isaac the terrible's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/195457/comments http://seekingalpha.com/article/176677-should-biased-bernanke-coverage-matter-to-investors?source=feed#comment-793173 793173 Sun, 06 Dec 2009 17:59:09 -0500 http://seekingalpha.com/article/176557-the-solar-energy-market-has-bottomed?source=feed#comment-790716 790716 I always enjoy reading your comments, they are very thoughtful.
Lets say you are correct and the solar industry is strongly dependent on government subsidies- What are the implications of that?
Might it mean that this industry is at an early stage, and like many early stage, but promising, industries they do attract government subsidies to get the ball rolling? This doesn't mean that the industry won't develop its own legs- in fact I think its a good bet that this industry will develop its own legs.
Regardless of whether an individual believes in global warming, or nuclear energy, or the viability of "clean" coal, it is likely that the worlds governments, and many state governments, will escalate the regulations that favor low carbon energy, and that will keep those solar factories rolling.
Just because this form of energy may not be anywhere close to cheapest form out there now, this has not prevented money flowing to costly energy technologies in the past. Just look at nuclear power in the US from the 60's to 70's. It sure wasn' t cheap to build out that industry, but it happened, and so will solar.
In any case there will be money made, and lost.
Of that I'm sure
Long Trina Solar, Diamond Offshore, EEO, CNQ]]> Fri, 04 Dec 2009 14:24:15 -0500 I always enjoy reading your comments, they are very thoughtful.
Lets say you are correct and the solar industry is strongly dependent on government subsidies- What are the implications of that?
Might it mean that this industry is at an early stage, and like many early stage, but promising, industries they do attract government subsidies to get the ball rolling? This doesn't mean that the industry won't develop its own legs- in fact I think its a good bet that this industry will develop its own legs.
Regardless of whether an individual believes in global warming, or nuclear energy, or the viability of "clean" coal, it is likely that the worlds governments, and many state governments, will escalate the regulations that favor low carbon energy, and that will keep those solar factories rolling.
Just because this form of energy may not be anywhere close to cheapest form out there now, this has not prevented money flowing to costly energy technologies in the past. Just look at nuclear power in the US from the 60's to 70's. It sure wasn' t cheap to build out that industry, but it happened, and so will solar.
In any case there will be money made, and lost.
Of that I'm sure
Long Trina Solar, Diamond Offshore, EEO, CNQ]]> http://seekingalpha.com/article/175662-green-energy-investing-for-beginners-part-iii?source=feed#comment-782755 782755 Mon, 30 Nov 2009 11:49:31 -0500 http://seekingalpha.com/article/175585-what-will-the-u-s-economy-look-like-in-10-years-look-to-greece?source=feed#comment-781856 781856 Accountability would be good. We (collectively) elect people to public office, and they set the rules and regulations by which everyone operates under. The congress, and presidents have failed miserably to oversee the whole thing. Both parties are to blame for putting their party line over the greater good of the country, and for basically being asleep at the wheel.
For example, I really don't think either party can come out and tell the public that "hey we can't afford even half of our current medicare entitlement promises, let alone adding more people to the roles". And, I don't think the public wants to hear the truth when it comes to this reality. And so we spiral.
However, I caution that it really important to not start talking about offhandedly about stringing people up like Evelyn did. That in the past has lead to mob mentality, ethnic cleansing, and genocide.
Maybe, I better start cleaning my cleaning my gun because although I work hard for a living, I'm sure someone will see me as richer than them, and therefore a target. Shades of Cambodia, Berlin.]]> Sun, 29 Nov 2009 17:53:23 -0500 Accountability would be good. We (collectively) elect people to public office, and they set the rules and regulations by which everyone operates under. The congress, and presidents have failed miserably to oversee the whole thing. Both parties are to blame for putting their party line over the greater good of the country, and for basically being asleep at the wheel.
For example, I really don't think either party can come out and tell the public that "hey we can't afford even half of our current medicare entitlement promises, let alone adding more people to the roles". And, I don't think the public wants to hear the truth when it comes to this reality. And so we spiral.
However, I caution that it really important to not start talking about offhandedly about stringing people up like Evelyn did. That in the past has lead to mob mentality, ethnic cleansing, and genocide.
Maybe, I better start cleaning my cleaning my gun because although I work hard for a living, I'm sure someone will see me as richer than them, and therefore a target. Shades of Cambodia, Berlin.]]> http://seekingalpha.com/article/175585-what-will-the-u-s-economy-look-like-in-10-years-look-to-greece?source=feed#comment-781703 781703 Wouldn't that be be an easy cure for everything- NO,
You are starting to sound like a poster girl for Nazi Germany in 1936.
Get a grip, and realize that Greenspan didn't force the corporate chiefs of Enron to commit fraud beyond belief. The errors of judgment and greed affect people at all levels of society, and of all races and creeds. ]]> Sun, 29 Nov 2009 14:02:00 -0500 Wouldn't that be be an easy cure for everything- NO,
You are starting to sound like a poster girl for Nazi Germany in 1936.
