blanco-dee's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/190440/comments http://seekingalpha.com/article/176851-the-dept-of-energy-sinks-564m-into-biorefineries?source=feed#comment-795483 795483
and the new requirements the Obama adminstration is busy placing on native american consultation,

I agree, great idea,

once the tribes say its OK to take a chainsaw to their sacred lands,

Mt Shasta is a great test case,

once it was determined a whole mountain wasn't a complete sacred site,

that was years ago, and now the thrust of the executive agencies involved in land management (USFS, BLM, etc) is top down consultation first,

projects later.

Chances are that unless tribes are involved in the SBA contracts, another year of fires will show how slaves to process driven by political objectives can rule the needs of the party,

above he needs of local communities,

science,

or common sense.

still you are absolutely correct - it needs to get done,

BDO]]> Mon, 07 Dec 2009 22:26:02 -0500
and the new requirements the Obama adminstration is busy placing on native american consultation,

I agree, great idea,

once the tribes say its OK to take a chainsaw to their sacred lands,

Mt Shasta is a great test case,

once it was determined a whole mountain wasn't a complete sacred site,

that was years ago, and now the thrust of the executive agencies involved in land management (USFS, BLM, etc) is top down consultation first,

projects later.

Chances are that unless tribes are involved in the SBA contracts, another year of fires will show how slaves to process driven by political objectives can rule the needs of the party,

above he needs of local communities,

science,

or common sense.

still you are absolutely correct - it needs to get done,

BDO]]> http://seekingalpha.com/article/175524-nine-dividend-stocks-working-hard-during-the-holidays?source=feed#comment-781828 781828
what about MLP's, trusts?

(Dislosure - while I do not own HRL,

I think its' the best named stock out there,
everytime I think about SPAM,

I hurl...)
BDO]]> Sun, 29 Nov 2009 17:00:41 -0500
what about MLP's, trusts?

(Dislosure - while I do not own HRL,

I think its' the best named stock out there,
everytime I think about SPAM,

I hurl...)
BDO]]> http://seekingalpha.com/article/169196-bill-gross-thinks-all-assets-appear-to-be-overvalued-long-term?source=feed#comment-734968 734968 Thu, 29 Oct 2009 00:18:20 -0400 http://seekingalpha.com/article/168850-shale-gas-promises-promises-promises?source=feed#comment-731270 731270
I hope I can find more info on some of the other shale plays currenty being hyped, though I expect them to be similar. I am a big proponent of horizontal driling not only due to the advantages of higer production, but also the smaller footprint on the landscape - I sure wish these technologies were used more extensively for the CBM development in the San Juan Basin, which from a satellite view has looked like swiss cheese for decades, and worse for the last 20.

And thanks, of course, for shedding some light on the typical hype E&P companies - more articles like this appreciated,

BDO]]> Mon, 26 Oct 2009 16:59:31 -0400
I hope I can find more info on some of the other shale plays currenty being hyped, though I expect them to be similar. I am a big proponent of horizontal driling not only due to the advantages of higer production, but also the smaller footprint on the landscape - I sure wish these technologies were used more extensively for the CBM development in the San Juan Basin, which from a satellite view has looked like swiss cheese for decades, and worse for the last 20.

And thanks, of course, for shedding some light on the typical hype E&P companies - more articles like this appreciated,

BDO]]> http://seekingalpha.com/article/166631-the-definitive-guide-to-natural-gas-etfs-natural-gas-etf-investing-101?source=feed#comment-717130 717130
Thanks for explaining how this ETF works, even though I can understand it I just can't handle the current situation - when October 9 US nat gas storage is at 3,716 bcf, and total storage is something like 3,899 bcf, (from the eia.doe.gov site), and NOAA just came out with its weather models showing a "less than freezin' our tails off" prediction for most of the US this winter, well, I'll sit on the sidelines until the futures market comes to its senses. Nat gas following overpriced and abundant oil, its all just a bit much.

Fortunately for the oil futures market the Nigerian rebels (MEND) say the truce is over at midnight, and they're going to start attacking oil facilities again. And what happens??? Whatyya bet refineries go up! Makes no sense at all, regardless of the crack spread.

