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cloud9.5

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  • Deflation Leads To Hyperinflation [View article]
    Look at the Harpex and Gasoline Retail Sales over the last decade. Then look at the growth of government entitlements over the last decade. The trend is in one direction. The Fed will continue to backstop the status quo with mouse clicks. We know how this plays out but we delude ourselves by saying we are so much smarter than Zimbabwe and we are the reserve currency so there will be no Weimar.
    Oct 29 07:12 AM | Likes Like |Link to Comment
  • Daze Of Peak Oil... Or At Least Peak Oil Production [View article]
    Guys, the Canadians are steam cleaning sand for wax and selling it as an oil substitute. If that does not evidence peak oil, you are not paying attention.
    Oct 16 09:26 PM | 2 Likes Like |Link to Comment
  • How To Annoy A Peak Oil Theorist: The Soft Patch In Oil Prices Is Here To Stay [View article]
    I suspect demand destruction has a good bit to do with the current soft patch. A look at gasoline retail sales over the last dozen years reveals an interesting trend downward.

    http://1.usa.gov/Nvc1Yl
    Sep 14 09:29 AM | 3 Likes Like |Link to Comment
  • Why Isn't The United States Growing Faster? [View article]
    I suspect the cost of energy might have something to do with the contraction.
    Jul 21 03:38 PM | Likes Like |Link to Comment
  • Is Hyperinflation Possible? [View article]
    In less than 24 months Zimbabwe went from printing one dollar bills to printing fifty trillion dollar bills.
    Jul 21 07:44 AM | Likes Like |Link to Comment
  • Economy Of Nut Cases And Sheep [View article]
    I stand amazed at the blue team and the red team finger pointing. Both parties grew the central state to provide the pork for their respective constituents. Each year the bureacracy grows and the national dependency grows. Whether it is corporate welefare or public welefare it is all supported by a majic mouse click. Stop clicking the mouse and the system collapses. It matters not who gets elected. Nobody knows how to stop it or change it without wreaking what's left of the economy. Our corporate owners will continue business as usual until they collapse the system.


    The key to what we see going on is oil. No politician living or dead or yet to be born can click a mouse and create more oil. We are up against Liebig's Law of the Minimum. The contraction is on going and relentless. It will continue until we reach a sustainable equalibrium. My hope is that we drop no lower than the 18th century. My fear is that we will drop back to the 6th. 
    Jun 16 07:11 AM | Likes Like |Link to Comment
  • Why The Correct Answer To 'What Should We Do About Slowing Growth?' Is 'Nothing.' [View article]
    I would suggest that our low growth is a direct result of rising energy costs. No policy is going to offset the fact only four percent of the Monterey shale oil is extractable with current technology. Inasmuch as the Monterey play represented two thirds of our shale oil reserves, I suspect that prices will continue to climb.
    May 31 02:01 PM | Likes Like |Link to Comment
  • What Does EIA Monterey Shale Downgrade Mean To The Energy Industry? [View article]
    Did anyone miss the fact the peak oil just got a little closer on the event horizon?
    May 28 11:30 AM | Likes Like |Link to Comment
  • Oil Production: An Indicator Of Future Economic Growth Prospects [View article]
    Resource wars are becoming more obvious. China is pushing into Vietnam. Russia is pushing into the Crimea. We of course have been invading the Middle East for some time. The Europeans have been hoping that we would expand our fracking and drilling programs in the hopes that we could mitigate their dependence on Russian oil and gas. That hope may have been dashed by this bit of news out of California:
    http://lat.ms/1k4KTk4
    May 21 07:03 AM | 1 Like Like |Link to Comment
  • Bulls Should Be Aware That 'Improving Economies' Only Exist In Speeches [View article]
    I suggest the explanation for the contraction is explained here:

    http://bit.ly/RQ7ghY
    May 19 06:50 PM | Likes Like |Link to Comment
  • Oil Production: An Indicator Of Future Economic Growth Prospects [View article]
    This is a rather interesting story on Zero Hedge about unsold inventory in the auto industry. http://bit.ly/1jnGSYJ

    There has been an ongoing decline in retail gasoline sales. http://1.usa.gov/Nvc1Yl

    Extraction costs appear to be going up for the major oil producers. http://bit.ly/1qLZp4U

    The Mexican fields are in decline and so is the North Sea.
    http://bit.ly/1qLZq8M

    http://1.usa.gov/1qLZp4V

    Some of us may come away from all of this with the nagging feeling that the exponential growth mime has hit a wall.
    May 17 09:57 PM | 2 Likes Like |Link to Comment
  • Tidings Of Comfort And Joy [View article]
    No doubt there are a number of causes for the significant drop in gallons sold to include greater efficiency and changing life styles. I suspect the most important factor is the price of gasoline. Having said that, what happens to all the businesses directly and indirectly dependent on the automobile culture when say five percent a year give up forever on the automobile?
    Dec 8 02:18 PM | Likes Like |Link to Comment
  • Tidings Of Comfort And Joy [View article]
    If we are a consumer nation built around the car culture, then this chart of retail sales of gallons of gasoline might have something to add to the over all projections of recovery and growth.

    http://1.usa.gov/Nvc1Yl
    Dec 8 09:38 AM | Likes Like |Link to Comment
  • Why Raise The Minimum Wage? [View article]
    Let's say I have ten people working for me. Each makes a dollar a day. Big brother comes in and says I have to double their salary. Not a problem. I fire five and tell the other five they have to double their productivity the or plant will close and everybody will be out of a job. If it works our productivity goes up. If it fails we all line up for our government hand outs.

    This is not the 19th century but I fear it soon will be.
    Dec 8 09:28 AM | 3 Likes Like |Link to Comment
  • The Austrians Are Right - Inflation Is Coming [View article]
    If you think that is scary look at the total number of gallons of gasoline sold. Show me the growth in this:

    http://1.usa.gov/Nvc1Yl
    Nov 25 08:47 PM | Likes Like |Link to Comment
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