alpha24seven's Comments alpha24seven's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/8601/comments Want Solar Panels? China Will Pick Up the Tab http://seekingalpha.com/article/128304-want-solar-panels-china-will-pick-up-the-tab?source=feed#comment-444685 444685
We currently have thousands (yes I said thousands) of manufacturing facilities shutting down in China right now. There will be thousands more. The scale of these PV arrays are made for these same manufacturing facilities that are shutting down in record numbers.

So what is the point here exactly? Do you really think the Chinese government is going to subsidize 60% of a solar PV array to go on top of a Whole Foods store in Los Angeles?

We need more clarity on this. One thing is for damned sure. The Chinese solars popped big on this news and we know the local Chinese government officials are the hand in the glove of many of the Chinese solars. They announce some wide eyed funding initiative with about 10% visibility and the stocks pop. Somebody should be investigating that. Maybe the Chinese have finally figured out how solars move -- by press release. Think about it. Some obscure Chinese government agency issues some fanciful PR talking about this and that and boom big money made in one day. Somebody should look at option activity and the relationships between the Chinese gov and these solars executives. This isn't passing the sniff test.]]>
Sun, 29 Mar 2009 23:40:18 -0400
We currently have thousands (yes I said thousands) of manufacturing facilities shutting down in China right now. There will be thousands more. The scale of these PV arrays are made for these same manufacturing facilities that are shutting down in record numbers.

So what is the point here exactly? Do you really think the Chinese government is going to subsidize 60% of a solar PV array to go on top of a Whole Foods store in Los Angeles?

We need more clarity on this. One thing is for damned sure. The Chinese solars popped big on this news and we know the local Chinese government officials are the hand in the glove of many of the Chinese solars. They announce some wide eyed funding initiative with about 10% visibility and the stocks pop. Somebody should be investigating that. Maybe the Chinese have finally figured out how solars move -- by press release. Think about it. Some obscure Chinese government agency issues some fanciful PR talking about this and that and boom big money made in one day. Somebody should look at option activity and the relationships between the Chinese gov and these solars executives. This isn't passing the sniff test.]]>
Solar: No Profit for Two Years http://seekingalpha.com/article/127651-solar-no-profit-for-two-years?source=feed#comment-439923 439923
When ANY analyst projects a down leg or a weakening market due to the global economy or over supply, the commenter's go crazy and start machine gunning -- idiot! The same posters that said (insert your favorite solar here) will go straight to $200 before a split.

Guess what commenter's, the analysts have been right from the highs. And they are certainly right now. We keep hearing the "magical PPW threshold" that will cause it to fly off the shelfs because it is so cheap. This threshold per watt keeps going lower because when we hit the price, uptake doesn't kick in and then everybody screams "wait till it gets to .25 PPW"

There is serious carnage (more and worse) looming for the industry and many high flyer's will be toast. Solar will ultimately do very well. But even the top execs at these companies will tell you they need to hang on for five years. Then we will get it. Until then, wreckage.]]>
Wed, 25 Mar 2009 14:12:45 -0400
When ANY analyst projects a down leg or a weakening market due to the global economy or over supply, the commenter's go crazy and start machine gunning -- idiot! The same posters that said (insert your favorite solar here) will go straight to $200 before a split.

Guess what commenter's, the analysts have been right from the highs. And they are certainly right now. We keep hearing the "magical PPW threshold" that will cause it to fly off the shelfs because it is so cheap. This threshold per watt keeps going lower because when we hit the price, uptake doesn't kick in and then everybody screams "wait till it gets to .25 PPW"

There is serious carnage (more and worse) looming for the industry and many high flyer's will be toast. Solar will ultimately do very well. But even the top execs at these companies will tell you they need to hang on for five years. Then we will get it. Until then, wreckage.]]>
The Broken Hedge Fund Model http://seekingalpha.com/article/118197-the-broken-hedge-fund-model?source=feed#comment-374617 374617
1) Hurdle. That means the manager must make a certain amount tied to a benchmark before the manager collects any fees. This is in addition to and not the same thing as high water.

2) Manager participation. The majority of most hedge funds will have very strong participation from the general partner, md, principal, etc. This means a very high percentage or a very large dollar amount of the managers personal net worth will be invested in the same fund and strategy.

