Jgib

First Solar Sell-Off Is Overdone

I thought most of FSLR production capacity was in Germany and most of its customers are in Germany/Europe?

U.S. Economy: Now Comes the Hard Part

Obama is rapidly relegating the private sector to the back of the bus.


On Aug 21 10:28 AM dybydx wrote:

> finally, the US is embracing Communism!
>
> welcome to the world of state runned enterprises, centrally planned
> economy and state backing of all corporate and personal loans.

2009 Is Looking an Awful Lot Like 2008

August is often a month of take off for strong moves. in 1987, the Dow began a slow downturn that culminated in 10/19 black Monday. Also, September and October are at the top of the list of down months for equities. Wouldn't intelligent traders know this, leading to liquidation of longs and increase in shorts?

Why This Rally Will Continue

Do you mean "Chauncey"


On Aug 13 09:30 AM Tom Armistead wrote:

> Great article, that stuff about green shoots could have been written
> by Chance the Gardener.

Ethanol's Persecution Complex: To Rehabilitate Its Image, It Must Understand the Issues

I'm amazed that the discussion of ethanol never mentioned sugar as the prime raw material. brazil has already proven that as fact, haven't they?

Ethanol's Persecution Complex: To Rehabilitate Its Image, It Must Understand the Issues

Just what is normal - average? I think not.


On Jun 19 07:33 AM redbaron wrote:

> 'The enemy of the human race, as Jim Hansen says, is coal'
>
> The enemy of corn ethanol fuel production growth is cost, IMHO. Ethanol
> fuel production, using the currently availble model, will not succede
> unless the cost of production can be reduced. And further, any future
> developed ethanol fuel production success, will also be based on
> it's future cost of production. If you can't make it cheap enough
> when oil is in this price range and natural gas is this cheap, then
> how will you ever compete if these same inputs return to more 'normal'
> levels. This will not work unless you can drive the cost of production
> much lower without further gov't subsidies.

Gold vs. Value Investing: An Historical Perspective

Gold, itself as bullion, does not pay dividends or interest, and must be stored and insured. Gold miners pay dividends (most of them) and they only store gold in the form of deposits, and in bullion form awaiting sale or delivery. The dividends are paid after all related costs have been accounted for.

Jeremy Grantham: Global Incompetence Is 'Officially' Scary

Give the monetary system to our elected officials - you have to be kidding. They have given us nothing but bad legislation (SARBOX, medicare RX, housing $$$ to the incompetent, bailout of Freddie Mac and Fannie Mae, etc.). How about there agressive solutions for the energy crisis.

Green Commodities for a Complete Green Portfolio

I was surprised with your entry of EWZ in a green discussion. Biggest holding is Petrobras - a socialist company producing oil, and driller offshore - how green is that - offshore RIO. I think they have beaches.

Beware of Crumbling BRICs

I was very big on Brazil until I read that Lula believes Obama's trade policies are very positive for Brazil. 54% tarrifs on Brazilian ethanol from the country which subsidizes sugar beet production. I don't think so.