Andy1234's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/198534/comments http://seekingalpha.com/article/176640-how-about-a-coal-stock-for-your-stocking?source=feed#comment-793985 793985 seekingalpha.com/artic...]]> Mon, 07 Dec 2009 09:10:01 -0500 seekingalpha.com/artic...]]> http://seekingalpha.com/article/176640-how-about-a-coal-stock-for-your-stocking?source=feed#comment-793982 793982
this is why coal will be used first.....and take a look at oil produced domestically and even NG......the lower left hand corner of the graph is alternative energy from solar and such.....its return on energy is so low....that in its current output per energy input is a complete waste for energy production....its basically only good for development of new technology....to hope that we can develop it into something we could use commercially.]]> Mon, 07 Dec 2009 09:09:00 -0500
this is why coal will be used first.....and take a look at oil produced domestically and even NG......the lower left hand corner of the graph is alternative energy from solar and such.....its return on energy is so low....that in its current output per energy input is a complete waste for energy production....its basically only good for development of new technology....to hope that we can develop it into something we could use commercially.]]> http://seekingalpha.com/article/176640-how-about-a-coal-stock-for-your-stocking?source=feed#comment-793920 793920
Its possible that once the large NG fields decline....that we hit other constraints in NG production.....like water or environmental problems.

Cap and trade sounds more like a tax scam if anything. I agree that we need to be worried about our environment....not because of global warming (which could be a complete farse and probably is) but because we are running an expirement which we don't know the effects on to a planet that we exist on........the fear isn't global warming....the fear is global cooling which could be sparked from our expirement.....or possibly......global cooling will occur no matter if we release CO2 in the air or not.

And when people say....thousands of scientists concur.....that just means that no one knows whats going on....because all it takes for something to be correct....is solid proof/facts and it only needs to be found by 1 person. Not a consensus...which means = opinion.]]> Mon, 07 Dec 2009 08:51:21 -0500
Its possible that once the large NG fields decline....that we hit other constraints in NG production.....like water or environmental problems.

Cap and trade sounds more like a tax scam if anything. I agree that we need to be worried about our environment....not because of global warming (which could be a complete farse and probably is) but because we are running an expirement which we don't know the effects on to a planet that we exist on........the fear isn't global warming....the fear is global cooling which could be sparked from our expirement.....or possibly......global cooling will occur no matter if we release CO2 in the air or not.

And when people say....thousands of scientists concur.....that just means that no one knows whats going on....because all it takes for something to be correct....is solid proof/facts and it only needs to be found by 1 person. Not a consensus...which means = opinion.]]> http://seekingalpha.com/article/175002-high-gold-prices-it-s-the-oil-stupid?source=feed#comment-774907 774907
Mike does make some sense....as peak oil comes....more dollars will be exported.....if that money is not invested back into our debt....we could see massive inflation.......especi... if other countries use our dollars to buy assets or commodities....massive rise in the price of assets and commodities.


On Nov 24 08:05 AM Vodka wrote:

> On November 27, 2009 all of America will run to buy gifts for Christmas,
> this is already presented like a Gold Rush and shoppers are urged
> not to miss a thing on sale.
> Analysts are pushing sales estimates Sky High and accordingly Wall
> Street trading desks are buying, buying, buying.
> And all this markets buying in centered around one thing, which is
> YOU the shopper.
> I don't urge you not to buy, all I want to say is that whatever you
> will buy, it will be more things than last year but worth less money.
>
> When numbers will be revised, the selling panic will follow and you
> will have much less money and much more debt on January 1, 2010.
>
> Whatever will happen this shopping season, know one thing: DJIA will
> never break 11000 level, so if you are long stocks and I know you
> are long because you hold it since 2008, the maximum the market will
> go up is 6-8%, to the downside it will go below 6800 on the DJIA.
> Think if this risk/reward is right for your future. abrakadabra.notlong.com]]> Tue, 24 Nov 2009 08:25:09 -0500
Mike does make some sense....as peak oil comes....more dollars will be exported.....if that money is not invested back into our debt....we could see massive inflation.......especi... if other countries use our dollars to buy assets or commodities....massive rise in the price of assets and commodities.


