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Latest  |  Highest rated
  • Where's The Growth? [View article]
    Been "around the corner" for six years now.............GDP growth in 2% to 2.5% range until 2017 at earliest.
    Aug 16, 2015. 12:36 PM | 1 Like Like |Link to Comment
  • Where's The Growth? [View article]
    ....For point #1, that was led by Fannie Mae and Freddie Mac pushed by the misguided Community Reinvestment Act....none of which have even whiffed reform in last 6 years.
    Aug 15, 2015. 07:32 PM | Likes Like |Link to Comment
  • Where's The Growth? [View article]
    For point #1, that was led by Fannie Mae and Freddie Mac pushed by the misguided Community Reinvestment Act....none of which have even whiffed reform in last 6 years.
    Aug 15, 2015. 07:31 PM | 1 Like Like |Link to Comment
  • Where's The Growth? [View article]
    Well, we did blow $831 on the 2009 stimulus with very little result. Last deep recession (80-82), we got four years of 5.3% annual GDP growth with a completely different set of solutions not surprisingly. Average GDP growth for the four years after a post war recession ends: 4.4%....This one 2.1%....all that needs to be said. Hopefully next president, regardless of party, will implement pro growth/business policies instead of kowtowing to unions, bureaucrats and the radical environmentalists.
    Aug 15, 2015. 02:23 PM | 7 Likes Like |Link to Comment
  • Where's The Growth? [View article]
    Obviously disappointing. Should be better performer in second half of 2015. Encouraging to see Einhorn recently upped his stake.
    Aug 15, 2015. 01:47 PM | 3 Likes Like |Link to Comment
  • Where's The Growth? [View article]
    What is holding Europe back the most is a bloated public sector and a choking morass of regulation. Overall government on the continent spends just over 50% of GDP and a huge bureaucracy chokes any sort of innovation, which is why you never see a Google, Facebook or Tesla emanate from Europe.

    Not surprisingly we are having by far the weakest post war recovery on record as each year over the last half dozen has seen record amount of new pages of new rules & regulations enter the Federal Register. Out of control agencies like the EPA, NLRB, FCC and NLRB have also been brakes on the economy as well. Just the new clean power rules the EPA will cost the economy $1T over time as they get implemented and raise the per capital cost of electricity by just under $700 annually when fully in place.

    That combined with our expanding welfare state are key reasons labor participation and productivity rates are back at levels not seen since Jimmy Carter. Germany made several changes to make their labor force less burdened by regulations and more flexible in the mid-2000s, which is one key reason they are easily outperforming the other major economies of Europe.
    Aug 15, 2015. 01:45 PM | 6 Likes Like |Link to Comment
  • 8 Reasons To Buy This $1.30 Lottery Ticket [View article]
    Thanks. Precisely why you have to practice "Shotgun Investing" in this space....aka, lots of little bets spread across myriad promising but speculative plays. Only need a few like these every decade to make strategy extremely profitable over time. JMTC. Happy Hunting.
    Aug 15, 2015. 08:53 AM | Likes Like |Link to Comment
  • Where's The Growth? [View article]
    AAPL is a great long term pick over next 3-5 years.
    Aug 14, 2015. 09:53 PM | 2 Likes Like |Link to Comment
  • Where's The Growth? [View article]
    There is a lot of weakness in small biotechs over the past couple of days especially those that have had huge runs like HALO, AGEN, SGYP, etc..
    Aug 14, 2015. 12:13 PM | 1 Like Like |Link to Comment
  • Micron: A Big Value Story Most Of The Market Is Missing [View article]
    Thanks very much for the kind words and support. Much appreciated.

    Bret
    Aug 14, 2015. 08:57 AM | Likes Like |Link to Comment
  • 10% Correction Feels Imminent [View article]
    20 years of history shows this is negative for stocks: Expert

    http://cnb.cx/1WlnuwA
    Aug 13, 2015. 06:56 AM | Likes Like |Link to Comment
  • Celgene: New Deals Creating More Compelling Investment Case [View article]
    Have no idea what price Depomed is holding out for, hear one opinion it was 20% higher price. Do not follow SRNE, but stock has had strong recent rally on CAR-T acquisitions...not surprisingly right after big insider buys in early August. Brean just reiterated its Buy rating and MLV & Co. initiated as a Buy last week. Given quick perusal of balance sheet, would not be surprised if company announced a secondary soon though. JMTC.
    Aug 12, 2015. 08:07 AM | Likes Like |Link to Comment
  • Bailing Out Of Brazil [View article]
    As Corruption and Oil Production Rule, Moody’s Cuts Brazil’s Rating

    Read more: As Corruption and Oil Production Rule, Moody’s Cuts Brazil’s Rating - 24/7 Wall St. http://bit.ly/1EmJtrZ
    Follow us: @247wallst on Twitter | 247wallst on Facebook
    Aug 12, 2015. 06:39 AM | Likes Like |Link to Comment
  • The Current State Of The Biotech Sector [View article]
    Reverse splits are not the kiss of death. Both DVAX and ZGNX have had stellar returns since they went through theirs. Do agree, it is time for company to deliver deal with AZN is good sign though.
    Aug 12, 2015. 05:33 AM | Likes Like |Link to Comment
  • The Current State Of The Biotech Sector [View article]
    Had INO before Cramer, actually part of the inaugural Biotechgems.com portfolio when it launched in May. Have to love deal with Astrazeneca.

    http://seekingalpha.co...
    Aug 11, 2015. 11:52 AM | Likes Like |Link to Comment
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