naturalsol's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/159476/comments http://seekingalpha.com/article/121680-your-oil-stocks-aren-t-coming-back?source=feed#comment-397615 397615 Sat, 21 Feb 2009 09:30:18 -0500 http://seekingalpha.com/article/99240-what-happens-when-banks-are-nationalized?source=feed#comment-278338 278338
interesting that it is only happening in countries/zones with central banks, no?

and yes fraud/greed can be relied upon.]]> Thu, 09 Oct 2008 20:54:55 -0400
interesting that it is only happening in countries/zones with central banks, no?

and yes fraud/greed can be relied upon.]]> http://seekingalpha.com/article/97993-the-economy-won-t-be-ignored?source=feed#comment-270365 270365
pretty grim, slim.]]> Wed, 01 Oct 2008 09:50:33 -0400
pretty grim, slim.]]> http://seekingalpha.com/article/97857-what-is-hank-paulson-thinking?source=feed#comment-269128 269128
tough row to hoe. more inflation won't improve our standard of living without pay raises which aren't probably going to happen.

look out for back doors. The comment regarding the FDIC...i saw somewhere how the FDIC was terribly under capitalized, and less than 1/10th or so (if i'm remembering correctly) of current deposits under 100k were even really insurable.

The Fed could give the FDIC cash and then the FDIC pass it to companies without a bill or a vote....The Fed has given money directly to Mexico without a Congressional vote...

I'm hesitant to believe that something good could actually come out of this "democracy" (really republic) at the federal level... If the bill is defeated...stay vigilant for backdoor attempts to disperse that money...

I hope i'm wrong]]> Mon, 29 Sep 2008 21:21:04 -0400
tough row to hoe. more inflation won't improve our standard of living without pay raises which aren't probably going to happen.

look out for back doors. The comment regarding the FDIC...i saw somewhere how the FDIC was terribly under capitalized, and less than 1/10th or so (if i'm remembering correctly) of current deposits under 100k were even really insurable.

The Fed could give the FDIC cash and then the FDIC pass it to companies without a bill or a vote....The Fed has given money directly to Mexico without a Congressional vote...

I'm hesitant to believe that something good could actually come out of this "democracy" (really republic) at the federal level... If the bill is defeated...stay vigilant for backdoor attempts to disperse that money...

I hope i'm wrong]]> http://seekingalpha.com/article/96497-we-ve-crossed-the-line-from-capitalism-to-socialism?source=feed#comment-260949 260949
so... what line are you talking about?]]> Sun, 21 Sep 2008 20:02:04 -0400
so... what line are you talking about?]]> http://seekingalpha.com/article/94304-a-first-look-inside-the-fannie-freddie-bailout-plan?source=feed#comment-247499 247499
Loose lending was encouraged for this reason, and the money top gives away USD for the same reason.

there's my two cents.

--I kicked myself fot not buying Bear Stearns the Friday prior to the Monday bailout announcement... I wonder what this will do to FNM and FREs' stock prices...??]]> Sun, 07 Sep 2008 12:13:39 -0400
Loose lending was encouraged for this reason, and the money top gives away USD for the same reason.

there's my two cents.

--I kicked myself fot not buying Bear Stearns the Friday prior to the Monday bailout announcement... I wonder what this will do to FNM and FREs' stock prices...??]]> http://seekingalpha.com/article/89962-rentech-homegrown-synthetic-fuel-on-the-near-horizon?source=feed#comment-227743 227743 Mon, 11 Aug 2008 10:42:08 -0400 http://seekingalpha.com/article/89962-rentech-homegrown-synthetic-fuel-on-the-near-horizon?source=feed#comment-225869 225869
1) Heat comes from natural gas, which is subject to considerable price variation. If RTK would use solar PV and electic arc or something to produce heat, it would be more attractive.
2) Coal is used for electricity generation. The Fischer-Tropsch CTL process is about 70% efficient. One barrel of oil requires about 192kg of coal to to be produced usin CTL. This means we need a daily 4.4 billion kg increase to current coal output in order to meet 23 million bbl/day completely from coal. This is a very large increase in daily coal output, and challenging to meet.

Of course, a combined GTL, CTL, Wind, Solar, Biogas, Algae fuel will better address the petroleum crisis, and we probably will not rely solely on CTL.