On Nov 24 08:05 AM Vodka wrote:

> On November 27, 2009 all of America will run to buy gifts for Christmas,
> this is already presented like a Gold Rush and shoppers are urged
> not to miss a thing on sale.
> Analysts are pushing sales estimates Sky High and accordingly Wall
> Street trading desks are buying, buying, buying.
> And all this markets buying in centered around one thing, which is
> YOU the shopper.
> I don't urge you not to buy, all I want to say is that whatever you
> will buy, it will be more things than last year but worth less money.
>
> When numbers will be revised, the selling panic will follow and you
> will have much less money and much more debt on January 1, 2010.
>
> Whatever will happen this shopping season, know one thing: DJIA will
> never break 11000 level, so if you are long stocks and I know you
> are long because you hold it since 2008, the maximum the market will
> go up is 6-8%, to the downside it will go below 6800 on the DJIA.
> Think if this risk/reward is right for your future. abrakadabra.notlong.com]]> http://seekingalpha.com/article/167154-the-end-of-easy-oil?source=feed#comment-720246 720246

On Oct 18 08:47 PM fireball wrote:

> elliot
> i'm looking at rig and atwood. any thoughts? any better for deepwater?]]> Mon, 19 Oct 2009 08:44:39 -0400

On Oct 18 08:47 PM fireball wrote:

> elliot
> i'm looking at rig and atwood. any thoughts? any better for deepwater?]]> http://seekingalpha.com/article/165184-o-canada-part-ii-there-s-gold-in-them-thar-hills-and-plains?source=feed#comment-706648 706648 Wed, 07 Oct 2009 08:25:38 -0400 http://seekingalpha.com/article/146927-the-mother-of-all-bubbles?source=feed#comment-690674 690674
furthermore....people are just voting for money....which is the end of this republic.


On Jul 06 09:44 AM semperpax wrote:

> We've got no one to blame but ourselves. We elected Obama and the
> criminals and idiots in Congress.]]> Fri, 25 Sep 2009 10:06:30 -0400
furthermore....people are just voting for money....which is the end of this republic.


On Jul 06 09:44 AM semperpax wrote:

> We've got no one to blame but ourselves. We elected Obama and the
> criminals and idiots in Congress.]]> http://seekingalpha.com/article/162461-the-case-for-precious-metals-is-only-getting-stronger?source=feed#comment-689033 689033
Money is released to the public through loans correct? Or through some government program of some sort.

Is it possible that the housing crash (reset of Alt-A and Option ARMS) will delay the hit of inflation? Wouldn't the destruction of these loans/banks/etc just offset any newly created money in the short term? The banks know they have a lot of deliquent loans...they know the foreclosures coming....and their reserves are increasing....at a too slow of rate anyway.

So how is this money that the fed is creating going to hit the streets if all the banks are hoarding it? Would the credit loss be greater than the new money created?

The fed cannot raise interest rates as this will create further inflation UNLESS they can get people to buy their bonds...otherwise, since they are on basically adjustable rate debt themselves....they would just be increasing the interest payments on their own debt.

I agree with everyones view long term....but not sure about short term (before 2012) because of a deeper housing crisis.]]> Thu, 24 Sep 2009 10:34:22 -0400
Money is released to the public through loans correct? Or through some government program of some sort.

Is it possible that the housing crash (reset of Alt-A and Option ARMS) will delay the hit of inflation? Wouldn't the destruction of these loans/banks/etc just offset any newly created money in the short term? The banks know they have a lot of deliquent loans...they know the foreclosures coming....and their reserves are increasing....at a too slow of rate anyway.

So how is this money that the fed is creating going to hit the streets if all the banks are hoarding it? Would the credit loss be greater than the new money created?

The fed cannot raise interest rates as this will create further inflation UNLESS they can get people to buy their bonds...otherwise, since they are on basically adjustable rate debt themselves....they would just be increasing the interest payments on their own debt.

I agree with everyones view long term....but not sure about short term (before 2012) because of a deeper housing crisis.]]> http://seekingalpha.com/article/162680-canada-the-industrialized-market-for-the-coming-decade?source=feed#comment-685987 685987
So why did I pick the reits. I do think the canadian dollar (loonie) will appreciate. But if you are mining the stuff and your operating costs are in loonies, and your selling product in US dollars.....you are now stuck with the scenario of....does the loonie appreciate faster than the commodity being sold in US dollars...or vice versa.

If the loonie appreciates more quickly....then the cost of production increases quickier than the cost of goods sold.....leading to a pinching of margins over time than an expansion....its a tough call what will appreciate more quickly.

The reits don't have this currency problem....as costs and revenue are both in the same currency.

One company that could get crushed if they don't hedge is nintendo...major sales in USD....costs in Yen.

