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  • A Grand Bargain: 8 Factors That Could Drive A Surprise On The Deficit [View article]
    This fiscal cliff hand wringing is far over wrought. The US had a greater debt load as a percentage of GDP at the end of WW2 and that was dealt with. i agree that we have to start trending it down through the usual combinations, eliminating the Department of Homeland Security first would be my preference and closing all of the red state military bases just to rub some salt in the wounds would also amuse me. But, there are two important factors working in great favor for the United States. The tax base is increasing due to population growth, an enviable position lacking in nearly any other first world country and two, the United States is rapidly becoming energy independent. Just think of all of those royalties and tax monies coming in. No worries mates. If you're all so hot under the collars about big spending, quit being so militaristic. War is where the real money gets blown. The right man won the election. Thank God for that and I'm an atheist.
    Nov 8, 2012. 01:15 PM | 4 Likes Like |Link to Comment
  •, Netflix And 8 Other Overvalued Stocks In The S&P 500 [View article]
    Whole Foods is gonna miss imo. The drought must have squeezed their margins and it's just that simple. They had a good run this year but I think they've topped for the time being.
    Nov 3, 2012. 12:27 AM | Likes Like |Link to Comment
  • Why Platinum Could Outperform Gold And Silver [View article]
    Graphene catalytic converters are an intriguing possibility so I think I'll stick with a graphite play.
    Oct 27, 2012. 01:34 PM | Likes Like |Link to Comment
  • Going With Your Gut On Rare Earth Stocks: Mike Niehuser [View article]
    Check the chart on Ucore, uuraf, not fugly, not at all.
    Oct 24, 2012. 09:31 PM | 2 Likes Like |Link to Comment
  • Good And Bad News For Molycorp [View article]
    Molycorp is NOT the place to be for heavy rees. Not at this time. The best heavy ree bet in the Northern hemisphere is Ucore.
    Oct 15, 2012. 02:11 PM | Likes Like |Link to Comment
  • Good And Bad News For Molycorp [View article]
    What makes you think that Molycorp has the money to buy anyone? They shot their wad buying Neo when they should have bought Ucore. Ucore is going to eat Moly's lunch because they will be able to bundle their cerium with dysprosium sales and Molycorp can't. Ucore is far and away the best pick on that "competitor's" list. Just plot all of the ytd charts of those companies against each other on Yahoo finance and you'll see one stand out. It's Ucore. Get it while it's still cheap.
    Oct 15, 2012. 02:06 PM | Likes Like |Link to Comment
  • Whole Foods' Stock Is As Pricey As Their Produce [View article]
    They're not only in competition with grocery stores but also restaurants and Starbucks. The self serve, ready to eat stuff is the best around and with the free WiFi, people hang out there to web as much as Starbucks. They have a killer business model in my opinion. Walmart and Safeway are not their peers. They don't really have any. They're a hybrid that competes over a broader swath than is being acknowledged here.
    Sep 25, 2012. 07:42 PM | 1 Like Like |Link to Comment
  • The Treasury Department pushes back against General Motors (GM) over its increasing calls to have the government sell its entire stake in the company. The automaker recently proposed repurchasing 200M of its 500M shares from the U.S. with the remaining shares to be sold in a public stock offering, only to see Treasury officials demur as they wait out a higher stock price for GM in order to recoup losses. [View news story]
    The share holder can sell when she wants to. If she wants to vote those shares, she has every right to. GM by all means should strive to avoid a government bailout in the future. If GM wants the shares back today, it must pay a premium or it amounts to a bonus bailout and that's not a very tenable position for a politician to be in outside of Michigan.
    Sep 17, 2012. 03:14 PM | Likes Like |Link to Comment
  • Moody's expects to lower its U.S. credit rating to Aa1 from Aaa in 2013 unless budget negotiations "produce a stabilization and then downward trend" in the government's debt/GDP ratio. [View news story]
    Personally, I blame Congress, specifically, the lower house.
    Sep 11, 2012. 12:40 PM | 1 Like Like |Link to Comment
  • On QE3: Buy Oil And Gas, Sell Obama Re-election Odds [View article]
    The President doesn't "handle the economy", certainly not to the extent that the banksters including the Fed and certainly not to the extent that corporations do. Corporations own this country and that's a fact. If your former job got downsized, off shored, replaced by technology or lost by a collapsed real estate bubble exacerbated by bankster created Franken derivatives, blame the cold hearted business class with Mitt Romney being exhibit A. Besides, the banks are flush with the previous QE's. They're not lending and that's the problem but real estate looks fully deflated at this point so it's not going to be the drag it was. People are stupid enough to blame fuel prices on one man but it's far from clear thinking. Supply and demand is supply and demand, case in point, natural gas.
    Sep 1, 2012. 09:28 AM | 4 Likes Like |Link to Comment
  • Future Quite Bleak For Rare Earths Miner Molycorp [View article]
    Molycorp in effect turned towards the China market when they acquired Neo when they should have been turning away. They screwed up their business model. Besides, isn't there a certain degree of redundancy with both Neo and Silmet being in the same portfolio? Molycorp should have gone for a hree prospect instead but now they can't afford to swing such a deal even though they need to. I think that they will survive but any chartist can see that it's looking bearish for them to say the least. If you want a ree play that's looking more up and at 'em, especially lately, check out uCore, uuraf. It's up a good 35% in the last 6 trading days and for good reason. It's the best junior out there imo.
    Re Jack Lifton: you're just a font of all things ree and I have learned a ton from you. I had forgotten about Moly's dysprosium free wind turbine investment, another apparent boondoggle for them. Thanks for the reminder.
    Aug 26, 2012. 04:42 PM | 3 Likes Like |Link to Comment
  • Bernanke Responds To Congressman's Tough QE Questions: Examining The Exchange [View article]
    How can they get the banks to lend the money that they've amassed from the previous stimuli. Is their a way to force a "loan it or lose it" provision? How might that work? It seems to me that the bottleneck lies with the bailed out banks and that's where the pressure needs to be applied.
    Aug 25, 2012. 10:17 AM | 4 Likes Like |Link to Comment
  • Farming In Hell: Emerging Markets Inflation & Commodities [View article]
    Power Shares Water Resources Portfolio (pho) looks like a pretty smart bet and it's trending nicely enough. Check it out.
    Aug 22, 2012. 02:05 PM | Likes Like |Link to Comment
  • Farming In Hell: Emerging Markets Inflation & Commodities [View article]
    This is an excellent and even article about interconnectedness and unintended consequences. Truly, the most valuable commodity is water.
    Aug 22, 2012. 01:54 PM | Likes Like |Link to Comment
  • Coal producers (KOL +1.4%) show strength on news the U.S. Court of Appeals for the D.C. Circuit has put on hold an EPA rule over limits on sulfur dioxide and nitrogen oxide emissions. The decision sends the rule back to the agency for revision. ANR +8%, JRCC +5.4%, BTU +4.8%, WLB +4.7%, CNX +2.2%, ACI +2%, CLD +2%[View news story]
    Natural gas is putting coal out of business. It's not a conspiracy. It's business. Coal is an inferior fuel and phasing it out is the right thing to do. Blame fracking. The same forces would be at work regardless of the political stripes of the moment. I'm in favor of clean air and I vote.
    Aug 21, 2012. 07:18 PM | 1 Like Like |Link to Comment