I see dangerous trading waters in the near term, fine for traders with fast reflexes I suppose,

BDO]]> Thu, 15 Oct 2009 22:23:13 -0400
Thanks for explaining how this ETF works, even though I can understand it I just can't handle the current situation - when October 9 US nat gas storage is at 3,716 bcf, and total storage is something like 3,899 bcf, (from the eia.doe.gov site), and NOAA just came out with its weather models showing a "less than freezin' our tails off" prediction for most of the US this winter, well, I'll sit on the sidelines until the futures market comes to its senses. Nat gas following overpriced and abundant oil, its all just a bit much.

Fortunately for the oil futures market the Nigerian rebels (MEND) say the truce is over at midnight, and they're going to start attacking oil facilities again. And what happens??? Whatyya bet refineries go up! Makes no sense at all, regardless of the crack spread.

I see dangerous trading waters in the near term, fine for traders with fast reflexes I suppose,

BDO]]> http://seekingalpha.com/article/166191-china-signs-5-5-billion-russian-trade-deals-including-energy-and-mineral-plans?source=feed#comment-713753 713753
Was it Trotsky or Marx who said we'd sell them the rope to hang us? Or was it Lenin?]]> Tue, 13 Oct 2009 09:47:19 -0400
Was it Trotsky or Marx who said we'd sell them the rope to hang us? Or was it Lenin?]]> http://seekingalpha.com/article/164713-how-much-natural-gas-remains-in-the-usa?source=feed#comment-703116 703116
so nevermind,

anyone know why this happens, or how to beat this system?


On Oct 04 10:29 PM blanco-dee wrote:

> User 283977 - you should look over Onshore Oil & Gas Order #1
> for US gas from federal leases,
>
> www.blm.gov/wo/st/en/p...
>
>
> Also consider its not very likely states will encourage onerous requirements
> for hydraulic fracturing anytime soon - they don't want to lose any
> revenue from state leases considering the financial hardship most
> states are going through these days - they nee every dime they can
> get.
>
> Plenty of volatile hydrocarbone being released every day from many
> industries in the US - coal, oil, nat gas, refining and industrial
> chemical production - not to mention the typical automobile - the
> EPA will not be allowed to regulate everything, andthe thresholds
> right now are pretty incredible, especially for benzene;
>
> www.earthjustice.org/n...
>
>
> Natural gas will still be the better choice for transportation in
> the short run, especially for fleet vehicles;
>
> www.cngvp.org/News/new...
>
> we'll drill for more, and LNG will be a largr play during cycles
> of lower domestic production and higher usage, even if it gets expensive.
>
>
> I agree with all the posters about the boom & bust cycles - we'll
> see lots more.
>
> BDO]]> Sun, 04 Oct 2009 22:31:30 -0400
so nevermind,

anyone know why this happens, or how to beat this system?


On Oct 04 10:29 PM blanco-dee wrote:

> User 283977 - you should look over Onshore Oil & Gas Order #1
> for US gas from federal leases,
>
> www.blm.gov/wo/st/en/p...
>
>
> Also consider its not very likely states will encourage onerous requirements
> for hydraulic fracturing anytime soon - they don't want to lose any
> revenue from state leases considering the financial hardship most
> states are going through these days - they nee every dime they can
> get.
>
> Plenty of volatile hydrocarbone being released every day from many
> industries in the US - coal, oil, nat gas, refining and industrial
> chemical production - not to mention the typical automobile - the
> EPA will not be allowed to regulate everything, andthe thresholds
> right now are pretty incredible, especially for benzene;
>
> www.earthjustice.org/n...
>
>
> Natural gas will still be the better choice for transportation in
> the short run, especially for fleet vehicles;
>
> www.cngvp.org/News/new...
>
> we'll drill for more, and LNG will be a largr play during cycles
> of lower domestic production and higher usage, even if it gets expensive.
>
>
> I agree with all the posters about the boom & bust cycles - we'll
> see lots more.
>
> BDO]]> http://seekingalpha.com/article/164713-how-much-natural-gas-remains-in-the-usa?source=feed#comment-703113 703113
www.blm.gov/wo/st/en/p...