Its just something to keep in mind.....but again....I own a lot in canadian oil sands and penn west energy, etc.....just because thats where the reserves reside.]]> Tue, 22 Sep 2009 09:00:00 -0400
So why did I pick the reits. I do think the canadian dollar (loonie) will appreciate. But if you are mining the stuff and your operating costs are in loonies, and your selling product in US dollars.....you are now stuck with the scenario of....does the loonie appreciate faster than the commodity being sold in US dollars...or vice versa.

If the loonie appreciates more quickly....then the cost of production increases quickier than the cost of goods sold.....leading to a pinching of margins over time than an expansion....its a tough call what will appreciate more quickly.

The reits don't have this currency problem....as costs and revenue are both in the same currency.

One company that could get crushed if they don't hedge is nintendo...major sales in USD....costs in Yen.

Its just something to keep in mind.....but again....I own a lot in canadian oil sands and penn west energy, etc.....just because thats where the reserves reside.]]> http://seekingalpha.com/article/161740-citigroup-makes-a-good-move-preparing-to-buy-out-uncle-sam?source=feed#comment-678819 678819
You issue X amount to new holders and buy out existing X amount from the government.]]> Wed, 16 Sep 2009 08:36:21 -0400
You issue X amount to new holders and buy out existing X amount from the government.]]> http://seekingalpha.com/article/161509-five-charts-to-rule-them-all-bullish-commodity-trends-continue?source=feed#comment-677161 677161 Tue, 15 Sep 2009 08:58:50 -0400 http://seekingalpha.com/article/161252-need-more-bullishness-for-a-correction?source=feed#comment-675461 675461
I suspect to see more bailouts/stimulous when the market pulls back again. I will buy more silver/gold/whatever is down (oil) when the market corrects.....and some riskier small caps which will probably get crushed.

They say the market is forward looking.....and has taken into account the option arms and Alt-A....but its different when they start hitting the market and the banks.]]> Mon, 14 Sep 2009 08:30:41 -0400
I suspect to see more bailouts/stimulous when the market pulls back again. I will buy more silver/gold/whatever is down (oil) when the market corrects.....and some riskier small caps which will probably get crushed.

They say the market is forward looking.....and has taken into account the option arms and Alt-A....but its different when they start hitting the market and the banks.]]> http://seekingalpha.com/article/159736-why-invest-in-oil-over-alternative-energy?source=feed#comment-660087 660087
Rather than trying to determine which fuel source....or energy source is the best for the future.....wouldn't it be prudent to invest in companies that sell electricity......I mean.....they are going to sell more energy.....and they will more than likely always choose the best source of energy in terms of environment, cost, government regulations, etc. That seems to be the best play here. Even better....find one that will have a favorable currency exchange rate if you think the dollar is going to fall out.

I do play different energy sources......and I agree with the author.....but its always best to diversify amongst the energy sources....uranium, oil, coal, NG. There is bound to be some HUGE winners in this arena long term.

And if energy is going to become more scarce in the future (especially liquid fuel)...wouldn't it also make sense to look at vehicles which require liquid fuels of high energy density and look at these areas. Which industries use high amount of trucks or huge machinery that might not be able to operate any other way....its possible that if energy prices increase....the cost of mining, producing food, etc will increase substationally......even the cost to build homes. Its possible that investments directly into these commodities will do well in the long term as well. Lots of opportunities!]]> Thu, 03 Sep 2009 09:25:36 -0400
Rather than trying to determine which fuel source....or energy source is the best for the future.....wouldn't it be prudent to invest in companies that sell electricity......I mean.....they are going to sell more energy.....and they will more than likely always choose the best source of energy in terms of environment, cost, government regulations, etc. That seems to be the best play here. Even better....find one that will have a favorable currency exchange rate if you think the dollar is going to fall out.

I do play different energy sources......and I agree with the author.....but its always best to diversify amongst the energy sources....uranium, oil, coal, NG. There is bound to be some HUGE winners in this arena long term.

And if energy is going to become more scarce in the future (especially liquid fuel)...wouldn't it also make sense to look at vehicles which require liquid fuels of high energy density and look at these areas. Which industries use high amount of trucks or huge machinery that might not be able to operate any other way....its possible that if energy prices increase....the cost of mining, producing food, etc will increase substationally......even the cost to build homes. Its possible that investments directly into these commodities will do well in the long term as well. Lots of opportunities!]]> http://seekingalpha.com/article/159576-what-s-wrong-with-market-speculation?source=feed#comment-660042 660042
The amount of money in circulation......

