Dan O'Leary's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/220882/comments http://seekingalpha.com/article/141470-unemployment-data-exhaustion-rate-will-soon-lead-to-false-green-shoot-chatter?source=feed#comment-533716 533716 Fri, 05 Jun 2009 12:51:24 -0400 http://seekingalpha.com/article/127221-who-will-supply-the-batteries-for-plug-in-cars?source=feed#comment-436816 436816 Mon, 23 Mar 2009 12:49:59 -0400 http://seekingalpha.com/article/126069-podcast-interview-with-teresa-lo-portfolio-building-with-etfs?source=feed#comment-428170 428170 Mon, 16 Mar 2009 15:54:40 -0400 http://seekingalpha.com/article/120220-kanjorski-and-the-money-market-funds-the-facts?source=feed#comment-389786 389786
I asked "Where did the money go?" on Tyler Durden's recent SA post (2/10). With the exception of institutional funds, all the rest of us wanting to deposit funds in a money market have our funds transmitted over the Fed Funds wire system from our local bank or credit union. The system tells where the money went and when. And yes, I realize you can still put a check in the mail.

As far as I can tell this may have been "a run on the confidence of one more part of the system" but to call it a "run on the bank" seems to me to be a bit of a stretch. ]]> Sun, 15 Feb 2009 18:37:52 -0500
I asked "Where did the money go?" on Tyler Durden's recent SA post (2/10). With the exception of institutional funds, all the rest of us wanting to deposit funds in a money market have our funds transmitted over the Fed Funds wire system from our local bank or credit union. The system tells where the money went and when. And yes, I realize you can still put a check in the mail.

As far as I can tell this may have been "a run on the confidence of one more part of the system" but to call it a "run on the bank" seems to me to be a bit of a stretch. ]]> http://seekingalpha.com/article/119619-how-the-world-almost-came-to-an-end-on-september-18-2008?source=feed#comment-387734 387734
Your normal "run on the bank" has folks lining up at the door demanding cash. That's where the money goes.

Here you have electronic funds transfer from one institution to some other institution that accepts electronic funds transfer. Where did the money go?]]> Fri, 13 Feb 2009 16:06:02 -0500
Your normal "run on the bank" has folks lining up at the door demanding cash. That's where the money goes.

Here you have electronic funds transfer from one institution to some other institution that accepts electronic funds transfer. Where did the money go?]]> http://seekingalpha.com/article/119936-the-great-awakening-boomers-your-crisis-has-arrived-part-3-of-3?source=feed#comment-387609 387609 Fri, 13 Feb 2009 15:06:07 -0500 http://seekingalpha.com/article/117876-john-paulson-s-year-end-letter-to-investors?source=feed#comment-373724 373724 Mon, 02 Feb 2009 15:41:20 -0500 http://seekingalpha.com/article/114332-advanced-nonsense-the-politics-of-alternative-energy?source=feed#comment-353446 353446 Mon, 12 Jan 2009 12:23:23 -0500 http://seekingalpha.com/article/113121-cleantech-the-sixth-industrial-revolution?source=feed#comment-346546 346546 Mon, 05 Jan 2009 12:58:18 -0500 http://seekingalpha.com/article/110034-the-five-most-important-energy-forecasts-of-2008?source=feed#comment-325673 325673 Wed, 10 Dec 2008 12:58:47 -0500 http://seekingalpha.com/article/108666-ethanol-in-the-tank?source=feed#comment-320188 320188
Thanks for the comments and more importantly the links!

I agree the corn subsidy should be abolished and maybe this would force farmers using corn for ethanol to switch to higher yielding crops.

Regarding the fuel for food argument, it is obviously intuitive but I've seen nothing empirical. Have a link?

Thanks again.

Dan]]> Wed, 03 Dec 2008 16:27:59 -0500
Thanks for the comments and more importantly the links!

I agree the corn subsidy should be abolished and maybe this would force farmers using corn for ethanol to switch to higher yielding crops.

Regarding the fuel for food argument, it is obviously intuitive but I've seen nothing empirical. Have a link?

Thanks again.

Dan]]> http://seekingalpha.com/article/108666-ethanol-in-the-tank?source=feed#comment-319206 319206
Regarding subsidies, corn was subsidized long before it was used for ethanol production. Corn was initially selected for ethanol becuase we had lots of it. They are separate.

