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Deja Vu  

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  • Volkswagen CEO resigns under weight of scandal [View news story]
    What did the board of VW call him when they backed him against Piech? "We have complete confidence in Herr Doktor Professor Winterkorn"

    Now it is probably "Konvict Winterkorn" as I'm pretty sure criminal charges will be coming. This issue was in the German media for a year and a half at least, so he can't act all innocent.

    New CEO will come from outside VW, I think. Probably entire top brass knew of these shenanigans. Can't believe it was never discussed at any senior meetings when questions were being asked in the German legislature. Peril of appointing an inside CEO will be "What did s/he know and when did s/he know about it?"
    Sep 23, 2015. 03:32 PM | Likes Like |Link to Comment
  • Predicting A Bottom In Oil [View article]
    My idea for a trade would be XLE long call spreads as soon as the 2018 options become available.
    Sep 22, 2015. 09:11 PM | Likes Like |Link to Comment
  • WSJ: Apple steps up electric car efforts, aims for 2019 shipping date [View news story]
    The revolutionary magical Apple Car featuring

    1. Only one seat for the base model. two and four seats will cost much more

    2. No trunk, ever to store anything. Apple iTrunk will pick up your bags and ship them anywhere. For a fee of course.

    3. No features like moonroof till gen 3, when Apple will invent it, call iSkylight and sue every other car maker for copying it.

    4. First of course a rolling box with four rounded wheels will be patented and a Cupertino jury will award damages against Toyota, GM, Honda, Ford and Chrysler.

    5. The only gas or electricity you can put will be in special iGas stations that charge twice of anyone else with Apple getting a 30% cut

    6. Features like cruise control, reclining seats etc will be added each generation accompanied by Tim Cook sneering at other car makers for copying these features

    7. There will be a lease program where you get a new car every year in return for a low monthly payment of $1000 p.m.

    8. There will be a pink model, which a certain sector of market will go gaga for, while talking about pay disparity, equality and what not.

    9. the car will of course be totaled even if subject to a routine fender bender

    10. Longs and analysts and reviewers will gush about how much better the traffic and the scenery is when driving the Apple Car
    Sep 21, 2015. 02:51 PM | 20 Likes Like |Link to Comment
  • Bullard trolls Jim Cramer, says October hike on the table [View news story]
    Oh, so sorry, Mr. Bullard. We just got that impression from the previous 3675 days without a rate hike.
    Sep 21, 2015. 08:50 AM | 11 Likes Like |Link to Comment
  • Wall Street Breakfast: Volkswagen Rocked By Emissions Scandal [View article]
    Forget Volkswagon. We need to reduce Fed emissions.
    Sep 21, 2015. 08:48 AM | 12 Likes Like |Link to Comment
  • Wall Street Breakfast: Stocks Tumble After Fed Holds Fire [View article]
    Buckoux, good one.
    Sep 18, 2015. 12:34 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Stocks Tumble After Fed Holds Fire [View article]
    A bunch of dithering college professors and bureaucrats who have never run a business, never met a payroll, never taken a risk with their money or ever acquired a customer - this bunch of disconnected, ivory tower, unelected, unaudited, unaccountable "geniuses" take decisions on hundreds of billions of $ that affect every one of us.

    What is wrong with this picture?
    Sep 18, 2015. 07:41 AM | 23 Likes Like |Link to Comment
  • Alibaba shares come back to earth [View news story]
    Longs looking in the mirror see Hong Kong investors smiling back at them in a chilling way....
    Sep 18, 2015. 07:37 AM | 1 Like Like |Link to Comment
  • The Detroit Three eyes pooled healthcare as UAW plays ball [View news story]
    Why do I think I'll be paying for this health pool just like I'm paying for the previous VEBA to the tune of $50 billion? While my own health care costs and medicare taxes have skyrocketed to pay for Obamacare? The big 3 are headed for bankruptcy, this time Ford too. Now just now when the sun shines, but soon enough.
    Sep 16, 2015. 02:19 PM | 1 Like Like |Link to Comment
  • Apple: Subscription iPhones [View article]
    Important assumptions for a Apple bull case

    1. Apple iPhones will continue to retain value, when larger numbers of them are returned used

    2. Emerging markets will continue to pay for a used iPhone vs. a new sleek Android from Xiaomi or One Plus One or whomever, since new Androids with similar hardware are now reaching used Apple pricing

    3. Average US customer who used to get no break at all from mobile operators when opting for a cheaper phone, will now not do the math and figure out they *can* get a break by opting for a cheaper (presumably Android phone)

    4. An average Joe will pay Family plan for 4 that pushes $100 for 4 lines, plus $15 x 4 access fee = 160 and then will shell out $32 X 4 = $128 for a iPhone for a grand total of $288 p.m. plus taxes taking it to around $325 p.m.

    5. Cheaper unlocked direct to customer Android handsets will not become popular. So far customers had no incentive to BYOD since the contract model meant they were paying the subsidy regardless of whether got a new handset every time they reupped for a contract.

    Granted average US smartphone shopper is not wise to pricing yet, but how long will that last? A very nice Android phone that can easily last 3 years now runs max about $300 (nexus 6 $349, Asus Zenphone 2 $299 on Amazon right now). For the price of one year of iPhone installments a average joe can own the Android flagship phone and use it for "free" for the next two years sans installments. I think consumers will do the math.
    Sep 15, 2015. 07:46 PM | 1 Like Like |Link to Comment
  • Cramer's Investing Experience - Cramer's Mad Money (9/14/15) [View article]
    sometimes, just sometimes, Cramer gives sound advice...all other times he is maniacally beating the drum for the bulls...
    Sep 15, 2015. 08:51 AM | Likes Like |Link to Comment
  • Apple states initial iPhone sales on pace to top year-ago levels; shares +2.6% (updated) [View news story]
    Looks like Tim Cook and Marc Benioff have been sharing best practices...
    Sep 14, 2015. 01:31 PM | Likes Like |Link to Comment
  • Apple unveils 12.9" iPad Pro, new Watch finishes/accessories (updated) [View news story]
    @techy10 that was sarcasm
    Sep 9, 2015. 10:05 PM | Likes Like |Link to Comment
  • New Apple TV set-top revealed; Siri, App Store, games, touchpad supported (updated) [View news story]
    shhh....or you will soon feel like Mufasa in the valley....
    Sep 9, 2015. 02:42 PM | 3 Likes Like |Link to Comment
  • Apple unveils 12.9" iPad Pro, new Watch finishes/accessories (updated) [View news story]
    2018 technology in 2015 at 2012 prices....Amazing Apple!
    Sep 9, 2015. 02:25 PM | 2 Likes Like |Link to Comment