sawgill

6 Comments

    • Finding Your Comfort Zone with Currency Investing [view article]
      Thanks for this timely and comprehensive report! Jul 07 05:56 PM
    • Constructing a Portfolio from the Top Down [view article]
      Thematic approaches work well in reverse. I avoided and then shorted financials and real estate over the last couple of years. Jun 09 01:08 PM
    • Solars Should Bounce Today [view article]
      I'm a mathematician, but I also have enough common sense to realize that I am not an expert on all things mathematical. I'm expert in my area of specialization. Same with any field-for instance, science. Just because you're a scientist, it does not make you an expert in everything scientific! You are only an expert in the area of your specialization. It is a common fallacy among those with advanced degrees (MD's are notorious for this) to assume you are an expert in anything you choose to think about. The big ego is a problem. no?

      The big plus for solar is that it can be small and local. The power grid is very inefficient in transporting electricity over long distances. Having many solar sites feeding the grid is very efficient since it tends to decentralize the source.

      Global warning: I would prefer to err on the side of caution. It is actually cost efficient and a moneymaking venture to take steps to reduce green house gases and other polluting practices mentioned above. I'd rather take precautions, make a profit doing so, and then not worry that if I was arrogant-and wrong-that I would not have to say to my grandchildren "oops, my bad."       May 30 01:48 PM
    • Who's Really to Blame for Rising Oil? [view article]
      Backward thinking: we need to find more oil

      Forward thinking: we need to conserve and be more efficient with our usage. Alternative sources of energy need support and development. Ethanol should NOT be subsidized. Wind, solar, methanol, biofuels from non food sources, plug-in hybrids....all these and more can contribute. Even nuclear once we solve our long term storage problem satisfactorily.

      Ultimately the world needs to reduce it's carbon footprint. Developing countries want to grow and that is putting pressure on commodities and the climate. How can we satisfy emerging economies' desire to grow without adding to the pace of climate change?

      Time is running out.

      PS
      adds for Cross T's list: ETF's MOO, DBA, DBC       May 11 01:38 PM
    • Who's Really to Blame for Rising Oil? [view article]
      Average oil company profits compared to S&P average profits are within 1% of each other. May 11 01:22 PM
    • Commodities: Bubble or Not? [view article]
      Ethanol is a POX on our economy. End the subsidy now and for all farm subsidies.

      As for Nuke wars, etc. Climate change trumps all. LATimes Opinion front page 5-11-08 "Civilization's Last Chance" is a recent recap of the situation.

      USA will not be able to plant the corn crop in time this year and a 7% shortfall is predicted. It is still too cold, or too wet to plant.

      Our largest demand for oil is for diesel that runs our transportation system and it runs 24/7: trucking, trains, farm equipment. Gasoline is secondary.

      I'm long on oil, but have been taking profits during the past month's run-up.       May 11 12:37 PM
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