SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Alternative energy
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jacob Snyder who wrote (9369)11/19/2010 12:52:23 PM
From: Doren  Read Replies (1) of 16955
 
Thanks Jacob.

I've been thinking along similar lines, exiting Apple and putting some money into Alt Energy while the prices are low. Your generous post here clarifies my thinking.

Using the indexes to pick bottoms is a good tactic I think.

Vertical integration was a factor I hadn't factored in.

> internal funding of capex

Actually with interest rates this low it might be smarter for them to borrow as much money as they can while rates are artificially low. If inflation heats up having a 4 or 5% loan is like making money free.

Like most I have been thinking that inflation is a no brainer. How can the Fed keep dumping printed money into the economy and keep interest rates low???

But the more I read and think... the more I suspect this may be an unprecedented economy. Interest rates are low but no one seems to be able to qualify for loans. (I've been reading a little Soros and his theories about governments "making mistakes" based on incorrect assumptions.)

There is a lot of speculation and money out there betting on inflation. It's the kind of money smart big guys like Soros love to confiscate.

It's really just a matter of time though, before energy prices spike again. When that happens if it lasts it WILL add to inflation, and cut corporate profit margins.

No doubt Alt Energy stocks will spike to absurd levels. The question is, as always, when? It could still be a ways away.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News