The reason many managers are starting new funds is is simple. When an investor makes an investment in a hedge fund, the offer memorandum will describe in general terms what the strategy is. Perhaps merger arbitrage, long/short, commodities etc. There is a legal issue when the manager engages in "strategy creep" to chase new profitable strategies outside the offer. The manager then must either recalibrate with all investors -- or -- start a new fund to pursue the new strategy. It's much easier to start a new fund. The markets (especially these days) move at hyper velocity. The old strategies go and the new ones show up and you need to be able to take advantage of the current market, ergo you start new funds.

Hedge funds aren't black holes of information. What they have become is just another whipping boy and outlet for rage because of the financial mess we are in. Look closely at what has caused this and you will see it isn't the hedgies. It was the financial engineering from the banks re tier 3 assets. This is not the domain of hedge funds. In fact, many hedge funds have been screaming about this prior to it blowing up.

]]>
Tue, 03 Feb 2009 13:25:08 -0500
1) Hurdle. That means the manager must make a certain amount tied to a benchmark before the manager collects any fees. This is in addition to and not the same thing as high water.

2) Manager participation. The majority of most hedge funds will have very strong participation from the general partner, md, principal, etc. This means a very high percentage or a very large dollar amount of the managers personal net worth will be invested in the same fund and strategy.

The reason many managers are starting new funds is is simple. When an investor makes an investment in a hedge fund, the offer memorandum will describe in general terms what the strategy is. Perhaps merger arbitrage, long/short, commodities etc. There is a legal issue when the manager engages in "strategy creep" to chase new profitable strategies outside the offer. The manager then must either recalibrate with all investors -- or -- start a new fund to pursue the new strategy. It's much easier to start a new fund. The markets (especially these days) move at hyper velocity. The old strategies go and the new ones show up and you need to be able to take advantage of the current market, ergo you start new funds.

Hedge funds aren't black holes of information. What they have become is just another whipping boy and outlet for rage because of the financial mess we are in. Look closely at what has caused this and you will see it isn't the hedgies. It was the financial engineering from the banks re tier 3 assets. This is not the domain of hedge funds. In fact, many hedge funds have been screaming about this prior to it blowing up.

]]>
Obama's Green Obsession: More Harm Than Good? http://seekingalpha.com/article/105385-obama-s-green-obsession-more-harm-than-good?source=feed#comment-305264 305264
Let's throw billions at renewable energy and witness one of the largest corporate welfare gives ever.

1) Renewable energy is profitable. Read a frigging 10k/q for the solar guys. NO handout needed.

2) Renewable energy is an transitory system. Lets give millions (or was it billions) of jobs to a system that will displace them within 24 months. Nice planning. How many guys will it take to build and install windmills? How many guys and how long will it take to install solar panels when we have even one of the hundred breakthroughs these guys keep talking about? Energy density delivered will lower time and cost of install to a fraction of today's time.

Hire a million guys. Sixteen months later, one of these new gee whiz things hits and now we lay off 950,000 guys. Brilliant.

It's all politic speak. Combine hiring tons of people with the word green and even the dumbest guy could get laid.

And another thing for all you "Manhattan Project" types. Earth to dreamers -- Earth to dreamers, WE ALREADY HAVE A MANHATTAN PROJECT! It's been going on for three years and take one look at private capital through the venture capital community deployed. Incredible numbers. Never trust anyone that says we need another "Manhattan Project" They clearly are behind the curve.

All Obama and his people need to do is remove the incentives. The renewable companies will then be forced to compete and the price will plummet per installed watt. Then and only then will the much vaunted green revolution arrive.

Get with the picture people...



]]>
Thu, 13 Nov 2008 12:29:12 -0500
Let's throw billions at renewable energy and witness one of the largest corporate welfare gives ever.

1) Renewable energy is profitable. Read a frigging 10k/q for the solar guys. NO handout needed.

2) Renewable energy is an transitory system. Lets give millions (or was it billions) of jobs to a system that will displace them within 24 months. Nice planning. How many guys will it take to build and install windmills? How many guys and how long will it take to install solar panels when we have even one of the hundred breakthroughs these guys keep talking about? Energy density delivered will lower time and cost of install to a fraction of today's time.

Hire a million guys. Sixteen months later, one of these new gee whiz things hits and now we lay off 950,000 guys. Brilliant.

It's all politic speak. Combine hiring tons of people with the word green and even the dumbest guy could get laid.

