starkoski's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/206975/comments http://seekingalpha.com/article/167555-the-worlds-biggest-gold-reserves?source=feed#comment-722784 722784 Tue, 20 Oct 2009 20:06:49 -0400 http://seekingalpha.com/article/164198-why-value-investors-should-avoid-gold?source=feed#comment-699166 699166 Thu, 01 Oct 2009 19:19:42 -0400 http://seekingalpha.com/article/163934-energy-myths-for-the-21st-century?source=feed#comment-697358 697358 seekingalpha.com/user/... and Jevons paradox too. These factors make the situation even more acute that you brought out. Your article was very good though.]]> Wed, 30 Sep 2009 16:58:59 -0400 seekingalpha.com/user/... and Jevons paradox too. These factors make the situation even more acute that you brought out. Your article was very good though.]]> http://seekingalpha.com/article/161279-social-security-here-s-how-to-extend-the-fund-s-life?source=feed#comment-676694 676694 Mon, 14 Sep 2009 19:31:40 -0400 http://seekingalpha.com/article/160221-consolidation-is-in-the-air?source=feed#comment-664635 664635 Sun, 06 Sep 2009 19:42:52 -0400 http://seekingalpha.com/article/157778-oil-prices-higher-or-lower-in-2010?source=feed#comment-642070 642070 Thanks]]> Sun, 23 Aug 2009 13:44:20 -0400 Thanks]]> http://seekingalpha.com/article/154615-the-truth-about-fossil-fuels-and-renewable-energy?source=feed#comment-620699 620699 Fri, 07 Aug 2009 20:42:36 -0400 http://seekingalpha.com/article/154615-the-truth-about-fossil-fuels-and-renewable-energy?source=feed#comment-620491 620491 Fri, 07 Aug 2009 18:01:31 -0400 http://seekingalpha.com/article/146424-mid-year-market-analysis-treasuries-gold-crude-equities?source=feed#comment-570789 570789 Do you understand the concept of peak oil?? Have you factored any of its merit into your calculations? The decline rate of the world's oil fields is about 4 MBD/year and this will have the excess supply cleared out and demand exceeding supply very strongly in the next few years. Yes - oil price will go down as the markets correct but due to the structural decline curves and hyperinflation (monetary response) - oil is going to go way up in the future. Please comment on this.]]> Wed, 01 Jul 2009 19:10:36 -0400 Do you understand the concept of peak oil?? Have you factored any of its merit into your calculations? The decline rate of the world's oil fields is about 4 MBD/year and this will have the excess supply cleared out and demand exceeding supply very strongly in the next few years. Yes - oil price will go down as the markets correct but due to the structural decline curves and hyperinflation (monetary response) - oil is going to go way up in the future. Please comment on this.]]> http://seekingalpha.com/article/130258-peak-oil-china-vs-usa?source=feed#comment-460318 460318 Sun, 12 Apr 2009 08:55:56 -0400 http://seekingalpha.com/article/95209-no-conspiracy-behind-tumbling-commodities?source=feed#comment-253682 253682 Sat, 13 Sep 2008 21:08:07 -0400 http://seekingalpha.com/article/93602-megaprojects-predict-decline-of-oil-production?source=feed#comment-244171 244171 Tue, 02 Sep 2008 20:47:55 -0400 http://seekingalpha.com/article/93364-the-new-energy-cold-war-the-warsaw-tehran-connection?source=feed#comment-242872 242872 Sun, 31 Aug 2008 20:17:54 -0400 http://seekingalpha.com/article/91332-recapping-my-great-calls-on-oil?source=feed#comment-232723 232723 Sun, 17 Aug 2008 21:18:09 -0400 http://seekingalpha.com/article/90333-is-the-commodities-bull-market-over?source=feed#comment-228294 228294 Mon, 11 Aug 2008 20:32:21 -0400 http://seekingalpha.com/article/90165-crude-oil-gold-prices-plummet-time-to-get-cautious-about-dollar-bears?source=feed#comment-227385 227385 Sun, 10 Aug 2008 20:55:52 -0400 http://seekingalpha.com/article/90213-energy-stocks-are-too-cheap-to-ignore-barron-s?source=feed#comment-227382 227382 Sun, 10 Aug 2008 20:44:49 -0400 http://seekingalpha.com/article/88555-crude-reality-big-oil-s-purposely-restricting-supply?source=feed#comment-221263 221263 Sat, 02 Aug 2008 20:41:56 -0400 http://seekingalpha.com/article/87669-do-oil-and-the-market-still-have-a-lot-of-downside?source=feed#comment-217895 217895 Tue, 29 Jul 2008 21:05:37 -0400 http://seekingalpha.com/article/86688-peak-oil-as-a-direct-result-of-misallocation-of-funds?source=feed#comment-213904 213904 Thu, 24 Jul 2008 21:34:22 -0400 http://seekingalpha.com/article/86582-a-glut-of-petroleum-products?source=feed#comment-212835 212835 Wed, 23 Jul 2008 21:18:24 -0400 http://seekingalpha.com/article/86577-headwinds-index-how-long-can-financials-outperform-energy?source=feed#comment-212825 212825 PPT) all they want but they can't print oil, nat gas & coal. We are in a Peak Oil state of mind that is written in geology. The fact that they (Fed Reserve Mob) tried this financial treachery is scarry to think what they might try when the dollar is dumped by the world in the near future. Thanks again for your good article and keep them coming.]]