How is the money controlled in circulation? By loans and the federal reserve.


Isn't it possible.....that speculators are only chasing prices...not setting them?

If speculation was in fact causing the prices...wouldn't there be a disconnect between delivery prices and spot prices? there is no such thing.

And the market is forward looking......with all the projects coming offline......I think people are seeing the problem.....future supply will decrease....current inventories are high (because of the recent run up in oil prices in 2008). They are looking ahead and saying....there is going to be a large problem.....we need prices higher to spur growth in oil supply.

If oil prices are low today....the future oil supply will be less....as todays oil prices increase....future oil supply will be greater. Its a double edged sword....where the market is right and wrong 100% of the time...and is why the price moves so rapidly to adjust.....]]> Thu, 03 Sep 2009 09:08:01 -0400
The amount of money in circulation......

How is the money controlled in circulation? By loans and the federal reserve.


Isn't it possible.....that speculators are only chasing prices...not setting them?

If speculation was in fact causing the prices...wouldn't there be a disconnect between delivery prices and spot prices? there is no such thing.

And the market is forward looking......with all the projects coming offline......I think people are seeing the problem.....future supply will decrease....current inventories are high (because of the recent run up in oil prices in 2008). They are looking ahead and saying....there is going to be a large problem.....we need prices higher to spur growth in oil supply.

If oil prices are low today....the future oil supply will be less....as todays oil prices increase....future oil supply will be greater. Its a double edged sword....where the market is right and wrong 100% of the time...and is why the price moves so rapidly to adjust.....]]> http://seekingalpha.com/article/159315-why-did-the-shanghai-market-collapse?source=feed#comment-655988 655988

If you look around the world....you can see economies expand while at the same time their stock markets contract over the same period. Its happened in China before.]]> Tue, 01 Sep 2009 08:45:27 -0400

If you look around the world....you can see economies expand while at the same time their stock markets contract over the same period. Its happened in China before.]]> http://seekingalpha.com/article/159265-brazil-policy-changes-signaling-new-era-of-oil-production-underway?source=feed#comment-655966 655966
I mean....we have some constraints....the second law of thermodynamics.

Basically all energy comes from the sun on this planet....stored in various ways. Fossil fuels are just a store of the sunlight.....they are highly dense energy sources already packaged.....when uranium, coal, NG, and oil become to dwindle......we will have to move to solar/wind/or some sort of new nuclear fusion source or fission. I see the nuclear options as viable....and wind and solar being more difficult to use.....as they are energy intensive to gather all the materials, make, and install through out the entire process. But we'll see what happens. ]]> Tue, 01 Sep 2009 08:35:10 -0400
I mean....we have some constraints....the second law of thermodynamics.

Basically all energy comes from the sun on this planet....stored in various ways. Fossil fuels are just a store of the sunlight.....they are highly dense energy sources already packaged.....when uranium, coal, NG, and oil become to dwindle......we will have to move to solar/wind/or some sort of new nuclear fusion source or fission. I see the nuclear options as viable....and wind and solar being more difficult to use.....as they are energy intensive to gather all the materials, make, and install through out the entire process. But we'll see what happens. ]]> http://seekingalpha.com/article/158662-the-rise-of-inflation-premiums?source=feed#comment-650558 650558
1) The interest on their short term interest rates would be HUGE...this would lead to massive money printing just to cover the interest on the debt.
2) House prices would tank yet again....as interest rates would need to rise in order for the velocity of money to be slowed down and saved.
3) The two above would slow growth of the economy or kill the economy......I don't know how the fed can balance a bubble forever.


We currently have malinvestment everywhere.....at some point these malinvestment need to be cleaned.....and the way the government is choosing technologies to invest in, and what not to invest in, and the rules/regulations they set through policy will create massive distortions....once that low interest rates will not be able to resolve.

What we need to do is deregulate in real terms. Remove all regulations and let companies fail who are incompetant.....that ultimately is the regulation...being able to survive. Remove all government scholarships, grants, etc. Remove regulation and paperwork on the health care side etc. We should see prices come down dramitically. Prices still continue to drop with operations that are selective....like lasic eye surgery and cosmetic surgery.

Central planning does not work.....we need the free market to do it. And we need to slowly get ourselves away from government. Just MO.



