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tndrroot

tndrroot
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  • Effects Of Obamacare On Employment [View article]
    What is called "Obamacare" should really be called "CongressCare" because Congress cobbled it together from all the divergent views of the powers that were in Congress at that time.

    The only thing in CongressCare that can be called "Obama" is the principle that everyone should have heath insurance coverage. Because of the election, that principle still stands, at least for the next four years, which should be enough to make it unassailable by the next Ayn Rand-guided presidential candidate.

    In the meantime, the president and Congress will tweak CongressCare in response to efforts by the states and private sector to implement it. Also, the mechanisms in CongressCare to identify and implement cost-saving procedures may pay significant dividends.

    Note: My MBA profs taught that happy, secure employees are much more productive than ones worried about untreated illness in themselves or their families. Of course, my profs were probably leftist academics. The profs nowadays may be teaching to wring the last drop out of employees then dispose of them in the least costly way possible. I hope not.
    Nov 12 02:10 PM | 3 Likes Like |Link to Comment
  • Will First Solar Fly High In 2013? [View article]
    Thanks for the analysis of the industry players. The most meaningful variable separating FSLR from the others is debt/equity. FSLR wisely kept down debt while others built theirs up trying to exploit the false boom caused by government subsidies.

    Meanwhile, FSLR stock price has become rational. The trend in free cash flow is up. Now, management must build sales.

    I like the fact that R&D and CAPEX are both increasing. This is an industry that desperately needs constantly improving technology. It's the best place to spend their cash.

    FSLR is definitely the best of breed in an industry where the winners will be very big indeed.
    Nov 12 11:38 AM | Likes Like |Link to Comment
  • The Fall Of The Electric Car... And The Rise Of The NGV [View article]
    Addressing the specific issue of NGV vs. EV, my point is that as we move away from fossil fuel electric generation, EV will turn out to be cleaner than NGV at some point and is therefore the preferred long-term solution to the problem of auto emissions. Even if we can't get rid of all the coal-burning generating plants, at least they will be few in number, relative to millions of CO2-emiting NGV's, and thus it will be easier to isolate and clean their waste. The problem with NGV as the ultimate solution to GHG emissions remains: they burn fossil fuel and thus release CO2 into the atmosphere.
    Nov 11 08:52 PM | Likes Like |Link to Comment
  • Surviving And Prospering Over The Next 4 Years Of Economic Darkness [View article]
    Since I think his predictions are worthless, your prediction is probably the most accurate of all, even though you're presumptuous to assume you know for what party I might vote.
    Nov 11 08:29 PM | Likes Like |Link to Comment
  • Even With A Fiscal Cliff Deal, Stocks And The U.S. Economy Will Unravel In 2013 [View article]
    I read it. I stand by what I said that it isn't analysis. Want an example?
    You wrote: <<I think many are missing the point, which is that the United States is likely to face a recession and market correction in 2013, regardless of whether or not a compromise is reached over the Fiscal Cliff.>>
    Here's what the CBO says after analyzing the effects of the fiscal cliff:
    <<Under those fiscal conditions, which will occur under current law, growth in real (inflation-adjusted) GDP in calendar year 2013 will be just 0.5 percent.>>

    So, even if neither the Congress nor the president can summon the "leadership" to solve the fiscal cliff problem, the CBO judges that there will be no recession. On the other hand, if they do find a way to solve it, there will certainly be no recession.

    If nobody questions you, Trade In Mexico, it doesn't mean you've done anything other than voice your opinions; and, frankly, those opinions seem to be driven by your ideology, not objective reality.
    Nov 10 12:26 PM | 2 Likes Like |Link to Comment
  • Even With A Fiscal Cliff Deal, Stocks And The U.S. Economy Will Unravel In 2013 [View article]
    I love the markets like I love my ADHD sister. I don't rely on her for an accurate reflection of what's going on with everyone else in my family.
    Would the markets have rallied if the president had said "OK, John, whatever you say."?
    The difficulty of our system of checks and balances is it assumes at least a majority will hold the greater good of the USA above their personal "convictions and principles." But with 222 Republican congresspersons (a House majority, by the way) pledging away a key official duty to duly consider tax law and pass necessary increases, I hardly think that reflects a concern for the greater good.