Get a grip, and realize that Greenspan didn't force the corporate chiefs of Enron to commit fraud beyond belief. The errors of judgment and greed affect people at all levels of society, and of all races and creeds. ]]> http://seekingalpha.com/article/175585-what-will-the-u-s-economy-look-like-in-10-years-look-to-greece?source=feed#comment-781618 781618 If you live and spend and grow beyond your means, then will come a time of reckoning and you've got make up your shortfall.
We can't simply grow our debts away. We must/will-
1. devalue our currency
2. learn to not spend more than we can afford
3. drastically scale back our entitlements (and sense of entitlement)
4. get used to a lower standard of living, and a lower life expectancy.
5. learn to cherish good deeds and creativity, rather than status and "things"
Some of this is bad, and some is good.
It will be good when the USA comes to feel that it can't afford to embark on wars of choice.
It will be good when people realize that to live beyond their 70's is a curse on the wealth of the nation, and a curse on financial well-being of their offspring.
Change will be real tough, but it only gets tougher by kicking the can down the road.]]> Sun, 29 Nov 2009 12:29:03 -0500 If you live and spend and grow beyond your means, then will come a time of reckoning and you've got make up your shortfall.
We can't simply grow our debts away. We must/will-
1. devalue our currency
2. learn to not spend more than we can afford
3. drastically scale back our entitlements (and sense of entitlement)
4. get used to a lower standard of living, and a lower life expectancy.
5. learn to cherish good deeds and creativity, rather than status and "things"
Some of this is bad, and some is good.
It will be good when the USA comes to feel that it can't afford to embark on wars of choice.
It will be good when people realize that to live beyond their 70's is a curse on the wealth of the nation, and a curse on financial well-being of their offspring.
Change will be real tough, but it only gets tougher by kicking the can down the road.]]> http://seekingalpha.com/article/175570-why-you-need-to-learn-more-about-dubai?source=feed#comment-780543 780543 Is this why we are here on earth?
Crumble back to sand and rock.
Take you money,
and your debt.
And the stain of oil,
forever shall taint the waters.]]> Sat, 28 Nov 2009 09:40:03 -0500 Is this why we are here on earth?
Crumble back to sand and rock.
Take you money,
and your debt.
And the stain of oil,
forever shall taint the waters.]]> http://seekingalpha.com/article/175275-diversifying-geo-political-risk-metal-miners-for-every-region-of-the-world?source=feed#comment-777845 777845 Wed, 25 Nov 2009 18:25:11 -0500 http://seekingalpha.com/article/174818-artificial-economy-yes-artificial-inflation-no?source=feed#comment-775235 775235 You might not agree with Ben Bernakes tactics or policies, but that doesn't mean he not an honorable man. Try to find me a more honorable one in public life, and I'd be surprised.
Cheers]]> Tue, 24 Nov 2009 11:22:26 -0500 You might not agree with Ben Bernakes tactics or policies, but that doesn't mean he not an honorable man. Try to find me a more honorable one in public life, and I'd be surprised.
Cheers]]> http://seekingalpha.com/article/174894-is-the-new-smart-grid-etf-that-smart?source=feed#comment-774617 774617 I knew you could better job creating an grid/storage/efficiency index than this one.]]> Mon, 23 Nov 2009 23:53:53 -0500 I knew you could better job creating an grid/storage/efficiency index than this one.]]> http://seekingalpha.com/article/174703-bright-future-for-petrobras-and-brazil-part-2?source=feed#comment-773365 773365 Mon, 23 Nov 2009 11:02:46 -0500 http://seekingalpha.com/article/174228-bright-future-for-petrobras-and-brazil?source=feed#comment-767380 767380 I've never been to Brazil, and I know that poverty is severe for many tens of millions, but I have hope that Brazil is in the early stages of growing prosperity.
Cheers]]> Thu, 19 Nov 2009 11:23:17 -0500 I've never been to Brazil, and I know that poverty is severe for many tens of millions, but I have hope that Brazil is in the early stages of growing prosperity.
