Fred W

Picking Goldman's Brain for Long / Short Strategies

Any info "shared" by GS should be considered mis-information by the time you actually receive it. They are on the other end of the trade "milking" at the same time.
How long can GS continue this? So far nobody in DC seems to care...

Exxon May Be Wrong…

I think it is a bit of an insult to group GS with Exxon...the insult is to Exxon.
Exxon actually produces something of value...GS simply milks the sacrificial goat--US.


On Dec 15 09:09 AM Ferdinand E. Banks wrote:

> Exxon wrong? You mean like Goldman Sachs?
>
> The truth of the matter is that Exxon has been a key factor in providing
> the US with its wealth and political status, and which Bill Clinton
> and George W. decided to get rid of.

Why Ford Is a Goner

Your analysis is way off. Quite simply, Ford has been changing its offerings to match the "Obama" before Obama's name was of any relevance--2001. They have been paying RMI millions to help them with a plan to reinvent the car--at least environmentally.
I also think you underestimate the level of incompetence at GM and Chrysler...Cerberus purchase of Chrysler was as embarrassing as its efforts to run the company.

America Is Creating Green Energy Jobs...in China

Face it. We are tied to China's success. Creating jobs in China might actually be more important to the U.S. than China--given the corner that we have painted ourselves into. Instability/unemployment in China could trigger the end of China's buying of Treasury Bonds--at least at the absurdly low rates of today.

California: Entering Inflationary Depression

Unfortunately, with Obama at the helm, those that would have stood up will simply assume the "great one" has it covered. Special interest continues to hold the reigns of government.


On Oct 29 07:58 AM Leftfield wrote:

> The place California, and most of the US finds itself is the result
> of decades, at least, of decisionmaking which has departed from real-world,
> private economy producers and strayed to a dismally familiar list
> of rent seekers: Government employees, entitlement recipients, academics,
> professionals who feed off the excess of rules, restrictions and
> laws produced by and for government employment and last but not least,
> the financial sector.
> Influence peddlers all, the lid is lifted to the results of their
> rule in this financial meltdown, and, unbelievably, the insanity
> of their policies has actually been redoubled! Americans willing
> to reject this path of servitude and squalor for ourselves and worse,
> our children and beyond, must awaken soon.

The Solar Energy Market Has Bottomed

What will residential customers be paying per kWh in 10 years?
Answer: You don't know...and neither does the consumer. (Currently: MA $0.19/kWh and HI rates are over $0.30/kWh)
When you install solar on a house (on a net metered basis) you know how much your next 25 years of solar provided kWhs will cost and you can reasonably predict the percentage of your home's total demand that will have to be bought from the utility (appreciated by those who "budget")
As you seem very needy and ill equipped to deal with opinions that differ from your own----Is my explanation simply enough for you to grasp?


On Dec 04 07:10 AM Davewmart wrote:

> Solar is strictly a play on subsidies.
> Here are the costs now, falls in price notwithstanding - this is
> from a source which advocates solar:
> www.solarbuzz.com/Sola...
>
> At 35 cents/kwh for residential in the bet areas of the US and even
> without taking into account issues like solar intermittency etc this
> is not a business but a Government program.
> Good job the Government has plenty of money!

Carbon Credits: An Economic Scam

the blame game is so childish...Bush this Bush that...Obama this Obama that...you sound like a bunch of spoiled kids on a playground.
There is plenty of blame to spread around to ALL political parties.


On Jun 29 08:33 PM PhillyDan wrote:

> The Bush administration caused this financial collapse, plain and
> simple, stop blaming it on Obama!!!! Deep recessions like this that
> were caused by the Repubs who catered to the wealthy and greedy.
> It will take time to dig out of the hole but it is already happening.
> Come back next year at this time and I am willing to wager good money,
> that unemployment will be around 7.5% and dropping.

The Plug In Vehicle Scam

Thank you for the article. However, I am concerned about your reliance on DOE to predict market penetration of PHEV in the auto industry. In the past 8 months, too much has changed too fast to use DOE material--lagging information due to now defunct assumptions--inaccurate assumptions produce unreliable conclusions.
Would you agree that "small" PHEVs is a real market in the near term? (under 2000lbs)
Have you ever been in one room with over 2000 lead acid batteries charging simultaneously? I have been in many. I have also discharged more EVs than you can imagine over the past 30 years.