> Wed, 23 Jul 2008 21:08:49 -0400 PPT) all they want but they can't print oil, nat gas & coal. We are in a Peak Oil state of mind that is written in geology. The fact that they (Fed Reserve Mob) tried this financial treachery is scarry to think what they might try when the dollar is dumped by the world in the near future. Thanks again for your good article and keep them coming.]]> http://seekingalpha.com/article/85856-gold-s-finest-hour-how-to-buy-now?source=feed#comment-210208 210208 Sun, 20 Jul 2008 20:52:43 -0400 http://seekingalpha.com/article/85671-the-oil-bubble-will-meet-the-same-fate-as-tech-housing?source=feed#comment-209138 209138 Fri, 18 Jul 2008 21:14:22 -0400 http://seekingalpha.com/article/85553-confirmatory-bias-and-oil-investing?source=feed#comment-208221 208221 Thu, 17 Jul 2008 21:15:34 -0400 http://seekingalpha.com/article/85236-gold-to-replicate-oil-s-parabolic-move-30-yr-treasury-yields-to-soar?source=feed#comment-207351 207351 Wed, 16 Jul 2008 21:52:06 -0400 http://seekingalpha.com/article/84426-ensco-international-and-oilsands-quest-two-diverse-energy-bets?source=feed#comment-202656 202656 Thu, 10 Jul 2008 21:41:41 -0400 http://seekingalpha.com/article/84132-john-hussman-is-there-a-possibility-of-60-oil?source=feed#comment-202623 202623
I am troubled because I read comments from you & others that take your position that oil is going to $60/barrel & oil is in a bubble and yet we are facing the biggest problem that the USA & the world will ever face which is Peak Oil. I am also troubled because I don't know what I am going to do with all the money that I am making from you and other investors that are betting that oil is going to $60/barrel. I have been shorting any company that has high oil costs and I am long (every Penney I have) in companies that produce oil, nat gas, coal, uranium and even alternate energy - oh food too. I have been doing very well thank you and I will continue to do well because oil and the other energy sources are going to the moon. As far as Dr. Hubbert well he was right about the USA peaking in oil production in 1970 and he is right about the world peaking now. Now let’s talk about supply & demand. A 4th grade class would understand this - that total petroleum production (including nat gas condensates and syn crude) is 85 MB/D and total world demand is 87 MB/D. This is why oil has gone from $80/barrel to $140/barrel in 6 months or so. These numbers come from T. Boone Pickens, Matt Simmons the IEA & other people who are competent. So where are you getting your supply & demand figures from - CERA or Bozo the Clown? Now I am sure that Mr. Hussman is a very nice and professional type but I don't think that he has a clue that the 5 largest oil fields in the world are in terminal decline & that world oil discovery peaked in 1963. That out of the 65 largest oil producing nations in the world- 54 is in decline. And that the quality of the existing oil produced in the world is of constantly less quality (sour crude) hence less net energy or oil production. Now about flow rate. People like you also like to talk about how much oil is available in known in ground reserves which seems like allot but remember that in ground reserves mean nothing because it is all about how much oil can you get out or the ground and what is the EROEI (energy return on energy invested). This is why our country is in big dodo and we have guys like you that singing happy songs about oil supply and demand when demand is 2 MB/D over supply and going to constantly getting worse every year forward. So U51169 I respectfully disagree with you & please reconsider the real evidence and learn about the facts and get educated so our country & our communities & our families can start the real responses to this horrible dilemma before it is too late.