But! CTL is expensive b/c 1) we need coal for power plants, 2) mining operations would need to be significantly increased to meet a new demand, 3) mining is polluting

But RTK is probably a good buy at this price...looking down the road.

nice article.]]> Fri, 08 Aug 2008 09:04:12 -0400
1) Heat comes from natural gas, which is subject to considerable price variation. If RTK would use solar PV and electic arc or something to produce heat, it would be more attractive.
2) Coal is used for electricity generation. The Fischer-Tropsch CTL process is about 70% efficient. One barrel of oil requires about 192kg of coal to to be produced usin CTL. This means we need a daily 4.4 billion kg increase to current coal output in order to meet 23 million bbl/day completely from coal. This is a very large increase in daily coal output, and challenging to meet.

Of course, a combined GTL, CTL, Wind, Solar, Biogas, Algae fuel will better address the petroleum crisis, and we probably will not rely solely on CTL.

But! CTL is expensive b/c 1) we need coal for power plants, 2) mining operations would need to be significantly increased to meet a new demand, 3) mining is polluting

But RTK is probably a good buy at this price...looking down the road.

nice article.]]> http://seekingalpha.com/article/89388-the-obama-mccain-energy-charade-nothing-but-empty-ideas?source=feed#comment-223790 223790 1) Polywell Fusion Research at EMC2
2) Coal to Liquid Technology (across the board)

America has lots of coal, it can be converted to petroleum with about 70% efficiency, and costs about 2X what oil does to produce.

As far as hydrocarbons go, 40 yrs of oil left globally, America has coal. Why not increase mining rate and use the coal? Environmentally dirty...so clean it up. Treat mining waste like nuclear waste.

I was hyped about Algal biopetroleum...then i found that it currently costs about $1,600.00/bbl to produce.

We have no patch to replace oil at present. Our best bet, America, is to use what we have: COAL. ]]> Wed, 06 Aug 2008 08:01:28 -0400 1) Polywell Fusion Research at EMC2
2) Coal to Liquid Technology (across the board)

America has lots of coal, it can be converted to petroleum with about 70% efficiency, and costs about 2X what oil does to produce.

As far as hydrocarbons go, 40 yrs of oil left globally, America has coal. Why not increase mining rate and use the coal? Environmentally dirty...so clean it up. Treat mining waste like nuclear waste.

I was hyped about Algal biopetroleum...then i found that it currently costs about $1,600.00/bbl to produce.

We have no patch to replace oil at present. Our best bet, America, is to use what we have: COAL. ]]> http://seekingalpha.com/article/89052-tuesday-outlook-commodities-emerging-markets?source=feed#comment-222959 222959 Tue, 05 Aug 2008 08:16:05 -0400 http://seekingalpha.com/article/88976-how-merrill-lynch-moved-its-microwave-ovens?source=feed#comment-222691 222691 Mon, 04 Aug 2008 17:32:24 -0400 http://seekingalpha.com/article/88725-is-the-u-s-banking-system-safe?source=feed#comment-222070 222070 Mon, 04 Aug 2008 08:28:20 -0400 http://seekingalpha.com/article/88170-2-schools-of-thought-on-buying-bank-stocks?source=feed#comment-219474 219474 Thu, 31 Jul 2008 13:25:01 -0400 http://seekingalpha.com/article/87913-no-the-financial-crisis-is-not-over?source=feed#comment-218943 218943
On financials, on hope they keep dropping cause my shorts are around my ankles after this fucking rally. ]]> Wed, 30 Jul 2008 22:57:12 -0400
On financials, on hope they keep dropping cause my shorts are around my ankles after this fucking rally. ]]> http://seekingalpha.com/article/88089-more-liquidity-from-the-fed-welcome-to-the-roach-motel?source=feed#comment-218926 218926 Wed, 30 Jul 2008 22:23:35 -0400 http://seekingalpha.com/article/87338-too-late-to-the-oil-party-consider-an-alternative-part-ii?source=feed#comment-216295 216295
well, Kailing, how about volatility in oil prices...yes they are down now, but for how long?

also, speaking of clean energy, the only viable hydrocarbon substitute as far as i can tell, is algal fuel. what about those companies?]]> Mon, 28 Jul 2008 08:36:48 -0400
well, Kailing, how about volatility in oil prices...yes they are down now, but for how long?

also, speaking of clean energy, the only viable hydrocarbon substitute as far as i can tell, is algal fuel. what about those companies?]]> http://seekingalpha.com/article/85802-struggling-amd-is-still-searching-for-inspiration?source=feed#comment-214122 214122
well, as far as AMD goes, it could become a penny stock. not sure about $1, damn, but $3...quite possible...ironic that the "teraflop barrier broken" headline came just before a near 50% drop in share price...And what of the barrier being broken...? not a word since the initial announcement...wtf? Very little looks bullish right now, and I believe AMD simply fell with the market. Companies perceived as crappy are dumped first in bearish times. AMD needs to start over, meaning no new announcements until the product is 100% OK and ready to ship the next week, stop fighting Intel and just make a better product, and bring in some fresh blood to management. And selling ATI may not be a bad idea as someone mentioned.