And another thing for all you "Manhattan Project" types. Earth to dreamers -- Earth to dreamers, WE ALREADY HAVE A MANHATTAN PROJECT! It's been going on for three years and take one look at private capital through the venture capital community deployed. Incredible numbers. Never trust anyone that says we need another "Manhattan Project" They clearly are behind the curve.

All Obama and his people need to do is remove the incentives. The renewable companies will then be forced to compete and the price will plummet per installed watt. Then and only then will the much vaunted green revolution arrive.

Get with the picture people...



]]>
5 Reasons Why the $700B Bailout Could Translate to $250 Oil http://seekingalpha.com/article/97976-5-reasons-why-the-700b-bailout-could-translate-to-250-oil?source=feed#comment-272989 272989
Peak Oil is a scam.

Demand destruction is permanent.

21st Century energy technology is COMING!

China and India demand is a complete distortion.

To base a thesis on ill founded trading theory and outlier trading days signifies someone not steeped in the market being commented on.

Really terrible... $250 ppbl... c'mon...



]]>
Fri, 03 Oct 2008 16:03:54 -0400
Peak Oil is a scam.

Demand destruction is permanent.

21st Century energy technology is COMING!

China and India demand is a complete distortion.

To base a thesis on ill founded trading theory and outlier trading days signifies someone not steeped in the market being commented on.

Really terrible... $250 ppbl... c'mon...



]]>
Bring Back the Uptick Rule http://seekingalpha.com/article/96185-bring-back-the-uptick-rule?source=feed#comment-258279 258279
Yep that will do it. Everybody happy shiny again....

Lol...]]>
Thu, 18 Sep 2008 15:02:06 -0400
Yep that will do it. Everybody happy shiny again....

Lol...]]>
5 Stocks to Buy if Obama Wins http://seekingalpha.com/article/94856-5-stocks-to-buy-if-obama-wins?source=feed#comment-250616 250616
Moreover, you do realize he has taken more money from the nuclear energy industry than nay other politician -- ever, and Illinois has more nuclear power plants than any other US State. I think you listed GE for the wrong reasons...]]>
Wed, 10 Sep 2008 12:47:59 -0400
Moreover, you do realize he has taken more money from the nuclear energy industry than nay other politician -- ever, and Illinois has more nuclear power plants than any other US State. I think you listed GE for the wrong reasons...]]>
LDK Solar: A New Business Model http://seekingalpha.com/article/94383-ldk-solar-a-new-business-model?source=feed#comment-248552 248552
A. I suspect it is due to the fact that LDK is a very new kid on the block, and not well covered in the US publications.

Huh???? How about all the media coverage it got back last year? TONS of coverage but all the wrong kind...

IAM PHREE... cute. That implies a value of zero.]]>
Mon, 08 Sep 2008 13:27:35 -0400
A. I suspect it is due to the fact that LDK is a very new kid on the block, and not well covered in the US publications.

Huh???? How about all the media coverage it got back last year? TONS of coverage but all the wrong kind...

IAM PHREE... cute. That implies a value of zero.]]>
Forget $100 a Barrel - Oil Will Plummet to $30 http://seekingalpha.com/article/91100-forget-100-a-barrel-oil-will-plummet-to-30?source=feed#comment-234940 234940
Lol...]]>
Wed, 20 Aug 2008 13:19:19 -0400
Lol...]]>
Forget $100 a Barrel - Oil Will Plummet to $30 http://seekingalpha.com/article/91100-forget-100-a-barrel-oil-will-plummet-to-30?source=feed#comment-233888 233888
Or you come out the other end with your pants on your head. This is now a necessity. I never trusted that damned thing anyways...]]>
Tue, 19 Aug 2008 10:00:15 -0400
Or you come out the other end with your pants on your head. This is now a necessity. I never trusted that damned thing anyways...]]>
With Help from California, Solar Gets Fired Up http://seekingalpha.com/article/91389-with-help-from-california-solar-gets-fired-up?source=feed#comment-233433 233433
lol... seriously...

And BTW. The CA solar plan ($3.2bn) takes money every month directly from the disadvantaged and poor to pay for overpriced PV systems for rich homeowners. Fact. And that part isn't lol.]]>
Mon, 18 Aug 2008 17:18:02 -0400
lol... seriously...