On Jul 09 06:38 PM User 51169 wrote:

> Starkoski is troubled participant. He continues to speak about "Peak
> Oil" as if he's M. King Hubbert himself. Flow rate is not the only
> factor in the price of oil, even starkoski should know better. (Though
> he apparently does not.) Supply and demand is a factor, and nothing
> in supply and demand suggests oil doubling from $70 to $140 in a
> single year. Dollar destruction is a factor, and in the near term,
> it may indeed appreciate against world currencies. Speculation is
> a factor, and with 20 times more oil being traded than delivered,
> speculators have moved from dot-com to real estate to commodities.
> Psychology is a factor, and everyone has been pushing the long side.
> But if there's enough of an economic slowdown, a push to drill, a
> push for alternatives, oil can and will come down in price. John
]]> Thu, 10 Jul 2008 19:58:47 -0400
I am troubled because I read comments from you & others that take your position that oil is going to $60/barrel & oil is in a bubble and yet we are facing the biggest problem that the USA & the world will ever face which is Peak Oil. I am also troubled because I don't know what I am going to do with all the money that I am making from you and other investors that are betting that oil is going to $60/barrel. I have been shorting any company that has high oil costs and I am long (every Penney I have) in companies that produce oil, nat gas, coal, uranium and even alternate energy - oh food too. I have been doing very well thank you and I will continue to do well because oil and the other energy sources are going to the moon. As far as Dr. Hubbert well he was right about the USA peaking in oil production in 1970 and he is right about the world peaking now. Now let’s talk about supply & demand. A 4th grade class would understand this - that total petroleum production (including nat gas condensates and syn crude) is 85 MB/D and total world demand is 87 MB/D. This is why oil has gone from $80/barrel to $140/barrel in 6 months or so. These numbers come from T. Boone Pickens, Matt Simmons the IEA & other people who are competent. So where are you getting your supply & demand figures from - CERA or Bozo the Clown? Now I am sure that Mr. Hussman is a very nice and professional type but I don't think that he has a clue that the 5 largest oil fields in the world are in terminal decline & that world oil discovery peaked in 1963. That out of the 65 largest oil producing nations in the world- 54 is in decline. And that the quality of the existing oil produced in the world is of constantly less quality (sour crude) hence less net energy or oil production. Now about flow rate. People like you also like to talk about how much oil is available in known in ground reserves which seems like allot but remember that in ground reserves mean nothing because it is all about how much oil can you get out or the ground and what is the EROEI (energy return on energy invested). This is why our country is in big dodo and we have guys like you that singing happy songs about oil supply and demand when demand is 2 MB/D over supply and going to constantly getting worse every year forward. So U51169 I respectfully disagree with you & please reconsider the real evidence and learn about the facts and get educated so our country & our communities & our families can start the real responses to this horrible dilemma before it is too late.


On Jul 09 06:38 PM User 51169 wrote:

> Starkoski is troubled participant. He continues to speak about "Peak
> Oil" as if he's M. King Hubbert himself. Flow rate is not the only
> factor in the price of oil, even starkoski should know better. (Though
> he apparently does not.) Supply and demand is a factor, and nothing
> in supply and demand suggests oil doubling from $70 to $140 in a
> single year. Dollar destruction is a factor, and in the near term,
> it may indeed appreciate against world currencies. Speculation is
> a factor, and with 20 times more oil being traded than delivered,
> speculators have moved from dot-com to real estate to commodities.
> Psychology is a factor, and everyone has been pushing the long side.
> But if there's enough of an economic slowdown, a push to drill, a
> push for alternatives, oil can and will come down in price. John
]]> http://seekingalpha.com/article/84055-stocks-to-buy-before-the-oil-bubble-bursts?source=feed#comment-201048 201048 Tue, 08 Jul 2008 21:26:12 -0400 http://seekingalpha.com/article/83959-the-after-hours-oil-scam?source=feed#comment-200269 200269 Mon, 07 Jul 2008 20:52:50 -0400