Acquisition does seem possible, big up Tuttle.

What was with the rally a couple months back?]]> Fri, 25 Jul 2008 08:41:39 -0400
well, as far as AMD goes, it could become a penny stock. not sure about $1, damn, but $3...quite possible...ironic that the "teraflop barrier broken" headline came just before a near 50% drop in share price...And what of the barrier being broken...? not a word since the initial announcement...wtf? Very little looks bullish right now, and I believe AMD simply fell with the market. Companies perceived as crappy are dumped first in bearish times. AMD needs to start over, meaning no new announcements until the product is 100% OK and ready to ship the next week, stop fighting Intel and just make a better product, and bring in some fresh blood to management. And selling ATI may not be a bad idea as someone mentioned.

Acquisition does seem possible, big up Tuttle.

What was with the rally a couple months back?]]> http://seekingalpha.com/article/85873-short-sales-sec-turns-back-the-clock-to-1931?source=feed#comment-210185 210185 ]]> Sun, 20 Jul 2008 20:08:36 -0400 ]]> http://seekingalpha.com/article/84628-dollar-hurt-by-geopolitical-concerns-and-high-oil?source=feed#comment-202987 202987 Fri, 11 Jul 2008 10:57:28 -0400 http://seekingalpha.com/article/84299-how-far-could-oil-prices-fall?source=feed#comment-202652 202652
However, Oil is LIMITED in SUPPLY. simple. We will see increases when Iraq comes into play, coastlines, coal to liquid, hell maybe algae will fix the whole problem.

But for now, right now, Oil is quite probably going to at least 160 this year with equivalent disruptions in indexes heavily dependent on petroleum products (Dow first, NASDAQ later...any thoughts?)

Why do so few think about supply and demand when it comes to Oil?]]> Thu, 10 Jul 2008 21:23:58 -0400
However, Oil is LIMITED in SUPPLY. simple. We will see increases when Iraq comes into play, coastlines, coal to liquid, hell maybe algae will fix the whole problem.

But for now, right now, Oil is quite probably going to at least 160 this year with equivalent disruptions in indexes heavily dependent on petroleum products (Dow first, NASDAQ later...any thoughts?)

Why do so few think about supply and demand when it comes to Oil?]]> http://seekingalpha.com/article/84299-how-far-could-oil-prices-fall?source=feed#comment-201738 201738 Wed, 09 Jul 2008 16:25:38 -0400 http://seekingalpha.com/article/84027-tuesday-outlook-commodities-emerging-markets?source=feed#comment-200483 200483
one problem ~ oil supply. I believe can be temporary...fuel from algae DOES look realistic and promising in the near term.

the other problem ~ i remember gold at 300...if the fed did contract the money supply that price would come back, or something near it. And contract the money supply is what the Fed did after the 1929 crash...if any meaty connection can be made i'm not sure.

they've been crashing the dollar to usher in the Amero. possibly.

Until we get abundant energy, we can count on destabilized markets. And our screwed up currency doesn't help...and if the nations of earth get tired of paying for their oil with dollars, we could have another problem...

Thanks Fry ~ always insightful]]> Tue, 08 Jul 2008 08:53:04 -0400
one problem ~ oil supply. I believe can be temporary...fuel from algae DOES look realistic and promising in the near term.

the other problem ~ i remember gold at 300...if the fed did contract the money supply that price would come back, or something near it. And contract the money supply is what the Fed did after the 1929 crash...if any meaty connection can be made i'm not sure.

they've been crashing the dollar to usher in the Amero. possibly.

Until we get abundant energy, we can count on destabilized markets. And our screwed up currency doesn't help...and if the nations of earth get tired of paying for their oil with dollars, we could have another problem...

