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Pax Americana

Pax Americana
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  • Energy Transition: The Intractability of the Built Environment [View article]
    As the recent firing/resignation call it what you will, of the head of the MMS and the alleged cozy relationship between the Oil corporations and the aforementioned it behooves us to ask some questions on the safety and feasibility of deep water drilling, at depths of 1mile to the seabed, the time has arrived for a serious debate on America's Energy requirements.
    May 27, 2010. 03:03 PM | 1 Like Like |Link to Comment
  • Japan's Mixed Signals [View article]
    The is a direct correlation between an ageing demographic and consumer spending, therefore Japan has endured a deflationary spiral since the early 90s, of which it increasing resembles a death spiral. Some time in the not too distant future..180% debt to GDP, and near zero population replacement levels, 100% energy imports, and anemic consumer spending will have a detrimental effect on Nippon!
    May 27, 2010. 02:48 PM | Likes Like |Link to Comment
  • What About Dow 20K? [View article]
    The American corporations are in essence healthy, after surviving this Recession, but with the concurrent cost/productivity saving qtr over qtr the question has to be asked..Where are the jobs we need, to stem from?..As I read the Transcripts of the various S&P 500 stocks, one does notice that demand and orders are picking up, but no real increase in Headcount,
    May 27, 2010. 07:21 AM | 2 Likes Like |Link to Comment
  • What About Dow 20K? [View article]
    Jeff, more empirical evidence please, although i imagine you are right now working on a follow/up Article. Maybe this is the new normal, overacting to any adverse news on the up/down side.
    May 26, 2010. 06:27 AM | 1 Like Like |Link to Comment
  • Energy Transition: The Intractability of the Built Environment [View article]
    Hat tip! To Troz, excellent point that I personally did not take into account when thinkng about this problem
    May 24, 2010. 03:59 AM | Likes Like |Link to Comment
  • Energy Transition: The Intractability of the Built Environment [View article]
    As Mr Mcdonald so eloquently reasons, all the easy oil has been used up and only the difficult to reach oil is left, so as in the case of the Internet for example, whereby the US Government incurred very high Investment costs for a decade or more, that, would have been suicide for one or more large corporations to envisage duplicating, therefore the Government must be ready to lead the way, through having an intelligent and coherent Transport and Energy policy to encompass the next two decades at the very least.
    May 23, 2010. 11:50 AM | 3 Likes Like |Link to Comment
  • Regions Financial Corporation Q1 2010 Earnings Call Transcript [View article]
    Extremely healthly deposit stream, aligned with "NPA" predicted to peak in Q2/10 as well as robust new Account openings of 248k this Quarter and 1m in 2009, a tribute to sage management and conservative accounting practise, bearing in mind interest rates will in all probability rise by the first qtrs of 2011, the stock appears to be gaining traction for the upcoming Economic cycle.
    May 22, 2010. 04:13 AM | Likes Like |Link to Comment
  • So, Does European Crisis Pose a Risk to the U.S.? [View article]
    Germany and France must impose fiscal discipline on the other members of the Euro zone, which is credible and understandable from outside Europe. This is a time in history that Europe must hold together financially and Politically and weather this storm, to reach the eventual sunny uplands of tomorrow.
    May 21, 2010. 03:17 PM | 1 Like Like |Link to Comment
  • Report From Europe: Bears Remain in Charge [View article]
    Always a great read!
    May 21, 2010. 02:57 PM | 1 Like Like |Link to Comment
  • Wall Street Runs for Cover [View article]
    The global equilibrium is undoubtedly shifting to Asia, as manufacturing jobs dissipate in the US and relocate to Asia, America has become like the rest of the developed world a service economy, only 9% of GNP is now export related and the banking system has been allowed to grow disproportionate to the rest of the economy. We must address the fundamental issues here..Deficit..Educati... military adventurism....Energy.... we start preparing disaster will surely over take America..
    May 21, 2010. 07:42 AM | 3 Likes Like |Link to Comment
  • SAP and Sybase: A Waste of Time for Everyone Involved [View article]
    Just recently started following you Dennis, appreciate "your inside the curve" peceptions on issues concerning technology, any info on location awareness apps, recently green lighted by (AAPL), by the way am not a Geek and Know practically next to nothing on tech/software , but becoming alarmed with some privacy encroaching trends that i see over the horizon.
    May 16, 2010. 10:26 AM | Likes Like |Link to Comment
  • Novell, Inc. F1Q10 (Qtr End 01/31/10) Earnings Call Transcript [View article]
    Ron hovsepian...In the last 15yrs its gone from 70% market share down to approx 5..6% in that specialized operating system. So its been happening for a really long time, and the time to have broken this cycle, has passed before i arrived at the Firm candidly speaking!
    May 16, 2010. 10:10 AM | Likes Like |Link to Comment
  • It's High Time for Cameron and the Conservatives to End the U.K. 'Nanny State' [View article]
    The post war landslide victory of Attlees labour party ushered in a completely new dynamic into domestic politics, sweeping away all the old dogma of the past to try and construct "A country fit for Hero's" by creating first and foremost the NHS, then council house building en-masse , comprehensive secondary schools, parks, free school milk, Adequate pension provision for all, free optical treatment, and a plethora of other improvements to ordinary peoples lives, this being the legacy then of the post war settlement, the question is"What" next!
    May 16, 2010. 06:26 AM | 1 Like Like |Link to Comment
  • It's High Time for Cameron and the Conservatives to End the U.K. 'Nanny State' [View article]
    The UK is cited by the OECD as having strong potential coming out of the Recession in comparison to its European neighbours. The UK has never defaulted on any Sovereign debt, the £200m pound deficit is and will be accommodated in Domestic budgetary cuts that will be far reaching and painful, as for couples having 8 children they are few and far between cases, and inserted into this Article for effect only.
    May 14, 2010. 09:58 AM | 3 Likes Like |Link to Comment
  • Reducing Carbon the Old Fashioned Way [View article]
    America needs a transition from a oil based transportation system to that of NG, of which America has in plenty. This will have a further advantage of reducing America's deficit, composing as it does of 64% oil imports, and as a Anglo Saxon I am hard wired to consider debt a serious matter......
    May 13, 2010. 07:50 AM | 6 Likes Like |Link to Comment