And BTW. The CA solar plan ($3.2bn) takes money every month directly from the disadvantaged and poor to pay for overpriced PV systems for rich homeowners. Fact. And that part isn't lol.]]>
Recapping My Great Calls on Oil http://seekingalpha.com/article/91332-recapping-my-great-calls-on-oil?source=feed#comment-233414 233414
I really like the $500 ppb 2014 schtick...

lol...]]>
Mon, 18 Aug 2008 16:54:05 -0400
I really like the $500 ppb 2014 schtick...

lol...]]>
Eye on Currency Impact and ETFs http://seekingalpha.com/article/91429-eye-on-currency-impact-and-etfs?source=feed#comment-233411 233411
lol...]]>
Mon, 18 Aug 2008 16:51:15 -0400
lol...]]>
Monday Options Update: XLF, XLE, FRE, FMD, HPQ, XOM, STM, ZMH http://seekingalpha.com/article/91466-monday-options-update-xlf-xle-fre-fmd-hpq-xom-stm-zmh?source=feed#comment-233406 233406
"For those uninformed,Interactive Brokers Group is soon to file for Chapter 11 bankruptcy protection"

Proof. Please tell us all in detail immediately. Post links to documentation and to verifiable information. Opinion doesn't count.]]>
Mon, 18 Aug 2008 16:45:58 -0400
"For those uninformed,Interactive Brokers Group is soon to file for Chapter 11 bankruptcy protection"

Proof. Please tell us all in detail immediately. Post links to documentation and to verifiable information. Opinion doesn't count.]]>
Magazine Covers as Contrarian Indicators http://seekingalpha.com/article/91444-magazine-covers-as-contrarian-indicators?source=feed#comment-233394 233394
Private Jets.

Says who? Look at the premium you need to jump to the front of the delivery line for any number of small to medium size private jets. The only place I know of taking immediate deposits are on some of the larger planes like the Falcon 7x and the Global Express. The G650 is dear but can be found. Maybe the fractionals are slowing but people still want the private jet.]]>
Mon, 18 Aug 2008 16:33:31 -0400
Private Jets.

Says who? Look at the premium you need to jump to the front of the delivery line for any number of small to medium size private jets. The only place I know of taking immediate deposits are on some of the larger planes like the Falcon 7x and the Global Express. The G650 is dear but can be found. Maybe the fractionals are slowing but people still want the private jet.]]>
Forget $100 a Barrel - Oil Will Plummet to $30 http://seekingalpha.com/article/91100-forget-100-a-barrel-oil-will-plummet-to-30?source=feed#comment-233371 233371
Weren't you all saying something like this?

"Idiots have no idea how anything works at anytime under any circumstance! Don't you know we have PEAK OIL and CHINA & INDIA which now have 50 trillion middle class people that all want SUVs and swimming pools! Face it, America is over and China (or maybe Bangladesh -- newbie Du Jour) will soon be kicking out your local Starbucks so they can put in a new steaming dog restaurant!"

What a bunch of suckers. I'm glad you exist. I need a new Ferrari. (Rosso Corsa 599 GTB with alternating red over black stitching thank you very much) Notice I said new...]]>
Mon, 18 Aug 2008 15:54:12 -0400
Weren't you all saying something like this?

"Idiots have no idea how anything works at anytime under any circumstance! Don't you know we have PEAK OIL and CHINA & INDIA which now have 50 trillion middle class people that all want SUVs and swimming pools! Face it, America is over and China (or maybe Bangladesh -- newbie Du Jour) will soon be kicking out your local Starbucks so they can put in a new steaming dog restaurant!"

What a bunch of suckers. I'm glad you exist. I need a new Ferrari. (Rosso Corsa 599 GTB with alternating red over black stitching thank you very much) Notice I said new...]]>
U.S. Geothermal, Inc: A Solid Geothermal Pure Play http://seekingalpha.com/article/91351-u-s-geothermal-inc-a-solid-geothermal-pure-play?source=feed#comment-233358 233358
Nobody seems to know for sure but people are spooked, which, as you can imagine isn't good for business...
]]>
Mon, 18 Aug 2008 15:37:03 -0400
Nobody seems to know for sure but people are spooked, which, as you can imagine isn't good for business...
]]>
Crude Oil: What Goes Up Must Come Down? http://seekingalpha.com/article/91462-crude-oil-what-goes-up-must-come-down?source=feed#comment-233354 233354
Well I'll posit we are at (or damned close) near peak demand. The tired ol "India & China" story is well -- tired. Spend one single afternoon looking at innovation coming on stream from about 1,000 different directions funded to the tune of billions and driven by some of the smartest people you haven't yet met.

