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David at Imperial Beach  

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  • Is a strong dollar a boost to Tesla Motors? [View news story]
    Kandi is RENTING not selling.
    Feb 2, 2015. 11:49 AM | 7 Likes Like |Link to Comment
  • Is a strong dollar a boost to Tesla Motors? [View news story]
    Just because the yen is dropping like a stone doesn't mean that Panasonic's raw materials costs are dropping in dollar terms. Who cares what Tesla is paying Panasonic in yen terms? It's dollars that actually get transacted, and the strong dollar should mean that Tesla is paying fewer of them because of cheaper commodity prices in dollar terms.

    However, I doubt very much that "70% of Tesla's component costs are from international suppliers". Supposedly Tesla is one of the most American of all vehicles. This little factoid flies in the face of what's previously been reported.

    On the retail side, it's not clear at all that retail sales are split 50-50 between domestic and foreign. Recent sales pushes have mostly ended up pumping sales in the US to make up for lackluster sales overseas.
    Feb 2, 2015. 11:48 AM | 9 Likes Like |Link to Comment
  • Risk Of Grexit And GLD [View article]
    I agree that not all the potential mayhem has been priced in, but I disagree that a Grexit will solve anything for either Greece or the euro. Greece has much more power over its creditors by staying in the euro and forcing Germany to capitulate. If a Grexit takes place, it will be followed in quick succession by a Prexit, an Irexit, an Itexit, and a Spexit, and maybe even a Frexit. Everybody in Europe knows that, especially the creditors. That's why they'll do practically anything to hold the eurozone together.
    Jan 28, 2015. 01:04 AM | 4 Likes Like |Link to Comment
  • Risk Of Grexit And GLD [View article]
    He didn't mention Russia selling gold because Russia isn't selling, it is buying! They aren't trying to defend the ruble at all. It serves their purpose to have the ruble devaluing even faster than the euro so that the Europeans don't get an export advantage over them.
    Jan 28, 2015. 12:58 AM | 6 Likes Like |Link to Comment
  • Wall Street Breakfast: Microsoft Profit Stung By Sluggish Windows [View article]
    Windows 8 is so bad they renamed Windows 8.2 and called it Windows 10. 8+2 = 10.
    Jan 27, 2015. 10:28 AM | 4 Likes Like |Link to Comment
  • Taxi Medallions Are Safe Because Uber Will Implode [View article]
    People don't really make decisions like you think they do. If they see a late model Uber car nicely cared for they have no suspicion whatsoever that it is unsafe. But if they see a dirty taxi that's got a few parking lot dents in it and maybe a some interior trim missing, and grimy and smelly inside, then's when they start to get suspicious about the abilities of the driver and start questioning their personal safety. I've never yet seen a potential passenger asking a taxi driver to get out his driver's license, taxi medallion, and insurance papers for inspection, let alone poring over the fine print of the policy.
    Jan 26, 2015. 02:33 PM | 2 Likes Like |Link to Comment
  • Taxi Medallions Are Safe Because Uber Will Implode [View article]
    A hitchhiker does not hire a car because he does not pay for his ride. Therefore he is just another private passenger in a private vehicle.
    Jan 26, 2015. 02:20 PM | Likes Like |Link to Comment
  • Taxi Medallions Are Safe Because Uber Will Implode [View article]
    What's clear is that municipal administration of taxicabs is anti-competitive and anti-consumer. It's the real target of Uber.
    Jan 26, 2015. 02:19 PM | 4 Likes Like |Link to Comment
  • Tesla Motors to introduce new models in China [View news story]
    Such remarks serve only as displays of ignorance. You obviously have no idea how conveniently electric cars can be charged.
    Jan 26, 2015. 01:51 PM | 10 Likes Like |Link to Comment
  • Tesla Motors to introduce new models in China [View news story]
    Chinese executives as a rule are not overly tall. If they find Audis adequate for limo service, then the Model S should do fine.
    Jan 26, 2015. 01:46 PM | 4 Likes Like |Link to Comment
  • Tesla Motors to introduce new models in China [View news story]
    Wake up CP! The Model S already has five passenger seating!
    Jan 26, 2015. 01:40 PM | 6 Likes Like |Link to Comment
  • Microsoft details Windows 10, promises free upgrades [View news story]
    Actually, Nadella made the Windows team scrap the Windows 9 that Ballmer had started.
    Jan 21, 2015. 04:17 PM | Likes Like |Link to Comment
  • Risk Reward Shows Market In The Toilet For 2015 [View article]
    The above is mostly unreliable propaganda.

    Be aware that in a precious metals bear market silver falls much faster than gold, which is why it's currently where it is (71:1) relative to gold. Industrial demand for silver has fallen sharply, along with copper, nickel, aluminum, etc.

    Silver in a precious metals bull market should rise faster than gold. If you feel that precious metals have finally found their bottom, then go ahead and buy silver if you want to.
    Jan 21, 2015. 03:42 PM | 7 Likes Like |Link to Comment
  • The U.S. Hasn't 'Decoupled' And There Ain't No Giant 'Oil Tax Cut' [View article]
    The Fed well-deserves all the bashing it gets, and then some. They never seem to learn that excesses get punished slowly but excessively. Every recession/depression is first preceded by a period of sloppy monetary expansionism by the Fed. The Fed loves to throw a party, but the hangovers are getting severe. It will continue to happen though, so David Stockman is Don Quixote tilting at windmills. The rewards and adulation are much greater for the firefighter who saves your cat from a burning house than the fire inspector who cites you for your unsafe flammables. The Fed will continue to throw gigantic parties and we'll continue to suffer gigantic hangovers.
    Jan 20, 2015. 07:55 PM | 2 Likes Like |Link to Comment
  • In Praise Of Price Discovery-- The Market Is Off Its Lithium [View article]
    No clue what the last chart is supposed to represent. Draghi's credibility?
    Jan 20, 2015. 07:35 PM | Likes Like |Link to Comment
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