America turns on a dime

Don't forget that America is a dynamic country that turns on a dime. It likes trends, and as they always say: America loves a comeback. While we all know there is more downside coming (after this little [how little ? most important question] rally), it is slowly sinking in that perhaps the world won't end.

I foresee the coming of a very enthusiastic alternative energy bubble ... erm I mean trend.

TRAVERSE CITY, Mich (Reuters) - Chrysler LLC on Wednesday outlined plans to launch a new car-based SUV modeled after the Jeep Cherokee, as other major automakers took the spotlight at an industry conference to pitch their own hurried responses to the surging demand for more fuel-efficient cars.

http://www.reuters.com/article/businessNews/idUSN1331201920080813

Which reminds me, Americans are cowards who will only do what the market says it wants. If the customer wants fat stinky cars, then we got 'em priced to move until the oil is gone.

The United States now leads the world in the amount of electricity it generates from wind energy, according to the American Wind Energy Association (AWEA). The trade group's second-quarter market report, released on August 5, finds that the wind industry installed a total of 1,194 megawatts (MW) in the second quarter, bringing the total installed U.S. wind capacity to 19,549 MW.

http://media-newswire.com/release_1070628.html

Yeah, but you can't fuck with the Dutch for style.










and I'm still shorting the shit out of the US every single day until the finance industry is bled dry (and into the hole) and we stick all of that capital into new energy. then and only then may you resume shopping.

and don't think that we don't know that the dollar will resume down (maybe later) and oil and commodities will resume back up.

again I will say : the best thing about the short term exuberant top in oil (part of its bull run) is that it woke everybody up to the need to invest in alternatives now.

Solar will probably resume very shortly. In the last "oh we don't have to worry about oil" pullback Solar has been hated and I've been elsewhere. An industry like solar needs many phases of boom and bust in order to shake out the weak companies and to keep the brutal analysis trained on them to see who will become MAJOR producers.