Also consider its not very likely states will encourage onerous requirements for hydraulic fracturing anytime soon - they don't want to lose any revenue from state leases considering the financial hardship most states are going through these days - they nee every dime they can get.

Plenty of volatile hydrocarbone being released every day from many industries in the US - coal, oil, nat gas, refining and industrial chemical production - not to mention the typical automobile - the EPA will not be allowed to regulate everything, andthe thresholds right now are pretty incredible, especially for benzene;

www.earthjustice.org/n...

Natural gas will still be the better choice for transportation in the short run, especially for fleet vehicles;

www.cngvp.org/News/new...

we'll drill for more, and LNG will be a largr play during cycles of lower domestic production and higher usage, even if it gets expensive.

I agree with all the posters about the boom & bust cycles - we'll see lots more.

BDO]]> Sun, 04 Oct 2009 22:29:02 -0400
www.blm.gov/wo/st/en/p...

Also consider its not very likely states will encourage onerous requirements for hydraulic fracturing anytime soon - they don't want to lose any revenue from state leases considering the financial hardship most states are going through these days - they nee every dime they can get.

Plenty of volatile hydrocarbone being released every day from many industries in the US - coal, oil, nat gas, refining and industrial chemical production - not to mention the typical automobile - the EPA will not be allowed to regulate everything, andthe thresholds right now are pretty incredible, especially for benzene;

www.earthjustice.org/n...

Natural gas will still be the better choice for transportation in the short run, especially for fleet vehicles;

www.cngvp.org/News/new...

we'll drill for more, and LNG will be a largr play during cycles of lower domestic production and higher usage, even if it gets expensive.

I agree with all the posters about the boom & bust cycles - we'll see lots more.

BDO]]> http://seekingalpha.com/article/163737-san-juan-basin-royalty-trust-time-to-jump-the-gun?source=feed#comment-699433 699433
more shut-ins on the way,

only 6 rigs operating

Considering the overages to come as storage maxes out in the US and Canada, I'm waiting for the carnage unfold before i touch any nat gas trusts,

keep yer' powder dry,

BDO]]> Thu, 01 Oct 2009 22:03:56 -0400
more shut-ins on the way,

only 6 rigs operating

Considering the overages to come as storage maxes out in the US and Canada, I'm waiting for the carnage unfold before i touch any nat gas trusts,

keep yer' powder dry,

BDO]]> http://seekingalpha.com/article/163737-san-juan-basin-royalty-trust-time-to-jump-the-gun?source=feed#comment-697378 697378
My experience with the San Juan Basin comes from too many years in Charmington NM,

my understanding is that following the Fruitland CBM development it has been changes in well spacing in 2002 which led to the more recent upswing in production, where spacing in the fruitland doubled (4 wells per section=160 acre spacing) and 80 acre spacing in the conventional formations from 160 acre spacing. We were told that it was all about "Maximum Recoverable Reserve".

my general impression has been that the San Juan Basin has been in decline, and these efforts are directed to getting the last gasps of gas out of the ground. Right now, every driller I know is looking for work,

I'd love to hear they've figured out how to boost production from any formation up there, and I still can't believe the US DOE gave Conoco-Phillips millions of dollars for a demonstration "CO2 sequestration" project, (I think it was in the 30-8 unit) when they would have done it anyway to boost their existing production, with an existing CO2 line already in place at their doorstep, acquired from the Burlington acquisition.

love to hear about the shale play, the I can call my old driller buddy and see what he's heard,

BDO]]> Wed, 30 Sep 2009 17:38:16 -0400
My experience with the San Juan Basin comes from too many years in Charmington NM,

my understanding is that following the Fruitland CBM development it has been changes in well spacing in 2002 which led to the more recent upswing in production, where spacing in the fruitland doubled (4 wells per section=160 acre spacing) and 80 acre spacing in the conventional formations from 160 acre spacing. We were told that it was all about "Maximum Recoverable Reserve".