On Aug 27 08:28 PM JeffDB wrote:

> On Aug 27 05:40 PM Erwan Mahe wrote:]]> Fri, 28 Aug 2009 08:36:45 -0400
1) The interest on their short term interest rates would be HUGE...this would lead to massive money printing just to cover the interest on the debt.
2) House prices would tank yet again....as interest rates would need to rise in order for the velocity of money to be slowed down and saved.
3) The two above would slow growth of the economy or kill the economy......I don't know how the fed can balance a bubble forever.


We currently have malinvestment everywhere.....at some point these malinvestment need to be cleaned.....and the way the government is choosing technologies to invest in, and what not to invest in, and the rules/regulations they set through policy will create massive distortions....once that low interest rates will not be able to resolve.

What we need to do is deregulate in real terms. Remove all regulations and let companies fail who are incompetant.....that ultimately is the regulation...being able to survive. Remove all government scholarships, grants, etc. Remove regulation and paperwork on the health care side etc. We should see prices come down dramitically. Prices still continue to drop with operations that are selective....like lasic eye surgery and cosmetic surgery.

Central planning does not work.....we need the free market to do it. And we need to slowly get ourselves away from government. Just MO.



On Aug 27 08:28 PM JeffDB wrote:

> On Aug 27 05:40 PM Erwan Mahe wrote:]]> http://seekingalpha.com/article/158662-the-rise-of-inflation-premiums?source=feed#comment-649224 649224
If the economy is contracting in output....and the same amount of money is in the system....the result is further inflation as GDP has contracted.


The best analogy I have heard for inflation goes something like this.


Glass = size of the economy
Water = money in that economy


Let's say you take a snapshot of the economy and at that time the economy is a glass. The glass is half full of water (money).

Now.....let's determine ways to create inflation in this economy.

In order for inflation to be created...only TWO possible things can occur to result in inflation.

1) Water is added to the cup.
2) The size of the glass shrinks.

Vice versa for deflation.
1) Water is taken away from the cup.
2) The size of the glass gets larger.


I think whats happening now....is the government is injecting crap loads of money into banks.....but the money is not being loaned out....and people are paying the debts down....decreasing the real money supply in circulation.


as a result......prices need to come down for the market to clear.

You can also tilt the glass and have money flow from one sector to another....but jobs will be shifted from one sector to another if the shift is large enough. It will not result in higher inflation across the board....because the money supply (water) remained the same.

A lot of people say Higher oil prices create inflation. It does not create inflaton....it simply is a result of money printing....or demand/supply issues. It cannot create inflation. If you think it can....please explain to me...how it can.







]]> Thu, 27 Aug 2009 13:21:20 -0400
If the economy is contracting in output....and the same amount of money is in the system....the result is further inflation as GDP has contracted.


The best analogy I have heard for inflation goes something like this.


Glass = size of the economy
Water = money in that economy


Let's say you take a snapshot of the economy and at that time the economy is a glass. The glass is half full of water (money).

Now.....let's determine ways to create inflation in this economy.

In order for inflation to be created...only TWO possible things can occur to result in inflation.

1) Water is added to the cup.
2) The size of the glass shrinks.

Vice versa for deflation.
1) Water is taken away from the cup.
2) The size of the glass gets larger.


I think whats happening now....is the government is injecting crap loads of money into banks.....but the money is not being loaned out....and people are paying the debts down....decreasing the real money supply in circulation.


as a result......prices need to come down for the market to clear.

You can also tilt the glass and have money flow from one sector to another....but jobs will be shifted from one sector to another if the shift is large enough. It will not result in higher inflation across the board....because the money supply (water) remained the same.

A lot of people say Higher oil prices create inflation. It does not create inflaton....it simply is a result of money printing....or demand/supply issues. It cannot create inflation. If you think it can....please explain to me...how it can.







]]> http://seekingalpha.com/article/158353-inflation-ahead?source=feed#comment-646909 646909 Wed, 26 Aug 2009 08:42:50 -0400 http://seekingalpha.com/article/157952-the-dollar-must-decline-for-the-market-to-rise?source=feed#comment-643827 643827 Mon, 24 Aug 2009 14:22:46 -0400 http://seekingalpha.com/article/157751-nibbling-on-natural-gas-concerned-about-atlas-pipeline-partners?source=feed#comment-643043 643043
Jesse Livermoore would let the move happen in the direction he thought it would move and then invest.....having immediate gains from an investment or trade is easier emotional wise.....even if you are right in the long term investment. Seeing those immediate gains confirms your choice.

