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  • Weirdness Strikes The Crude Oil Market [View article]
    The slowdown in tanker traffic due to the record production in shale drilling? It is why Keystone XL is so important. With more oil, now, than Saudi Arabia in shale we also need tar sands oil from Canada. We just can't have enough oil. Oil movement is money.
    Jul 10, 2013. 10:27 AM | Likes Like |Link to Comment
  • Natural Gas Boom's Top 3 LNG Exporters: 2nd Promising Player, Dominion Resources [View article]
    D is a utility with terrific prospects. As a utility, it suffers decline as T-bond yields increase which they've been doing for a few weeks, now.
    LNG generated nitrogen fuel cell megawatt power generation?
    Jul 5, 2013. 01:26 PM | Likes Like |Link to Comment
  • Weirdness Strikes The Crude Oil Market [View article]
    If the jump in price was speculation over the Suez Canal (as it was Jan-May 2011) then the inventory numbers made little difference. It started a few weeks ago. Paul is right, that it is speculation. He's making the point that fundamental factors, if anything, should be bringing down the price.
    Jul 3, 2013. 06:10 PM | 1 Like Like |Link to Comment
  • Is Oil Finally Following Copper's Lead? [View article]
    Copper is the great predictor. It will predict rises in overall equity markets. Oil has been correlating roughly with the DOW. But copper will not predict the price of oil because of fundamental factors, primarily geopolitical.
    Jun 21, 2013. 11:57 AM | 1 Like Like |Link to Comment
  • Is Oil Finally Following Copper's Lead? [View article]
    If supply-and-demand laws are still valid then the price of oil should be falling. Shale drilling is responsible for a supply-side glut. The price rise this week and last was Syria and speculators who drive the price. What was more interesting was the level of Brent Crude. What does it mean when Brent crude comes closer in price to WTI crude? Again, is it supply?
    Large trucks, buses and trains are moving to natural gas, further reducing oil demand.
    Jun 21, 2013. 11:51 AM | 1 Like Like |Link to Comment
  • Bond prices (TLT -0.7%) slip following the more upbeat assessment of the economy from the FOMC. Higher growth and lower unemployment projections spell maybe a quicker schedule for tapering and eventual tightening, but materially lower inflation expectations say the opposite. Stocks give up a bit of ground as well, the S&P 500 (SPY -0.3%). The dollar (UUP +0.3%) pops higher across the board. [View news story]
    Bond prices fall, bond yields rise and mortgage interest rates drop. Still want to re-finance. Not too worried that I missed the boat.
    Jun 20, 2013. 11:52 AM | Likes Like |Link to Comment
  • Chevron Is A Well Oiled Dividend Machine Worth Buying For The Long Haul [View article]
    I wouldn't touch oil. Fracking for shale oil is going to make the supply of oil increase while demand continues to fall at an ever increasing pace. Equally abundant, cheaper and greener natural gas is supplanting diesel in large trucks & trains.
    May 21, 2013. 04:19 PM | Likes Like |Link to Comment
  • Billionaires Jim Simons And David Tepper Love These Stocks [View article]
    Greener & cheaper natural gas is supplanting the increasing supply of oil in large diesel powered trucks & trains. Natural gas & fuel cells will lower manufacturing costs. If Keystone then oil price will drop further.
    May 14, 2013. 11:02 AM | Likes Like |Link to Comment
  • GM Looking For Diesel Growth [View article]
    What is so great about diesel unless it is coupled with fuel saving technology? I bought my son a VW Jetta diesel TDI in 2009. It was the only vehicle diesel or gasoline that had turbocharging of a small bore engine and Direct Injection. It was by virtue of the small bore engine, turbocharging and Direct Injection that made that the only vehicle to buy him at the time. Now there is available CvVT and CVT to further improve efficiency. It makes no difference diesel or gas. Technology makes all the difference. I read about CVT (continuously variable transmission in the very early 70's in a Popular Mechanics or Popular Science magazine. Auto companies are so slow to adopt technology. GM is the best U.S. company for doing so and they are not too swift. The Koreans are the best in the world for doing so.
