The pessimistic optimist's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/220063/comments http://seekingalpha.com/article/91610-commodity-carnage-where-to-turn-next?source=feed#comment-234004 234004
OPEC sells oil for $136.00 a barrel.
OPEC nations buy U.S. grain at $7.00 a bushel.
Solution: Sell grain for $136.00 a bushel.
Can't buy it? Tough! Eat your oil!
Ought to go well with a nice thick grilled filet of camel ass!!!
We in turn back off more on oil consumption.
win/win


>
>
]]> Tue, 19 Aug 2008 11:57:13 -0400
OPEC sells oil for $136.00 a barrel.
OPEC nations buy U.S. grain at $7.00 a bushel.
Solution: Sell grain for $136.00 a bushel.
Can't buy it? Tough! Eat your oil!
Ought to go well with a nice thick grilled filet of camel ass!!!
We in turn back off more on oil consumption.
win/win


>
>
]]> http://seekingalpha.com/article/91295-time-to-pull-the-trigger-on-four-oil-service-stocks?source=feed#comment-233985 233985 Tue, 19 Aug 2008 11:37:25 -0400 http://seekingalpha.com/article/91572-usg-corp-speculate-with-a-necessary-construction-material?source=feed#comment-233957 233957 Tue, 19 Aug 2008 11:08:40 -0400 http://seekingalpha.com/article/90104-bottom-fishing-cramer-s-mad-money-8-8-08?source=feed#comment-228323 228323 Mon, 11 Aug 2008 21:26:29 -0400 http://seekingalpha.com/article/90154-t-boone-pickens-on-yahoo-and-the-price-of-oil?source=feed#comment-227349 227349 Sun, 10 Aug 2008 19:10:46 -0400 http://seekingalpha.com/article/89703-wind-s-our-future-but-natural-gas-is-now?source=feed#comment-227339 227339 from what I see here many are on the right track. Love or hate Boone he will put up a grip of cash and he so far is the only whale willing to do it that I am aware of. Yup, he will profit but that is a later story. To focus and keep all eyes on this ball is most important. The latest witnessed by this author's eyes... a solar panel designed into the roof of a Prius driving down the road in front of me. So you have solar and the all wonderful electric car now on the street. The Nat gas play.. I like the gen plants to creat electricity to recharge as opposed to running on NG. Case in point the new Lexus. Power house of a car and efficient to the inth degree. I drove a NG car and power was waining.. in my opinion.
Now then the corridor for wind and how that plays into pattern changes? There will always be wind.. how much and where is going to be a goliath of research. Sure there is the pan handle corridor. (up through Texas into Oklahome etc...) How will the additional generation towers effect the environment and topography in that area. How many are we really taking about? USFS will have some data . Adiabatic diyurnals ( day to day over cycles) wind patterns will reveal useful information as to maybe where the best placement might be and what it means to the land. Remember light hands on the land? Forest service theory. Arch sights too. How about NIMBY groups through that channel or maybe those groups who would like a royalty for the use of their crop lands.
It is going to be tough to convert engines on trains a.k.a. CSX GWR BNI and the likes to anything but diesel which get great fuel milage vs. the alternatives. Is there an efficient alternative to those.. steam..again? I say drill off shore. I say get us off our dependence on foreign oil. How about Iran and many many leased VLCC from many Ocean tgransports just waiting for the moment to pounce and bring that sour crude to our ports into our markets. Remember the first time it happened? You may have heard this " never forget". Many may be too young but it happened.
I say become the country we all seek to be. Get the USA off dependency of energy. Most of all I say is there are many ways to go green even with the continued use of oil. Regen plants on diesels which burn over 65% particulates before exiting the exhaust pipe. That is one of many examples.
Cannot forget fertilizer/compost resevoir salvaged NG.. think WMI. How about switch grass/cellulose fed waste produced by sugar cane crops ethanol. how about ADM. No vegetable produced ethanol. Feed the people...and not to each other. Gov't says 20% by 2012? I think by 2015 we could be closer to 50% household to household with a total buy-in. The caveat is the gov't will also have to consider incentives never before seen.
Ok.. I am off my podium now anyone care to take this ball one step farther? I know I left things out.. these just came to mind.
