tom Andersen's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/63580/comments http://seekingalpha.com/article/165657-faces-of-death-the-u-s-dollar-in-crisis?source=feed#comment-710547 710547 If the dollar drops even more, then the Asians will start buying. Not just real estate. At the end of it all, the US will not be the largest economy in the world, but everything will be ok. Sort of a 'we overspent and now we have to get back to real work' kind of an event, as opposed to a 'hyper inflationary end of the world' event.]]> Fri, 09 Oct 2009 12:36:52 -0400 If the dollar drops even more, then the Asians will start buying. Not just real estate. At the end of it all, the US will not be the largest economy in the world, but everything will be ok. Sort of a 'we overspent and now we have to get back to real work' kind of an event, as opposed to a 'hyper inflationary end of the world' event.]]> http://seekingalpha.com/article/161973-want-to-own-silver-forget-about-slv?source=feed#comment-684750 684750
Its all complicated enough to make holding companies who dig it out of the ground and sell it seem like a simpler investment. ]]> Mon, 21 Sep 2009 08:52:03 -0400
Its all complicated enough to make holding companies who dig it out of the ground and sell it seem like a simpler investment. ]]> http://seekingalpha.com/article/162080-solar-energy-s-new-growth-sector?source=feed#comment-683763 683763 Sat, 19 Sep 2009 23:56:16 -0400 http://seekingalpha.com/article/161241-look-who-s-betting-on-inflation?source=feed#comment-675172 675172
Asia, Europe and Russia love gold, likely more than Americans. ]]> Sun, 13 Sep 2009 20:23:53 -0400
Asia, Europe and Russia love gold, likely more than Americans. ]]> http://seekingalpha.com/article/161241-look-who-s-betting-on-inflation?source=feed#comment-674979 674979 Sun, 13 Sep 2009 18:10:54 -0400 http://seekingalpha.com/article/158398-first-solar-sell-off-is-overdone?source=feed#comment-648329 648329 Thu, 27 Aug 2009 01:10:06 -0400 http://seekingalpha.com/article/144193-5-reasons-to-avoid-the-gold-rush?source=feed#comment-554884 554884 Sat, 20 Jun 2009 00:06:24 -0400 http://seekingalpha.com/article/143962-as-an-investment-gold-s-just-a-brick?source=feed#comment-553303 553303 Fri, 19 Jun 2009 00:19:32 -0400 http://seekingalpha.com/article/138460-smartphones-the-mobile-industry-is-about-to-get-blown-apart?source=feed#comment-510511 510511
Apple's next target is their own computers! Hardly anyone needs a PC or Mac. What they want is a dependable device that has no backup / state issues. Want a better one? Buy it and take it home.
The only people who should be running PCs and Macs are developers/CAD/Photoshop junkies. Consumers want email, homework and facebook, not viruses, backup, headaches, etc. Way too complicated. ]]> Tue, 19 May 2009 20:04:54 -0400
Apple's next target is their own computers! Hardly anyone needs a PC or Mac. What they want is a dependable device that has no backup / state issues. Want a better one? Buy it and take it home.
The only people who should be running PCs and Macs are developers/CAD/Photoshop junkies. Consumers want email, homework and facebook, not viruses, backup, headaches, etc. Way too complicated. ]]> http://seekingalpha.com/article/130417-inflation-expectations-a-primer?source=feed#comment-461045 461045 Sun, 12 Apr 2009 22:14:17 -0400 http://seekingalpha.com/article/125072-debt-loads-of-g20-nations-japan-u-s-deep-in-the-hole?source=feed#comment-421082 421082 Tue, 10 Mar 2009 18:54:07 -0400 http://seekingalpha.com/article/119133-15-companies-that-might-not-survive-2009?source=feed#comment-382995 382995 Tue, 10 Feb 2009 18:09:54 -0500 http://seekingalpha.com/article/111208-great-depression-not-imminent-but-inevitable?source=feed#comment-332994 332994
A good downturn will help clean out the 'stupid economy' - wind power, solar panels, defense overspending, silly government spending, people who can't read and add getting expensive mortgages, e-zee corporate credit, etc... ]]> Thu, 18 Dec 2008 10:06:22 -0500
A good downturn will help clean out the 'stupid economy' - wind power, solar panels, defense overspending, silly government spending, people who can't read and add getting expensive mortgages, e-zee corporate credit, etc... ]]> http://seekingalpha.com/article/109582-own-gold-time-to-fold?source=feed#comment-323609 323609 Mon, 08 Dec 2008 08:25:41 -0500 http://seekingalpha.com/article/108778-oil-a-slippery-slope-ahead?source=feed#comment-320958 320958
Oil sands really cost 30 - 40 per barrel. CANADIAN. Also Oil as, measured in non us currencies never went as high, or has tumbled as low as it looks to you americans. EG: Oil at $140 US was almost perfectly correlated with the 1.1 0 Candian dollar, so it was $126 CDN. Now at $50 US it is $67 CDN. The price of oil was also a story about the ride the US $ is on.

