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LKofEnglish

LKofEnglish
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Latest  |  Highest rated
  • The China Factor [View article]
    HOW will it "be big" however.
    Apr 26 11:24 PM | Likes Like |Link to Comment
  • The Fed Clarifies And The Market Yawns [View article]
    nice try but "there's no connection." He MUST keep interest rates low in order to finance the deficit. QE works AGAINST that. The REAL question you need to ask is "how come there's no inflation" and proceed from there.
    Apr 26 11:24 PM | Likes Like |Link to Comment
  • What Will Replace Oil? Natural Gas Vs. Biofuels [View article]
    landfills.
    Apr 26 11:23 PM | Likes Like |Link to Comment
  • What Will Replace Oil? Natural Gas Vs. Biofuels [View article]
    hey, you're alright brother.
    Apr 26 11:23 PM | 1 Like Like |Link to Comment
  • What Will Replace Oil? Natural Gas Vs. Biofuels [View article]
    You are SPOT ON!
    Apr 26 11:22 PM | 1 Like Like |Link to Comment
  • What Will Replace Oil? Natural Gas Vs. Biofuels [View article]
    absolutely true. good article...but he missed was how the oil business is FINANCED...not the oil itself. Once oil becomes "the niche fuel" it actually is THEN you'll start to seem some fireworks!
    Apr 26 11:22 PM | Likes Like |Link to Comment
  • 4 Reasons Chevron Is The Hottest Play In Energy Now [View article]
    show me what an "A" would look like then.
    Apr 26 11:21 PM | Likes Like |Link to Comment
  • 4 Reasons Chevron Is The Hottest Play In Energy Now [View article]
    we own lots.
    Apr 26 11:21 PM | Likes Like |Link to Comment
  • 4 Reasons Chevron Is The Hottest Play In Energy Now [View article]
    British Petroleum. "Got crushed in the USA"...but the stock was a screaming buy on the news. The advantage of "diversification" is "when the country says no more oil for you" it doesn't matter all that much to the company...but for a country like Ecuador "that's the end for them."
    Apr 26 11:21 PM | Likes Like |Link to Comment
  • Housing Prices Continue To Slide [View article]
    wow! "a market going down" chart! all the bulls are in agreement "without a recovery in real estate you can't get a bull market." i simply fail to understand the relevancy to this thesis to say "explaining the rise in Apple stock." the fact of the matter is "if we're going build out a aerospace transportation grid" the worst thing you can have is expensive real estate. You need HUGE TRACTS of cheap real estate! More important obviously is "is a business model that allows such development to proceed profitably." With the natural gas revolution we have (apparently) a basically free energy resource "for as far as the eye can see." That sounds like a good start as "that's the most expensive part." second...there is the catastrophe called "the Department of Transportation"...and Agency that simply doesn't get anything done...should be eliminated, the interstate highway system should be privatized or just given to the States (the States should buy them actually), etc, etc. Third the technology of "air ships"...while around since the 20's is only now becoming viable...given the advances...indeed perfection of "logistical command" combined with amazing strides being made in weather forecasting. Interestingly the Obama Administration has supported and gotten signed free trade agreements with Columbia and South Korea...which clearly helps.
    Apr 26 09:57 AM | Likes Like |Link to Comment
  • Eurozone Crisis Has Not Proved Contagious [View article]
    we still have "Keynes on steroids" however. These war's are expanding not contracting. They must be paid for. Luckily for the USA (and Japan i imagine as well) do not have broken tax collection systems (unlike in Europe.) I'm really coming around to a FLAT tax (should be called a FAIR tax in my book) as a way to generate revenue. I also think a tax on trading should be considered as well as i truly believe in the ZeroHedge thesis that "if they're adding economic value to the market place they should pay for the privilege." I still fail to see any meaningful or "robusto" economic recovery (given trillion dollar DEFICITS shouldn't we be growing ten percent a year?)...clearly a major "restructuring" is in order for the USA to get us moving forward. Again "a draft would go a long way towards providing the breathing space necessary to think of these things rationally."
    Apr 26 09:56 AM | 1 Like Like |Link to Comment
  • Wal-Mart: Dividends Are More Important Than Short-Term Bad News [View article]
    this is a FEROCIOUSLY competitive space. their dot.com business is starting to move...but in the retail space in general "you have enemies everywhere." the natural gas boom is obviously a boon to Wal Mart given its massive transportation fleet and huge store foot print...plus the places where the boom is occurring are places where Wal Mart's are. They should be a powerful advocate on Capitol Hill for deploying this energy resource as rapidly as possible (if they aren't already of course.) Having said that "oil companies own convenient stores" and that is potentially another area of concern (in addition to the dollar store threat as well.)
    Apr 26 09:56 AM | 2 Likes Like |Link to Comment
  • The Path To Full Employment Would Likely Be Successful If The Fed Were Really Committed To It [View article]
    "You give good headline." Having said that "the path to full employment is a tactical not a strategic enterprise." Gotta "drill down" as they say. The good news is that there is an industrial recovery underway...this is capital intensive, heavy on resource and transportation use, creates great long term jobs and hopefully can be sustained over the 20 to 30 year cycles such expansions move in. Having said that "it's far from dynamic." I still stand my view that the simplest is still the best: create a draft. This removes the "detritus of labor" allowing for a more rational jobs architecture for our "returning warriors." In other words "while they fight over their" (in "hot spots" like Bavaria, Greece and Guam) we can develop a "jobs infrastructure" over here "free from the constraints of the whatever." (for lack of a better word.)
    Apr 26 09:56 AM | Likes Like |Link to Comment
  • The Smoke And Mirrors Economy [View article]
    Yet unreported by the youngin' here "Lacey Hunt predicts interest rates to plunge even further." He was a great market mover back in the 80's when i heard him speak as a youngin' myself. That bull market lasted...lets' see here...about 27 years.
    Apr 25 08:19 AM | Likes Like |Link to Comment
  • What Happened To Peak Oil? [View article]
    because if a market based solution exists...and exists purely in the market space (natural gas) then "peak oil" has a problem: they're espousing a theory while someone else is making a fortune executing on solving said problem of said theory. (that is a MASSIVE amount of money in that oil given the price btw. for all you gold bugs out there--do the math. As Joseph Stalin observed "quantity is a quality all its own.")
    Apr 25 08:19 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
4,386 Comments
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