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LKofEnglish

LKofEnglish
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  • Natural Gas In 2012: Electric Generation Switch Implications [View article]
    so how are those natural gas pipeline company stocks doing? does the word "making billions" come to mind? hmmm. "sounds an awful lot like displacement to me." in other words "just USE the natural gas instead." i do agree...insofar as electrical generation is concerned...you are "factually correct" vis a vis substitution. warm weather tho? "who heats their home with electricity"? that's EXPENSIVE.
    Apr 25, 2012. 05:14 AM | 1 Like Like |Link to Comment
  • Natural Gas In 2012: Electric Generation Switch Implications [View article]
    "depletion rates" for natural gas? the stuff bubbles up to the surface naturally. "maybe they're just turning it off so that it fills up again?" think of it as "an unlimited gas tank"...
    Apr 25, 2012. 05:13 AM | 1 Like Like |Link to Comment
  • Natural Gas In 2012: Electric Generation Switch Implications [View article]
    I thought one of the unique attributes of "the economic collapse" was an actual drop in electrical usage. something that has never been seen before i might add. indeed "why not just move the natural gas directly to the end user" thereby displacing the electrical grid completely? sounds like a far more efficient use of the fuel does it not? not that i'm advocating getting "rid of the grid" mind you...it's already been built out...let it do its thing too. nothing like a "theory of choice" made real, no? imagine a consumer with TWO energy sources coming into his home "each powering every imaginable device." how's that for a "substitution effect"! go ahead.."trade that Wall Street." (the only thing that would make me laugh harder is for oil prices to collapse by 90 bucks a barrel at the same time!)
    Apr 25, 2012. 05:10 AM | 2 Likes Like |Link to Comment
  • How To Play The Niobrara Silo Field [View article]
    at least "Utica" is doing well somewhere. Kind of ironic actually....
    Apr 25, 2012. 02:36 AM | Likes Like |Link to Comment
  • Ethanol Unlikely To Support Corn Prices This Year [View article]
    i did see Kellogs had a big miss. I would think they would be a big beneficiary of a "corn glut" with their "corn flakes." still "the farmer can grow more than corn." with all the profits made over the last decade (s?) in the ag space "how long before they start adding oil seeds to the list?" i'm not worried about "the corn belt" provided the weather holds out...as expected.
    Apr 25, 2012. 02:35 AM | Likes Like |Link to Comment
  • Inflation And Foreign Exchange [View article]
    and an excellent reply to your "experiment"! (indeed if Denver actually had a separate currency its value would be soaring right now...make Colorado..ans "rich beyond belief." Instead "they get to pay for bailouts of Wall Street (sic)." Thus creating the dictum "no good deed/life/action/belief goes unpunished." Now if New York were to demand a return to the Gold Standard....
    Apr 25, 2012. 02:34 AM | Likes Like |Link to Comment
  • Message From Yield Curve [View article]
    factor in "government spending" and you also get what i like to call "a growth kicker." call it a "monopoly rent" if you will...but governments destroy competition...which if you're a winner in the growth space is "manna from heaven." the most obvious example these days is Google. the "don't be evil" set is the target of government and wall street types both. i say "buy Google" as a consequence...especially given the stellar earnings report from Apple. how many people use google on their i-phone? raise your hands please!
    Apr 25, 2012. 01:22 AM | 1 Like Like |Link to Comment
  • Is Natural Gas Displacing U.S. Coal Demand? [View article]
    is there a "repletion rate" as well though? we have oil wells that have been pumping oil for over 100 years in the USA.
    Apr 25, 2012. 01:19 AM | 1 Like Like |Link to Comment
  • Is Natural Gas Displacing U.S. Coal Demand? [View article]
    i think your factoid of electrical usage DECLINING IN THE AGGREGATE over a ten year period to be HIGHLY instructive. Since base load plants have MASSIVE up front costs...(a nuker comes to mind)...in order to make money "they have to keep pumping the juice at any price." since you refuse to mention natural gas pipeline companies...let alone dedicated natural gas utilities (Wisconsin Energy) i find your article to "lacking in factuals in the extreme." The natural gas pipeline folks are supercharged high growth machines "that do not suffer fools"...especially "the fools trying to run these companies." Many of those are now called BILLIONAIRES. Simply ignoring this fact is ridiculous! "From whence comes their reward?" should be your question. And i will tell you..."they've done the math." And "now it's in their pocket." these pipeline companies "have only just begun" i will add as "every widget imaginable" powered by nat gas gets rolled out. There already exists a car for all those "luddites" out there who say "it can't be done." Honda has made it for over a decade now. I hear "they're not all new to that car business thing" as well. Let alone "to making money is said business without need for a bailout" i might add.
    Apr 25, 2012. 01:17 AM | 1 Like Like |Link to Comment
  • More Lull Than 'Turn Around Tuesday' [View article]
    "at what cost though" keeps going through my mind. "at what cost."
    Apr 24, 2012. 10:48 PM | Likes Like |Link to Comment
  • Stocks Cannot Levitate On Twist Alone [View article]
    that would be "Europe's trillions." And these are "US markets."
    Apr 24, 2012. 10:03 PM | Likes Like |Link to Comment
  • Stocks Cannot Levitate On Twist Alone [View article]
    What are we waiting for? Apple just "blew away" earnings and growth estimates..."but lowered guidance" of course.
    Apr 24, 2012. 10:02 PM | Likes Like |Link to Comment
  • Stocks Cannot Levitate On Twist Alone [View article]
    how does AT&T sound to you then? "The twisted pair" makes absolutely nothing. how come it's worth so much...and now "so much more"?
    Apr 24, 2012. 10:01 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Will The Fed Disappoint The Markets? [View article]
    what "data"? the Fed has said "it's keep rates at or near zero until 2014." PERIOD. I see nothing IN THE DATA that doesn't make this approach PURE GENIUS. Sure...i'll be watching the Fed. Like Jack Nicholson watched the Laker's Diamond and One.
    Apr 23, 2012. 08:03 AM | Likes Like |Link to Comment
  • The Corporate Economy Is Booming [View article]
    actually it's far simpler: "you'd be buying policy success of Paulson, Geithner and Bernanke." And of course in so doing "you would have been right." Many things SHOULD have gone wrong with the policies put in place in dealing with the collapse of Wall Street...instead many things went right. "Beautiful in its counter-cyclical simplicity." And the best part? STILL no one gets it!
    Apr 22, 2012. 03:08 PM | 2 Likes Like |Link to Comment
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