I use range contraction trading methods for trading AND investing entries. I also wait for confirmation on the move in the direction I think the stock is going to move and make my investment right then and there.

For example....BQI is one stock I am watching that is about to break out to the upside.......if you see a powerful move upward (which is right there) we should see a large move upwards.]]> Mon, 24 Aug 2009 09:09:44 -0400
Jesse Livermoore would let the move happen in the direction he thought it would move and then invest.....having immediate gains from an investment or trade is easier emotional wise.....even if you are right in the long term investment. Seeing those immediate gains confirms your choice.

I use range contraction trading methods for trading AND investing entries. I also wait for confirmation on the move in the direction I think the stock is going to move and make my investment right then and there.

For example....BQI is one stock I am watching that is about to break out to the upside.......if you see a powerful move upward (which is right there) we should see a large move upwards.]]> http://seekingalpha.com/article/157751-nibbling-on-natural-gas-concerned-about-atlas-pipeline-partners?source=feed#comment-642998 642998 Mon, 24 Aug 2009 08:51:29 -0400 http://seekingalpha.com/article/157385-prime-mortgages-are-also-going-sour?source=feed#comment-639465 639465
We have been living in an inflated bubble.....possibly the economy will shrink and demand will not come back......70% of GDP being the consumer was not sustainable......and the new level will be a lot lower and a correction is immenant.

The free market is trying to destroy jobs in one side of the market....and I am sure reallocate jobs to another....or possibly not allocate any...but just destroy ones that should not exist. The government is choosing where and when to put money into this economy....which a free market is best at doing......once the money stops flowing from the government....whatever areas they were propping up will more than likely shrink/go away.

I have a feeling once the stimulous contract....and we see the market go down again.....more and more stimulous will be injected. I do fear that inflation will be very bad at some point....or this recession/depression be drawn out a very long time.

We need way less government, lower permenant taxes or no taxes in some areas....hell....do a flat sales tax and eliminate the entire IRS dept. I don't care what it is....government does not create wealth....physical products or services exported does....savings and investment does......government can only inflate and lower the standard of living through higher taxes. leaches.]]> Fri, 21 Aug 2009 08:43:54 -0400
We have been living in an inflated bubble.....possibly the economy will shrink and demand will not come back......70% of GDP being the consumer was not sustainable......and the new level will be a lot lower and a correction is immenant.

The free market is trying to destroy jobs in one side of the market....and I am sure reallocate jobs to another....or possibly not allocate any...but just destroy ones that should not exist. The government is choosing where and when to put money into this economy....which a free market is best at doing......once the money stops flowing from the government....whatever areas they were propping up will more than likely shrink/go away.

I have a feeling once the stimulous contract....and we see the market go down again.....more and more stimulous will be injected. I do fear that inflation will be very bad at some point....or this recession/depression be drawn out a very long time.

We need way less government, lower permenant taxes or no taxes in some areas....hell....do a flat sales tax and eliminate the entire IRS dept. I don't care what it is....government does not create wealth....physical products or services exported does....savings and investment does......government can only inflate and lower the standard of living through higher taxes. leaches.]]> http://seekingalpha.com/article/157233-global-warming-investment-implications?source=feed#comment-637727 637727
The missile supply will run dry around 2012-2013 from what I have read.....and the price of U235 will need to increase substationally.


On Aug 20 08:41 AM John Galt wrote:

> Global warming a hoax? Come on man, don't you watch the evening news?
> Evvvvverybody knows it's true? I don't even need to present facts.
> Everybody knows it. Can't you just feel it? It was pretty hot today?
> Why should we think objectively? Just trust the government and the
> scientists seeking to get their name in the newspaper and more fund
> money.
>
> The people who know how to run your life better than you will always
> have these emotional arguments.
>
> The earth is getting cooler ( remember that one in the 70's)
> The earth is getting warmer
> The earth is overpopulated
>
> I used to be a big investor in CCJ as nuclear "would" be the best
> solution (if you believed the hype of GW) but that's not what it's
> all about anyway. A few years ago the spot price of Uranium was going
> straight up and CCJ was a good trade as plans for Nuke plants were
> popping up around the globe. I want to say about 2005 I made some
> decent money trading CCJ. Longer term Obama and his California Eco-terrorists
> are trying to kill the nuclear industry ( in America at least) and
> uranium is an extremely plentiful element on the earth.
>
> Have your yellowcake and eat it too.]]> Thu, 20 Aug 2009 08:49:55 -0400
The missile supply will run dry around 2012-2013 from what I have read.....and the price of U235 will need to increase substationally.