The company(s) delivering game changing energy solutions will make Google look like a rounding error... ]]>
Mon, 18 Aug 2008 15:32:54 -0400
Well I'll posit we are at (or damned close) near peak demand. The tired ol "India & China" story is well -- tired. Spend one single afternoon looking at innovation coming on stream from about 1,000 different directions funded to the tune of billions and driven by some of the smartest people you haven't yet met.

The company(s) delivering game changing energy solutions will make Google look like a rounding error... ]]>
Solar ETFs Will Follow the Sun http://seekingalpha.com/article/91087-solar-etfs-will-follow-the-sun?source=feed#comment-231535 231535 Fri, 15 Aug 2008 17:02:57 -0400 Forget $100 a Barrel - Oil Will Plummet to $30 http://seekingalpha.com/article/91100-forget-100-a-barrel-oil-will-plummet-to-30?source=feed#comment-231531 231531
There is a very REAL possibility we will see $50 (not sure about $30) and we may never go above $150 before mankind departs from the oil paradigm. War is the outlier that nobody can predict.]]>
Fri, 15 Aug 2008 17:00:25 -0400
There is a very REAL possibility we will see $50 (not sure about $30) and we may never go above $150 before mankind departs from the oil paradigm. War is the outlier that nobody can predict.]]>
Game Changer in Solar Energy: PG&E Inks Deal http://seekingalpha.com/article/91147-game-changer-in-solar-energy-pg-e-inks-deal?source=feed#comment-231478 231478
Another thing that is never talked about. Instead of making your entire home solar powered, you could buy a solar powered device that either heats/cools or both. This way on extremely hot or cold days, this home based system in aggregate would shave peak demand. If it heats, it could really damage the price of heating oil in say the North East.

The other beauty to this is that it should be MUCH less expensive than an entire home PV installation.]]>
Fri, 15 Aug 2008 16:01:36 -0400
Another thing that is never talked about. Instead of making your entire home solar powered, you could buy a solar powered device that either heats/cools or both. This way on extremely hot or cold days, this home based system in aggregate would shave peak demand. If it heats, it could really damage the price of heating oil in say the North East.

The other beauty to this is that it should be MUCH less expensive than an entire home PV installation.]]>
Game Changer in Solar Energy: PG&E Inks Deal http://seekingalpha.com/article/91147-game-changer-in-solar-energy-pg-e-inks-deal?source=feed#comment-231473 231473
All these analysts/company people who casually announce "we expect it to pass in early..." as though it is a forgone conclusion. Right....

If it doesn't pass -- look out below!]]>
Fri, 15 Aug 2008 15:56:39 -0400
All these analysts/company people who casually announce "we expect it to pass in early..." as though it is a forgone conclusion. Right....

If it doesn't pass -- look out below!]]>
Forget $100 a Barrel - Oil Will Plummet to $30 http://seekingalpha.com/article/91100-forget-100-a-barrel-oil-will-plummet-to-30?source=feed#comment-231466 231466
Lol...

Right, and we got a war in Georgia threatening an important pipeline and et Voila -- DOWN another $3 at a three month low.

Laughing out loud... no really... LOL...]]>
Fri, 15 Aug 2008 15:52:03 -0400
Lol...

Right, and we got a war in Georgia threatening an important pipeline and et Voila -- DOWN another $3 at a three month low.

Laughing out loud... no really... LOL...]]>
The Electric Car Battery Battle http://seekingalpha.com/article/89994-the-electric-car-battery-battle?source=feed#comment-227208 227208
So now that you've vetted the entire "air power" scientific debate to your liking. Can we focus on what is important? How about actually doing something.

As I mentioned, the engineers that created this technology come from the Renault Formula One Team. The investors ($30mm at this point) are from TATA Motors with 23,000 employees and the recent acquirer of Jaguar/Land Rover are going to make this happen while people like nobjectivity engage in asinine arguments whether or not it is an air powered car! I'm guessing that a particular CV would be relevant to make sure the principals above don't make some dumb mistake and actually attempt doing this. I'm guessing a letter writing campaign and guest appearance as a consulting engineer is probably in order here...

It goes like this.

I say it's an air powered car. The companies and engineers say it is an air powered car. The buying public say they want to buy an air powered car. The manufacturers decide to sell 1mm air powered cars to the buying public.

Meanwhile...back at the ranch, the Monday morning armchair genius society is still arguing with everyone that it isn't an air powered car!