    Mar 21, 2012. 03:43 PM | 1 Like Like |Link to Comment
  • Many Reasons To Be Bullish On Ford Right Now [View article]
    It's like Ford is following CAFE target guide lines instead of market conditions. Ford behaves like Toyota and Honda. Like a Russian made car, they are unresponsive..
    Mar 14, 2012. 12:31 PM | 1 Like Like |Link to Comment
  • Many Reasons To Be Bullish On Ford Right Now [View article]
    It doesn't seem like Ford knows it's markets. What is almost first on consumers minds, less in the U.S. than abroad, is fuel economy.
    GM, as a U.S. based company, is leading in this area and sales of fuel efficient cars and light truck is tops. Hyundai and Kia are the leading foreign manufactures, I think, in fuel economy.
    Fuel economy is a combination of technologies.
    Google for 'Ford CVT CVVT GDI vehicles' and you will get not get anything about Ford vehicles. You will get a slew of Hyundai and Kia.
    The Koreans also understand, like GM, that turbocharging a small bore engine yields impressive power and economy when combined with GDI. I think they have also moved to CVT and CVVT along with with turbo and GDI. It was in my Google results.
    Mar 14, 2012. 12:10 PM | 1 Like Like |Link to Comment
  • Buy Pandora: After Such A Quarter, Do Not Lose Sight Of The Long-Term Opportunities [View article]
    I've been a satellite radio fan for many-a-year. Satellite radio means SiriusXM. I think Pandora marketing is not the best. My son, who is an avid music buff and who earns college money playing piano in an upscale restaurant and who also subscribes to satellite radio (that is, SiriusXM), didn't know about the control afforded by a subscription to Pandora. Will more subscribers make them profitable? I'm not sure given their royalty costs. Are their royalty costs comparable to satellite radio or Clear Channel? If satellite and Clear Channel can make money with a high volume listeners and advertising shouldn't Pandora? I'm looking at buying an Internet radio for my GF, she loves Pandora so much. Is Internet radio better quality than HD radio? I don't know.
    Mar 9, 2012. 12:54 PM | Likes Like |Link to Comment
  • Buy Pandora: After Such A Quarter, Do Not Lose Sight Of The Long-Term Opportunities [View article]
    I play and record drums to recorded music. I subscribe to satellite radio. When my satellite contract ends, I'm switching to Pandora. Subscribing to Pandora is going to be way less expensive and there is no talking which is what satellite radio does to prevent playing more music. Pandora is better because you have unlimited customization of the music you listen to when you subscribe. I bought a mini-notebook just for Pandora.
    Mar 8, 2012. 11:07 AM | Likes Like |Link to Comment
  • Buy Pandora: After Such A Quarter, Do Not Lose Sight Of The Long-Term Opportunities [View article]
    Do you subscribe? My GF does and she has unlimited control of her play lists. She can 'dislike' as many times as she wants. I have satellite radio and I prefer Pandora. I will switch as soon as my contract is done.
    Mar 8, 2012. 11:01 AM | Likes Like |Link to Comment
  • 4 Trends That Could Derail This Bull Market [View article]
    The Arrow (Hetz in Hebrew) missile defense system has been operational for years. Iran must know this. Iran's ballistic missiles are not much of a threat. Iran's issue is not with Israel or other Arab, oil producing states. It is with the U.S. and Europe over IAEA inspection refusal and sanctions. Israel has tactical nuclear weapons. The probability Iran will attack them is very low right now, I think. The probability Iran will attack other oil producers in the area is also quite low. Iran has few allies as it is. Syria? (LOL!). Of course anything they do, like sink a tanker in the straight, will send shivers through the markets. Any precipitous rise in the price of oil and gasoline is bad for any consumer driven economy. It slowed us down quite a bit last Spring. We didn't start to recover until August. The economic recovery from high oil and gas prices seems to be getting shorter, is all I'm saying. That they will go up because of tension is almost guaranteed. How long they will stay up is how fast markets correct the price. High gasoline prices started to get auto producers to produce more fuel efficient vehicles. Sales of fuel efficient cars were at record levels last and this year. GM is ahead of Ford, Toyota and Honda in non-hybrid and non-electric. GDI and turbocharging small engines.
    Mar 7, 2012. 05:51 PM | Likes Like |Link to Comment