5 year Market Outlook/Opinions Part Deux
#111
Gets Weekends Off
Joined APC: Dec 2017
Posts: 2,767
Did they ever get throttling figured out on nukes? Or is it just the baseline energy foundation and we still need gas and coal on top of them? Wind and solar as available.
If you could really throttle up and down a reactor you might have something game changing.
If you could really throttle up and down a reactor you might have something game changing.
#112
Gets Weekends Off
Joined APC: May 2012
Posts: 1,128
There’s a design that melts sodium (I think) during low demand creating a massive underground ‘battery’ for high demand.
#113
Gets Weekends Off
Joined APC: Jan 2014
Posts: 1,907
#114
The next true revolution in energy won't be where most people expect. Look for sources that don't have "stupid money" attached to it. Stupid money is chasing EV with current battery tech, solar, and these stupid flying pods that will never work under the current system. Stupid money isn't investing, stupid money is parking cash looking to get a Google-sized hit of returns. Stupid money doesn't pay attention to physics, thermodynamics, engineering or anything else. Stupid money is hawking real estate flipping seminars at your local Holiday Inn or pushing gold on late night TV. Stupid money is being run by the people you knew in college, who majored in "business", spent most of those years blotto, slid though their MBA, and thanks to mom or dad or alumni contacts failed their way up into a fund management position that earns less than your garden variety SP500 index fund.
The real revolution won't be any of these flash in the pan mail drops whose sole business is generating press releases and bilking investor cash. It will come either from serious, heavy hitting outfits with long term R&D, who commit real resources, but have no interest in blabbing about it, or some mom-n-pop who remembers that more advances come from "gee, that looks funny" than "eureka!"
The real revolution won't be any of these flash in the pan mail drops whose sole business is generating press releases and bilking investor cash. It will come either from serious, heavy hitting outfits with long term R&D, who commit real resources, but have no interest in blabbing about it, or some mom-n-pop who remembers that more advances come from "gee, that looks funny" than "eureka!"
#115
Gets Weekends Off
Joined APC: Sep 2016
Posts: 6,716
The next true revolution in energy won't be where most people expect. Look for sources that don't have "stupid money" attached to it. Stupid money is chasing EV with current battery tech, solar, and these stupid flying pods that will never work under the current system. Stupid money isn't investing, stupid money is parking cash looking to get a Google-sized hit of returns. Stupid money doesn't pay attention to physics, thermodynamics, engineering or anything else. Stupid money is hawking real estate flipping seminars at your local Holiday Inn or pushing gold on late night TV. Stupid money is being run by the people you knew in college, who majored in "business", spent most of those years blotto, slid though their MBA, and thanks to mom or dad or alumni contacts failed their way up into a fund management position that earns less than your garden variety SP500 index fund.
The real revolution won't be any of these flash in the pan mail drops whose sole business is generating press releases and bilking investor cash. It will come either from serious, heavy hitting outfits with long term R&D, who commit real resources, but have no interest in blabbing about it, or some mom-n-pop who remembers that more advances come from "gee, that looks funny" than "eureka!"
The real revolution won't be any of these flash in the pan mail drops whose sole business is generating press releases and bilking investor cash. It will come either from serious, heavy hitting outfits with long term R&D, who commit real resources, but have no interest in blabbing about it, or some mom-n-pop who remembers that more advances come from "gee, that looks funny" than "eureka!"
#116
:-)
Joined APC: Feb 2007
Posts: 7,339
I’m invested in terrapower, however it’s extremely risky because a lot of powerful people will probably NOT want that tech being available. A lot of industrial processes moved to China because environmental regulations make it impossible to do here, however, a molten salt heat battery now makes them emission free, and significantly less expensive to do at home.
#117
Nowhere. If I want to play the lotto, I'll buy a ticket. If I want to play slots, I'll go to a casino. Least maybe there I'll get a free watered down drink with whatever well swill they're passing out.
Want to make money? Philosophically speaking, bet on the house. Win or lose, they always take their cut.
Used office furniture is where it's at. Not only to they get inventory for pennies on the dollar, but they're always the first to be in the know. Some of that very stuff decorates my house. That part of "Wall Street" with the janitorial service? That was the one part of the movie that was no BS.
Want to make money? Philosophically speaking, bet on the house. Win or lose, they always take their cut.