Whenever I hear the food vs. fuel discussion I am always amazed at how the conclusions are drawn and then applied to the U.S. According to the USDA 70% of our corn production is used for feedstock (cattle, pork). Forget for a moment that just a small fraction of our agricultural land is used for corn. This connection is at best weak.

It might also be helpful to review the correlation between oil and other commodities. Is it new (this time it's different) that oil and corn (just to pick one other commodity) are dropping in price at the same time?

Not withstanding the fact that we have no (not yet at least) energy policy, the best source I have found for ethanol information is:
alcoholcanbeagas.com.

]]> Tue, 02 Dec 2008 16:30:32 -0500
Regarding subsidies, corn was subsidized long before it was used for ethanol production. Corn was initially selected for ethanol becuase we had lots of it. They are separate.

Whenever I hear the food vs. fuel discussion I am always amazed at how the conclusions are drawn and then applied to the U.S. According to the USDA 70% of our corn production is used for feedstock (cattle, pork). Forget for a moment that just a small fraction of our agricultural land is used for corn. This connection is at best weak.

It might also be helpful to review the correlation between oil and other commodities. Is it new (this time it's different) that oil and corn (just to pick one other commodity) are dropping in price at the same time?

Not withstanding the fact that we have no (not yet at least) energy policy, the best source I have found for ethanol information is:
alcoholcanbeagas.com.

]]> http://seekingalpha.com/article/108346-the-way-smart-money-diversifies-risk?source=feed#comment-317244 317244 Sat, 29 Nov 2008 17:57:20 -0500 http://seekingalpha.com/article/108282-google-violates-apple-s-rules-unwarranted-hysteria-ensues?source=feed#comment-316794 316794
And yes, the Eagles rock!]]> Fri, 28 Nov 2008 12:40:38 -0500
And yes, the Eagles rock!]]> http://seekingalpha.com/article/107165-the-battle-of-the-batteries?source=feed#comment-311166 311166 seekingalpha.com/autho...]]> Thu, 20 Nov 2008 17:07:25 -0500 seekingalpha.com/autho...]]> http://seekingalpha.com/article/106560-alcohol-can-be-a-gas-debunking-myths-about-ethanol?source=feed#comment-309166 309166 www.alcoholcanbeagas.c...= because of an ethanol post several months ago on Seeking Alpha. For that I am very grateful.

What I have noticed, despite an enlightened SA readership, is there are still many misconceptions about this product.

Regarding corn, I agree with User 48358 that ethanol subsidies should be removed. This might force some farmers to chose between being corn farmers or energy farmers. If they are the latter, there are much better crops than corn.

Regarding corn again, the tradeoff between fuel and foodstuffs is a ruse. I'm told the vast majority of corn produced in the U.S. is to feed mostly cattle but also pigs. As best as I can find corn was used initially because we had a surplus of it and it was cheap.

Marcus - a mechanic friend of mine agrees with you and said this has something to do with compression ratios. That's all I know.

This may be the kind of product that works best locally where a group of farmers fund their own still and sell directly to the consumer. I say this because there is one E85 station in my community and they sell E85 for $2.79 while the average for regular unleaded is in the area of $2.15.

I too own the book.]]> Tue, 18 Nov 2008 14:45:11 -0500 www.alcoholcanbeagas.c...= because of an ethanol post several months ago on Seeking Alpha. For that I am very grateful.

What I have noticed, despite an enlightened SA readership, is there are still many misconceptions about this product.

Regarding corn, I agree with User 48358 that ethanol subsidies should be removed. This might force some farmers to chose between being corn farmers or energy farmers. If they are the latter, there are much better crops than corn.

Regarding corn again, the tradeoff between fuel and foodstuffs is a ruse. I'm told the vast majority of corn produced in the U.S. is to feed mostly cattle but also pigs. As best as I can find corn was used initially because we had a surplus of it and it was cheap.

Marcus - a mechanic friend of mine agrees with you and said this has something to do with compression ratios. That's all I know.

This may be the kind of product that works best locally where a group of farmers fund their own still and sell directly to the consumer. I say this because there is one E85 station in my community and they sell E85 for $2.79 while the average for regular unleaded is in the area of $2.15.