my general impression has been that the San Juan Basin has been in decline, and these efforts are directed to getting the last gasps of gas out of the ground. Right now, every driller I know is looking for work,

I'd love to hear they've figured out how to boost production from any formation up there, and I still can't believe the US DOE gave Conoco-Phillips millions of dollars for a demonstration "CO2 sequestration" project, (I think it was in the 30-8 unit) when they would have done it anyway to boost their existing production, with an existing CO2 line already in place at their doorstep, acquired from the Burlington acquisition.

love to hear about the shale play, the I can call my old driller buddy and see what he's heard,

BDO]]> http://seekingalpha.com/article/164046-natural-gas-production-declines-are-becoming-more-evident?source=feed#comment-697146 697146
somehow, I don't quite see how the futures markets get soooo speculative - with such high storage figures it looks like speculation alone is holding nat gas prices up,

and probably the same for oil too,

It is articles like this that keep me coming back to seeking alpha every day - keep 'em comin!]]> Wed, 30 Sep 2009 14:09:50 -0400
somehow, I don't quite see how the futures markets get soooo speculative - with such high storage figures it looks like speculation alone is holding nat gas prices up,

and probably the same for oil too,

It is articles like this that keep me coming back to seeking alpha every day - keep 'em comin!]]> http://seekingalpha.com/article/146124-if-the-swiss-can-do-it-why-can-t-we?source=feed#comment-568100 568100
""It is unlikely that the US government would step in to weaken the dollar. Moreover, the global political backlash would be too great.""

that's exactly what is going on.

Why can't we be like the Swiss? The answer i we're just too large. Any comparison between the two is flawed by virtue of the scale of the USA.

I don't really see a point to this article.

BDO]]> Tue, 30 Jun 2009 08:31:40 -0400
""It is unlikely that the US government would step in to weaken the dollar. Moreover, the global political backlash would be too great.""

that's exactly what is going on.

Why can't we be like the Swiss? The answer i we're just too large. Any comparison between the two is flawed by virtue of the scale of the USA.

I don't really see a point to this article.

BDO]]> http://seekingalpha.com/article/142466-markets-are-at-a-crossroads?source=feed#comment-540948 540948
I like SKF because I hate the banks, I've lost some mony but when the financials feel pain I feel so much better...

market psychology is important too - look at the reality of the 10 year bond at 3.93% and 30 year mortages at 5.5+% and it doesen't seem unreasonable to expect investors to come to their senses and start taking massive profits on XLF components.

don't mind me, I don't know squat,

I just have a bad feeling about this bear market rally,

BDO]]> Wed, 10 Jun 2009 14:50:37 -0400
I like SKF because I hate the banks, I've lost some mony but when the financials feel pain I feel so much better...

market psychology is important too - look at the reality of the 10 year bond at 3.93% and 30 year mortages at 5.5+% and it doesen't seem unreasonable to expect investors to come to their senses and start taking massive profits on XLF components.

don't mind me, I don't know squat,

I just have a bad feeling about this bear market rally,

BDO]]> http://seekingalpha.com/article/132185-hate-for-leveraged-etfs-is-unwarranted?source=feed#comment-473542 473542
and I hope Cramer's right that investment in SKF hurts]]> Wed, 22 Apr 2009 21:44:58 -0400
and I hope Cramer's right that investment in SKF hurts]]> http://seekingalpha.com/article/125977-penn-west-energy-too-good-to-be-true?source=feed#comment-426568 426568
I have been a long time investor in this trust, back from the days of NCE Petrofund, and Jim Flaherty should go down in history as the worst financial officer in the Canadian government in history, dealing a serious blow to teachers pension funds (and many other retirement and investment funds) in a single day, the Halloween surprise that saw Canadian Royalty Trusts lose over 30 billion in market capitalization in a single day.

