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Kyle Spencer  

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  • WSJ: $5.8B Whiting Petroleum seeking a buyer [View news story]
    Whiting was always going to be the first to go. There will be plenty more to come. More interesting is who survives to buy.
    Mar 6, 2015. 10:49 PM | 4 Likes Like |Link to Comment
  • Chinese premier sets GDP expectations at 7%, inflation target at 3% [View news story]
    The U.S. doesn't require 4%; unlike China, 4%+ annual growth isn't a pre-requisite of either America's social contract or FDI. (Have you ever wondered why Beijing defends an arbitrary number like "7%"? The answer is: It has to.)
    Mar 5, 2015. 01:01 AM | 4 Likes Like |Link to Comment
  • Buffett talks to CNBC after annual letter [View news story]
    In other words, Mr. Buffett is long IBM *because* of the company's present perceived weakness, not despite it. This is the heart of the argument.
    Mar 3, 2015. 11:59 AM | 3 Likes Like |Link to Comment
  • 60 Minutes report on Lumber Liquidators is as bad as feared [View news story]
    Ah, yes...the Ostrich Approach to crisis management, I believe I've heard it well spoken of...
    Mar 2, 2015. 09:54 AM | Likes Like |Link to Comment
  • China lowers benchmark interest rates again [View news story]
    Who says China's real GDP growth is 7.3%?
    Mar 1, 2015. 08:33 PM | Likes Like |Link to Comment
  • The Deflation Hoax [View article]
    Heresy or no, the Keynesian approach appears to be faring quite well against its largely debunked alternatives and the today's Fed is effectively a Keynesian institution.
    Mar 1, 2015. 02:25 AM | 2 Likes Like |Link to Comment
  • The Deflation Hoax [View article]
    I prefer to think of it as a privately held investment banking-inspired perversion of the housing market made possible via regulatory capture, myself.
    Mar 1, 2015. 02:09 AM | 2 Likes Like |Link to Comment
  • Facing new broadband era after FCC vote, related stocks stable for now [View news story]
    Comcast has been planning to re-introduce data caps for over a year.
    Feb 26, 2015. 06:40 PM | Likes Like |Link to Comment
  • Facing new broadband era after FCC vote, related stocks stable for now [View news story]
    Title II reclassification doesn't involve a tax
    Feb 26, 2015. 06:39 PM | 1 Like Like |Link to Comment
  • Facing new broadband era after FCC vote, related stocks stable for now [View news story]
    The fact that Comcast is a ruthless hegemon that will stop at nothing to wring the last dime out of the American public is precisely why I invest in the company.

    However, you speak as if data caps were being implemented either as a result of Title II designation or to cope with increasing network congestion, neither of which is true.

    The sole reason that data caps are (present, not future tense) being rolled out as we speak (http://comca.st/183eG9g) is to increase profits for CMCSA investors.
    Feb 26, 2015. 06:33 PM | Likes Like |Link to Comment
  • FCC votes 3-2 for tough net neutrality regulation [View news story]
    One of the first rules of investing is to leave ideology at the door.
    Feb 26, 2015. 06:21 PM | 4 Likes Like |Link to Comment
  • FCC votes 3-2 for tough net neutrality regulation [View news story]
    Data caps have nothing to do with network congestion. http://bit.ly/1wsSIZb
    http://bit.ly/183cY7P
    Feb 26, 2015. 06:19 PM | Likes Like |Link to Comment
  • FCC votes 3-2 for tough net neutrality regulation [View news story]
    It's more than a little Orwellian to refer to a duopoly as "another aspect of our freedom".
    Feb 26, 2015. 06:06 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Net Neutrality To Sweep The Nation? [View article]
    Since when was logical consistency a pre-requisite of any large organizations' negotiating posture?
    Feb 26, 2015. 10:01 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Net Neutrality To Sweep The Nation? [View article]
    Just because a political consultant on K street invents a proper noun (i.e. "Big Government") doesn't mean that the term refers to anything substantive.
    Feb 26, 2015. 09:53 AM | 5 Likes Like |Link to Comment
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