Thanks Fry ~ always insightful]]> http://seekingalpha.com/article/81519-oil-hits-140-what-could-trigger-a-reverse?source=feed#comment-187549 187549
i don't believe any number i didn't reach by my own measurements/calculati... the McCain number was just the first one i came across on a google. Search for yourself.

i looked again and the best estimates are still around 31 billion barrels on the US coastlines.

i'm not making this up!! However, some folks claim we have plenty of oil. Well for the next 30 years or so (at current rates of consumption) including coastlines, and total US fields... I believe it was BP's chairman that stated within the last seven months that the world has 39 years worth left.

energy.pressandjournal...

Maybe its a scam, big oil is distorting prices...I mean seriously who better to mess with the supply end?? But why? ... i don't have any thoughts on that yet...

If the world is approaching the end of easy to get to oil...Think about it ~ Western economies have been built on this stuff, and our "growth" not just maintaing current conditions, is dependent on having more energy... And the world may be staring at the finish line of oil.

whatever.]]> Wed, 18 Jun 2008 08:41:48 -0400
i don't believe any number i didn't reach by my own measurements/calculati... the McCain number was just the first one i came across on a google. Search for yourself.

i looked again and the best estimates are still around 31 billion barrels on the US coastlines.

i'm not making this up!! However, some folks claim we have plenty of oil. Well for the next 30 years or so (at current rates of consumption) including coastlines, and total US fields... I believe it was BP's chairman that stated within the last seven months that the world has 39 years worth left.

energy.pressandjournal...

Maybe its a scam, big oil is distorting prices...I mean seriously who better to mess with the supply end?? But why? ... i don't have any thoughts on that yet...

If the world is approaching the end of easy to get to oil...Think about it ~ Western economies have been built on this stuff, and our "growth" not just maintaing current conditions, is dependent on having more energy... And the world may be staring at the finish line of oil.

whatever.]]> http://seekingalpha.com/article/81519-oil-hits-140-what-could-trigger-a-reverse?source=feed#comment-187125 187125
Shale and liquid oil are different...absolutely... However, the relevant end products are very similar and both would feed into the existing fossil fuel infrastructure.

Pockyclips ~ that's a problem. Real food for thought there.

mmmarkk ... lol,nice name. ah, the problems i was thinking of were habitat destruction and potential spill issues. Yes, its exponentially less destructive than strip mining.

man i've got a lot of time on my hands.

]]> Tue, 17 Jun 2008 12:22:53 -0400
Shale and liquid oil are different...absolutely... However, the relevant end products are very similar and both would feed into the existing fossil fuel infrastructure.

Pockyclips ~ that's a problem. Real food for thought there.

mmmarkk ... lol,nice name. ah, the problems i was thinking of were habitat destruction and potential spill issues. Yes, its exponentially less destructive than strip mining.

man i've got a lot of time on my hands.

]]> http://seekingalpha.com/article/81519-oil-hits-140-what-could-trigger-a-reverse?source=feed#comment-186878 186878
mining the oil shale is environmentally disruptive, much like drilling our coastlines. We have no quick fix that will work, and prolonging our fossil fuel depence (as if there was another option) will require utilizing gasification of natural gas, oil shale mining and cracking, increased coal mining and liquifying, and probable establishing new rigs on the coast.

However all of that merely buys us time. Perhaps 100 years or so...who knows? We need a long term alternative.

When B*sh talks his gibberish and mentions a "simple chemical reaction" that gives hydrogen gas from water...he doesn't mention, or perhaps know, that the reaction 2H2O ---> 2H2 + O2 requires energy input...even if the recently discovered almost perfectly efficient MnFe3O4 catalyst still requires energy input to give hydrogen. Even if some quantum system is devised utilizing tunneling to lower the required energy...some energy is required...
Nothing is coming down the pipe until...well, thermonuclear fusion is safely/effectively harnessed.

And we are running low on cheap, easy to access/produce, energy (OIL). That's whats with the prices.

Cmon...i'm so sick of hearing blame on speculators, and financial instruments.... what happened to supply and demand? Yes, supply can be doctored by big oil, and yes demand can dampened...however oil is non-renewable after all.

the real production limits had to be reached sometime.]]> Tue, 17 Jun 2008 04:33:48 -0400
mining the oil shale is environmentally disruptive, much like drilling our coastlines. We have no quick fix that will work, and prolonging our fossil fuel depence (as if there was another option) will require utilizing gasification of natural gas, oil shale mining and cracking, increased coal mining and liquifying, and probable establishing new rigs on the coast.