They have enough tax credits which will aid in their transition from a trust to lord-knows-what, maybe a master limited partnership which will still benefit shareholders - though the development of oil sands may fall into question in the coming months,

good luck with your investing

BDO]]> Sun, 15 Mar 2009 12:46:44 -0400
I have been a long time investor in this trust, back from the days of NCE Petrofund, and Jim Flaherty should go down in history as the worst financial officer in the Canadian government in history, dealing a serious blow to teachers pension funds (and many other retirement and investment funds) in a single day, the Halloween surprise that saw Canadian Royalty Trusts lose over 30 billion in market capitalization in a single day.

They have enough tax credits which will aid in their transition from a trust to lord-knows-what, maybe a master limited partnership which will still benefit shareholders - though the development of oil sands may fall into question in the coming months,

good luck with your investing

BDO]]> http://seekingalpha.com/article/112127-cramer-is-right-about-ultrashort-etfs?source=feed#comment-337269 337269
I doubt there's much more we can get out of Trader Mark's blog other than he's a mark like ihnvestors in FXP,

he's "an experienced trader", which I judge from his profile means that he's just getting a clue too,

and to hell with the Chinese too, true capitalist liars in the business of over-leveraging everything, and lying about their own interests. If I make a single buck out of a short fund that benefits from their market rolling over, I'll have a great Christmas. Even if it takes until next year's,

BDO]]> Wed, 24 Dec 2008 01:25:38 -0500
I doubt there's much more we can get out of Trader Mark's blog other than he's a mark like ihnvestors in FXP,

he's "an experienced trader", which I judge from his profile means that he's just getting a clue too,

and to hell with the Chinese too, true capitalist liars in the business of over-leveraging everything, and lying about their own interests. If I make a single buck out of a short fund that benefits from their market rolling over, I'll have a great Christmas. Even if it takes until next year's,

BDO]]> http://seekingalpha.com/article/112127-cramer-is-right-about-ultrashort-etfs?source=feed#comment-337266 337266
I say if you can't beat 'em, join em - irresponsible investing for the price of their heads is what I want, if you ever thought they'd treat you like a human being then you're the fool. Derive that.

Blanco-dee]]> Wed, 24 Dec 2008 01:03:32 -0500
I say if you can't beat 'em, join em - irresponsible investing for the price of their heads is what I want, if you ever thought they'd treat you like a human being then you're the fool. Derive that.

Blanco-dee]]> http://seekingalpha.com/article/93405-a-compelling-energy-ratio?source=feed#comment-243069 243069
some of us investors just buy positions for the future, and options are downright dangerous,

I'll just sit back and wait for the next upturn , because the downturn is likely to be ugly. Even though oil prices are still high, and coming down they will mark the beginning of incredible bargains for developing long positions as nat gas stocks take a nosedive again.

Its a market alright - and the short term mentality of so many traders in options shows how insane it gets in highly volatile trading markets. I would hope that the news-meisters would recognize that many are truly investors in energy over the long term, and that it isn't the high price of commodities that makes us all look bad - its the promotion of short term trading strategies for a quick buck that we all have to live with.

whipsawn again,

so much for patience.]]> Mon, 01 Sep 2008 09:31:59 -0400
some of us investors just buy positions for the future, and options are downright dangerous,

I'll just sit back and wait for the next upturn , because the downturn is likely to be ugly. Even though oil prices are still high, and coming down they will mark the beginning of incredible bargains for developing long positions as nat gas stocks take a nosedive again.

Its a market alright - and the short term mentality of so many traders in options shows how insane it gets in highly volatile trading markets. I would hope that the news-meisters would recognize that many are truly investors in energy over the long term, and that it isn't the high price of commodities that makes us all look bad - its the promotion of short term trading strategies for a quick buck that we all have to live with.

whipsawn again,

so much for patience.]]> http://seekingalpha.com/article/93245-false-data-clobbers-the-markets?source=feed#comment-242031 242031
I don't particularly care for unsubtantiated claims and projections of energy alternatives from a confessed options trader, the US deficit is real, and the breakdown in the finacial markets is real - that's what will be felt after Labor Day, so don't short energy, short financials

