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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?


To: John Pitera who wrote (56646)11/17/2008 11:27:57 PM
From: Jorj X Mckie  Read Replies (1) | Respond to of 57110
 
Hi JP,
I'm thinking that the economy is going to bring a dose of reality to the big green plans. Short term needs will outweigh the bigger long term green issues.

In the coal industry they are big fans of electric cars. They call them "coal powered cars". So......electric cars are green, even if burning coal isn't (yes, I see the contradiction), but the other benefit is reduced reliance on mideast petroleum.

If this is couched as a national security issue as well as an economic health issue, then the green approach may be underwritten afterall.

Of more importance is if it puts the US at a disadvantage economically to the ROW.



To: John Pitera who wrote (56646)11/20/2008 3:18:01 AM
From: Jorj X Mckie  Read Replies (1) | Respond to of 57110
 
JP,
how ecompassing was the no shorting rule that was recently put in place? Is there any chance that this intensifying the selloffs by taking out the safety net of shorts covering?

I know that it covers 779 financial stocks, but is that enough that it would have a marketwide influence?



To: John Pitera who wrote (56646)11/20/2008 3:43:37 PM
From: Jorj X Mckie  Read Replies (1) | Respond to of 57110
 
with yesterday and today's weakness, there is going to be some fear going into Friday.....I'm thinking that tomorrow is a big day. My leaning is it is a possible capitulation day. But hell, it could be an 8% up day too.



To: John Pitera who wrote (56646)11/23/2008 12:19:23 AM
From: John Pitera1 Recommendation  Read Replies (1) | Respond to of 57110
 
Hi Tom,

I can tell you one thing, Logically, the single biggest way that Pres Obama can differentiate himself from Bush/Cheney is how.....?

Bush/Cheney's every move was labeled as helping their big oil buddy's and interests....

So I expect to see massive amounts of the stimulus money going to alternative energy/ solar... wind. especially solar is my guess.

I have been pointing this out to someone who periodically stops by for consulting advice and is keen to short solar energy stocks due to the collapse of the crude market.

I'm pretty sure the next $20 buck move in crude is going to up.
We will be in one heck of an even More Intense deflationary collapse if the next $20 in crude is down...

JP