On Aug 20 08:41 AM John Galt wrote:

> Global warming a hoax? Come on man, don't you watch the evening news?
> Evvvvverybody knows it's true? I don't even need to present facts.
> Everybody knows it. Can't you just feel it? It was pretty hot today?
> Why should we think objectively? Just trust the government and the
> scientists seeking to get their name in the newspaper and more fund
> money.
>
> The people who know how to run your life better than you will always
> have these emotional arguments.
>
> The earth is getting cooler ( remember that one in the 70's)
> The earth is getting warmer
> The earth is overpopulated
>
> I used to be a big investor in CCJ as nuclear "would" be the best
> solution (if you believed the hype of GW) but that's not what it's
> all about anyway. A few years ago the spot price of Uranium was going
> straight up and CCJ was a good trade as plans for Nuke plants were
> popping up around the globe. I want to say about 2005 I made some
> decent money trading CCJ. Longer term Obama and his California Eco-terrorists
> are trying to kill the nuclear industry ( in America at least) and
> uranium is an extremely plentiful element on the earth.
>
> Have your yellowcake and eat it too.]]> http://seekingalpha.com/article/157233-global-warming-investment-implications?source=feed#comment-637721 637721

In the case of your welding application. I am sure the CO2 is at room temperature or close to it....or colder if its been compressed. The welding temperature is some thousands of degrees F.....of course the CO2 is going to absorb heat. Look at the difference between the two temperatures.

]]> Thu, 20 Aug 2009 08:47:31 -0400

In the case of your welding application. I am sure the CO2 is at room temperature or close to it....or colder if its been compressed. The welding temperature is some thousands of degrees F.....of course the CO2 is going to absorb heat. Look at the difference between the two temperatures.

]]> http://seekingalpha.com/article/155941-oil-as-a-deflationary-investment?source=feed#comment-628651 628651
The replacement cost of the commodity to bring online new supplies matters.

The cost to bring on new supplies of oil is $80/barrel or so for many places around the world. When oil stays below the cost for an extended period of time, the depletion rate of oil will sink in of the lower cost fields....and your supplies drop.

The more experienced oil watchers know that what matters in the oil market is exportable oil.

More and more countries are importing oil because of declining supply. A major exporter to the USA (Mexico) is about to become an importer. They used to export 2-3 million barrles....now they will be importing oil in a couple of years. in 10 yrs time....just one country could change the export game from +3MBPD to -2 to 3MBPD. a swing of 6 MBPD.

Throw this in for a lot of countries...increased demand from other countries and no new supplies coming online....the numbers don't add up quick.

Oil and other commodities that the world needs are the safest investments IMO....as they are limited to in a price range between supply replacement cost and demand.

If the price is below the replacement cost....BUY it up. High dividend paying companies with large reserves are even better.


]]> Thu, 13 Aug 2009 15:10:03 -0400
The replacement cost of the commodity to bring online new supplies matters.

The cost to bring on new supplies of oil is $80/barrel or so for many places around the world. When oil stays below the cost for an extended period of time, the depletion rate of oil will sink in of the lower cost fields....and your supplies drop.

The more experienced oil watchers know that what matters in the oil market is exportable oil.

More and more countries are importing oil because of declining supply. A major exporter to the USA (Mexico) is about to become an importer. They used to export 2-3 million barrles....now they will be importing oil in a couple of years. in 10 yrs time....just one country could change the export game from +3MBPD to -2 to 3MBPD. a swing of 6 MBPD.

Throw this in for a lot of countries...increased demand from other countries and no new supplies coming online....the numbers don't add up quick.

Oil and other commodities that the world needs are the safest investments IMO....as they are limited to in a price range between supply replacement cost and demand.

If the price is below the replacement cost....BUY it up. High dividend paying companies with large reserves are even better.


]]> http://seekingalpha.com/article/155603-housing-bottom-the-1-55-trillion-effect?source=feed#comment-626287 626287
Interest rates at some point will need to rise.....this will put further pressure on prices.....unless the government again....prints money like crazy and loans it all out. I don't think they will loan it out like they were, but who knows right? ]]> Wed, 12 Aug 2009 08:39:05 -0400
Interest rates at some point will need to rise.....this will put further pressure on prices.....unless the government again....prints money like crazy and loans it all out. I don't think they will loan it out like they were, but who knows right? ]]> http://seekingalpha.com/article/153353-oil-is-still-the-key-to-u-s-economic-future?source=feed#comment-614661 614661
If you have a demand for 900MW of wind or solar....you might need to build many times 900MW worth of wind in order to achieve that power output at a certain wind speed or solar output, etc.

