keithpiccirillo

Fossil Fuels vs. Green Energy: What's a Better Investment?

Under OBama and "Rahmbo" Emanuel, an austere plan with plenty of gratification deferral to go around will be the norm. There is no other way.
What's a better investment? Probably stay away from the major oil companies in 2010, as they will have to share some of their windfall profit taxes in a year or so. Nat gas players like DVN probably positioned better, as I believe some part of a Picken's type plan will be implemented, despite Prop 10 rejection in California.
I have traded GEX and own Vestas shares, though short term there is no logic behind any of the alternative energy stocks. We keep waiting for the deleveraging to slow enough for the next sector leader to emerge, but the moving averages all keep saying we go lower.
OBama will impose a plan that starts infrastructure repair (roads, bridges, etc.) as it adds to employment rolls. State and local governments will need financial sector to gain access to financing, but payroll taxes have become slack. Is this not why our banks are being beefed up?
Big 3 will be revamped to look totally unlike present conditon. Google CEO Schmidt fed president elect some good starter ideas, to retrain midwest auto workers in energy conservation jobs. Our auto industry should get just enough money to "buyout" displaced workers.
Propelling our vehicles will take on totally new methods that have not even been fine tuned enough for industry analysts to agree upon let alone be made cost effective and long lived.
There is talk of a high speed rail system, very forward thinking, but my guess this will be more for moving of bulk materials as opposed to passenger transport.
Pelosi and Reid should not tug on the shirt sleeve of OBama, as it is already becoming frayed from so many requests. Emanuel will keep all of them in line.
Once we can get the financial crisis neutralized things will get better. Today China announced it is going to "stay home" with it's own infrastructure build, as they realize we do not have the national mindset to keep up our wasteful purchasing habits for the natural resources that end up being recycled or buried in landfills.
Prior to the Olympics, China realized it was no longer going to be able to keep up the old revenue stream via our demand side.
I just wonder if we can still go to the well for monies from them when we show them our plan next week.