]]> Thu, 04 Dec 2008 13:34:20 -0500
Oil sands really cost 30 - 40 per barrel. CANADIAN. Also Oil as, measured in non us currencies never went as high, or has tumbled as low as it looks to you americans. EG: Oil at $140 US was almost perfectly correlated with the 1.1 0 Candian dollar, so it was $126 CDN. Now at $50 US it is $67 CDN. The price of oil was also a story about the ride the US $ is on.

]]> http://seekingalpha.com/article/108397-three-financial-stocks-worth-holding?source=feed#comment-318315 318315 1) Why make loans at all when the gov't money keeps coming in?
2) The people who used to make money for banks by assessing risk will have to join start ups in order to get back to real work. I think that the lower overheads and 'less herding mentality' a decentralized internet based bank can achieve will make all these institutions look like dinosaurs within a few years.
3) Who are the next banks? The Paypal types? overseas? Not likely Wall Street.]]> Mon, 01 Dec 2008 14:33:31 -0500 1) Why make loans at all when the gov't money keeps coming in?
2) The people who used to make money for banks by assessing risk will have to join start ups in order to get back to real work. I think that the lower overheads and 'less herding mentality' a decentralized internet based bank can achieve will make all these institutions look like dinosaurs within a few years.
3) Who are the next banks? The Paypal types? overseas? Not likely Wall Street.]]> http://seekingalpha.com/article/108153-wind-power-what-we-can-learn-from-denmark?source=feed#comment-315990 315990 Wed, 26 Nov 2008 22:36:19 -0500 http://seekingalpha.com/article/100559-singing-the-praises-of-financial-innovation?source=feed#comment-286600 286600
One thing for sure, if given the opportunity, wall street will do it again.]]> Mon, 20 Oct 2008 15:49:34 -0400
One thing for sure, if given the opportunity, wall street will do it again.]]> http://seekingalpha.com/article/94472-fannie-freddie-bailout-disastrous-fiasco?source=feed#comment-248890 248890
The problem with letting Fannie and Freddie go bankrupt is that, for example, even in a company that is only 10% under water, the act of bankruptcy will usually devalue things by 50% - and the difference goes to - you guessed it - Wall Street vultures. Plus, there are not enough lawyers, paper, and time in the entire country to do such a deal. ]]> Mon, 08 Sep 2008 21:22:45 -0400
The problem with letting Fannie and Freddie go bankrupt is that, for example, even in a company that is only 10% under water, the act of bankruptcy will usually devalue things by 50% - and the difference goes to - you guessed it - Wall Street vultures. Plus, there are not enough lawyers, paper, and time in the entire country to do such a deal. ]]> http://seekingalpha.com/article/93440-solar-breaks-oil-price-dependence?source=feed#comment-244196 244196 Tue, 02 Sep 2008 22:00:00 -0400 http://seekingalpha.com/article/90017-the-year-ahead-for-us-wind?source=feed#comment-226220 226220
From an investment point of view, wind is only about government tax breaks. I for one would not put a dime this kind of endeavor, given the fickle nature of our politicians.

"During a December 15, 2004, teleconference, Ed Feo - Milbank Tweed Hadley & McCloy, LLP pointed out that 2/3 of the economic value of wind projects come
from tax breaks.9
"
FPL group paid no federal tax in 2002 and 2003, with 2 billion in net income. When governments come up 10 - 20% short on revenue next year it will be hard to continue these subsidies.

See:
johnrsweet.com/Persona...
]]> Fri, 08 Aug 2008 13:06:10 -0400
From an investment point of view, wind is only about government tax breaks. I for one would not put a dime this kind of endeavor, given the fickle nature of our politicians.

"During a December 15, 2004, teleconference, Ed Feo - Milbank Tweed Hadley & McCloy, LLP pointed out that 2/3 of the economic value of wind projects come
from tax breaks.9
"
FPL group paid no federal tax in 2002 and 2003, with 2 billion in net income. When governments come up 10 - 20% short on revenue next year it will be hard to continue these subsidies.