He claims that energy from wind and solar cannot exceed more than 40% of our power source......for reasons he didn't explain.

I think in order to get a complete and whole picture of these things...research and development need to be completed....and the effects documented. We can sit here all day and say NG is our savior....but possibly the environmental effects of drilling tons of gas wells in shale locations will put us in a water shortage problem. I don't know....but someone needs to figure it out.]]> Tue, 04 Aug 2009 11:19:40 -0400
If you have a demand for 900MW of wind or solar....you might need to build many times 900MW worth of wind in order to achieve that power output at a certain wind speed or solar output, etc.

He claims that energy from wind and solar cannot exceed more than 40% of our power source......for reasons he didn't explain.

I think in order to get a complete and whole picture of these things...research and development need to be completed....and the effects documented. We can sit here all day and say NG is our savior....but possibly the environmental effects of drilling tons of gas wells in shale locations will put us in a water shortage problem. I don't know....but someone needs to figure it out.]]> http://seekingalpha.com/article/153353-oil-is-still-the-key-to-u-s-economic-future?source=feed#comment-614628 614628
I read your response. Those statements are more problems of our governmental system than energy in and of itself. While I don't agree or disagree with NG being the best alternative....we need to agree that our government has powers that it should not. That we don't need an energy policy....what we need is freedom from government. subsidies should not exist anywhere...because in essence they are choosing what is the cheapest or trying to influence what people use.

In essence....their energy policy is exactly what we have:)

I am advocating a completely free market where prices determine what we use.

You are saying you want NG...and the government should supply NG solutions.....possibly its not the best solution is all I am saying. We won't know until the government gets its hands out of everything. ]]> Tue, 04 Aug 2009 11:11:57 -0400
I read your response. Those statements are more problems of our governmental system than energy in and of itself. While I don't agree or disagree with NG being the best alternative....we need to agree that our government has powers that it should not. That we don't need an energy policy....what we need is freedom from government. subsidies should not exist anywhere...because in essence they are choosing what is the cheapest or trying to influence what people use.

In essence....their energy policy is exactly what we have:)

I am advocating a completely free market where prices determine what we use.

You are saying you want NG...and the government should supply NG solutions.....possibly its not the best solution is all I am saying. We won't know until the government gets its hands out of everything. ]]> http://seekingalpha.com/article/153353-oil-is-still-the-key-to-u-s-economic-future?source=feed#comment-614251 614251
We still have a somewhat free market and we should keep it that way. I don't think the government should get involved with any of this, or health care, or bail outs, etc. I know you will completely disagree and thats ok.

But what if there are ideas out there that are two times as good as what you are recommending?

For instance, we travel to buy groceries and items from the store.....we travel to go to work..etc.

We have to move a 3000lbs vehicle and a 100-300lbs person.

What if we designed a system where all we had to move was the goods, not the person or the vehicle? What if we designed a system much like a bank has with air moving pods around? How about a small single track with little trains moving goods to each home? Why continue to think like we do today?

Why even have stores? Why not go virtual? Why are we spread out? etc etc etc.

I think we could easily cut 50% of the demand for oil in the USA if we had to....this could buy us time for something new.....and that something new shouldn't be decided by a group of individuals....but by the free market....this will also provide the most economically viable option.]]> Tue, 04 Aug 2009 08:43:50 -0400
We still have a somewhat free market and we should keep it that way. I don't think the government should get involved with any of this, or health care, or bail outs, etc. I know you will completely disagree and thats ok.

But what if there are ideas out there that are two times as good as what you are recommending?

For instance, we travel to buy groceries and items from the store.....we travel to go to work..etc.

We have to move a 3000lbs vehicle and a 100-300lbs person.

What if we designed a system where all we had to move was the goods, not the person or the vehicle? What if we designed a system much like a bank has with air moving pods around? How about a small single track with little trains moving goods to each home? Why continue to think like we do today?

Why even have stores? Why not go virtual? Why are we spread out? etc etc etc.

I think we could easily cut 50% of the demand for oil in the USA if we had to....this could buy us time for something new.....and that something new shouldn't be decided by a group of individuals....but by the free market....this will also provide the most economically viable option.]]>