]]> Sun, 10 Aug 2008 18:32:31 -0400 from what I see here many are on the right track. Love or hate Boone he will put up a grip of cash and he so far is the only whale willing to do it that I am aware of. Yup, he will profit but that is a later story. To focus and keep all eyes on this ball is most important. The latest witnessed by this author's eyes... a solar panel designed into the roof of a Prius driving down the road in front of me. So you have solar and the all wonderful electric car now on the street. The Nat gas play.. I like the gen plants to creat electricity to recharge as opposed to running on NG. Case in point the new Lexus. Power house of a car and efficient to the inth degree. I drove a NG car and power was waining.. in my opinion.
Now then the corridor for wind and how that plays into pattern changes? There will always be wind.. how much and where is going to be a goliath of research. Sure there is the pan handle corridor. (up through Texas into Oklahome etc...) How will the additional generation towers effect the environment and topography in that area. How many are we really taking about? USFS will have some data . Adiabatic diyurnals ( day to day over cycles) wind patterns will reveal useful information as to maybe where the best placement might be and what it means to the land. Remember light hands on the land? Forest service theory. Arch sights too. How about NIMBY groups through that channel or maybe those groups who would like a royalty for the use of their crop lands.
It is going to be tough to convert engines on trains a.k.a. CSX GWR BNI and the likes to anything but diesel which get great fuel milage vs. the alternatives. Is there an efficient alternative to those.. steam..again? I say drill off shore. I say get us off our dependence on foreign oil. How about Iran and many many leased VLCC from many Ocean tgransports just waiting for the moment to pounce and bring that sour crude to our ports into our markets. Remember the first time it happened? You may have heard this " never forget". Many may be too young but it happened.
I say become the country we all seek to be. Get the USA off dependency of energy. Most of all I say is there are many ways to go green even with the continued use of oil. Regen plants on diesels which burn over 65% particulates before exiting the exhaust pipe. That is one of many examples.
Cannot forget fertilizer/compost resevoir salvaged NG.. think WMI. How about switch grass/cellulose fed waste produced by sugar cane crops ethanol. how about ADM. No vegetable produced ethanol. Feed the people...and not to each other. Gov't says 20% by 2012? I think by 2015 we could be closer to 50% household to household with a total buy-in. The caveat is the gov't will also have to consider incentives never before seen.
Ok.. I am off my podium now anyone care to take this ball one step farther? I know I left things out.. these just came to mind.
]]> http://seekingalpha.com/article/88597-investing-in-tankers-ship-ship-hooray?source=feed#comment-221338 221338 Sun, 03 Aug 2008 02:24:24 -0400 http://seekingalpha.com/article/87162-trading-psychology-cramer-s-mad-money-7-25-08?source=feed#comment-220812 220812 ]]> Sat, 02 Aug 2008 00:02:28 -0400 ]]> http://seekingalpha.com/article/88028-slow-start-for-lithium-ion-hybrids?source=feed#comment-218776 218776 Wed, 30 Jul 2008 17:39:31 -0400 http://seekingalpha.com/article/84437-dividend-yields-soar?source=feed#comment-211727 211727 good day]]> Tue, 22 Jul 2008 15:02:14 -0400 good day]]> http://seekingalpha.com/article/84437-dividend-yields-soar?source=feed#comment-211717 211717 Tue, 22 Jul 2008 14:55:17 -0400 http://seekingalpha.com/article/85799-ship-finance-int-l-steady-income-in-a-volatile-sector?source=feed#comment-211041 211041 Mon, 21 Jul 2008 18:19:26 -0400 http://seekingalpha.com/article/85678-goldman-nucor-sell-off-overdone-buy-the-dips?source=feed#comment-209232 209232 I remain bullish on NUE.. they should not be down this far olr a better way to look at it , this cheap.. get some! ]]> Sat, 19 Jul 2008 02:08:38 -0400 I remain bullish on NUE.. they should not be down this far olr a better way to look at it , this cheap.. get some! ]]> http://seekingalpha.com/article/80472-excellent-stocks-when-if-oil-hits-150?source=feed#comment-197680 197680 Thu, 03 Jul 2008 01:08:28 -0400 http://seekingalpha.com/article/83118-southwestern-energy-outlook-provides-compelling-valuation?source=feed#comment-197674 197674 Thu, 03 Jul 2008 00:57:53 -0400 http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-196338 196338 Tue, 01 Jul 2008 00:46:21 -0400 http://seekingalpha.com/article/83222-long-term-investors-remain-defensive?source=feed#comment-196304 196304 Mon, 30 Jun 2008 22:49:01 -0400