Options trader=market manipulator, great to hear the author has made lots of money for his investment fund,

sure like Ozzy's post,

BDO]]> Fri, 29 Aug 2008 22:26:56 -0400
I don't particularly care for unsubtantiated claims and projections of energy alternatives from a confessed options trader, the US deficit is real, and the breakdown in the finacial markets is real - that's what will be felt after Labor Day, so don't short energy, short financials

Options trader=market manipulator, great to hear the author has made lots of money for his investment fund,

sure like Ozzy's post,

BDO]]> http://seekingalpha.com/article/90330-study-u-s-has-118-year-supply-of-natural-gas?source=feed#comment-228397 228397
I use nat gas every day, and as a heating fuel in the winter. If only I had a compressor in my garage I could top off my tank when I needed to, and then drive to a nat gas station when I needed alot for a longer trip than going to work.

There's plenty of basic infrastructure that could be beefed up in 10 years, and I looked into it 12 years ago to see what it would take to get a Ford E-150 van converted. The saddle tanks were overpriced at $600, but the whole conversioo was pretty easy, and most I could have done myself (carburated vehicle). That's about when BP opened their first CNG filling station in Farmington, NM mostly for fleet use(may have been (BP-Amoco at the time)

I do love the algae idea in the long term, I think of coal fired power plants with adjacent carbon sequestratioon facilities growing mass quantities of algae. Oil getting squeezed for bio-diesel, and the cellulose converted to ethanol (or liquor)

And I have 220 volt power at my house too - for a daily use commuter vehicle I could charge at home, it would be great except for the fact that GM will want to charge me $20K for one in 3 years.

I should mention I'm an investor in Canroys, because I work for the government getting involved in too many energy issues, so I have a conflict of interest in most US nat gas E&P/oil companies, and pipeline companies, and soon it will be solar and wind and the larger scale project's footprints on the land are pretty hideous. I am consideriing solar on my rooftop, , but that's another utility company fiasco, even with tax breaks it is a large investement and break even in the long run.

Right now my carbon footprint is awesome - and that's fun until gas gets over $5, I only have 3 gas guzzlers and an electric or nat gas 2 seater would help alot.

Does anyone know if T. Boone Pickens actually said "If you don't rush the monkey, you'll get a better dance" ?

have a good one,

BDO]]> Tue, 12 Aug 2008 01:51:54 -0400
I use nat gas every day, and as a heating fuel in the winter. If only I had a compressor in my garage I could top off my tank when I needed to, and then drive to a nat gas station when I needed alot for a longer trip than going to work.

There's plenty of basic infrastructure that could be beefed up in 10 years, and I looked into it 12 years ago to see what it would take to get a Ford E-150 van converted. The saddle tanks were overpriced at $600, but the whole conversioo was pretty easy, and most I could have done myself (carburated vehicle). That's about when BP opened their first CNG filling station in Farmington, NM mostly for fleet use(may have been (BP-Amoco at the time)

I do love the algae idea in the long term, I think of coal fired power plants with adjacent carbon sequestratioon facilities growing mass quantities of algae. Oil getting squeezed for bio-diesel, and the cellulose converted to ethanol (or liquor)

And I have 220 volt power at my house too - for a daily use commuter vehicle I could charge at home, it would be great except for the fact that GM will want to charge me $20K for one in 3 years.

I should mention I'm an investor in Canroys, because I work for the government getting involved in too many energy issues, so I have a conflict of interest in most US nat gas E&P/oil companies, and pipeline companies, and soon it will be solar and wind and the larger scale project's footprints on the land are pretty hideous. I am consideriing solar on my rooftop, , but that's another utility company fiasco, even with tax breaks it is a large investement and break even in the long run.

Right now my carbon footprint is awesome - and that's fun until gas gets over $5, I only have 3 gas guzzlers and an electric or nat gas 2 seater would help alot.

Does anyone know if T. Boone Pickens actually said "If you don't rush the monkey, you'll get a better dance" ?

have a good one,

BDO]]> http://seekingalpha.com/article/88876-canadian-superior-energy-on-the-brink-of-hitting-the-jackpot?source=feed#comment-222128 222128
This stock has great potential, even considerng the time it will take to get these wells online. Their partnership with BG Group is a very important component of their future success, and we all hope the existing gathering system will be able to accomodate the volume these 2 wells are likely to bring.

