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    • Wed Sep 3rd 12:37 PM
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      Three Reasons Solar Sell-off May Be in Early Innings
      I would be looking at the bi-partisan New Energy Reform Act of 2008 (New Era Bill) that will be taken up in Congress when they get back together. The basic trade is drilling for extension of the renewable subsidies. Not a bad trade at that. Solar will sky.
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    • Fri Jul 18th 09:55 AM
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      The Oil Bubble Will Meet the Same Fate as Tech, Housing
      Jason, you clever boy. You sure have picked the trends. First dot-com, then real estate, now oil. You are not to be fooled.

      Question. Why hasn't the global production of oil increased over the past few years as the price has soared? Hmm. Why are all of the OECD producers declining in production? Hmm. Why are the reserve books at the OPEC producers so opaque? Hmm.

      No, Jason, this is not a bubble. It is the beginning of the end of fossil fuel as we know it. It has been a very good run this last hundred and thirty some odd years, digging out the cheap stuff and burning it into the atmosphere. But every party must end.

      Tell you what. Let's us wager on the chance of $50 oil. Ever again. All in. That way I won't have to keep watching this slow motion nightmare of our global economy unwinding and coming apart.

      I can just sit on my beach blowing bubbles.
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