cdcaddy's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/166646/comments http://seekingalpha.com/article/108772-the-coming-dollar-deflation?source=feed#comment-319438 319438


On Dec 02 10:33 AM SWRichmond wrote:

> Patience, grasshopper.
>
> www.cnbc.com/id/280145...
>
> "Cost of Insuring Sovereign Debt Jumps to Record High"
>
> Referenced article points out the high, and growing risk of default
> in sovereign bonds, due essentially to the high demand for funds
> that governments are experiencing to fund various bailouts and stimulus
> packages. THESE PROGRAMS HAVE ONLY JUST BEGUN, and in many cases
> have not yet even begun to be funded.
>
> Hide in Treasuries if you choose. The "stock market is a generational
> buy" paradigm took more than a year to break, so too it will be with
> the "Treasuries as safe haven" paradigm. The herd is monumentally
> wrong.]]> Tue, 02 Dec 2008 23:51:47 -0500


On Dec 02 10:33 AM SWRichmond wrote:

> Patience, grasshopper.
>
> www.cnbc.com/id/280145...
>
> "Cost of Insuring Sovereign Debt Jumps to Record High"
>
> Referenced article points out the high, and growing risk of default
> in sovereign bonds, due essentially to the high demand for funds
> that governments are experiencing to fund various bailouts and stimulus
> packages. THESE PROGRAMS HAVE ONLY JUST BEGUN, and in many cases
> have not yet even begun to be funded.
>
> Hide in Treasuries if you choose. The "stock market is a generational
> buy" paradigm took more than a year to break, so too it will be with
> the "Treasuries as safe haven" paradigm. The herd is monumentally
> wrong.]]> http://seekingalpha.com/article/105779-the-future-of-ethanol?source=feed#comment-305012 305012 look at how even Obama is in the tank for corn ethanol...dismissing the idea of doing away with the 54 cent tariff on cane ethanol...


On Nov 13 08:54 AM Subsidy Eye wrote:

> John, if sweet sorghum is such a great idea, then why are 99% of
> the existing ethanol plants based on corn? Surely a company like
> ADM or VSE would have not been dumb enough to have overlooked the
> biofuel equivalent of money lying on the table.]]> Thu, 13 Nov 2008 09:43:15 -0500 look at how even Obama is in the tank for corn ethanol...dismissing the idea of doing away with the 54 cent tariff on cane ethanol...


On Nov 13 08:54 AM Subsidy Eye wrote:

> John, if sweet sorghum is such a great idea, then why are 99% of
> the existing ethanol plants based on corn? Surely a company like
> ADM or VSE would have not been dumb enough to have overlooked the
> biofuel equivalent of money lying on the table.]]> http://seekingalpha.com/article/105375-the-fed-money-machine-gears-up-to-print-trillions?source=feed#comment-303155 303155 Tue, 11 Nov 2008 13:29:12 -0500 http://seekingalpha.com/article/102132-corn-and-its-industry-the-next-tobacco?source=feed#comment-291925 291925 Mon, 27 Oct 2008 18:59:17 -0400 http://seekingalpha.com/article/100212-this-recession-will-be-anything-but-deep?source=feed#comment-283662 283662 Thu, 16 Oct 2008 11:05:13 -0400 http://seekingalpha.com/article/84132-john-hussman-is-there-a-possibility-of-60-oil?source=feed#comment-201392 201392 Wed, 09 Jul 2008 10:58:50 -0400 http://seekingalpha.com/article/84213-is-it-time-to-bet-against-oil?source=feed#comment-201378 201378 have wanted it...they will be hard pressed to see it fall. It wasn't by accident that Iran just launched a long range missle - and new fields will only fill in the gaps of those fields that are now lagging in production. There are so many factors in the price of oil now including the growing cost to find it - then extract it. Cheap oil is years away...but if anyone can find a way to replace it to some degree - it is the USA. Necessity is the mother of invention.]]> Wed, 09 Jul 2008 10:50:37 -0400 have wanted it...they will be hard pressed to see it fall. It wasn't by accident that Iran just launched a long range missle - and new fields will only fill in the gaps of those fields that are now lagging in production. There are so many factors in the price of oil now including the growing cost to find it - then extract it. Cheap oil is years away...but if anyone can find a way to replace it to some degree - it is the USA. Necessity is the mother of invention.]]> http://seekingalpha.com/article/81519-oil-hits-140-what-could-trigger-a-reverse?source=feed#comment-186657 186657 Mon, 16 Jun 2008 16:42:14 -0400 http://seekingalpha.com/article/78796-when-will-american-realize-the-world-has-changed?source=feed#comment-174080 174080 Mon, 26 May 2008 13:09:18 -0400 http://seekingalpha.com/article/78489-recent-oil-spike-irrational-exuberance?source=feed#comment-172058 172058 tapping into it. Face it - the world economy has some real soul searching to do to negate a dwindling natural resource. Add to this the fact that OPEC has no incentive to curtail rising prices until it adverserly
effects buying - right now - there's no incentive for them.