Who cares! This is and was my point EXACTLY. This type of message board behavior is ALWAYS telling of people that never make money. There will never be a perfect mathematical or statistical explanation for things, so while you guys try and figure everything out, the rest of us go out and make money by actually doing something.

It's a repeating pattern that we have all seen on message boards. There is always that one guy(s) that knows everything, corrects everybody with arcane logic while worshiping at the alter of statistics. I've hired (and mostly fired) this type before. Very intelligent but not smart. They become an impediment to a larger team because they are condescending and argumentative. They don't understand that when they explain something to someone that is actually inconsequential to the goal, the person seems non interested or indifferent. This is usually when the lack of social skills creeps into the equation and people start getting summoned to the office for a "chat".

I'll leave you with this quote from Paul Tudor Jones II. $18bn AUM returning annualized 23% since 1986.

Alpha Magazine Page 64 June 2008.

On why new managers fail or are succesful.

"These days, there are many more deep intellectuals in the business, (hedge fund) and that, coupled with the explosion of information on the Internet, creates the illusion that there is an exploration for everything and that the primary task is to find the explanation for everything."



]]>
Sun, 10 Aug 2008 13:56:08 -0400
So now that you've vetted the entire "air power" scientific debate to your liking. Can we focus on what is important? How about actually doing something.

As I mentioned, the engineers that created this technology come from the Renault Formula One Team. The investors ($30mm at this point) are from TATA Motors with 23,000 employees and the recent acquirer of Jaguar/Land Rover are going to make this happen while people like nobjectivity engage in asinine arguments whether or not it is an air powered car! I'm guessing that a particular CV would be relevant to make sure the principals above don't make some dumb mistake and actually attempt doing this. I'm guessing a letter writing campaign and guest appearance as a consulting engineer is probably in order here...

It goes like this.

I say it's an air powered car. The companies and engineers say it is an air powered car. The buying public say they want to buy an air powered car. The manufacturers decide to sell 1mm air powered cars to the buying public.

Meanwhile...back at the ranch, the Monday morning armchair genius society is still arguing with everyone that it isn't an air powered car!

Who cares! This is and was my point EXACTLY. This type of message board behavior is ALWAYS telling of people that never make money. There will never be a perfect mathematical or statistical explanation for things, so while you guys try and figure everything out, the rest of us go out and make money by actually doing something.

It's a repeating pattern that we have all seen on message boards. There is always that one guy(s) that knows everything, corrects everybody with arcane logic while worshiping at the alter of statistics. I've hired (and mostly fired) this type before. Very intelligent but not smart. They become an impediment to a larger team because they are condescending and argumentative. They don't understand that when they explain something to someone that is actually inconsequential to the goal, the person seems non interested or indifferent. This is usually when the lack of social skills creeps into the equation and people start getting summoned to the office for a "chat".

I'll leave you with this quote from Paul Tudor Jones II. $18bn AUM returning annualized 23% since 1986.

Alpha Magazine Page 64 June 2008.

On why new managers fail or are succesful.

"These days, there are many more deep intellectuals in the business, (hedge fund) and that, coupled with the explosion of information on the Internet, creates the illusion that there is an exploration for everything and that the primary task is to find the explanation for everything."



]]>
Wind's Our Future, but Natural Gas Is Now http://seekingalpha.com/article/89703-wind-s-our-future-but-natural-gas-is-now?source=feed#comment-226928 226928
Thanks for admitting I was right. I'm sorry that somebody else had to rain on your parade and inform you in front of God an everybody that half of what you say is made up is nonsensical. And how do we know this? Because you backstop your position with the age old "statistics".

Maybe you can explain why quant funds that a one chance in 5,000 year Black Swan event suddenly had three in one week. Oops. And then after that, perhaps you will lay out your position on how your windmills all over the place will spin in aggregate, individually, continually, sporadically, intermittently and then average to whatever the outcome you want it to be -- will be. Please think about that.

Statistics. Good stuff for marching "scientists" and their lemmings right off a cliff...


On Aug 09 06:28 PM Objectivity wrote:

> Poor alpha24-7... straining away, and no still no dump.
>
> The central limit theorem and integrals are probably something you
> never heard of, right?
>
> Add statistics & probability and calculus to the subjects you need
> to study (Look elsewhere for the advice you obviously need for mechanics
> and classical physics)
>
> On the other hand, forget it. The world needs ditch-diggers too.]]>
Sat, 09 Aug 2008 21:23:19 -0400
Thanks for admitting I was right. I'm sorry that somebody else had to rain on your parade and inform you in front of God an everybody that half of what you say is made up is nonsensical. And how do we know this? Because you backstop your position with the age old "statistics".

