TN Jim's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/26102/comments http://seekingalpha.com/article/71184-fmc-corporation-the-future-of-battery-technology?source=feed#comment-166463 166463
Closed today at $0.09, with a market cap of $35.4 million.

Since MSN can't seem to do a deal for Yahoo!, maybe they'll cough up a couple billion for XDSL.

]]> Mon, 12 May 2008 16:33:42 -0400
Closed today at $0.09, with a market cap of $35.4 million.

Since MSN can't seem to do a deal for Yahoo!, maybe they'll cough up a couple billion for XDSL.

]]> http://seekingalpha.com/article/73182-oil-hits-new-record-is-125-next-or-100?source=feed#comment-154710 154710
I respect your viewpoint and appreciate your well thought out and well written post, but I disagree with your implicit thesis that the rise in crude oils prices is fundamentally a trading phenomena.
Although sovereign nations make it difficult to obtain reliable production and reserve data, there is increasingly little doubt that depletion from existing production fields nearly equals new production being brought on stream each year. Further, since it takes several years to begin production at a new discovery, the rate of new production which will be brought on stream over the next several years is somewhat predictable.

What we have is a Malthusian situation in which new production must exceed the combination of production depletion plus increased demand from emerging economies and others before any relief appears in the supply-demand balance.

I concede your point that the plummeting dollar and the flight to commodities is aggravating the problem, but the price of crude is on a long-term uptrend until the world becomes serious about energy conservation (incandescent light bulbs, for example) and alternative sources of energy, most likely beginning with nuclear.

I whole heartedly recommend Jim Kingsdale's excellent site on Energy Investment Strategies to anyone who wants to follow up on peak oil news. www.energyinvestmentst.../ ]]> Tue, 22 Apr 2008 11:14:46 -0400
I respect your viewpoint and appreciate your well thought out and well written post, but I disagree with your implicit thesis that the rise in crude oils prices is fundamentally a trading phenomena.
Although sovereign nations make it difficult to obtain reliable production and reserve data, there is increasingly little doubt that depletion from existing production fields nearly equals new production being brought on stream each year. Further, since it takes several years to begin production at a new discovery, the rate of new production which will be brought on stream over the next several years is somewhat predictable.

What we have is a Malthusian situation in which new production must exceed the combination of production depletion plus increased demand from emerging economies and others before any relief appears in the supply-demand balance.

I concede your point that the plummeting dollar and the flight to commodities is aggravating the problem, but the price of crude is on a long-term uptrend until the world becomes serious about energy conservation (incandescent light bulbs, for example) and alternative sources of energy, most likely beginning with nuclear.

I whole heartedly recommend Jim Kingsdale's excellent site on Energy Investment Strategies to anyone who wants to follow up on peak oil news. www.energyinvestmentst.../ ]]> http://seekingalpha.com/article/72857-why-new-oil-price-highs?source=feed#comment-153058 153058
Prince, get a grip.

Futures are used by farmers to lock in end-of-the-season prices for their crops (in case, they want to buy new farm equipment, for instance), by oil production companies who want to guarantee they can cover the debt they incurred drilling the wells, and by miners selling forward their production so that they can afford to develop the resources.

But, hey, let's just do away with futures. That will certainly help the global economy going forward.

If you're still looking for the fool, check the mirror, Prince.]]> Fri, 18 Apr 2008 14:08:45 -0400
Prince, get a grip.

Futures are used by farmers to lock in end-of-the-season prices for their crops (in case, they want to buy new farm equipment, for instance), by oil production companies who want to guarantee they can cover the debt they incurred drilling the wells, and by miners selling forward their production so that they can afford to develop the resources.

But, hey, let's just do away with futures. That will certainly help the global economy going forward.

If you're still looking for the fool, check the mirror, Prince.]]> http://seekingalpha.com/article/70801-potash-as-ash-can?source=feed#comment-135965 135965
Not an original thought, but very true.]]> Thu, 03 Apr 2008 10:47:59 -0400
Not an original thought, but very true.]]> http://seekingalpha.com/article/69255-visa-already-twice-mastercard-s-market-cap?source=feed#comment-129403 129403 Thu, 20 Mar 2008 13:20:20 -0400 http://seekingalpha.com/article/63570-stocks-stink-buy-bonds?source=feed#comment-115258 115258
After reading this guy's smack, I had to check to see if he spelled his name "Ponzio" or "Ponzi".]]> Fri, 08 Feb 2008 11:30:12 -0500
After reading this guy's smack, I had to check to see if he spelled his name "Ponzio" or "Ponzi".]]> http://seekingalpha.com/article/60100-bofa-will-lose-billions-in-countrywide-deal?source=feed#comment-110479 110479 Tue, 15 Jan 2008 10:07:07 -0500