemical infrastructure is a bit over done.
      With a half full investor additude I am drawn to the logic that the buyout of Chrysler by a Investor group who have benefited in the past by accepting risk , Now the shoe is on the other foot and these investors will adjust their behavior and benefit from the experience . Vechile investors where long on Porche, short on VW trading, Now VW is @100 X 2009 earnings, so the insainity continues or fundemental restructuring in the automobile industry is underway. Time and strategic realingment will play out over the next several years
      As a economy and a political entity our committment to an energy independence is reflected in the articulated position of both major parties, althougn playing catch up with W Europe where tax policy and energy policy reflected their historical lack of oil resources. The accelerating empahsis on alternatives sources of energy, (nuclear, wind solar geothermal) the big oil firms are and have been reflecting this ultimately unavoidable day of flat to decreasing demands in developed economies for cpapcity increaees as some of these substitute sources come on line over the next decade.
      I am cautiously optimisitc but not a foolish beleiving that big oil will be the leaders in this move to mutliple new streams of energy. But they aren't foolish either Exxon is the 25th largest oil company in the world in terms of proven reserves. With less secuity of supply why would they invest incrementally in additional capacity to process someone elses resources?
      Troubling times if you are only willing to beleive in opportunity only if the world looks like yesterday. With that perspective however how do you swallow that Japanese auto makers are reporting significantly lowers earnings as the yen strengthens Also likely that you should be buying the US dollar and trust that it's 13% rise this year reflects in some part the fact that our diminished manufacturing base is properly hedged against raw materials bought in non US markets with local currency and utilizing it's increased productivity to continue to grow the base.
      The mattress isn't going to cut it. Government meddling is inevitable given voter activism and outrage, Reflect and invest yourself and your capital in what the new realities and demogrpahic forces will produce in new technological applications, expectations and participation of global populations.
      US and G-7 economies have exploited our historical postion to our benefit because of the ecomomic model of yesterday. Differentiation and benenfit in the future will not look like or be static because of our own past actions. How our government, business community and general population (now mobilized) take on the challenge of this new competeive landscape and expectations. Investors with human financial and political capital will be challenged to evolve . . . . are you up to it!
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    • Sun Oct 5th 17:13 PM | Rating: 0 0
      Commented on:
      36 Opportunities for the Beginning of the Bull
      We share Investa 's sentiment that credit availability will be a if not the ove riding reality in the next several years. In the past might have expected Infrastructure to have been "government investment" tool to jump start employment . Beleive that most have spent there allowance on increased braking on the implosion and will have little to place against increasing employment
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