Used office furniture is where it's at. Not only to they get inventory for pennies on the dollar, but they're always the first to be in the know. Some of that very stuff decorates my house. That part of "Wall Street" with the janitorial service? That was the one part of the movie that was no BS.
#118
Gets Weekends Off
Joined APC: Dec 2013
Posts: 2,239
The next true revolution in energy won't be where most people expect. Look for sources that don't have "stupid money" attached to it. Stupid money is chasing EV with current battery tech, solar, and these stupid flying pods that will never work under the current system. Stupid money isn't investing, stupid money is parking cash looking to get a Google-sized hit of returns. Stupid money doesn't pay attention to physics, thermodynamics, engineering or anything else. Stupid money is hawking real estate flipping seminars at your local Holiday Inn or pushing gold on late night TV. Stupid money is being run by the people you knew in college, who majored in "business", spent most of those years blotto, slid though their MBA, and thanks to mom or dad or alumni contacts failed their way up into a fund management position that earns less than your garden variety SP500 index fund.
The real revolution won't be any of these flash in the pan mail drops whose sole business is generating press releases and bilking investor cash. It will come either from serious, heavy hitting outfits with long term R&D, who commit real resources, but have no interest in blabbing about it, or some mom-n-pop who remembers that more advances come from "gee, that looks funny" than "eureka!"
The real revolution won't be any of these flash in the pan mail drops whose sole business is generating press releases and bilking investor cash. It will come either from serious, heavy hitting outfits with long term R&D, who commit real resources, but have no interest in blabbing about it, or some mom-n-pop who remembers that more advances come from "gee, that looks funny" than "eureka!"
#119
Secondly, Buffett manages Billions in investments in addition to a collection of operating businesses within BRK. His investment choices are rather limited with a capital pool is that big. You don't run Billions of dollars. You're a small retail investor that can invest in anything around the globe. You can and should be able to beat Buffett and the S&P 500
Lastly, Buffett delivered 50%+ annualized returns when he was a small investor. Any Delta pilot that can do 4th Grade Math can deliver half those gains (25% annualized) and still destroy the S&P 500
Blackjack
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#120
The next true revolution in energy won't be where most people expect. Look for sources that don't have "stupid money" attached to it. Stupid money is chasing EV with current battery tech, solar, and these stupid flying pods that will never work under the current system. Stupid money isn't investing, stupid money is parking cash looking to get a Google-sized hit of returns. Stupid money doesn't pay attention to physics, thermodynamics, engineering or anything else. Stupid money is hawking real estate flipping seminars at your local Holiday Inn or pushing gold on late night TV. Stupid money is being run by the people you knew in college, who majored in "business", spent most of those years blotto, slid though their MBA, and thanks to mom or dad or alumni contacts failed their way up into a fund management position that earns less than your garden variety SP500 index fund.
The real revolution won't be any of these flash in the pan mail drops whose sole business is generating press releases and bilking investor cash. It will come either from serious, heavy hitting outfits with long term R&D, who commit real resources, but have no interest in blabbing about it, or some mom-n-pop who remembers that more advances come from "gee, that looks funny" than "eureka!"
The real revolution won't be any of these flash in the pan mail drops whose sole business is generating press releases and bilking investor cash. It will come either from serious, heavy hitting outfits with long term R&D, who commit real resources, but have no interest in blabbing about it, or some mom-n-pop who remembers that more advances come from "gee, that looks funny" than "eureka!"
*STANDING OVATION*
*WIPES TEAR*
*CONTINUES TO CLAP FURIOUSLY*
From one of my favorite investing books, A Random Walk Down Wallstreet:
We should have known that investments in transforming technologies have often proved unrewarding for investors. In the 1850s, the railroad was widely expected to greatly increase the efficiency of communications and commerce. It certainly did so, but it did not justify the prices of railroad stocks, which rose to enormous speculative heights before collapsing in August 1857. A century later, airlines and television manufacturers transformed our country, but most of the early investors lost their shirts. The key to investing is not how much an industry will affect society or even how much it will grow, but rather its ability to make and sustain profits. And history tells us that eventually all excessively exuberant markets succumb to the laws of gravity. The consistent losers in the market, from my personal experience, are those who are unable to resist being swept up in some kind of tulip-bulb craze. It is not hard, really, to make money in the market. As we shall see later, an investor who simply buys and holds a broad-based portfolio of stocks can make reasonably generous long-run returns.
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Last edited by Trip7; 10-16-2022 at 04:45 AM.
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