NOWHEREMAN

The Real Rationale Behind Current Supply and Demand for Oil and Other Commodities

It does appear that way doesn't it Monty?

The more you write, the more things don't work out, the greater the frustration. It tends to wear everybody down after a while.

The problem I have is that while I can save myself and the rest of you can too, The Rest of the Country is not as fortunate. Too many are suffering at a time when they should be happy. Many more will suffer for no good reason other than stupidity in places of authority.

"this too shall pass" doesn't make the passing any easier. I certainly know, I'm a hell of a lot testier than I was 6 months ago.

So, as a measure of goodwill, my New Year's resolution at Seeking Alpha is to count to 21 (all extremities) before posting.

Happy Holidays to all.

The Real Rationale Behind Current Supply and Demand for Oil and Other Commodities

SubsidyEye: You have a very valid point. The government should step in and buy all of the unsellable production from GM at a steep discount, of course. Store them with the hundreds of airplanes in the desert. They can then be sold to the steel companies as scrap.

This would be the first tangible asset garnered from the first Trillion and would help defray something from the Auto Bailout. Or will this Bailout be renamed also?

The Real Rationale Behind Current Supply and Demand for Oil and Other Commodities

Nothing will replace coal in the near future, 12-24 months out. There isn't anything that can be built in that time frame that will replace Coal. In the Meantime, the materials used in the Building of Whatever will require large amounts of Coal.

The Real Rationale Behind Current Supply and Demand for Oil and Other Commodities

I see, a planet devoid of life is preferable to global warming, very insightful, all our worries solved.

Wiki the definition of Greenhouse.

Eliminate greenhouse gases.

The Real Rationale Behind Current Supply and Demand for Oil and Other Commodities

Have new steel technologies emerged in the last year which do not involve Coal? If so, I would love to know what they are.

Otherwise, Obama's infrastruction stimulus plan is not viable without coal. IMO

Safe Haven Investments: Imminent Danger and Opportunities

We are beaten down and hammered at every turn. You sleep at night hoping that the next day will bring an inkling of light as to where the answers lie. I don't bother to watch a regular TV show knowing a Political Ad will appear hammering me some more. Movie Rentals for the next 4 days will get me through.

After the election, whoever wins, will give us a better clue of what is likely to go up or down.

Don't pay too much attention when the Markets get Hammered no matter who wins. Mutual Fund redemptions will take over where the Hedge Funds left off.

Say you own XYZ Mutual Fund which is down 30% this year. The next statement will announce what the dividend and capital gains exdistribution date is. Mark my words, there are large Cap. Gains and dividends lurking on which you will have to pay taxes even though your overall losses are staggering. Its happened before and somewhat regularly in these types of meltdowns.

How many decide to bail beforehand is moot, personally I would vote with my feet, take the loss and have tax offsets for years if needed. The selling of these funds will drive the market down even further.

Additionally Tax Loss selling may come earlier this year as people finally come to grips that there may be, just may be no Santa Claus rally this year.

This will turn out to be the final rout.

Barron's Online produces a weekly graph charting Market Sentiment. The Panic/Euphoria index, as of last week it has not entered Panic mode. I believe in the next few weeks it finally will.

They also produce an Insider Sentiment Graph, this has entered the Bullish camp and may become even more so.

Keep your powder dry for a few more weeks, make your picks, nibble, nibble, and wait. The last two nibbles are to average up. Not to be used until the price exceeds that of the first 2.

Market timing is an inexact science. I've given up on current valuations and projected PEs. The only thing left is Market Sentiment. When it turns, it will be very steep and very quick and a third of the move may be over before you realize what is happening. Everything will move up initially. Except the Dollar, maybe, because it has already seen a bubble like appreciation in the last few months.

This is my opinion based on my last 2 trustworthy indicators.

Safe Haven Investments: Imminent Danger and Opportunities

I'm probably looked at as a pariah by some maybe more then some, but whatta hey, I'll take any accolade I can get.

On a serious note, I believe silver and cobalt will be big winners in 2009. I assume that most of you own laptops. With that in mind, a new battery for them will be introduced next year. This battery is being produced by a private company but is sponsored by Intel.

Silver/zinc/cobalt combo which is supposed to increase Battery life by 40%. It will be 95% recyclable and the company will credit you on a new battery if you send it back after it has reached its recharge limit.

Enough on the Tech. Suffice it to say, with the amount of laptops around the world and the never ending search for longevity, even if it is recycled, it would put pressure on the minerals used. The Battery is not capable of overheating.

Of the 3 minerals involved, I believe that it would be Cobalt then Silver then Zinc which would rise depending on acceptance.

I don't know, I'm asking.
The company's name is Zpower, they have a web site which I don't know offhand.

8 Stocks to Buy if McCain Wins

Metalurgical Coal. Technology for Clean Coal is already available, at least in the Lab. Super fine filters have been Lab grown which capture 100% of the CO2 by targeting the molecules themselves. The current problem facing this tech. is growing them in sizes to fit smokestacks. Eventually they will be.

As far as drilling is concerned, if it contributes to job growth, I say do it. Besides, I do not know a single person who has been to ANWR but know a lot who have gone to Yellowstone.

The Brightest Stars in the Commodities Boom, Part Two

An earthquake hits a major US city. Eveyone bails on All Insurance stocks. All Markets go down simultaneously, not because anything fundamental has changed, but because the Insurance Companies sell whatever they own that is liquid to raise money for the coming Liability Tsunami.

Financial Institutions have their own Tsunami on the near Horizon. They have moved Billions onto Level 3.
But Accounting Regs. have not been changed and "Mark to Market" is looming. How to raise money while saying everything is HunkyDory, Dump whatever you can but be as unobtrusive as possible. Blame the moves in all the Markets on Speculators.

Use rallies in stocks to sell and accumulate hard asset stocks as they drop.

The Bejing area is off limits in China currently because of the Olympics. Once they are over, industrials in the area will restart and commodity consumption will increase. Do not look for a slowdown in reconstruction areas, Earthquake/snow/flood for the foreseeable future.