So, after the Crash what would you buy?

[GRG55]

Re: So, after the Crash what would you buy?

You wouldn't be partial to petroleum would you?

Busted...

Actually I am looking hard for other stuff that fits that criteria. So fire away.

And also will admit that my bias for electricity generation continues to fall on natural gas no matter how hard I try to figure out what could beat it.

...Related item, some biz associates here are heavily involved in an LNG liquifaction/export project evaluation on the west coast of B.C. View is there may be a long term arbitrage between N/A prices and elsewhere, so provide the Canadian producers with a higher priced alternative to piping it to NYMEX controlled USA market. Interesting, non? ...

[Guest]

Re: So, after the Crash what would you buy?

Why are these Canadian guys always scrounging around for value, eh? Meanwhile the burden falls on us Americans to be the spendthrifts for the world - and look how much gratitude we get for it?

Busted... ... bias for electricity generation continues to fall on natural gas.

[phirang]

Re: So, after the Crash what would you buy?

Busted...

Actually I am looking hard for other stuff that fits that criteria. So fire away.

And also will admit that my bias for electricity generation continues to fall on natural gas no matter how hard I try to figure out what could beat it.

Clearly forgot about 'dem wood pellets...:eek:

I took a looksey at my erstwhile employer AES: the mgmt has done something incredible: they actually bought shares!

It's a decent genco/IPP, and their debt, while high, doesn't mature till like 2012. They are hitting all their FCF benchmarks, too, despite the shyte economy.

[cakins]

Re: So, after the Crash what would you buy?

Once the option ARMs are worked out of the system, I'll be looking at rural real estate. I'm hoping RE becomes more of a cash market by 2012.

[Jay]

Re: So, after the Crash what would you buy?

Once the option ARMs are worked out of the system, I'll be looking at rural real estate. I'm hoping RE becomes more of a cash market by 2012.

What currency will you pay in?

[Supercilious]

Re: So, after the Crash what would you buy?

What currency will you pay in?

Probably in glass beads and stone arrowheads


(That's a joke . I don't think it would be so catastrophic)

[cakins]

Re: So, after the Crash what would you buy?

What currency will you pay in?

Hopefully, metals. 196 proof homebrew will be an alternative...

[c1ue]

Re: So, after the Crash what would you buy?

Once the option ARMs are worked out of the system, I'll be looking at rural real estate. I'm hoping RE becomes more of a cash market by 2012.

Don't forget that the real estate takedown sparked by (both up and down) the ARM/Option ARM/Subprime loans will in turn lead to large supplies of under-collateralized prime loans.

After all, if 30% of your home's value was due to lack of supply caused by bad loans, then the 80% LTV prime loan you took out is still too much. And that's assuming you didn't take out a HELOC or some other stupid crap.

We're not quite yet seeing the full impact of this: fixed rate prime loans getting defaulted on because of negative equity. Maybe in another 6 months.

[we_are_toast]

Re: So, after the Crash what would you buy?

There's something I think we keep forgetting about the housing market. If it takes 4-5 years for all the other stuff to wash out of the market, we'll be just getting into the baby boomer retirement phase. All those retiring boomers will want to be trading in their single family homes for condos in Arizona, and those who are trapped into not being able to retire are going to want to dump houses for something cheaper. So I'm not looking for a housing recovery for a long long time.

[Shakespear]

Re: So, after the Crash what would you buy?

If you think it isn't over DXD and SDS. :-)

[blazespinnaker]

Re: So, after the Crash what would you buy?

Oil and Coal are very bad investments.

Two scenarios:

Economy sucks, so Oil and Coal stay low.

Economy recovers, Oil & Coal recovers and makes alt energy viable again - and Obama punishes them like no tomorrow for causing Global Warming.

Nuclear is not a particular favorite of Obama either.

The question is if you see a long time in a recession / depression or a recovery. If you think recovery will occur, than S&P & Alt Energy. If you think it's going to be one long nightmare, than god help us all.

I'd probably save your money and invest in local businesses.

[GRG55]

Re: So, after the Crash what would you buy?

Oil and Coal are very bad investments.

Two scenarios:

Economy sucks, so Oil and Coal stay low.

Economy recovers, Oil & Coal recovers and makes alt energy viable again - and Obama punishes them like no tomorrow for causing Global Warming.

Nuclear is not a particular favorite of Obama either.

The question is if you see a long time in a recession / depression or a recovery. If you think recovery will occur, than S&P & Alt Energy. If you think it's going to be one long nightmare, than god help us all.

I'd probably save your money and invest in local businesses.

I see. Obama wins, and therefore no Oil, no Coal, no Nukes. Pretty well leaves him promoting this...


...while the American people freeze in the dark.

The US political system is pretty screwed up [especially when observed from outside the country], but we should all hope it isn't that screwed up. Yet.

[touchring]

Re: So, after the Crash what would you buy?

So alt energy? what wb has started going after?