DTBL,

BDO]]> Mon, 04 Aug 2008 09:24:51 -0400
This stock has great potential, even considerng the time it will take to get these wells online. Their partnership with BG Group is a very important component of their future success, and we all hope the existing gathering system will be able to accomodate the volume these 2 wells are likely to bring.

DTBL,

BDO]]> http://seekingalpha.com/article/82105-china-raising-fuel-prices-unlikely-to-cool-red-hot-oil-market?source=feed#comment-189537 189537
Its is all a matter of style, and Americans will simply purchace an additional vehicle. I have 3 now, but considering daily driving, i'll just get another to reduce my daily carbon footprint, for commuter use.

I will still have a vehicle to tow my sloop to the lake, and a serious 4-wheeler, and a styling porsche for a road groove - I'll just change my habits, and today I saw a freakn' Tata motors go-cart in Santa Fe NM and I'll steal one if I have to. The way commuter traffic goes, who needs an air bag? Just drive something moore substantial on the freeway. And save your Hummer for weekends.

Plus, with the money to be made working the crack spread I've already made enough gazz $$ to sponsor a fun summer - at $4.89 a gallon for premium. At 18 MPG

Chill out and expect that the market can work for you, just don't turn your back on it for a single minute. Work it like a cheap date and forget about marriage - buy and hold is just too dangerous, and the divorce could kill you!

Communism and third world oppression were the best thing the US had going for it - but we'll adapt, we're investors!


Survive - and flourish!

DTBL

BDO]]> Fri, 20 Jun 2008 22:15:28 -0400
Its is all a matter of style, and Americans will simply purchace an additional vehicle. I have 3 now, but considering daily driving, i'll just get another to reduce my daily carbon footprint, for commuter use.

I will still have a vehicle to tow my sloop to the lake, and a serious 4-wheeler, and a styling porsche for a road groove - I'll just change my habits, and today I saw a freakn' Tata motors go-cart in Santa Fe NM and I'll steal one if I have to. The way commuter traffic goes, who needs an air bag? Just drive something moore substantial on the freeway. And save your Hummer for weekends.

Plus, with the money to be made working the crack spread I've already made enough gazz $$ to sponsor a fun summer - at $4.89 a gallon for premium. At 18 MPG

Chill out and expect that the market can work for you, just don't turn your back on it for a single minute. Work it like a cheap date and forget about marriage - buy and hold is just too dangerous, and the divorce could kill you!

Communism and third world oppression were the best thing the US had going for it - but we'll adapt, we're investors!


Survive - and flourish!

DTBL

BDO]]> http://seekingalpha.com/article/81205-david-einhorn-lehman-brothers-another-nyt-hatchet-job?source=feed#comment-185516 185516
squirreled away. Friday's enthusiasm for financials might just be more of the same old "buy on the rumour - sell on the news"

I promise to steal Einhorn's book - it is not worth a dime.

Death to Bin Laden!]]> Sat, 14 Jun 2008 11:38:22 -0400
squirreled away. Friday's enthusiasm for financials might just be more of the same old "buy on the rumour - sell on the news"

I promise to steal Einhorn's book - it is not worth a dime.

Death to Bin Laden!]]> http://seekingalpha.com/article/78735-banks-systematic-and-non-systematic-risk?source=feed#comment-173885 173885
The world economies are heading for trouble with commodity demand and inflation is a very real concern, stagnation and poor performance in domestic banks will probably follow.

Good luck.]]> Mon, 26 May 2008 03:21:04 -0400
The world economies are heading for trouble with commodity demand and inflation is a very real concern, stagnation and poor performance in domestic banks will probably follow.

Good luck.]]> http://seekingalpha.com/article/78735-banks-systematic-and-non-systematic-risk?source=feed#comment-173884 173884
The world economies are heading for trouble with commodity demand and inflation is a very real concern, stagnation and poor performance in domestic banks will probably follow.

