arawak's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/168676/comments http://seekingalpha.com/article/91979-silver-etf-bull-market-remains-intact?source=feed#comment-235705 235705
WTF has God got do with SLV? Please keep the comments here on the analytical side. Lest God turn wrathful and SMITE you for being a money changer / lover.]]> Thu, 21 Aug 2008 12:36:33 -0400
WTF has God got do with SLV? Please keep the comments here on the analytical side. Lest God turn wrathful and SMITE you for being a money changer / lover.]]> http://seekingalpha.com/article/91744-e-trade-financial-carries-high-risk-reward?source=feed#comment-234853 234853
What are you talking about? They have the best OLB platform in the business, have the ONLY mobile trading system, and regularly get ranked #1 amongst the brokerages.

The ETFC name is strong and Layton is a no-nonsense, stubborn SOB who seems to be turning the corner. Witness the recent sale of ETFC canada.. It was a fantastic sale price given the environment and pretty much every analyst comment I read was in agreement.

This stock is a sleeping gem.]]> Wed, 20 Aug 2008 11:59:39 -0400
What are you talking about? They have the best OLB platform in the business, have the ONLY mobile trading system, and regularly get ranked #1 amongst the brokerages.

The ETFC name is strong and Layton is a no-nonsense, stubborn SOB who seems to be turning the corner. Witness the recent sale of ETFC canada.. It was a fantastic sale price given the environment and pretty much every analyst comment I read was in agreement.

This stock is a sleeping gem.]]> http://seekingalpha.com/article/84273-nuclear-power-s-second-coming-will-lead-to-a-uranium-boom?source=feed#comment-201686 201686 Wed, 09 Jul 2008 15:08:41 -0400 http://seekingalpha.com/article/83665-the-u-s-dollar-a-six-month-outlook?source=feed#comment-198072 198072
Go to silver, folks. Heck, any commodity will do. It's not that you'll necessarily be *making* money (in relation to what it can buy), but you might stay afloat as everyone else drowns in the quicksand of cheap, freshly printed greenbacks.]]> Thu, 03 Jul 2008 12:26:36 -0400
Go to silver, folks. Heck, any commodity will do. It's not that you'll necessarily be *making* money (in relation to what it can buy), but you might stay afloat as everyone else drowns in the quicksand of cheap, freshly printed greenbacks.]]> http://seekingalpha.com/article/80514-oil-will-peak-at-150-200-barron-s-interview?source=feed#comment-181891 181891
People, there are two definitions of peak oil and both are happening.

Definition 1 - Geology - Peak oil in terms of falling global production. We are at a plateau right now and it seems unlikely we'll be able to ramp up like we have in the past.

Definition 2 - Economics - Even if production can achieve some year-over-year gains, demand outpaces production growth which essentially translates to supply being constricted on a year-over-year basis.

Definition 2 is happening right now and definition 1 is a looming reality. Remember- OPEC and all others don't exactly have the most transparent accounting. They self-report their oil reserves which is what determines their production quota. ]]> Mon, 09 Jun 2008 11:55:09 -0400
People, there are two definitions of peak oil and both are happening.

Definition 1 - Geology - Peak oil in terms of falling global production. We are at a plateau right now and it seems unlikely we'll be able to ramp up like we have in the past.

Definition 2 - Economics - Even if production can achieve some year-over-year gains, demand outpaces production growth which essentially translates to supply being constricted on a year-over-year basis.

Definition 2 is happening right now and definition 1 is a looming reality. Remember- OPEC and all others don't exactly have the most transparent accounting. They self-report their oil reserves which is what determines their production quota. ]]> http://seekingalpha.com/article/76536-uranium-safely-and-efficiently-powering-the-future?source=feed#comment-164958 164958
No, you hit a "partisan lemming posting useless rhetoric on an investment board" nerve.

And now the best you can do is ask "what about solar"? Please leave and don't come back until you have something substantive to offer. The fading hope for SeekingAlpha was that it would be a place for intelligent discourse on investments. ]]> Fri, 09 May 2008 13:04:43 -0400
No, you hit a "partisan lemming posting useless rhetoric on an investment board" nerve.

And now the best you can do is ask "what about solar"? Please leave and don't come back until you have something substantive to offer. The fading hope for SeekingAlpha was that it would be a place for intelligent discourse on investments. ]]> http://seekingalpha.com/article/76536-uranium-safely-and-efficiently-powering-the-future?source=feed#comment-164906 164906
Please take your partisan rhetoric off of seekingAlpha and to the Yahoo message boards where it belongs. Lemming.]]> Fri, 09 May 2008 12:18:03 -0400
Please take your partisan rhetoric off of seekingAlpha and to the Yahoo message boards where it belongs. Lemming.]]> http://seekingalpha.com/article/76536-uranium-safely-and-efficiently-powering-the-future?source=feed#comment-164886 164886
While I won't get into an argue with you and your "credible" scientists, you overlook a very simple issue - we must have nuclear power. The price of oil is skyrocketing, ditto for coal and all other dirty sources of energy. Oil production has effectively plateaued and will start to decline in the next 5-10 years.

We need ever more terawatts of power and we're not going to get it from coal/oil/gas. Only U has the energy density and supply to power us for another 50-100 years while we diligently work on new energy sources and conservation.

Yes, I wish I could plug my house into a tree but I can't. Nobody particularly wants nuclear power but it is a reality that must be embraced.

"any outbreak of a larger mud vulcano somewhere in the ocean will kill ALL CO2 reduction effects achieved with hundreds of billions of wasted money"

Facile and erroneous.]]> Fri, 09 May 2008 11:54:51 -0400
While I won't get into an argue with you and your "credible" scientists, you overlook a very simple issue - we must have nuclear power. The price of oil is skyrocketing, ditto for coal and all other dirty sources of energy. Oil production has effectively plateaued and will start to decline in the next 5-10 years.

