Climate Change: How to Invest for the Possibility [View article]
I recognize that there are trained scientists on both sides of the argument. My point is that the mere fact that celebrities with no scientific credentials endorse a particular position is not a reason to dismiss that position.
I'd be interested to know what data you would regard as convincing evidence that global warming is real.
On Sep 25 10:44 AM Jimbo wrote:
> Biomedives: there are also a large number of trained scientists who > are skeptics about AGW. Astronomers at a well known observatory (Lowell > in Northern Arizona) told me several years ago that they believe > the main driver of global temperature, and much long term wet/dry > cycles, are due to solar activity. My fear is that the Utopian movement > has emerged from the ashes of the Soviet Union, the People's Republic > of China, Cambodia, etc. to seek to seize control of all human activity, > in the name of "science" of course. There has always been a delay > effect in the seasons: Summer warmth persists into the Fall and Winter > cold persists into the Spring. The recently reported melting of glaciers > could be reversed by the now observed significant drop in sunspot > activity. We need more data and not breathless speculation. To access > the scientists who are AGW skeptics, see the Heartland Institute.
Climate Change: How to Invest for the Possibility [View article]
My understanding is that there a number of people who have concluded that global warming is a real possibility have scientific credentials that are considerably more substantial than those of Penelope Cruz, Tim Robbins, and Harry Hamlin (or Rush Limbaugh).
Then U. S. wages, benefits, and working conditions comparable to those in developing countries would "mirror reality", right?
On Aug 31 05:38 PM Mmarrkk wrote:
> Fully agree! I'd add that the relentless collapse of u.s. manufacturing > was driven in large part by the overreaching of two groups: organized > labor and environmental terrorists organizations...both joined at > the hip by the Democratic Party! Labor costs have gone through the > roof due to benefits packages that don't mirror reality or the competitive > nature of the world economy. Keeping up with ever changing environmental > regulations that in many cases have no basis in cost/benefit analysis > is also a driving force behind manufacturing leaving the country. > With that manufacturing base leaving, the natural gas industry has > lost a vital demand element.
CEOs Must Bring Investors Along for the Ride (WSJ) [View article]
It amazes me that boards of directors are so concerned about paying CEOs well in order to motivate them but completely oblivious to the fact that cutting the salaries and benefits of people in R&D, sales, customer support, manufacturing will have a negative effect on the motivation and loyalty of the latter group. On the whole, the lower ranking people have a larger impact on the success of a company than its CEO does.
Bonds, Convertibles and the U.S. Dollar: Eye on Chesapeake Preferreds [View article]
I would be interested in a procedure for buying specific convertible bonds. When I asked about specific ones at any of the brokerage houses where I have accounts, the answer is always that the bonds are not in the firm's inventory.
The Honeymoon Is Over: Gauging the Market with an Obama Presidency [View article]
"And the only way to effectively pare down a burgeoning deficit is to have a thriving economy with sustained job growth and rising asset valuations." The Bush administration certainly did a good job of paring the deficit.
Natural Gas: Clean Fuel with a Dirty Little Secret [View article]
Brian - If you have carbon and hydrogen in forms other than methane, some chemical processing is necessary to convert them to methane. Thus the abundance of carbon and hydrogen in all forms doesn't help unless the cost of converting other forms is acceptable in light of the price of natural gas.
Climate Change: How to Invest for the Possibility [View article]
I'd be interested to know what data you would regard as convincing evidence that global warming is real.
On Sep 25 10:44 AM Jimbo wrote:
> Biomedives: there are also a large number of trained scientists who
> are skeptics about AGW. Astronomers at a well known observatory (Lowell
> in Northern Arizona) told me several years ago that they believe
> the main driver of global temperature, and much long term wet/dry
> cycles, are due to solar activity. My fear is that the Utopian movement
> has emerged from the ashes of the Soviet Union, the People's Republic
> of China, Cambodia, etc. to seek to seize control of all human activity,
> in the name of "science" of course. There has always been a delay
> effect in the seasons: Summer warmth persists into the Fall and Winter
> cold persists into the Spring. The recently reported melting of glaciers
> could be reversed by the now observed significant drop in sunspot
> activity. We need more data and not breathless speculation. To access
> the scientists who are AGW skeptics, see the Heartland Institute.
Climate Change: How to Invest for the Possibility [View article]
Supply Glut Pressuring Natural Gas [View article]
On Aug 31 05:38 PM Mmarrkk wrote:
> Fully agree! I'd add that the relentless collapse of u.s. manufacturing
> was driven in large part by the overreaching of two groups: organized
> labor and environmental terrorists organizations...both joined at
> the hip by the Democratic Party! Labor costs have gone through the
> roof due to benefits packages that don't mirror reality or the competitive
> nature of the world economy. Keeping up with ever changing environmental
> regulations that in many cases have no basis in cost/benefit analysis
> is also a driving force behind manufacturing leaving the country.
> With that manufacturing base leaving, the natural gas industry has
> lost a vital demand element.
CEOs Must Bring Investors Along for the Ride (WSJ) [View article]
Bonds, Convertibles and the U.S. Dollar: Eye on Chesapeake Preferreds [View article]
I also have an account at one full-service firm, and I get the same answer there.
Bonds, Convertibles and the U.S. Dollar: Eye on Chesapeake Preferreds [View article]
The Honeymoon Is Over: Gauging the Market with an Obama Presidency [View article]
Natural Gas: Clean Fuel with a Dirty Little Secret [View article]