Good luck.]]> Mon, 26 May 2008 03:20:48 -0400
The world economies are heading for trouble with commodity demand and inflation is a very real concern, stagnation and poor performance in domestic banks will probably follow.

Good luck.]]> http://seekingalpha.com/article/78626-financials-back-to-oversold?source=feed#comment-172556 172556
SKF and SRS are the way to go in the meanwhile,

I hate banks!

BDO]]> Fri, 23 May 2008 09:41:02 -0400
SKF and SRS are the way to go in the meanwhile,

I hate banks!

BDO]]> http://seekingalpha.com/article/78429-countrywide-ceo-finds-struggling-homeowners-disgusting?source=feed#comment-171993 171993
sometimes instinct is important, I think he looks and acts like a sleazy guy, so I'm not surprised he's taken alot of people for alot of money. Bank of America already has plans to get rid of him, though not involving cement galoshes i'm sure

BDO]]> Thu, 22 May 2008 14:29:22 -0400
sometimes instinct is important, I think he looks and acts like a sleazy guy, so I'm not surprised he's taken alot of people for alot of money. Bank of America already has plans to get rid of him, though not involving cement galoshes i'm sure

BDO]]> http://seekingalpha.com/article/78408-penn-west-energy-trust-my-50-price-target?source=feed#comment-171631 171631
( Conococo - I type poorly, but it sounds great, I think I'll just start calling them that from now on, it has a nice "commodity bubble" sound to it)]]> Thu, 22 May 2008 08:49:59 -0400
( Conococo - I type poorly, but it sounds great, I think I'll just start calling them that from now on, it has a nice "commodity bubble" sound to it)]]> http://seekingalpha.com/article/78316-oil-is-up-due-to-fundamentals-not-speculation?source=feed#comment-171442 171442
In particular the Masters testimony to the Commitee on Homeland security and Government Affairs Senate comitee is beyond compelling - its the plain truth.

So what happens even if the CFTC starts regulating these markets? will an international effort follow to regulate international markets, or is it just the final resort of getting the UN involved, something I don't generally like, or even like thinking about.

So much for free markets, the rich and powerful are still manipulating markets based on unsustainable greed - at everone's else's expense, and ultimately their own.]]> Wed, 21 May 2008 22:39:17 -0400
In particular the Masters testimony to the Commitee on Homeland security and Government Affairs Senate comitee is beyond compelling - its the plain truth.

So what happens even if the CFTC starts regulating these markets? will an international effort follow to regulate international markets, or is it just the final resort of getting the UN involved, something I don't generally like, or even like thinking about.

So much for free markets, the rich and powerful are still manipulating markets based on unsustainable greed - at everone's else's expense, and ultimately their own.]]> http://seekingalpha.com/article/77816-peak-oil-and-climate-change-re-tooling-transportation?source=feed#comment-170277 170277
An excellent reminder to buy/overweight E&P companies, oil servicecompanies, and also whatever companies milk international consumers without many dimes lft to spend.

The social impacts of the current fuel pricing situation is bound to make for further class struggles betweeen the have-less and the moderately affluent so-called middle class, somehow i think the notion of community will become even more of a stretch in the good ole USA, and other countries without subsidized transportation fuels.

Communism and oppression of the third world by their own leaders was the best thing the US had going for it, I agree with the author that things are going to get very interesting in the next 4 years - and I'm not referring to politics.]]> Mon, 19 May 2008 22:42:25 -0400
An excellent reminder to buy/overweight E&P companies, oil servicecompanies, and also whatever companies milk international consumers without many dimes lft to spend.

The social impacts of the current fuel pricing situation is bound to make for further class struggles betweeen the have-less and the moderately affluent so-called middle class, somehow i think the notion of community will become even more of a stretch in the good ole USA, and other countries without subsidized transportation fuels.

Communism and oppression of the third world by their own leaders was the best thing the US had going for it, I agree with the author that things are going to get very interesting in the next 4 years - and I'm not referring to politics.]]>