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Dana Blankenhorn

 
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  • Paul Krugman Is Right [View article]
    Of course not. A lot of those loans were taken out on Spanish banks, by Germans and Englishmen and Frenchmen who seemed to have good credit. But when the market tanked, those good credits left the keys in the door and walked away.

    The real problem in Europe is you can't have a unitary currency without a unitary financial system. If they had that, they'd be in much less trouble than we've been in.
    Nov 17, 2012. 12:49 PM | 8 Likes Like |Link to Comment
  • Paul Krugman Is Right [View article]
    You don't need "massive" spending if you are willing to write off bad debts. Then only lend for things that you feel certain will generate a return.
    Nov 16, 2012. 05:40 PM | 8 Likes Like |Link to Comment
  • Underlying Disaster In Europe Accelerating: Spain's Finances Collapsing [View article]
    My apologies James. My comment was addressed more at the extremists I find commenters than you.

    Betting on armageddon is a bad bet. I think we agree on that. The only question here is who will take the pain in the final negotiation. What neither side understands is that the negotiation is the pain.
    Sep 25, 2012. 03:00 PM | 8 Likes Like |Link to Comment
  • ARM, Intel, And Customization: Clearing Up Some Key Points [View article]
    This is a valuable article I commend to all Seekingalpha members. We're lucky to have people like Ashraf writing for us.
    Sep 20, 2012. 11:59 AM | 8 Likes Like |Link to Comment
  • Natural Gas Liquids Are Following Natural Gas Off A Fracking Cliff [View article]
    You complain about the President when the price rises, and you complain about him when the price falls. Can't be both.
    Jul 16, 2012. 12:13 PM | 8 Likes Like |Link to Comment
  • The economy is at a "tipping point," with a "substantial" probability the U.S. could lurch again into recession, Robert Shiller says. The economy, now "immune to Keynesian crack," has deteriorated to the point where "when the demand isn't there, you can lower interest rates all the way to zero and people are still not willing to spend."  [View news story]
    Sorry, but you're wrong. This President came into office after the ambulance had crashed. I think you know it.

    The ambulance is out of the ditch, but we can't really grow until we invest in technology that cuts the tie we now have to hydrocarbons. That's Obama's policy failure, but the ultimate answer to the problem doesn't lie in policy of any sort.
    Jun 15, 2011. 07:17 PM | 8 Likes Like |Link to Comment
  • Apple Has Become The Most Underrated Stock [View article]
    OK, you Apple bears....let us have it! <duck>
    Apr 9, 2013. 01:50 PM | 7 Likes Like |Link to Comment
  • Fiscal Cliff: How Bad Would It Be? [View article]
    Sorry, but you lost that argument last week. The stimulus indeed worked, we're not in a depression, and the fiscal impact of that has nearly disappeared.

    What we're left with are tax cuts that weren't paid for and wars that weren't paid for. The bills on those have come due. Pay.
    Nov 12, 2012. 10:25 AM | 7 Likes Like |Link to Comment
  • Fiscal Cliff: How Bad Would It Be? [View article]
    Both parties signed off on this. Don't make partisan politics out of mutual cowardice.
    Nov 12, 2012. 09:31 AM | 7 Likes Like |Link to Comment
  • Underlying Disaster In Europe Accelerating: Spain's Finances Collapsing [View article]
    What makes sense for individuals doesn't work for businesses. Businesses that do what you suggest usually go out of business. They don't make good investments, because they're shedding assets, leaving sales unmade, screwing the employees and killing morale.

    Countries aren't people, my friend. They're businesses. Which also aren't people, my friend.
    Sep 26, 2012. 10:33 AM | 7 Likes Like |Link to Comment
  • Underlying Disaster In Europe Accelerating: Spain's Finances Collapsing [View article]
    Creditors have to take a hit for recovery to have any credibility. Germany refuses to take that hit, so Spain's people reject austerity.

    This is still a negotiation. The idea that it's all going to collapse, and then and then Hitler is childish in the extreme.

    There is no such thing as "once and for all."
    Sep 25, 2012. 01:47 PM | 7 Likes Like |Link to Comment
  • Prepare Now For The Looming Fiscal Cliff [View article]
    Does the deficit matter or not? If it does, then this is no "fiscal cliff" but a move toward solving a terrible, terrible problem. If it doesn't, then it's a head fake we can deal with once we know who will be running the government in January, and the only question is exactly how it will be "avoided."
    Aug 31, 2012. 05:00 PM | 7 Likes Like |Link to Comment
  • "There are huge benefits to size," says Jamie Dimon (JPM), trying to wrap up in a ball and toss out arguments to break up the TBTFs. "We bank CAT in 40 countries. We can do a $20B bridge loan overnight ... invest billions in ATMs and apps ... (the benefits) accrue to the customer. That's what capitalism is." [View news story]
    Dimon's credibility is on the line and all he can say is we're too big to fail? #FAIL
    Aug 13, 2012. 09:41 AM | 7 Likes Like |Link to Comment
  • The Employment Recovery Is Real [View article]
    I wrote long-ago that Obama is the new Nixon. But what's most important to future policy is what the new Nixon says, not what he does.

    Nixon was a lot more liberal than this President. But he goes down as a conservative because he turned the country toward what he said, not what he did.

    Same here. Green jobs aren't booming yet. Fossil fuel production hasn't gone down yet. But that's the economic macro-trend that the President's policies tilt toward, just as Nixon's policies mostly benefited the macro-trend of tech and content only now coming to full flower.
    Mar 9, 2012. 11:35 AM | 7 Likes Like |Link to Comment
  • You Need To Pay Higher Taxes So We Don't Become Greece Or Italy [View article]
    I guess Mississippi and Alabama are your ideas of heaven, then.
    Nov 15, 2011. 04:01 PM | 7 Likes Like |Link to Comment
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