Maybe you can explain why quant funds that a one chance in 5,000 year Black Swan event suddenly had three in one week. Oops. And then after that, perhaps you will lay out your position on how your windmills all over the place will spin in aggregate, individually, continually, sporadically, intermittently and then average to whatever the outcome you want it to be -- will be. Please think about that.

Statistics. Good stuff for marching "scientists" and their lemmings right off a cliff...


On Aug 09 06:28 PM Objectivity wrote:

> Poor alpha24-7... straining away, and no still no dump.
>
> The central limit theorem and integrals are probably something you
> never heard of, right?
>
> Add statistics & probability and calculus to the subjects you need
> to study (Look elsewhere for the advice you obviously need for mechanics
> and classical physics)
>
> On the other hand, forget it. The world needs ditch-diggers too.]]>
The Electric Car Battery Battle http://seekingalpha.com/article/89994-the-electric-car-battery-battle?source=feed#comment-226927 226927
The vessels are special carbon fiber storage tanks to supposedly mitigate your concerns. But it is a valid point. But as you mentioned their is no free lunch as in the combustibility of gasoline or the inherent dangers of Hydrogen. OK let's here it from "the professor" AKA Objectivity (which is criminally ironic coming from someone that doesn't even understand what the term objective means) about hydrogen not being dangerous -- Hindenburg -- Nazis -- Rocket fuel silver paint blah blah blah...]]>
Sat, 09 Aug 2008 21:13:31 -0400
The vessels are special carbon fiber storage tanks to supposedly mitigate your concerns. But it is a valid point. But as you mentioned their is no free lunch as in the combustibility of gasoline or the inherent dangers of Hydrogen. OK let's here it from "the professor" AKA Objectivity (which is criminally ironic coming from someone that doesn't even understand what the term objective means) about hydrogen not being dangerous -- Hindenburg -- Nazis -- Rocket fuel silver paint blah blah blah...]]>
The Electric Car Battery Battle http://seekingalpha.com/article/89994-the-electric-car-battery-battle?source=feed#comment-226925 226925
Ok ok so what you want me to say is that the air is a storage mechanism. The air doesn't actually power the car but it is part of the conversion to energy.

Fine.

You know what I say to that? It's an air powered car you nitwit! Ha ha ha! While you sit there and try to do your best "Scientific American" peer review on everything, I think that most people will realize that when you take this car for refueling, you connect a pressurized air hose to it and then you drive away on said air, then you have an air powered car. But go ahead and keep coming back with your highly visible presentation of somebody with little social skills. You think that if you repeat something enough, if you add a smart ass tone to it all then you are naturally right. Classic definition of someone socially maladjusted.

You remind me of that one person all of us know. Quite intelligent but trapped in a lower socioeconomic lifestyle because they can't seem to convert their smarts to money. George Soros said it well. I'm paraphrasing "I have been never able to find a correlation between intelligence and the ability to make money"]]>
Sat, 09 Aug 2008 21:08:59 -0400
Ok ok so what you want me to say is that the air is a storage mechanism. The air doesn't actually power the car but it is part of the conversion to energy.

Fine.

You know what I say to that? It's an air powered car you nitwit! Ha ha ha! While you sit there and try to do your best "Scientific American" peer review on everything, I think that most people will realize that when you take this car for refueling, you connect a pressurized air hose to it and then you drive away on said air, then you have an air powered car. But go ahead and keep coming back with your highly visible presentation of somebody with little social skills. You think that if you repeat something enough, if you add a smart ass tone to it all then you are naturally right. Classic definition of someone socially maladjusted.

You remind me of that one person all of us know. Quite intelligent but trapped in a lower socioeconomic lifestyle because they can't seem to convert their smarts to money. George Soros said it well. I'm paraphrasing "I have been never able to find a correlation between intelligence and the ability to make money"]]>
The Electric Car Battery Battle http://seekingalpha.com/article/89994-the-electric-car-battery-battle?source=feed#comment-226924 226924
Ok ok so what you want me to say is that the air is a storage mechanism. The air doesn't actually power the car but it is part of the conversion to energy.

Fine.

