pockyclips 2020

Are Oil and Natural Gas Cheap or Expensive?

As long as big oil and nuclear is subsidized more than all others, you simply can't make an informed decision. Half our military is used to either defend the oil fields, or the trade routes back to the US. Why aren't these costs entered into the equation. It's at least $1.50/gal.

Nuclear sounds better for the CO2 crowd, but 90% comes from Russia and it's former republic, Kazakhstan. Do we really want to end up kissing Bear A** like we do the Arabs?

It still baffles me that we realized long ago that we had to have renewable food supplies, and get off the hunter/gatherer bandwagon. Why can't we do the same for energy? After all, all energy is solar when you look at it in the grand scheme.

Meriwether: When Failed Genius Is Rewarded

As long as there's sheep to fleece, and we allow him to have shears,...

A Crude 10 Year Perspective: The DJIA, Oil and Gold

Fitz:
Stop confusing me with facts. Reliability = simplicity = 1/versatillity.
I'd like to see the price of beans use in price comparisons.
10 years ago the price was 20 to 25 cents/can, now 75 cents.

I agree we're buying the rope, on credit, to hang ourselves.
Our collapse will be much more spectacular the the Evil Empire's!

The Debt-Equity Clock Is Ticking - Morgan Stanley

I read somewhere that the P/E for the S & P 500 was 30% above
where the typical "bottom" of a recession is. So is recovery already "baked" in, or are in the first half of the "w" recovery?

Alright, Which Is It: Inflation or Deflation?

HTL

The word is stagflation, stagnant wages and spending, along with fiat
currency inflation. Your expertise seems to be in energy, but do you know
where to track what percentage of money coming into the stock market is from foreign sources? I think the recent market run up is a back-door dollar dump.

P.S. Looks like I'm not the only news-junkie insomniac.

California: Leveraged to Gasoline Prices and Nearing the Breaking Point

Things can only get worse. As long as we import resources instead of using what we have, and moving toward renewables, we are on the Highway to Hell. We deserve to be kicked in the arse.

UNG: The Effects of Contango

Thanks again for your excellent research and interpretation of this minefield of a ETF.

Is $1000 the New Floor for Gold?

I stumbled across CEF in SA. Short of putting in a floor safe, it's my favorite way to hedge inflation.

Senate Republicans: Give Us Nuclear, Offshore Drilling, We’ll Consider Cap-and-Trade

Trading terrorist oil for commie nukes isn't in America's best interest.
Over 90% of uranium is from Russia and former Soviet republic
Kazakhstan. What little that is produced is already heavily subsidized
from initial dig to power plant decommission. If wind and solar would have been subsidized in the past as much as oil and nukes, we'd
be on the home stretch for energy independence.

The Big Picture

I also laugh at all these exotic "solutions" to our energy problems. We refuse to use the stuff we have in favor of stuff we don't. Hydrogen won't work for personal transportation because of the large and expensive tank required to carry a usable amount of fuel. A tank big enough to run my F-150 450 miles would take up the entire bed!

Why no mention of methane? With our status as the biggest waste generators on the planet, this looks to be a more practical follow-on to natural gas. The changeover from CNG to methane would be minimal.

Energy Will Lead the Next Commodity Shortage

If Americans were charged the price of the war on terror, and the defense of the shipping lanes to get that terrorist oil back to the homeland, other forms of energy would not appear so overpriced.

"Green energy" is not an expense, it's an opportunity. As long as we show the rest of the world that we can't or won't change, they have no reason to either.

If the "free market" works so well, why are we in this mess?
We can see the handwriting on the walls, but refuse to read.

Natural Gas Momentum Likely to Continue - Blackmont

I'm thinking the run up on NG has more to due with the perception that the economy is improving than with the coming of fall. Earnings season vs heating season. If only I had one of those Biff almanacs
from Back To The Future for 2010!

Want to Own Silver? Forget About SLV

Your first sentence says it all.
Why not let Hugo Chavez run the Federal Reserve?


On Sep 17 01:30 PM Michael Murphy wrote:

> SLV is audited by PricewaterhouseCoopers one of the Big Four accounting
> firms.
>

Waiting for UNG's New Issuance to Prove Itself

H.T.:

Have you heard anything about UNG buying longer term contracts?

Why the Sudden Run Up in Natural Gas Prices?

I too, suspect manipulation. Common sense says the impending
issue of additional shares should be driving the price down 15 to 20 %.