I would like to see how the market would react if we were to discontinue the speculative trading of oil [if it's even possible] ]]> Thu, 22 May 2008 15:42:24 -0400 tapping into it. Face it - the world economy has some real soul searching to do to negate a dwindling natural resource. Add to this the fact that OPEC has no incentive to curtail rising prices until it adverserly
effects buying - right now - there's no incentive for them.

I would like to see how the market would react if we were to discontinue the speculative trading of oil [if it's even possible] ]]> http://seekingalpha.com/article/78478-want-lower-gas-prices-ok-let-s-increase-supply?source=feed#comment-172047 172047 In short - we need to cut consumption and expand the resources we have with ethanol - just not corn based ethanol...
Our industrial power should be focused now on energy solutions for the near future and beyond...not beyond "oh when all the oil is gone what we we do"...]]> Thu, 22 May 2008 15:29:44 -0400 In short - we need to cut consumption and expand the resources we have with ethanol - just not corn based ethanol...
Our industrial power should be focused now on energy solutions for the near future and beyond...not beyond "oh when all the oil is gone what we we do"...]]> http://seekingalpha.com/article/77595-options-trader-friday-outlook?source=feed#comment-168904 168904 footnote to our politician's overall stupidity. The only way oil is ever going to come back down is with the global economies of the world using less fossil fuel and more alternative energy - who cares what we do - as the US slows, the BRIC is picking up [although you have to give Brazil a lot of credit for their cane based ethanol program]

Until we get our heads out of our congressional a** we're in for oil prices over $100 a barrel and then some...

PS - the way we getting screwed by our own congess - the American public is that "half a**ed muffin boy"]]> Fri, 16 May 2008 12:55:11 -0400 footnote to our politician's overall stupidity. The only way oil is ever going to come back down is with the global economies of the world using less fossil fuel and more alternative energy - who cares what we do - as the US slows, the BRIC is picking up [although you have to give Brazil a lot of credit for their cane based ethanol program]

Until we get our heads out of our congressional a** we're in for oil prices over $100 a barrel and then some...

PS - the way we getting screwed by our own congess - the American public is that "half a**ed muffin boy"]]> http://seekingalpha.com/article/77464-farm-bill-and-oil-prices?source=feed#comment-168885 168885 AND oil speculators are bullish because they know one thing - the days of cheap oil are over! AND when was the last time a government idea or regulation ever really solved anything??? ]]> Fri, 16 May 2008 12:40:14 -0400 AND oil speculators are bullish because they know one thing - the days of cheap oil are over! AND when was the last time a government idea or regulation ever really solved anything??? ]]> http://seekingalpha.com/article/76820-where-does-oil-go-from-here?source=feed#comment-166258 166258
Oil is off to the races until we rein in our consumption or find an alternative to replace it...]]> Mon, 12 May 2008 11:39:36 -0400
Oil is off to the races until we rein in our consumption or find an alternative to replace it...]]> http://seekingalpha.com/article/76225-death-of-the-suv?source=feed#comment-166255 166255 ethanol to the consumers. [seen any E85 stations in your area - not mine] Yes - SUVs as they are configured today will become a relic...
but we have problems bigger than an SUV to now fix...]]> Mon, 12 May 2008 11:33:15 -0400 ethanol to the consumers. [seen any E85 stations in your area - not mine] Yes - SUVs as they are configured today will become a relic...
but we have problems bigger than an SUV to now fix...]]> http://seekingalpha.com/article/76456-food-and-fuel-brazil-breaks-new-records?source=feed#comment-165131 165131 ethanol for 30 years...

ps. just look at the decrease in total energy [and water] required t make ethanol from cane vs corn...the next big move will be to sorgum
using even less water... ]]> Fri, 09 May 2008 16:44:22 -0400 ethanol for 30 years...

ps. just look at the decrease in total energy [and water] required t make ethanol from cane vs corn...the next big move will be to sorgum
using even less water... ]]> http://seekingalpha.com/article/69157-what-s-next-for-world-sugar?source=feed#comment-129863 129863 Fri, 21 Mar 2008 13:55:33 -0400