You know what I say to that? It's an air powered car you nitwit! Ha ha ha! While you sit there and try to do your best "Scientific American" peer review on everything, I think that most people will realize that when you take this car for refueling, you connect a pressurized air hose to it and then you drive away on said air, then you have an air powered car. But go ahead and keep coming back with your highly visible presentation of somebody with little social skills. You think that if you repeat something enough, if you add a smart ass tone to it all then you are naturally right. Classic definition of someone socially maladjusted.

You remind me of that one person all of us know. Quite intelligent but trapped in a lower socioeconomic lifestyle because they can't seem to convert their smarts to money. George Soros said it well. I'm paraphrasing "I have been never able to find a correlation between intelligence and the ability to make money"]]>
Sat, 09 Aug 2008 21:08:59 -0400
Ok ok so what you want me to say is that the air is a storage mechanism. The air doesn't actually power the car but it is part of the conversion to energy.

Fine.

You know what I say to that? It's an air powered car you nitwit! Ha ha ha! While you sit there and try to do your best "Scientific American" peer review on everything, I think that most people will realize that when you take this car for refueling, you connect a pressurized air hose to it and then you drive away on said air, then you have an air powered car. But go ahead and keep coming back with your highly visible presentation of somebody with little social skills. You think that if you repeat something enough, if you add a smart ass tone to it all then you are naturally right. Classic definition of someone socially maladjusted.

You remind me of that one person all of us know. Quite intelligent but trapped in a lower socioeconomic lifestyle because they can't seem to convert their smarts to money. George Soros said it well. I'm paraphrasing "I have been never able to find a correlation between intelligence and the ability to make money"]]>
Wind's Our Future, but Natural Gas Is Now http://seekingalpha.com/article/89703-wind-s-our-future-but-natural-gas-is-now?source=feed#comment-226870 226870
"'Intermittent' Wind is really only a local or temporary phenomenon, not so much a national or annual one, especially in a country as large as the USA. For those who don't understand, think of it like this, ONE wind turbine might be idle on any ONE day... but 1000, spread over thousands of square miles, from year to year, will produce roughly the same power annually over time."

Umm says who? What you seem to be saying is that if you have thousands of windmills spread all over the place, somehow you can magically guarantee that they will all spin sooner or later or independently or whatever. So you are saying that somehow you can control the weather so that you can GUARANTEE that somewhere the turbines will always be spinning. Right. Good one... What is a 100% fact is that if you put 1,000 wind turbines "all over the place" that on any given day they may all spin -- OR -- they may be all idol simultaneously. You, or as far as I know, not anyone can control the weather, so why do you make binary comments as if you do?

You can't guarantee anything and therefore you can't actually "do the math" to what your energy output and economic returns will be. You can give an educated guess but nothing more than that as you seem to allude with your "air-tight" math regarding output. Perhaps you've heard the term "projection"?

Complete nonsense...]]>
Sat, 09 Aug 2008 17:12:07 -0400
"'Intermittent' Wind is really only a local or temporary phenomenon, not so much a national or annual one, especially in a country as large as the USA. For those who don't understand, think of it like this, ONE wind turbine might be idle on any ONE day... but 1000, spread over thousands of square miles, from year to year, will produce roughly the same power annually over time."

Umm says who? What you seem to be saying is that if you have thousands of windmills spread all over the place, somehow you can magically guarantee that they will all spin sooner or later or independently or whatever. So you are saying that somehow you can control the weather so that you can GUARANTEE that somewhere the turbines will always be spinning. Right. Good one... What is a 100% fact is that if you put 1,000 wind turbines "all over the place" that on any given day they may all spin -- OR -- they may be all idol simultaneously. You, or as far as I know, not anyone can control the weather, so why do you make binary comments as if you do?

You can't guarantee anything and therefore you can't actually "do the math" to what your energy output and economic returns will be. You can give an educated guess but nothing more than that as you seem to allude with your "air-tight" math regarding output. Perhaps you've heard the term "projection"?

Complete nonsense...]]>
Problems in Russia http://seekingalpha.com/article/90015-problems-in-russia?source=feed#comment-226868 226868
On Aug 08 10:07 PM Objectivity wrote:

> he Think big???
>
> How about more like he "think bigoted".
>
> Just another anti-Russian clown.]]>
Sat, 09 Aug 2008 17:01:12 -0400
On Aug 08 10:07 PM Objectivity wrote:

> he Think big???
>
> How about more like he "think bigoted".
>
> Just another anti-Russian clown.]]>