jarco

A Crude 10 Year Perspective: The DJIA, Oil and Gold

An exhaustingly long dissertation followed by equally long responses. Too many theories gentlemen; too little discussion relative to infrastructure required to do much different than what the US has done for decades.

Aside from the necessary and at times interesting speculation about China, Oil, Gold, and Obama . . . the lack of any semblance of an energy policy renders it all for naught.

NG, LNG, Tar Sands, Health problems from pollution, Global Warming, Oil import deficits, and the list goes on and on. No focused energy plan, no solution. Save your breath reminding investors how smart we are. Start demanding solutions

A Crude 10 Year Perspective: The DJIA, Oil and Gold

An exhaustingly long dissertation followed by equally long responses. Too many theories gentlemen; too little discussion relative to infrastructure required to do much different than what the US has done for decades.

Aside from the necessary and at times interesting speculation about China, Oil, Gold, and Obama . . . the lack of any semblance of an energy policy renders it all for naught.

NG, LNG, Tar Sands, Health problems from pollution, Global Warming, Oil import deficits, and the list goes on and on. No focused energy plan, no solution. Save your breath reminding investors how smart we are. Start demanding solutions.

Brazil: Do Olympics Make It a Better Investment?

Is EWZ the best vehicle?


On Oct 04 08:55 PM tripleblack wrote:

The idea of viewing the Olympics as a bonus for a decision made otherwise rather than a motive to invest looks like sound advice to me.

12 Attractive Companies That Also Pay a Dividend

Until economy shows steady recovery, best to ignore dividends and move over to bonds in these or similar companies. In both cases, as interest rates climb (a certainty), stock and bond prices drop. Unlike stocks, however, bonds will recover value at maturity. There are plenty of BBB and up rated bonds paying 5 - 6 1/2 % interest with 18 - 24 months maturity

12 Attractive Companies That Also Pay a Dividend

Simply, their business is drying up. Too much construction base. Electric rates heading up; major cost factor. Bottom line - declining business coupled with rising costs.


On Mar 01 12:05 PM HATEFEEBAY wrote:

> Why isn't Alcoa (seekingalpha.com/symbo...) on this list??!?!?!?
> I own $300+K of it and I LOVE it-esp at $7 a share!

America's New Stimulus Package: Looks Good, But Is It Enough?

An appreciated display of a previously elusive breakdown. However, comments about investment potential are bland at best. Worse, the program liabilities are missing altogether.

Of the $777B summarized, only $144B or less than 17% of the total $850 would create any jobs. The rest are from old broken down unsupported Democratic congressional social programs. Do we give fish away for a single day OR teach someone to catch for a lifetime. Come people, get real!

Yes, those on unemployment are hurting big time. I’ve been there, done that. But extending benefits and Cobra (18 months already) doesn’t create jobs. Regards Cobra, one must pay 102% of the original cost to extend the basics of the benefit available while unemployed. Why not reduce the coverage to a more affordable amount?

Nor does state aid make sense especially to states like California who spent money like it was falling from the sky just a few short years ago. Why should the 75% of us pay for their indiscretions? We’re looking at $342B going out with virtually NO fiscal controls of how and why it’s spent. And we complain about the Bank bailout transparency! States will be spending “win-fall” monies like drunken sailors. And not even an employment stimulating bridge-to-nowhere.

Regards infrastructure, will procurement regulations typical of military programs be required? What’s that you say? Simply, buy American. Airplanes with American produced aluminum. Steel from American steel mills. On the renewable energy front, currently large towers for wind mills come from Viet Nam. Will foreign owned (e.g. Westinghouse) nuclear design and equipment be allowed? How about Vestas, the Danish owned turbine company who heavily advertise on national TV?

And will prevailing wage provisions prevail? Will it mean only one bridge is constructed in New Jersey or Illinois verses two in Texas for the same money?

This program is fraught with waste and politics. A lot of money . . . . an earth shattering economic tsunami being tackled by an inept congress. Gag!