China Ignores the Cost of Moving Away from Coal

energy vs. health care costs:
thankfully the Chinese can see past the "next quarter" and next election year...sadly the U.S. refuses to adopt basic logic in its governance. More "cheap" kWhs produced by coal is basically more of the same from Washington: push the burden out to future generations (financial/environmental) Growth for growth's sake is not what we need to strengthen the "world economy"...efficiency and productivity are the real options.

Climategate: Climate Science, Or Pseudoscience?

The facts are that the models are uncertain...NOT perfect. such that "final" conclusions can be drawn. Generally the most egregious omission on the pro-climate change side is that of cloud reflectivity--vastly under estimated or even left out of many models.
Make no mistake, this article does NOT prove that climate change is not happening or is not caused by man.
It does "prove" that the debate is still ongoing and that claiming certainty is the real BS--BOTH sides are guilty.
If you can't see this simple logic then perhaps you should admit that you are merely a pundit with an agenda and not a free thinker.

Global Warming Models: 'Out of Order'?

Actually the fall of Rome is a poor example as it was a direct result of "pollution" in the Roman world...LEAD. High levels in virtually every drinking implement that ultimately impaired citizens' judgments as well as contributed to mass confusion/chronic mental disorders.
Carbon might not be the monumental problem that so many have professed but the OTHER facts are clear: we cannot go on forever wantonly using natural resources for the sake of economic growth...efficiency MUST be the focus of the NEW world economy--use less to produce more, or at least the same amount--this is the sustainable economy that is achievable.
Pricing signals on energy and materials must match this concept or we will continue to increase our environmental risk profile (to argue otherwise is simply illogical). Many hidden risks are all around us--ever hear of asbestos? Greatest thing in the world (cheap fire protection) until it was linked to frightening cancer rates.
Better, safer, improved product life cycle ...BUT "cheaper" alone should not be the measuring stick of the consumer--yet capitalism requires it so risk and future burdens MUST be built into pricing.
Superfund sites are the best example of what happens when you let companies "dump" the burden on current and future generations--quite often it is their only way to make a profit--suggests that they should not be in business to begin with.


On Nov 28 07:07 AM coolsoupy wrote:

> Our politicians are bankrupting us!
>
> Our infrastructure is falling apart!
>
> We are fighting wars we can't afford for no reason!
>
> And you are worried about global warming?
>
> Anyone remember reading about the fall of Rome?

California: Entering Inflationary Depression

I hope your are kidding.


On Oct 29 06:43 AM Dave Wrixon wrote:

> Come on guys, The Administration is about to 3% growth in GDP. Surely,
> it is time to burst out with the chorus from " Happy Days Are Here
> Again."?

Goldman Sachs' 97% Win Percentage Possible but Not Probable

What Black Swan event will ultimately be the catalyst for GS's downfall? GS's business model is that of a parasite--bleed the host just to the point where it is too weak to "fight" but won't die. W/O the AIG bailout GS would have killed its host and itself...but GS knew that the U.S. taxpayer would "save the day".
And here WE are getting sucked dry like a sacrificial goat, as weak as the U.S. has ever been--and the swine flu could be the event that Black Swan that brings it all down. A decade from now, analysts will look back and be astounded at what "we" let go as business as usual--Madoff's Ponzi will be looked at as a minor event--as Wall Street itself is playing a Ponzi game of chicken with us.

Housing Bubble, The Sequel

That is not an argument. That is partisan BS that got us here in the first place---Bush did it! no, no, it was that devil Cheney! Sounds just like a bunch of school kids talking about teachers they don't like.
Palin--she is about a qualified as Nancy Pelosi--BOTH should be barred from holding office due to incompetence.


On Jul 16 09:22 AM Sunnsea wrote:

> And your alternative to Obama is...??? Palin?? OK Phil Gramm is your
> Treasury Secretary, then what?

How About a Coal Stock for Your Stocking?

Prediction:
-Santa gives you a lump of coal in your stocking as a thank you for being such a good-boy investor.
Investing in coal is a risky proposition--carbon is not the only problem...lead, NOx, SOx, just to name a few...cheap power yes...but also a long term stream of toxins for all people of the world to "enjoy".
Health care isn't free...China is the best example of the true cost of cheap power--lung disease is going to be a crippling cost to China--it will be cheaper for the Chinese to send over its sick on boats--to the U.S. of course--our new "healthcare" plans don't require proof of citizenship--great for securing the Hispanic vote, but ultimately fatal for the U.S. healthcare system.