Dan O'Leary

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    • Wed Dec 3rd 16:27 PM
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      Ethanol: In the Tank
      Response to SubsidyEye:

      Thanks for the comments and more importantly the links!

      I agree the corn subsidy should be abolished and maybe this would force farmers using corn for ethanol to switch to higher yielding crops.

      Regarding the fuel for food argument, it is obviously intuitive but I've seen nothing empirical. Have a link?

      Thanks again.

      Dan
      View article »
    • Tue Dec 2nd 16:30 PM
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      Ethanol: In the Tank
      I disagree. It is not even an average analysis. Simply because VeraSun died does not mean ethanol is "in the tank." Try making that argument to ADM.

      Regarding subsidies, corn was subsidized long before it was used for ethanol production. Corn was initially selected for ethanol becuase we had lots of it. They are separate.

      Whenever I hear the food vs. fuel discussion I am always amazed at how the conclusions are drawn and then applied to the U.S. According to the USDA 70% of our corn production is used for feedstock (cattle, pork). Forget for a moment that just a small fraction of our agricultural land is used for corn. This connection is at best weak.

      It might also be helpful to review the correlation between oil and other commodities. Is it new (this time it's different) that oil and corn (just to pick one other commodity) are dropping in price at the same time?

      Not withstanding the fact that we have no (not yet at least) energy policy, the best source I have found for ethanol information is:
      alcoholcanbeagas.com.

      View article »
    • Sat Nov 29th 17:57 PM
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      The Way Smart Money Diversifies Risk
      There is no denying that expenses are a definite drag on performance. However, if the "smart money" considers a variable annuity an asset class, no one should follow the "smart money." It couldn't be "that smart!"
      View article »
    • Fri Nov 28th 12:40 PM
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      Google 'Violates' Apple's Rules - Unwarranted Hysteria Ensues
      LOL............the headline was as good as the article!

      And yes, the Eagles rock!
      View article »
    • Thu Nov 20th 17:07 PM
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      The Battle of the Batteries
      Not a bad article for a top-down kind of approach. To get a different take on this market I suggest you read anything by John Peterson.at seekingalpha.com/autho...
      View article »
    • Tue Nov 18th 14:45 PM
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      Alcohol Can Be a Gas: Debunking Myths About Ethanol
      Great piece, Robert, and thanks for the post. In the interest of full disclosure, I found www.alcoholcanbeagas.c...= because of an ethanol post several months ago on Seeking Alpha. For that I am very grateful.

      What I have noticed, despite an enlightened SA readership, is there are still many misconceptions about this product.

      Regarding corn, I agree with User 48358 that ethanol subsidies should be removed. This might force some farmers to chose between being corn farmers or energy farmers. If they are the latter, there are much better crops than corn.

      Regarding corn again, the tradeoff between fuel and foodstuffs is a ruse. I'm told the vast majority of corn produced in the U.S. is to feed mostly cattle but also pigs. As best as I can find corn was used initially because we had a surplus of it and it was cheap.

      Marcus - a mechanic friend of mine agrees with you and said this has something to do with compression ratios. That's all I know.

      This may be the kind of product that works best locally where a group of farmers fund their own still and sell directly to the consumer. I say this because there is one E85 station in my community and they sell E85 for $2.79 while the average for regular unleaded is in the area of $2.15.

      I too own the book.
      View article »
    • Wed Nov 12th 15:53 PM
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      Is Ethanol Dead? Not So Fast
      Bobby - Thanks for the link. It is a VERY informative article! :If you haven't heard of these folks, you might want to check out this site: www.permaculture.com/

      Thanks again- Dan


      On Nov 09 07:38 AM Bobby Fontaine wrote:

      > You might find this article on ethanol informative
      >
      > www.opednews.com/artic...
      View article »
    • Tue Oct 7th 14:04 PM
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      Food for Thought: How Green Are Biofuels?
      I'm sure this piece might be technically correct from a limited perspective, but I'm always suspicious when someone from the oil industry (read Praveen's bio) does not apply the same EROEI criteria to oil drilling and pumping. This is only one side of the story.
      View article »
    • Wed Oct 1st 14:09 PM
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      The Topsoil Crisis: Dirt Isn't Cheap Anymore
      Excellent article and great comments. Goes well with Tom Friedman's book Hot, Flat, and Crowded.
      View article »
    • Thu Aug 21st 17:05 PM
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      Financial Bloggers: The Conscience of Wall Street?
      David - Great article. Just to underscore your comment about blogs, 90% of what I've learned about alternative energy sources has come from the various postings on Seeking Alpha, either as commentators such as yourself or those offering responses.
      View article »
    • Wed Aug 20th 14:41 PM
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      Fed's Lacker and Inflation: Reality Check
      All good points except you can't really believe the numbers. Going back 50 years gives you three different CPI calculation routines.
      View article »
    • Thu Aug 14th 16:37 PM
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      The Great Consumer Crash of 2009
      James - Another great article. I can't recall who above posted the comment but I too believe that we CAN solve the many of our problems. We just have to get ALL the politicians out of the way!
      View article »
    • Wed Aug 13th 13:28 PM
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      The Economic Cost of the Military Industrial Complex
      James - thanks for another provocative post.

      The only thing I could add is to expand on Woodhead's comment: You get the leaders you deserve! Yes, we do.

      But the greatest oxy moron of the last 20 years: Political Leadership!
      View article »
    • Thu Jul 24th 13:34 PM
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      American Express Calls Investment Banks' Bluff
      Graham - Great article and I agree completely. The bulls and the talking heads need to disclose their drugs! I don't see how the market can help but go lower and it will be led down by the financials.
      View article »
    • Wed Jul 16th 14:19 PM
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      Wind, Natural Gas ETFs: Oil Man Pickens Thinks You'll Make Money
      CPTBob - Right On!
      View article »