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Deja Vu  

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  • Negative rates not the end of moves for the ECB [View news story]
    Crank up the printing presses for the tottering old socialistic regime of Europe. So long as someone will take the Euros and send them oil and manufactured goods, why not keep printing them...why should anyone work so long as guvment can print euros and give it to them....The inflation unleashed by this will be interesting to watch...
    Jun 5, 2014. 08:55 AM | Likes Like |Link to Comment
  • Digesting WWDC: Cloudy [View article]
    "Apple invented the smartphone as we know it 7 years ago and since then the concept has been built out."

    Ex employees of Palm and RIMM, HTC (who sold me a rectangle with rounded corners and a touchescreen in 2005) and a few others would disagree.

    Viewing Apple with rose colored spectacles leads to obvious bias. Almost all the features Apple shamelessly copied from Android have been in Android & google for years (OK some maybe a year). I mean stuff like syncing photos, email, 3rd party keyboards, predictive suggestions, activating Siri without touching the phone, widgets, replying to messages without opening an app, continuity, using microphone to send audio clips, I could go on but the whole WWDC was basically "Look ma, I copied Google"

    Rose colored spectacles leads to mistaken visions such as "Apple invented the airplane" And the internet. And the smartphone.
    Jun 5, 2014. 07:55 AM | 1 Like Like |Link to Comment
  • BP, Anadarko may face billions in fines after court ruling [View news story]
    Shakedown continues until every Democratic party apparatchik has built his dacha. Short BP....
    Jun 4, 2014. 07:46 PM | 19 Likes Like |Link to Comment
  • Google: The New Tech Punching Bag [View article]
    I don't think GOOG needs to worry about competitors as much as it needs to worry about the armies of 25 year old bored programmers on its staff. In the last couple of years, Google products have gotten significantly more irritating to use.

    Google has been removing essential features such as pinch to zoom in the Android stock browser and Chrome mobile, the mail formatting bar in Gmail, and in general hiding every user friendly feature for the sake of imitating Apple's so called "minimalism". Its what I would call "bored programmer syndrome" wherein some bored 25 year old programmers changes everything around just because s/he can and assumes the rest of us have no other job than to learn a new interface every day.

    Add shoving Google+ down user throats, I suspect many users, like myself, would be glad for an alternative to Google.
    Jun 4, 2014. 07:21 AM | 5 Likes Like |Link to Comment
  • iOS 8, HealthKit platform announced; iOS device sales top 800M [View news story]
    Summary of today's show "Hey lets first knock Android, then steal a few of their features, give them fancy names and pretend we invented them"
    Jun 2, 2014. 03:27 PM | 2 Likes Like |Link to Comment
  • iOS 8, HealthKit platform announced; iOS device sales top 800M [View news story]
    Jun 2, 2014. 03:06 PM | 6 Likes Like |Link to Comment
  • AthenaHealth: Why I Believe Following David Einhorn's Short Advice Is A Very Bad Idea [View article]
    The whole point of Einhorn's thesis was that ATHN was not a one of a kind unique first mover. First your article needed to explain why it was not so i.e. why Einhorn's thesis is wrong. That was not done.

    I agree with point that the high short interest that may yield a squeeze similar to the one currently in progress.

    I think in the longer term, using put spreads, ATHN is a good short candidate, with some deep OTM call spreads as a hedge.
    Jun 2, 2014. 08:27 AM | Likes Like |Link to Comment
  • Twitter's engineering chief steps down [View news story]
    What twitter sells is 10X users...their monthly active user count includes 10 duplicate, spam, auto login, barely used accounts for each regularly used account
    May 30, 2014. 07:49 AM | Likes Like |Link to Comment
  • Time Warner CEO: Cord-nevers will subscribe to TV [View news story]
    Worked for me the way he describes it.
    May 30, 2014. 07:47 AM | 1 Like Like |Link to Comment
  • Splunk -6.3% AH on in-line FY15 guidance [View news story]
    51 million in losses on 85 million in revenue. How come when you do a VC pitch, they always keep asking about when you'll make money? Why are startups held to higher standards than these public companies?
    May 29, 2014. 06:45 PM | 2 Likes Like |Link to Comment
  • Healthy round of price hikes from Chipotle [View news story]
    add some guacamole and see how it goes up
    May 29, 2014. 03:16 PM | Likes Like |Link to Comment
  • Healthy round of price hikes from Chipotle [View news story]
    A burrito + drink each for a family of 4 now well exceeds $50 with taxes.
    Affordable it is not.

    As for the fact that many Chipotles are located near universities, I suspect students will see the lure of the $5 footlong over the $10 burrito.
    May 29, 2014. 01:12 PM | 4 Likes Like |Link to Comment
  • Infosys president resigns as CEO search continues [View news story]
    Here is a bold prediction that is 100% certain to be true. The new CEO of Infosys will be some dude named Rohan Jong Un. The fact that he is related to Chairman Narayanamurthy by way of being his son is irrelevant.
    May 28, 2014. 02:20 PM | Likes Like |Link to Comment
  • Report: Apple cuts Beats price to $3B, expected to announce this week [View news story]
    Did anyone watch the full video by Dr. Dre? There was some Crip Walking at the end. Is this what Apple wants, association with gangsters? Good luck to that premium brand image. It's going to need it.
    May 28, 2014. 02:15 PM | 1 Like Like |Link to Comment
  • Brazil a buy on possible World Cup victory [View news story]
    Bet on Black at the Las Vegas Casino says Goldman, because traditionally when Jupiter is opposed to Venus in the night sky, black wins more reliably.

    Forget the fiscal crisis brought upon by the welfare policies of the Rousseff which has brought huge inflation and the economy to its knees. Forget the crazy investments in white elephant infrastructure and the debt service on those. Forget the ever increasing taxes on the private sector to pay for the tottering welfare regime. Forget foreign exchange risk and capital control risks.

    Yaaay, just invest because some country might win a soccer tournament...Yaay for Goldman, the American Yakuza...

    p.S. let me guess someone in the vampire squid wants to turn a quick month end profit by selling Brazil ETF's....
    May 28, 2014. 08:50 AM | Likes Like |Link to Comment