SD CDL's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/168509/comments http://seekingalpha.com/article/72052-the-cheap-oil-syndrome-3-stocks-to-benefit?source=feed#comment-150604 150604
Eric H's point is moot because the 3 trillion is off balance sheet, you did not pay for it with this year's filing of taxes, or the year before...or the year before. We opened another credit card in the US taxpayer's name so since it was all borrrowed and will never be paid back, we couldn't have used it because technically it was never there. I'll agree that if we're going borrow 3 trillion we should have put it to finding alternative energy. The problem is that gov't isn't the best group for it...i.e. ethanol and the devastation it has done to corn (consumers that is). We will all pay for the war with inflation, the stealth tax. We'll never pay off the national day in real dollars anyways, it will be inflated away or rendered worthless when we switch to a new currency (Amero?).

Maybe we shouldn't have constructed our entire society on cheap oil...doh!]]> Mon, 14 Apr 2008 16:36:36 -0400
Eric H's point is moot because the 3 trillion is off balance sheet, you did not pay for it with this year's filing of taxes, or the year before...or the year before. We opened another credit card in the US taxpayer's name so since it was all borrrowed and will never be paid back, we couldn't have used it because technically it was never there. I'll agree that if we're going borrow 3 trillion we should have put it to finding alternative energy. The problem is that gov't isn't the best group for it...i.e. ethanol and the devastation it has done to corn (consumers that is). We will all pay for the war with inflation, the stealth tax. We'll never pay off the national day in real dollars anyways, it will be inflated away or rendered worthless when we switch to a new currency (Amero?).

Maybe we shouldn't have constructed our entire society on cheap oil...doh!]]> http://seekingalpha.com/article/72052-the-cheap-oil-syndrome-3-stocks-to-benefit?source=feed#comment-150590 150590
This nationalization of oil around the globe and war in Iraq(setting up a police station) are all chess board moves for later this century when resource conflict is open and regular. With billions wanting to live like America, shortages will ensue. Eventually a new source will overtake oil but the trillion dollar question is what...and is it in time.

Kind of bleak outlook but a gallon of oil is STILL cheaper than a gallon of milk and look at the backlash. It may be worth it buy a home close to work or a motorcycle with enough land to grow food for a family or two...just in case. Past returns do not guarantee future results.

Or we could breakthrough in sun or wind technology or something and forget the whole thing. ]]> Mon, 14 Apr 2008 16:11:10 -0400
This nationalization of oil around the globe and war in Iraq(setting up a police station) are all chess board moves for later this century when resource conflict is open and regular. With billions wanting to live like America, shortages will ensue. Eventually a new source will overtake oil but the trillion dollar question is what...and is it in time.

Kind of bleak outlook but a gallon of oil is STILL cheaper than a gallon of milk and look at the backlash. It may be worth it buy a home close to work or a motorcycle with enough land to grow food for a family or two...just in case. Past returns do not guarantee future results.

Or we could breakthrough in sun or wind technology or something and forget the whole thing. ]]> http://seekingalpha.com/article/71077-gold-stocks-too-much-speculative-risk-for-my-taste?source=feed#comment-136228 136228 Note: I also don't think gold will rise forever, but we're only in the 2 or 3rd inning people.]]> Thu, 03 Apr 2008 18:50:00 -0400 Note: I also don't think gold will rise forever, but we're only in the 2 or 3rd inning people.]]> http://seekingalpha.com/article/71077-gold-stocks-too-much-speculative-risk-for-my-taste?source=feed#comment-136046 136046
Agree with structuring around peak oil but oil/gas will also rise with the inflationary cycle.

Gold is Money!]]> Thu, 03 Apr 2008 12:46:47 -0400
Agree with structuring around peak oil but oil/gas will also rise with the inflationary cycle.

Gold is Money!]]> http://seekingalpha.com/article/70656-energy-inflation-and-gold?source=feed#comment-135404 135404 paultaut - great in pointing out what few mention about the commodities and the margain requirement...quick to attempt to attack gold when it makes a bull run but hands off on all other asset classes since in Greenspan's words, its too hard to identify on the way up.

midwest neighbor - we give our money to the Arabs because we want to drive our SUVs and trucks and want to plan society around cheap oil. That's like blaming a drug dealer for helping our addiction. Not sure what you mean about taking America down a peg or two but we've been overspending waaaaay to much and producing waaaay too little so in that sense, yes, we need to pull back...both individually and the Gub'ment. What is so unpatriotic about living with your means?

mkreisel - is ANWR enough? How many BPDs vs how much we consume...I think it won't even match yesterday's demand let alone tomorrow's. Numbers please ]]> Wed, 02 Apr 2008 14:43:35 -0400 paultaut - great in pointing out what few mention about the commodities and the margain requirement...quick to attempt to attack gold when it makes a bull run but hands off on all other asset classes since in Greenspan's words, its too hard to identify on the way up.

midwest neighbor - we give our money to the Arabs because we want to drive our SUVs and trucks and want to plan society around cheap oil. That's like blaming a drug dealer for helping our addiction. Not sure what you mean about taking America down a peg or two but we've been overspending waaaaay to much and producing waaaay too little so in that sense, yes, we need to pull back...both individually and the Gub'ment. What is so unpatriotic about living with your means?

mkreisel - is ANWR enough? How many BPDs vs how much we consume...I think it won't even match yesterday's demand let alone tomorrow's. Numbers please ]]> http://seekingalpha.com/article/69717-fedization-bear-s-rescue-presents-a-major-moral-hazard?source=feed#comment-133034 133034 Fri, 28 Mar 2008 12:18:10 -0400 http://seekingalpha.com/article/70012-why-i-don-t-own-commodities?source=feed#comment-132473 132473 Agree 100% that supply/demand is pushing it up but I think it is also the double whammy with accelerating M3 growth worldwide. Matt Simmon's "Twilight in the Desert" was a great book on the subject. So was "The Long Emergency" by John Knustler if you want to get a little more on the darker side.]]> Thu, 27 Mar 2008 12:43:00 -0400 Agree 100% that supply/demand is pushing it up but I think it is also the double whammy with accelerating M3 growth worldwide. Matt Simmon's "Twilight in the Desert" was a great book on the subject. So was "The Long Emergency" by John Knustler if you want to get a little more on the darker side.]]> http://seekingalpha.com/article/70012-why-i-don-t-own-commodities?source=feed#comment-131953 131953
Stockdude's point about exploration is true in as much as they are looking for resources but NOT finding them. The Petrobas find is deep beneath the ocean and will require expensive if not undevelopled technology. Much pricier than the stick-a-straw-in-the-g... Saudi oil. The Canadian oils sands are a mining operation with a bpd of maybe 2-3 million max...the global demand will eat through that in a year.

We've had barely a handful of major oil field discoveries since the 60's and a vast majority of producing countries are in decline. The 21st century will be defined by the quest for resources, you have already witnessed it with two wars in Iraq.

Ignore commodities at your own risk.]]> Wed, 26 Mar 2008 14:28:47 -0400
Stockdude's point about exploration is true in as much as they are looking for resources but NOT finding them. The Petrobas find is deep beneath the ocean and will require expensive if not undevelopled technology. Much pricier than the stick-a-straw-in-the-g... Saudi oil. The Canadian oils sands are a mining operation with a bpd of maybe 2-3 million max...the global demand will eat through that in a year.

We've had barely a handful of major oil field discoveries since the 60's and a vast majority of producing countries are in decline. The 21st century will be defined by the quest for resources, you have already witnessed it with two wars in Iraq.

Ignore commodities at your own risk.]]>