We need ever more terawatts of power and we're not going to get it from coal/oil/gas. Only U has the energy density and supply to power us for another 50-100 years while we diligently work on new energy sources and conservation.

Yes, I wish I could plug my house into a tree but I can't. Nobody particularly wants nuclear power but it is a reality that must be embraced.

"any outbreak of a larger mud vulcano somewhere in the ocean will kill ALL CO2 reduction effects achieved with hundreds of billions of wasted money"

Facile and erroneous.]]> http://seekingalpha.com/article/76093-the-dollar-and-asia-time-for-a-reversal?source=feed#comment-163314 163314
The dollar is down for a number of reasons that are only going to compound with time. For starters, massive US debt that has attained critical mass (it essentially can not be reduced at this point -- hiking taxes would savage a fragile economy leading to less tax revenue). Foreign creditors are rightfully wary of shipping more cash our direction for treasuries that are highly liable to be worth less and less, in real terms, with each passing month.

Couple in our soon-to-be-incomprehen... reliance on oil and it's guaranteed bullish trend which can only cause harm to the USA and, well... the greenback does indeed look a little sickly.]]> Wed, 07 May 2008 09:49:49 -0400
The dollar is down for a number of reasons that are only going to compound with time. For starters, massive US debt that has attained critical mass (it essentially can not be reduced at this point -- hiking taxes would savage a fragile economy leading to less tax revenue). Foreign creditors are rightfully wary of shipping more cash our direction for treasuries that are highly liable to be worth less and less, in real terms, with each passing month.

Couple in our soon-to-be-incomprehen... reliance on oil and it's guaranteed bullish trend which can only cause harm to the USA and, well... the greenback does indeed look a little sickly.]]> http://seekingalpha.com/article/70012-why-i-don-t-own-commodities?source=feed#comment-132377 132377 Once again you pass judgment on commodities based on "price levels." Sure, there is some element of fad investing in commodities right now but this is not like the "tech and telecom names of the late 90s." Those were entirely artificial bubbles based on wild speculation and collective insanity. Put away the chart for a second and look outside. There's not enough oil in the world to meet demand (hence willingness to find oil in 6,000 feet of water)!

The U.S. Energy Information Administration showed in 2008 a production peak in May 2005. Please explain away how oil is going to become cheaper given this fact?

On the food side, the hungry masses of India and China want more meat -- and now they can start to afford it! The world's population continues to swell but arable land is on the decline! See: www.tranquileye.com/cl.../

For the last couple decades the market has been a playpen for ideas to go boom and bust in, hence the temptation to consider this current boom to be a bust waiting to happen. Commodities prices, however, are much more closely tied to "real world" events and the real world is starting to look mighty crowded.

Couple all of the above with the inflationary pressure of a declining dollar (thanks to the US being an enormously irresponsible debtor nation) and the commodity boom is looking just fine.]]> Thu, 27 Mar 2008 10:22:38 -0400 Once again you pass judgment on commodities based on "price levels." Sure, there is some element of fad investing in commodities right now but this is not like the "tech and telecom names of the late 90s." Those were entirely artificial bubbles based on wild speculation and collective insanity. Put away the chart for a second and look outside. There's not enough oil in the world to meet demand (hence willingness to find oil in 6,000 feet of water)!

The U.S. Energy Information Administration showed in 2008 a production peak in May 2005. Please explain away how oil is going to become cheaper given this fact?

On the food side, the hungry masses of India and China want more meat -- and now they can start to afford it! The world's population continues to swell but arable land is on the decline! See: www.tranquileye.com/cl.../

For the last couple decades the market has been a playpen for ideas to go boom and bust in, hence the temptation to consider this current boom to be a bust waiting to happen. Commodities prices, however, are much more closely tied to "real world" events and the real world is starting to look mighty crowded.

Couple all of the above with the inflationary pressure of a declining dollar (thanks to the US being an enormously irresponsible debtor nation) and the commodity boom is looking just fine.]]> http://seekingalpha.com/article/70012-why-i-don-t-own-commodities?source=feed#comment-132130 132130
I remember even 15 years ago in school it was quoted that "if everyone lived with the per capita resource consumption of the US, we would need 3.5 Earths." Barring huge breakthroughs in science (rapid development of fusion reactors), living standards in the US are going to decline as everyone else rightfully comes to the table for a bite.

A previous poster mentioned offshore oil and the tar sands of Canada. We wouldn't even be CONSIDERING these oil sources if we were not desperate for every last drop of the black petro we can find. Tar sands are what they sound like -- several steps below the worst crap crude that comes out of Venezuela. Turning it into gasoline is going to require many more refining steps and extra energy resulting in ... higher oil prices!

Commodities may flap around here and there but the sky is the limit for the next several decades. ]]> Wed, 26 Mar 2008 20:44:23 -0400
I remember even 15 years ago in school it was quoted that "if everyone lived with the per capita resource consumption of the US, we would need 3.5 Earths." Barring huge breakthroughs in science (rapid development of fusion reactors), living standards in the US are going to decline as everyone else rightfully comes to the table for a bite.

A previous poster mentioned offshore oil and the tar sands of Canada. We wouldn't even be CONSIDERING these oil sources if we were not desperate for every last drop of the black petro we can find. Tar sands are what they sound like -- several steps below the worst crap crude that comes out of Venezuela. Turning it into gasoline is going to require many more refining steps and extra energy resulting in ... higher oil prices!

Commodities may flap around here and there but the sky is the limit for the next several decades. ]]>