widicusf

26 Comments

    • Renewable Energy Mostly Unaffected by Credit Crunch [view article]
      Actually several deals I am involved with have experienced a bank providing tax equity investors being replaced due to the credit crunch. Aug 22 04:26 PM
    • Will Some Solar Companies Face a Cash Crunch? [view article]
      It is reasonable to make the case that the homebuilders walked this same path from 2003-2005. Cash poor with massive backlog and record revenues. How does that "backlog" look now???
      The weak will fall by the wayside no matter how bright the painted picture may appear.       Jul 03 05:52 PM
    • Solar Investing: Where Politics and Finance Come Together [view article]
      There is not a "production tax credit" for solar...it is an "investment tax credit"...very different. The PTC is only for wind. Jun 19 11:26 AM
    • The Case for Not Drilling ANWR [view article]
      ANWR IS our real strategic oil reserve. The current "reserve" is simply inadequate for any real emergency energy scenario.
      In a decade from now, the concept of "burning" such a valuable commodity (petroleum) will be seen as a "third world" application. Try to think past your own "quarterly" approach to life...as hard as that may be for many of us.       May 25 11:53 AM
    • A Warning in the Bond Market [view article]
      Chorniki,
      You seem to be one of only a few people who really understands the scams that drove home prices up so rapidly. Brokers/lenders, appraisers, and realtors were in cahoots to "make the deal happen". Any "bailout" for homeowners should be extracted from these perpetrators...however... how to do so is not an easy matter.

       Apr 18 10:29 AM
    • An Energy Policy that Makes Cents (and Sense) [view article]
      Agree with much of what you say...however your view that natural gas is a fuel to utilize more is misinformed. We need to get away from NG asap, 51% is of the world's supply is in Russian and Iranian hands...U.S. supplies are very thin. Apr 04 02:19 PM
    • Homes and Homers: Life After Steroids [view article]
      Nicely said. Apr 02 02:09 PM
    • Chinese Credit Crunch Could End Commodities Run [view article]
      The Chinese stock markets were being driven up by ponzi scheme like investments in each others' stocks. "Profits" were coming mainly from rising investments in other Chinese companies. At a very low level of investment this would be fine, but the actual numbers are discernible and thus are likely to be ugly. The collapse that is presently underway will not be a result of China's growth stalling as much as it will be the money borrowed from Chinese banks that was deployed into other firms stocks rather than the core business that justified the loan. Apr 02 01:59 PM
    • Read It Here First: Illogical Home Sellers [view article]
      Realtors need to reduce their commissions to levels that equate to the actual value provided to the home sellers and buyers...less than 1% imo. Mar 28 03:42 PM
    • 3 Reasons To Be Bullish on Solar Stocks - Cowen [view article]
      2009 will be the year the grid parity is reached in the majority of U.S. states...(states where per kWh costs are $0.12 or greater.) Mar 25 11:14 AM
    • Sorry Greens, Fossil Fuels Are Here to Stay [view article]
      Truly a one sided take on events...I can only agree that corn based ethanol is fools gold--developing the rest of the RE portfolio mentioned is simply unavoidable for those who can think beyond quarterly profits.
      As long as you plan to die in the next 5 years the analysis makes sense. Also assuming you have no kids, grandkids or care about anything except yourself. For those of you who are still around in 2015 and have progeny, expect them to be appalled that we once burned inputs as valuable as oil and NG...question like, "what were you thinking?" should be expected.
      btw-I am not a "green"...ju... someone who considers more than his own personal well being.
      When the grid is attacked and is put out of commission for 6-12 months (this will happen--only a question of time), you will see lines at the solar installers office...NOT the gas station. Make no mistake, the U.S. grid can be compromised by a crew the size of those who took part in 9-11.       Mar 17 06:05 PM
    • Solar Power May Not be Quite so 'Green' [view article]
      China does this with virtually every industry.
      Buy Suntech on weakness...it will be squeezing the market very soon with price cuts.       Mar 11 11:10 AM
    • UBS: U.S. Bailout for Homeowners Will Arrive by October [view article]
      This has been in the cards for a couple of years now...the question was when, and how big will the bailout be.
      The ostrich mentality couldn't work forever.       Mar 11 11:07 AM
    • Flow of Funds Report: Maybe Bernanke Is Onto Something [view article]
      Why not just freeze interest rates for the following 5 years?
      Could be a good way for a candidate to "buy" some votes (Mrs. Clinton) ...never mind that catastrophe that would follow. We can deal with that after the election.       Mar 10 01:26 PM
    • Akeena Solar: America's Next Industrial Giant? [view article]
      Akeena does not have the "answer" and is not realistically comparable to Cisco. A large pv manufacturer will buy them if they survive long enough and their "new" product proves worthy of the accolades. Jan 03 01:50 PM
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