Cheers]]> http://seekingalpha.com/article/173897-tutor-perini-constructing-an-option-play?source=feed#comment-765455 765455 Wed, 18 Nov 2009 11:18:25 -0500 http://seekingalpha.com/article/172761-examining-the-latest-in-commodity-and-overseas-etfs?source=feed#comment-756425 756425 Wed, 11 Nov 2009 22:18:57 -0500 http://seekingalpha.com/article/172784-high-probability-etf-trading-a-good-place-to-start?source=feed#comment-756418 756418 Wed, 11 Nov 2009 22:04:15 -0500 http://seekingalpha.com/article/172427-get-royalty-treatment-with-royal-gold?source=feed#comment-753814 753814 Cheers.]]> Tue, 10 Nov 2009 10:43:51 -0500 Cheers.]]> http://seekingalpha.com/article/171919-roubini-commodities-due-for-a-correction?source=feed#comment-749355 749355 You are either a fool, or severely undereducated, or just too full of yourself to see beyond your own nose. Grow up, would yah?]]> Fri, 06 Nov 2009 23:04:01 -0500 You are either a fool, or severely undereducated, or just too full of yourself to see beyond your own nose. Grow up, would yah?]]> http://seekingalpha.com/article/170803-why-commodity-equity-etfs-are-making-a-comeback?source=feed#comment-743623 743623 Why not just one or two quality posts a day, rather than, to be polite, many shallow postings? Most people will read your stuff a few times and than realize its not worth the time. The only thing that you really get right it coming up with titles for the articles, but really the content ends there.]]> Tue, 03 Nov 2009 21:44:53 -0500 Why not just one or two quality posts a day, rather than, to be polite, many shallow postings? Most people will read your stuff a few times and than realize its not worth the time. The only thing that you really get right it coming up with titles for the articles, but really the content ends there.]]> http://seekingalpha.com/article/170335-bear-market-rallies-and-lessons-of-history?source=feed#comment-739213 739213 - first, the velocity of change is very high now. Information goes around the globe in seconds.
- secondly, the global economy is so interconnected. Demand for iron in China effects stock pricing in Brazil.
- third, there has never been more capital more poorly allocated in the history of the world. Much more money chasing interest rates than being put to productive use (creating jobs in meaningful industries, for example). ]]> Sun, 01 Nov 2009 11:13:47 -0500 - first, the velocity of change is very high now. Information goes around the globe in seconds.
- secondly, the global economy is so interconnected. Demand for iron in China effects stock pricing in Brazil.
- third, there has never been more capital more poorly allocated in the history of the world. Much more money chasing interest rates than being put to productive use (creating jobs in meaningful industries, for example). ]]> http://seekingalpha.com/article/170377-olympics-rally-ends-for-brazil-index-fund?source=feed#comment-739189 739189 Sun, 01 Nov 2009 10:56:23 -0500 http://seekingalpha.com/article/169566-green-energy-experts-why-do-they-buy-solars?source=feed#comment-734849 734849 Wed, 28 Oct 2009 21:11:53 -0400 http://seekingalpha.com/article/169450-whats-holding-back-infrastructure-etfs?source=feed#comment-734816 734816 For a global infrastructure ETF - PXR is the best for the sector.]]> Wed, 28 Oct 2009 20:36:54 -0400 For a global infrastructure ETF - PXR is the best for the sector.]]> http://seekingalpha.com/article/168323-energy-etfs-are-global-or-u-s-focused-funds-best?source=feed#comment-726022 726022 Then your really talking. A comparison article with these would be helpful.]]> Thu, 22 Oct 2009 18:42:18 -0400 Then your really talking. A comparison article with these would be helpful.]]> http://seekingalpha.com/article/166594-will-the-real-infrastructure-etf-please-stand-up?source=feed#comment-717080 717080 Thu, 15 Oct 2009 21:22:35 -0400 http://seekingalpha.com/article/166273-comparing-green-energy-etfs?source=feed#comment-715025 715025 Wed, 14 Oct 2009 11:20:56 -0400 http://seekingalpha.com/article/165412-goldman-sachs-my-biggest-whiff-of-the-year?source=feed#comment-708717 708717 I think you guys need a reality check. If you guys made some hot trades and gradually built up some serious money, you'd probably think the "system" was pretty cool. You don't have to be very imaginative to find a hell of a lot more evil out there- think of pornography, slavery, weapons sales to the highest bidder.
I sense a little envy.
Grow up.
By the way, I have never owned a share of GS.]]> Thu, 08 Oct 2009 11:23:46 -0400 I think you guys need a reality check. If you guys made some hot trades and gradually built up some serious money, you'd probably think the "system" was pretty cool. You don't have to be very imaginative to find a hell of a lot more evil out there- think of pornography, slavery, weapons sales to the highest bidder.
I sense a little envy.
Grow up.
By the way, I have never owned a share of GS.]]> http://seekingalpha.com/article/164805-brazil-is-already-a-winner-prior-to-the-olympics?source=feed#comment-703717 703717 Mon, 05 Oct 2009 11:20:48 -0400 http://seekingalpha.com/article/164735-the-marathon-to-gold-invest-in-brazil?source=feed#comment-703696 703696 Mon, 05 Oct 2009 11:06:26 -0400 http://seekingalpha.com/article/164623-rare-earth-metals-why-all-the-fuss?source=feed#comment-702524 702524 And yes, I bought shares in the past 3 months.]]> Sun, 04 Oct 2009 12:26:37 -0400 And yes, I bought shares in the past 3 months.]]> http://seekingalpha.com/article/164352-battery-investing-for-beginners-part-3?source=feed#comment-699411 699411 Thu, 01 Oct 2009 21:29:02 -0400