However all of that merely buys us time. Perhaps 100 years or so...who knows? We need a long term alternative.

When B*sh talks his gibberish and mentions a "simple chemical reaction" that gives hydrogen gas from water...he doesn't mention, or perhaps know, that the reaction 2H2O ---> 2H2 + O2 requires energy input...even if the recently discovered almost perfectly efficient MnFe3O4 catalyst still requires energy input to give hydrogen. Even if some quantum system is devised utilizing tunneling to lower the required energy...some energy is required...
Nothing is coming down the pipe until...well, thermonuclear fusion is safely/effectively harnessed.

And we are running low on cheap, easy to access/produce, energy (OIL). That's whats with the prices.

Cmon...i'm so sick of hearing blame on speculators, and financial instruments.... what happened to supply and demand? Yes, supply can be doctored by big oil, and yes demand can dampened...however oil is non-renewable after all.

the real production limits had to be reached sometime.]]> http://seekingalpha.com/article/81397-the-great-oil-deception-part-two?source=feed#comment-186095 186095
Who produced the equipment and ran operations??? I bet that if you looked at oil rich nations during that time frame that probably you would find their operation and equipment costs were average if not lower.

Note also this time period is after the 1970s US oil peak.

The current trend may very well be due to the world known oil peak (post 2005)...although some more wells may be drilled yet to slow decline...]]> Sun, 15 Jun 2008 20:20:01 -0400
Who produced the equipment and ran operations??? I bet that if you looked at oil rich nations during that time frame that probably you would find their operation and equipment costs were average if not lower.

Note also this time period is after the 1970s US oil peak.

The current trend may very well be due to the world known oil peak (post 2005)...although some more wells may be drilled yet to slow decline...]]> http://seekingalpha.com/article/80438-preparing-for-the-fall?source=feed#comment-181083 181083
nobody knows shit. including me.

There is some, I believe, TRUE info in the article and in the written responses...as in "true" from that omniscient all correct perspective.

a bunch of squirrels posting ideas about how to get 100 nuts in a forest with 5.

shorts....seriously. as long as there is a market, it will go either up or down.

Ok.. once you get that idea, try to watch the thing and see how high or low it goes... try to watch its movements like you are stalking prey... watch the parameters... jesus, i barely have time to explain this.

Expert? no. but i understand a little.
]]> Sun, 08 Jun 2008 00:34:49 -0400
nobody knows shit. including me.

There is some, I believe, TRUE info in the article and in the written responses...as in "true" from that omniscient all correct perspective.

a bunch of squirrels posting ideas about how to get 100 nuts in a forest with 5.

shorts....seriously. as long as there is a market, it will go either up or down.

Ok.. once you get that idea, try to watch the thing and see how high or low it goes... try to watch its movements like you are stalking prey... watch the parameters... jesus, i barely have time to explain this.

Expert? no. but i understand a little.
]]> http://seekingalpha.com/article/80438-preparing-for-the-fall?source=feed#comment-180865 180865 Sat, 07 Jun 2008 10:45:59 -0400 http://seekingalpha.com/article/80438-preparing-for-the-fall?source=feed#comment-180847 180847 Anyhow, what got me was a description of a cycle that was known in the markets even back then ~ depression, revival, prosperity, over-extension of credit, then back to depression... sound like the housing bubble? its an old story...although i believe what Cragg called depression we call recession.

What is different now is PETROLEUM. If we are running into a production ceiling...expect wars...famine....major problems globally.

That'll potentially destabilize markets to say the least. I say, on US exchanges, go with commodities, top defense contractors, and oil futures...see where that takes you over the next three years.]]> Sat, 07 Jun 2008 10:16:57 -0400 Anyhow, what got me was a description of a cycle that was known in the markets even back then ~ depression, revival, prosperity, over-extension of credit, then back to depression... sound like the housing bubble? its an old story...although i believe what Cragg called depression we call recession.

What is different now is PETROLEUM. If we are running into a production ceiling...expect wars...famine....major problems globally.

That'll potentially destabilize markets to say the least. I say, on US exchanges, go with commodities, top defense contractors, and oil futures...see where that takes you over the next three years.]]> http://seekingalpha.com/article/80438-preparing-for-the-fall?source=feed#comment-180835 180835 Sat, 07 Jun 2008 09:56:25 -0400