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   Strategies & Market Trendsajtj's Post-Lobotomy Market Charts and Thoughts


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To: robert b furman who wrote (38127)9/28/2021 12:18:43 AM
From: ajtj99
4 Recommendations   of 49337
 
The renewable "hype" is similar to what solar was going through in its early stages. In the 70's, it was completely subsidized, and completely uneconomical. Now, it's a residential no-brainer in most sunny states.

It's the early adopters who bear the burden of advancing the technology. Always.

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From: ajtj999/28/2021 12:22:02 AM
1 Recommendation   of 49337
 
My wife and my dad are going in for re-up jabs this week. Boosters, y'all.

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To: ajtj99 who wrote (38128)9/28/2021 12:28:32 AM
From: robert b furman
1 Recommendation   of 49337
 
Hi AJ,

So the Solar adoption period has now evolved over 50 years.

There is a lot of talk about 2030 - that's 8 to 9 years.

Talking a good game and being zero carbon in 2050 (28 years), like they commit and charge to do, can have many unintended consequences.

Time for the free market to determine the adoption rate not politicians boosting taxes by trillions!

Watching Cadillac's market share as they go all EV will be interesting. My bet = more write offs.

Just sayin.

Bob

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To: robert b furman who wrote (38130)9/28/2021 12:47:32 AM
From: Lee Lichterman III
3 Recommendations   of 49337
 
Agree. The payback for me to do solar is 15 years. As of now, the panels rarely last that long. I figure we're doing the early home computer adoption thing and solar is at the Windows 3.1 stage. Useful for some but have to religiously backup files, know DOS and be ready to completely reload everything every few weeks.
Once costs come down more, efficiency quadruples and the panels last longer, then it will make sense for more people.
I wish I had a creek that ran year round on my property. A watermill is the most efficient power source last I checked. Don't have to worry about wind, sunlight etc. Nothing high tech. Basically like the alternator on a car. Easy peasy

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To: robert b furman who wrote (37734)9/28/2021 7:00:29 AM
From: da_spot
   of 49337
 
I echo your thoughts, Bob. Henry was a gem.

S

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To: Lee Lichterman III who wrote (38131)9/28/2021 8:12:44 AM
From: robert b furman
2 Recommendations   of 49337
 
Good morning Lee,

This is what I dream of doing. Not sure my location fits but still dreaming - heck its free. <smile>

turbulent.be - neat design either way!

Bob

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From: sunabeach9/28/2021 8:30:09 AM
2 Recommendations   of 49337
 
(Bloomberg)

Selling
Yesterday’s drop in Treasuries is continuing, with the yield on the 10-year instrument trading firmly above 1.5% this morning. At the shorter end, two- and five-year yields are at the highest level in 18 months. Investors have showed reduced appetite for U.S. debt since the Federal Reserve signaled last week that tapering may begin in November. Fed Chair Jerome Powell will appear in the Senate today alongside Treasury Secretary Janet Yellen. In his prepared remarks, Powell said that he expects inflation pressure to remain high in the coming months before easing.

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To: Lee Lichterman III who wrote (38131)9/28/2021 8:35:33 AM
From: Lee Lichterman III
1 Recommendation   of 49337
 
Lots of news this morning.
Euro guy is talking and saying not worried about inflation. Saying the same temporary stuff our Fed is saying. Says they will stay on easy bias because inflation will come down after supply shocks go away. Have to laugh because they are talking about inflation being down to 2% by 2022-23. Like they can forecast that far. Give me a break.
Yellen says she's talking with EU about global tax reform. Not bullish news.
Then there's this...


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To: robert b furman who wrote (38124)9/28/2021 8:37:30 AM
From: sunabeach
2 Recommendations   of 49337
 
On $NYA daily basis RSI(2) nailed the reversal (many other indices also) as well:

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To: Lee Lichterman III who wrote (38135)9/28/2021 8:46:22 AM
From: Lee Lichterman III
2 Recommendations   of 49337
 
OPEC expects oil demand to plateau in 2035 and shale production to peak mid 2030s. We'll see...
Well Duh!
Meanwhile Fed Bullard saying strong growth until 2022 (that's only a few months away).
Market may not like this though...

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