See:
johnrsweet.com/Persona...
]]> http://seekingalpha.com/article/89703-wind-s-our-future-but-natural-gas-is-now?source=feed#comment-224993 224993
I said get rid of or lower income taxes! That is an increase how? Income taxes are an accident of WW I. They really don't make sense. I should be able to keep all the money I make, and invest it all if I desire. Tax consumption.]]> Thu, 07 Aug 2008 10:21:12 -0400
I said get rid of or lower income taxes! That is an increase how? Income taxes are an accident of WW I. They really don't make sense. I should be able to keep all the money I make, and invest it all if I desire. Tax consumption.]]> http://seekingalpha.com/article/89703-wind-s-our-future-but-natural-gas-is-now?source=feed#comment-224923 224923 world.honda.com/news/2...
These could charge your car too. Good for the northern states.
T. Boone just wants to make money - but with current incentives and tax breaks, all the money that he will make from wind will come directly from taxpayers - which he does not make clear on his site, and which is dishonest.


]]> Thu, 07 Aug 2008 09:42:11 -0400 world.honda.com/news/2...
These could charge your car too. Good for the northern states.
T. Boone just wants to make money - but with current incentives and tax breaks, all the money that he will make from wind will come directly from taxpayers - which he does not make clear on his site, and which is dishonest.


]]> http://seekingalpha.com/article/89703-wind-s-our-future-but-natural-gas-is-now?source=feed#comment-224897 224897 Instead of taxing peoples incomes, we need to tax carbon, packaging and consumption. Tax what you don't want to happen. Then let real economics take over. The real way to lower imports is to keep the cost of gasoline high - through (carbon) taxes if necc. Fat chance of that happening, though! Politicians have little of the bravery that would be required to overhaul the tax system.

With a hefty carbon tax in place, we would not have to argue the merits of wind/solar/nat gas/oil/coal sequestration etc... - Just let real innovation take over. The only innovation in the current system is in the halls of Wall Street. We all know where that eventually takes us.
--Tom]]> Thu, 07 Aug 2008 09:28:29 -0400 Instead of taxing peoples incomes, we need to tax carbon, packaging and consumption. Tax what you don't want to happen. Then let real economics take over. The real way to lower imports is to keep the cost of gasoline high - through (carbon) taxes if necc. Fat chance of that happening, though! Politicians have little of the bravery that would be required to overhaul the tax system.

With a hefty carbon tax in place, we would not have to argue the merits of wind/solar/nat gas/oil/coal sequestration etc... - Just let real innovation take over. The only innovation in the current system is in the halls of Wall Street. We all know where that eventually takes us.
--Tom]]> http://seekingalpha.com/article/89693-the-only-chart-true-investors-need-to-see?source=feed#comment-224880 224880 --Tom]]> Thu, 07 Aug 2008 09:16:07 -0400 --Tom]]> http://seekingalpha.com/article/88520-solar-and-cash-the-big-boys-have-an-answer-do-you?source=feed#comment-223598 223598
2008 - '400MW' of solar panels - ie about 80MW of actual power on average, which at wholesale electrical prices, say 5c/kwh is 0.05*80000*24*365/1e6 = 36 million dollars of electricity produced by their products for stuff installed this year (being optimistic). 22 Billion in market cap to produce as much electricity as a $60 million nat gas plant.

Ok - so everyone is betting that they can reduce costs by a factor of 5? The press releases all mention single digit increases in efficiency, or modest drops in prices. Even if they figure it all out in 5 or 10 years, someone else with lower costs will come along and take all the business.

With the economy being what it is, everyone is looking for something positive. Follow it up, but don't hold on!

--Tom]]> Tue, 05 Aug 2008 20:51:44 -0400
2008 - '400MW' of solar panels - ie about 80MW of actual power on average, which at wholesale electrical prices, say 5c/kwh is 0.05*80000*24*365/1e6 = 36 million dollars of electricity produced by their products for stuff installed this year (being optimistic). 22 Billion in market cap to produce as much electricity as a $60 million nat gas plant.

Ok - so everyone is betting that they can reduce costs by a factor of 5? The press releases all mention single digit increases in efficiency, or modest drops in prices. Even if they figure it all out in 5 or 10 years, someone else with lower costs will come along and take all the business.

With the economy being what it is, everyone is looking for something positive. Follow it up, but don't hold on!

--Tom]]> http://seekingalpha.com/article/89108-winners-and-losers-from-the-mortgage-mess?source=feed#comment-223039 223039 Tue, 05 Aug 2008 09:26:03 -0400 http://seekingalpha.com/article/89129-gm-may-hit-200-before-oil-does?source=feed#comment-223018 223018 Tue, 05 Aug 2008 09:12:23 -0400 http://seekingalpha.com/article/59822-cool-hand-bernanke-protects-a-bankrupt-fed?source=feed#comment-109843 109843 Sat, 12 Jan 2008 18:43:23 -0500 http://seekingalpha.com/article/36616-why-globalization-is-boosting-inequality-in-developing-nations?source=feed#comment-87148 87148 Every single indicator of poverty goes down in almost all developing nations every year.]]> Mon, 28 May 2007 18:42:52 -0400 Every single indicator of poverty goes down in almost all developing nations every year.]]>