    You and John Boehner keep bleating about leadership, but to you, leadership means give up your position and accept mine, or else I won't follow you.
    Nov 10 12:06 PM | 1 Like Like |Link to Comment
  • The Fall Of The Electric Car... And The Rise Of The NGV [View article]
    Ok, so I have a problem. I use over-the-top adverbs. You got me. Correction: much cleaner energy sources.
    Nov 10 11:42 AM | Likes Like |Link to Comment
  • The Fall Of The Electric Car... And The Rise Of The NGV [View article]
    OK, so they hold their breath. I enjoyed your reply.

    I'm totally with you on doing away with the 4,000 lb machines.

    Here in LA, we have Ciclavia's where several miles of downtown streets are closed to motorized vehicles. Last time, more than 100,000 people enjoyed the sights aboard whatever type of self-powered vehicle they wanted.
    Nov 10 11:40 AM | 1 Like Like |Link to Comment
  • The Fall Of The Electric Car... And The Rise Of The NGV [View article]
    First, according to the Argonne National Laboratory "...natural gas emits approximately 6% to 11% lower levels of GHGs than gasoline throughout the fuel life cycle. " Natural gas is a fossil fuel and does contain some carbon that comes out as CO2.

    Second, not all electricity is or needs to be generated from a coal-burning facility, but even from coal burners, you at least have it isolated so that you can reduce the toxic output.
    Nov 10 11:30 AM | Likes Like |Link to Comment
  • Even With A Fiscal Cliff Deal, Stocks And The U.S. Economy Will Unravel In 2013 [View article]
    This article is essentially political. It's not an analysis and forecast based on facts. It's an opinion piece. You're entitled to your opinion, Trade in Mexico. Here's mine. Now that the electorate has administered attitude adjustment therapy to the Republicans, maybe they will work with the president. Your article shows maybe some of them haven't heard the results. Your presidential candidate lost. He lost the state he was born in, the state he was governor of and every state in which he has a house. He did win Utah because he is a Mormon. He won all the southern states, you know, the ones who teach their kids that there's no such thing as evolution.
    Nov 9 04:24 PM | 10 Likes Like |Link to Comment
  • Surviving And Prospering Over The Next 4 Years Of Economic Darkness [View article]
    Bret Jensen, we'll be able check your predictions of doom and gloom. I'm making a note in my calendar for same time next year. Not everyone is as pessimistic as you, by the way.
    Nov 9 11:09 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    A lot of bitter losers this morning who don't sound like they're ready to sit down for a fact-based discussion and action plan on anything. Whoever won this election was going to get stuck with four years of crapola from everyone.

    For all of you brave ex-pats out there: I hope you found your sunny paradises, and I hope the government forgets to send your social security checks.
    Nov 7 11:47 AM | 3 Likes Like |Link to Comment
  • The Fall Of The Electric Car... And The Rise Of The NGV [View article]
    Climate change aside, do we really want to breathe what results from burning any fossil fuel? When a billion Chinese, another billion Indians, and a billion more of other nations all get cars, do we want them to be NGV or electric?

    Electric, of course, because the source of production of electricity can either be controlled at a few sources or totally clean.

    How about this as a "man-on-the-moon project" for the 21st century: invent and build a system of personal transportation that puts zero carbon emissions into the atmosphere.
    Nov 6 02:25 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    The American people expect the president to be a miracle worker. Ordinary accomplishment isn't good enough. Obstacles and the obstinate aren't allowed to be reasons much less excuses.

    The job of President is getting to be so difficult and so thankless that only power-hungry, the megalomaniacs, the sons trying to live up to heroic fathers, and the reality-challenged want it.

    I don't blame Obama for letting his ambivalence show in the Denver debate, letting a man who thinks he can become a god do a super sales/missionary job on the American people.

    Speaking of "Hope and Change", I hope the American people understand that change comes from them, and not the guy in the White House.
    Nov 6 01:57 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    It's not imaginary when some guy who wants the power of a senator thinks rape is God's way of making babies.
    Oct 25 11:10 AM | 4 Likes Like |Link to Comment
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