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Deja Vu  

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  • What Could Spike In InvenSense Call Buying Mean? [View article]
    or a bear shorted the stock and bought the calls to hedge?
    Jun 16, 2015. 12:57 PM | 5 Likes Like |Link to Comment
  • Emirates Putting Pressure On Boeing For Possible 787-10 Order [View article]
    How about longer runways at the new airport out in the desert where presumably land is not an issue?
    Jun 16, 2015. 12:41 PM | 1 Like Like |Link to Comment
  • CNBC: FitBit raises IPO price range [View news story]
    I remember at one VC pitch, the moneyman ignored the product completely and asked "Tell me what is in your pipeline for next three to five years. You can't make a company out of one product"

    Looks like the old money bags was wrong...
    Jun 16, 2015. 10:40 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Investors Await Fed Amid Grexit Fears [View article]
    "European Court of Justice ruled policy makers' plan to buy government bonds in potentially unlimited quantities was legal."

    So every European just got a credit card which will be paid by Germany.

    Why should Greeks (Or Italians or French or anyone) make any concessions? It is clear that the whole continent is going to go down together.
    Jun 16, 2015. 08:09 AM | 3 Likes Like |Link to Comment
  • Twitter CEO Costolo resigning; shares +7% [View news story]
    Twitter's spam filters don't work. Its a lot of effort to sort through the tons of coal for that one diamond...
    Jun 11, 2015. 04:23 PM | 1 Like Like |Link to Comment
  • Facebook/Oculus partners with Microsoft; Xbox One games coming to Rift [View news story]
    All this hardware can be stored in the "hers" closet, since that will be empty...
    Jun 11, 2015. 03:40 PM | 6 Likes Like |Link to Comment
  • Wall Street Breakfast: Global Bond Rout Continues [View article]
    I strongly anticipate the learned publicity seeking fools to jump in with more announcements of more helicopter cash because the learned central bank fools believe they know better the market.
    Jun 10, 2015. 08:10 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Global Bond Rout Continues [View article]
    Can the world's central bankers give up the addition to the limelight, fade into the background like the bureaucrats they are supposed to be and take away the punch bowl by allowing the markets to price bonds?

    Somehow I doubt it.
    Jun 10, 2015. 07:50 AM | 1 Like Like |Link to Comment
  • Apple Music under antitrust scrutiny [View news story]
    In all your examples, TV networks, Uber, Lyft etc are trying to set up new channels of distribution and established incumbents were trying to block them.

    Here Apple is the giant incumbent in the music distribution trying to kill new channels of distribution by consipiring with music producers.

    Small but critical difference...
    Jun 10, 2015. 07:45 AM | 9 Likes Like |Link to Comment
  • Apple Music under antitrust scrutiny [View news story]
    Cheat in dollars, pay fines in pennies, walk away like Jon Corzine...
    Jun 10, 2015. 07:42 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: HSBC Announces Drastic Restructuring [View article]
    The day the $100,000 is forgiven, they will rush to the next storefront or online college and take out another $100,000 in federal loans and get another $50,000 cash back.

    And then appear wide eyed on Dateline & 60 minutes and say "OMG, that one room college next to Great Clips didn't really have a top notch surgical nursing program? I had no idea!"

    George Costanza & the cleaning lady episode "Was that wrong?"
    Jun 9, 2015. 10:50 AM | 8 Likes Like |Link to Comment
  • Wall Street Breakfast: HSBC Announces Drastic Restructuring [View article]
    @xactguess

    I disagree a true free market is supposed to work with monopolies, oligopolies and cartels. Perhaps you should read up your economics text about how these remove the economic surplus.

    Your idea of a free market is rooted in the robber baron era of Rockefeller and chicago financiers cornering the market on wheat and bankrupting farmers.

    Usually cartels are able to prevent new entrants by predatory pricing until the new entrants are driven out of business. perhaps a course in elementary free market economics might be in order before you share your ideas with us.
    Jun 9, 2015. 10:25 AM | 9 Likes Like |Link to Comment
  • Gilead Sciences: P/E And The Pipeline Beyond HCV [View article]
    What happens when more companies follow the Gilead model? For example, I read about this BCG vaccine that could get approved to reverse type I diabetes in people up to age 65. While it may be possible to charge $50,000 per dose (based on lifetime medical costs of a Type-I diabetic), the population of diabetics is much larger, in the tens of millions.

    All I'm saying Gilead pioneered a new way of outrageous pricing based on "value" (instead of cost plus X times multiple to cover R&D for failed drugs). How long before others follow suit? The pool of money in Medicare and insurance companies is not infinite. Now every drug company can price at a level disconnected to their costs and based on "value" and reap windfall profits.

    There is definitely going to be political blowback as politicians seek scapegoats for the coming premium increases of Obamacare. The headline risk alone made me get out of GILD when it reached a previous high of $85.
    Jun 9, 2015. 10:18 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: HSBC Announces Drastic Restructuring [View article]
    Perhaps you can explain how a startup airline can survive against predatory pricing by the cartels which involves cutting prices to epic loss making levels on routes operated by upstart airlines until they are driven out of business and then resuming the usual caterlized price gouging.

    Second the ignorance of oligopolistic behavior and cartelization that apparent in your comment exposes the need for a strong anti trust action.
    Jun 9, 2015. 09:06 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: HSBC Announces Drastic Restructuring [View article]
    It just means the people who took loans and went to a reputable school and worked, studied & got a job, won't get thier loans forgiven.

    The people who borrowed $100,000 to "attend" a store front "college" sandwiched between a Subway and a dry cleaner, because the "college" gave them "cash back" of $50,000 of that loan amount along with a "no exams or tests" degree, they will get the $100,000 forgiven & passed on the backs of the people in the first paragraph of my comment.
    Jun 9, 2015. 08:42 AM | 13 Likes Like |Link to Comment
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