Interest Rates: The Darkest Black Swan Ahead? [View article]
"How does that work? What is the transmission mechanism whereby a "blown-out" central bank balance sheet - whatever that means - becomes "massive inflation"? "
This happpens when the FED tries to sell their assets to stop runaway inflation and the price of their overpriced securities tank.
The Federal Reserve and the government are the ones stealing economic freedom.
Let us take the decision to buy a house for example. IT is pretty obvious that both the FED and the government are manipulating or trying to manipulate housing prices upward.
So now when one buys a house one is forced to not only buy a house but one also must pay for all the resources of society that our government is throwing into the market. This is not economic freedom.
And all this is obviously adding tremendous risk to the decision to buy a house as now one need not only worry about the intrinsic price of the real estate but one must factor in all the government welfare in the housing market that one must buy along with the house.
For the government housing welfare can change dramatically on a political whim. Or the government housing market welfare can be forced to stop by runaway inflation which is apparently starting now at a grocery store near you.
Waiving The Biofuels Mandate, Part I: Impact On Corn Prices [View article]
If we had an ethanol powered farm would not this be CO2 neutral?
All the arguments against ethanol always state that it takes too much fossil fuels to produce the ethanol. If we could have a farm powered completely by ethanol without fossil fuel fertilizers this would not be an argument.
This would leave only the food argument against ethanol.
A New Aspect Of Real Estate Investing: Risk [View article]
I am seeing prices rise substantially at the grocery store.
The government is wasting literally trillions trying to raise housing prices. We know with all this money creation it has to go somewhere and it is going into the price of food.
And now with this drought, meat prices are expected to rise.
I expect all this government effort to lift the housing market will come under some major scrutiny once grocery prices really get heated.
Waiving The Biofuels Mandate, Part I: Impact On Corn Prices [View article]
"I will state that there is no way that WTI prices will hold beyond $100/bbl. The fundamentals should have it below $90, or perhaps even $85... once Europe stops stockpiling we'll see prices plummet, and once Iran breaks we'll see prices crash (for a few months)."
Waiving The Biofuels Mandate, Part I: Impact On Corn Prices [View article]
"" The total amount of energy input into the process compared to the energy released by burning the resulting ethanol fuel is known as the energy balance (or "energy returned on energy invested"). Figures compiled in a 2007 by National Geographic Magazine[61] point to modest results for corn ethanol produced in the US: one unit of fossil-fuel energy is required to create 1.3 energy units from the resulting ethanol." (from Wikipedia)"
What if the farm was powered purely by horsepower? Then we have ethanol produced with no fossil fuel input. These EROI numbers for ethanol are really only so much BS put out there for political reasons.
The Fed Should Stimulate Lending [View article]
So the government has clearly unsustainable policy and which way is one supposed to go on that again?
What the hell are you talking about?
A New Aspect Of Real Estate Investing: Risk [View article]
It is so obvious yet so many are deluded.
Stockpile Drawdown Signals Strong Coal Rebound [View article]
It looks like NG production is falling everywhere except the Marcellus where it looks to still be rising.
What are your thoughts on NG production?
Interest Rates: The Darkest Black Swan Ahead? [View article]
Interest Rates: The Darkest Black Swan Ahead? [View article]
Interest Rates: The Darkest Black Swan Ahead? [View article]
This happpens when the FED tries to sell their assets to stop runaway inflation and the price of their overpriced securities tank.
Knee-Jerk Fed Reaction Doesn't Add Up [View article]
So what happens when the FED tries to stop runaway inflation by selling their portfolio and the prices of these securities tank?
Interest Rates: The Darkest Black Swan Ahead? [View article]
The gun owners are more likely to be waving the flag than not.
Guns if anything put a damper on political protest. If it means risking getting shot most people rather not bother and for good reason.
Guns if anything protect the status quo.
The Fed Should Stimulate Lending [View article]
Let us take the decision to buy a house for example. IT is pretty obvious that both the FED and the government are manipulating or trying to manipulate housing prices upward.
So now when one buys a house one is forced to not only buy a house but one also must pay for all the resources of society that our government is throwing into the market. This is not economic freedom.
And all this is obviously adding tremendous risk to the decision to buy a house as now one need not only worry about the intrinsic price of the real estate but one must factor in all the government welfare in the housing market that one must buy along with the house.
For the government housing welfare can change dramatically on a political whim. Or the government housing market welfare can be forced to stop by runaway inflation which is apparently starting now at a grocery store near you.
Chesapeake Energy Is A Great Retirement Fund Stock [View article]
You are confusing positive operating cash flow with profit.
When CHK makes these claims they are not including the sunk costs of the well.
I am looking forward to someone trying to dispute my reasoning above because I have a large position(for me anyway) betting that NG is going higher.
IF there is a problem with this reasoning I would like to see it.
Waiving The Biofuels Mandate, Part I: Impact On Corn Prices [View article]
All the arguments against ethanol always state that it takes too much fossil fuels to produce the ethanol. If we could have a farm powered completely by ethanol without fossil fuel fertilizers this would not be an argument.
This would leave only the food argument against ethanol.
A New Aspect Of Real Estate Investing: Risk [View article]
The government is wasting literally trillions trying to raise housing prices. We know with all this money creation it has to go somewhere and it is going into the price of food.
And now with this drought, meat prices are expected to rise.
I expect all this government effort to lift the housing market will come under some major scrutiny once grocery prices really get heated.
Waiving The Biofuels Mandate, Part I: Impact On Corn Prices [View article]
What about a different hypothetical?
What if we had a farm powered by ethanol?
Would not the fossil fuel input be zero?
Waiving The Biofuels Mandate, Part I: Impact On Corn Prices [View article]
What is your reasoning here?
Waiving The Biofuels Mandate, Part I: Impact On Corn Prices [View article]
What if the farm was powered purely by horsepower? Then we have ethanol produced with no fossil fuel input. These EROI numbers for ethanol are really only so much BS put out there for political reasons.