Jeffrey McLarty

What does today’s market have to do with 3 mile Island? Oil.

I sat down with a top manager at Ontario Power Generation (the largest nuclear site in North America) late last night, a mechanical engineer and my girlfriend’s father. It is his opinion that the nuclear industry is a unique one, in the way that competition actually share intelligence and research, rather than attempt to leverage it over the competition. The reason is that, any accident looks bad on the entire industry. It is his opinion that without the problems at 3 mile island, the US would today, have ~70% of their power from nuclear. Instead, American’s have a sever case of NIMBY syndrome, and it stems from lack of education about the sector.

You can see where, uranium prices would be higher, oil would be cheaper, and the markets would not be selling off on oil climbing.

Nuclear is one of the only answers, technologically, because of the requirement for the base load. Sure, wind and solar can offset the need, but a sustainable base load, is a feat of engineering.

The picture show above, is 3 mile island.

Blows my mind, that a major market force, can, in this day and edge be summed up with “People are scared of what they do not understand”.

I have never met a blogger, who didn’t fall into the upper 1 percentile of most interesting and driven of people. For some reason they/we strive towards this surreal form of winning at whatever they/we do. I think, just because they/we want to.

First off line connection I ever made was with TJ Lynch, a real estate agent down on Roatan island. I picked him, because of his blog. I get down there, turns out the guy is just a complete pro, dominating his field, and a creative pioneer. Ever since then, I have made a point of going out of my way and/or jumping at the chance to touch base and connect with bloggers off line. Today’s meeting with Howard, and the one a few weeks ago with Dan, were both more supporting evidence for the thoughts outlined above. Both of them into money management, way too cool of guys, generous with information and guidance, driven, sharp, I could go on…but let’s just say…both gentlemen are seemingly at the top of their game.

Maybe the link (pardon the pun) is that the same type of people, all see the value of sharing information. That’s why, I’m long the flow.

I will continue to reach out to the community, because I think the ‘sphere brings out  some of the best of the best, who just want to dominate at whatever it is they do…

…I’m long the flow [of information], have been for a while. What I mean by this, or the state of “being long the flow” is…

I consciously invest my time in reading, sharing, contributing, communicating…etc.

I try to do it in a positive, efficient way, and I hope to earn a return. Like any investment…hence the “get long” part.  I use google reader, and try to remember to share what I find interesting.  I try to do it in my tweets, I try to do in my blog posts, in my comments I leave, and in generally everything else I do…online and offline…cause anybody you share stuff with, might benefit, and also share something in return.  That’s the present value, the impact if you will.

Don’t get me wrong, it’s not just money…tons of reasons to be informed, and to inform others…be it an idea, opinon, or fact.  I’ll leave it with you to extrapolate the upside.

While this might seem obvious, especially to bloggers, I’m not sure people actually consciously think about going out of their way to share stuff and communicate value.

ANYWAY I’m rambling….but with good intenstions…because if everybody jumps on the ‘long the flow’ bandwagon - we all win.

SOOooo…I’m glad to be part of the early adopters of @StockTweets, I’m pumped to see what comes out of it.  I’m glad to have known Soren, by the way…he’s going to be a new dad soon, and as far as I know, he doesn’t even trade stocks.  Talk about generous.  No doubt he’s as busy as all of us. Anyway, @StockTweets unknowingly added to my thesis of being long the flow.  Yes, this post is just me, trying to spread the word…so go follow, and flag stock symbols with the ‘$’.

Soren, if you need a *.com hosted and some HTML/graphics with directions/syntax for new users/features…I could help you out, let me know.