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Thursday, February 11, 2010


New alteranive energy forced investment theory

... Loans against future taxes (The gov gets an ownership stake but with enough room to be wrong about the tax value)... an opt out for homeowners either shares or you can opt out and buy solar panels or a windmill.... It's even better for jobs in a local area, even though you don't get the prop tax on the solar panels you get more sales tax from a higher resale value (hopefully) and maybe less disruption effect from storms... Thats my new geothermal or sewage to energy investment thesis. It is clear we are not going to import natural gas from Venezuela (or anywhere else) so there should be less political clout for the concept.

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