BS or Not?

[Guest]

Re: BS or Not?

Alt energy bubble is taking it's tiniest baby steps right now IMO. Look back in six months and see if November 08 and March 09 carved out the bottom for alt-energy, and what kind of uptrend they are describing by then, for a validation of this idea. I'll bet anyone a nice shiny 2006 mint silver eagle I'm right within 12 months. The whole sector must show a clear uptrend from November 08 or March of 09, by April of 2010. When that segment starts to percolate it will leave gold behind like gold was on a poky horse and buggy, and not just for a six month or one year journey. That bandwagon is good for four or five years of percolating. Nothing wrong with parking a little spare change money in it. Of course, gold is not an investment - it is insurance, so these two asset classes will be behaving just as they should in that eventuality.

I think a green infrastructure bubble can be made possible, and that there can be another round for the US consumer. Inflation just needs to hit the level that makes the psychology towards borrowing turn.

[metalman]

Re: Bullshit or Not?

I still think there are a lot of countries that can just expand through the money multiplier without the liquidity trap, that is, most emerging economies, I don't recall the number in China, around 4 for the multiplier I think.

Think of Japan kind of pump priming their economy, and boosting the west through various carry trade during the 1990-s. I now think a similar carry trade can develop between the developed, vs the emerging countries. It's like in 2002-2003, just even more sluggish. And now it's not any wars.

[cjppjc]

Re: Bullshit or Not?

Thank the Lord for The Man of Metal. You're sooooo right. That's what I do every time. It's like 73-74. It's like 03-04. It's like 29-30. It's like 33-34. Blbbbb. It's like 63-63. It's like 09-09 Blbbbb:eek:

[metalman]

Re: Bullshit or Not?

Thank the Lord for The Man of Metal. You're sooooo right. That's what I do every time. It's like 73-74. It's like 03-04. It's like 29-30. It's like 33-34. Blbbbb. It's like 63-63. It's like 09-09 Blbbbb:eek:

yeh... nero and luke... similar ideas...

[metalman]

Re: Bullshit or Not?

yeh... nero and luke... similar ideas...

and i'm trying to break luke of his habit...

[jtabeb]

Re: Bullshit or Not?

and i'm trying to break luke of his habit...

Can you put that in Luke's Mug shot on Itulip for us?

[metalman]

Re: Bullshit or Not?

Can you put that in Luke's Mug shot on Itulip for us?

then there's luke buying mining stocks...

[cjppjc]

Re: Bullshit or Not?

then there's luke buying mining stocks...

Alright. Don't pile on. Goodnight

[metalman]

Re: Bullshit or Not?

then there's luke buying mining stocks...

then there's luke explaining why he bought the mining stocks...

[santafe2]

Re: BS or Not?

Alt energy bubble is taking it's tiniest baby steps right now IMO.

I can't offer any insight or maybe I mean encouragement with regard to Alt-E companies as I see more price pressure over the rest of the year and it's going to be difficult for almost all manufacturers and other components of the supply chain. If it means anything, I'm not investing here. But we shouldn't minimize our location on the RE exponential curve. **Non political statement ahead iTulip people** When the US elected Obama, it signaled the beginning of the exponential RE ramp up. Like it or not, the deficit funded printing press is driving bags of cash into RE.

I attended a meeting this morning with USDA Rural Development. They have a mountain of cash coming in and held the meeting to let everyone in our dirt bound state know how to best support their programs with well designed, well documented projects.

It's coming, this RE investment bonanza, but not right now. Now is the time for the pretenders to fall out or more acurately, be pushed out. The US is about to retake the lead in RE. It may take a couple of years, but it's coming. Some time after that RE investing will make a lot of sense. For now, it's all happening in the trenches.

[ThePythonicCow]

Re: BS or Not?

It's coming, this RE investment bonanza, but not right now.

What's "RE"? (Sorry if it's above somewhere -- I didn't read all this thread.)

[santafe2]

Re: BS or Not?

What's "RE"? (Sorry if it's above somewhere -- I didn't read all this thread.)

Sorry, now I feel like I work for the government...renewable energy.

[nero3]

Re: Bullshit or Not?

I was able to dig up this picture of you, Metalman reading messages at itulip:

[ThePythonicCow]

Re: BS or Not?

I attended a meeting this morning with USDA Rural Development. They have a mountain of cash coming in and held the meeting to let everyone in our dirt bound state know how to best support their programs with well designed, well documented projects.

It's coming, this RE investment bonanza, but not right now. Now is the time for the pretenders to fall out or more accurately, be pushed out. The US is about to retake the lead in RE. It may take a couple of years, but it's coming. Some time after that RE investing will make a lot of sense. For now, it's all happening in the trenches.

Somehow that doesn't sound like the way to get the lead.

Well ... maybe the lead on money spent. But the good stuff that yields long term investment opportunity and long term productive benefit or technological advance to society doesn't come from projects born out of providing government bureaucrats with the paperwork and statistics they need to justify their existence.

The "force field" of incentives and survival conditions that affect a project early in its life are essential to determining the long term health, direction and impact of that project. "We're here from the government and we're here to fund ..." is not a good start.

[ThePythonicCow]

Re: BS or Not?

[RE]...renewable energy.

Thanks for the explanation.