I too own the book.]]> http://seekingalpha.com/article/104940-is-ethanol-dead-not-so-fast?source=feed#comment-304417 304417 www.permaculture.com/

Thanks again- Dan


On Nov 09 07:38 AM Bobby Fontaine wrote:

> You might find this article on ethanol informative
>
> www.opednews.com/artic...]]> Wed, 12 Nov 2008 15:53:18 -0500 www.permaculture.com/

Thanks again- Dan


On Nov 09 07:38 AM Bobby Fontaine wrote:

> You might find this article on ethanol informative
>
> www.opednews.com/artic...]]> http://seekingalpha.com/article/98715-food-for-thought-how-green-are-biofuels?source=feed#comment-275989 275989 Tue, 07 Oct 2008 14:04:10 -0400 http://seekingalpha.com/article/97985-the-topsoil-crisis-dirt-isn-t-cheap-anymore?source=feed#comment-270621 270621 Wed, 01 Oct 2008 14:09:18 -0400 http://seekingalpha.com/article/91945-financial-bloggers-the-conscience-of-wall-street?source=feed#comment-235933 235933 Thu, 21 Aug 2008 17:05:40 -0400 http://seekingalpha.com/article/91694-fed-s-lacker-and-inflation-reality-check?source=feed#comment-235019 235019 Wed, 20 Aug 2008 14:41:40 -0400 http://seekingalpha.com/article/90892-the-great-consumer-crash-of-2009?source=feed#comment-230604 230604 Thu, 14 Aug 2008 16:37:03 -0400 http://seekingalpha.com/article/90742-the-economic-cost-of-the-military-industrial-complex?source=feed#comment-229562 229562
The only thing I could add is to expand on Woodhead's comment: You get the leaders you deserve! Yes, we do.

But the greatest oxy moron of the last 20 years: Political Leadership!]]> Wed, 13 Aug 2008 13:28:30 -0400
The only thing I could add is to expand on Woodhead's comment: You get the leaders you deserve! Yes, we do.

But the greatest oxy moron of the last 20 years: Political Leadership!]]> http://seekingalpha.com/article/86801-american-express-calls-investment-banks-bluff?source=feed#comment-213578 213578 Thu, 24 Jul 2008 13:34:21 -0400 http://seekingalpha.com/article/84990-wind-natural-gas-etfs-oil-man-pickens-thinks-you-ll-make-money?source=feed#comment-207090 207090 Wed, 16 Jul 2008 14:19:18 -0400 http://seekingalpha.com/article/84966-gas-lines-coming-this-fall?source=feed#comment-206276 206276
While I'm mad as hell about this situation (and a couple of others), I really only have myself to blame. I thought I could sit back, go do my "thing" and everyone else would solve our problems. Yes, the lights were on but no one was home!

I live in Olympia, Washington and what I'm seeing is probably happening all across the country. My wife and I have become big on "take out" because many of the local restaurants were so busy that you had to wait to get a table. Twelve months (or even less) ago I'd wait 20 minutes and then go pick up my order. When I got to the restaurant (any one of my favorites) it was full. Today when I place an order I leave immediately, the food is waiting for me when I arrive, and the restaurant is nearly empty.

While I have no way to prove this comment, I would not be surprised if some restaurants are giving employees payroll checks that bounce! I wonder how many of these employees are single parents? This sucks big time and it is no way to run a country!

I am going to start an email campaign to everyone in my address book repeating what I've said here and stating that in my opinion the congressional delegation from Washington State has been asleep at the switch when it comes to the big issues. I'm also adding my congressional delegation to my email list.

Igorisky is correct. America needs to wake and I'm done sitting on my thumb. I just don't know enough about technology to guage success.]]> Tue, 15 Jul 2008 15:15:56 -0400
While I'm mad as hell about this situation (and a couple of others), I really only have myself to blame. I thought I could sit back, go do my "thing" and everyone else would solve our problems. Yes, the lights were on but no one was home!

I live in Olympia, Washington and what I'm seeing is probably happening all across the country. My wife and I have become big on "take out" because many of the local restaurants were so busy that you had to wait to get a table. Twelve months (or even less) ago I'd wait 20 minutes and then go pick up my order. When I got to the restaurant (any one of my favorites) it was full. Today when I place an order I leave immediately, the food is waiting for me when I arrive, and the restaurant is nearly empty.

While I have no way to prove this comment, I would not be surprised if some restaurants are giving employees payroll checks that bounce! I wonder how many of these employees are single parents? This sucks big time and it is no way to run a country!

I am going to start an email campaign to everyone in my address book repeating what I've said here and stating that in my opinion the congressional delegation from Washington State has been asleep at the switch when it comes to the big issues. I'm also adding my congressional delegation to my email list.

Igorisky is correct. America needs to wake and I'm done sitting on my thumb. I just don't know enough about technology to guage success.]]>