A lot of what he says is based on old fashion common sense and street smarts. I just read your article and would like to cheer the clear delivery of information presenting what appeared to be the good and the bad. Investors and traders want real information, not propaganda. This article seems to have the elements of the former. Thank you and keep up the good work.
Timing is everything.
I love your articles, but in general, I find that you are too early and by the time the event you correctly predict occurs, everyone has forgotten your great analysis. Cramer spit out a bunch stuff when the Cap Ex stuff hit the fan, and I could think was Seymour wrote this exact analysis two months ago. Many thanks to Chris Edmonds for his series on California's deregulation woes. It's uncommon to see grandstanding politicos backed into a corner and forced to pay a price for their political pandering. It appears the voters in California may yet learn why a profit motive and short-term rate increases are needed for successful deregulation.