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Kyle Spencer

 
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  • Ukraine Is The Key To Putin's Eurasian Union [View article]
    Thanks for the compliments! :-) I'm glad you enjoyed it.
    Mar 9 07:58 PM | Likes Like |Link to Comment
  • Should The Washington Post Company Be Called The Kaplan University Company? [View article]
    Please link to the article where WaPo denounces profit. That would be an interesting read.
    Feb 19 02:38 PM | Likes Like |Link to Comment
  • The Golden Paradox; Expect Inflation To Hurt Gold, Not Help It [View article]
    That ultimately depends on how the Fed responds.
    Feb 5 06:00 PM | Likes Like |Link to Comment
  • The Golden Paradox; Expect Inflation To Hurt Gold, Not Help It [View article]
    "Companies with large fixed costs will continue to produce even it they are losing money, as long as they cover their variable costs."

    True! The historical corollary would be the Cleveland oil producers selling at a loss to service debt in the 1860s, culminating in the Cleveland Massacre and the installation of the Southern Improvement Company/Standard Oil cartel.

    Hedging devolved from a 7 letter word to a 4-letter word over the past decade. It's expensive, and as gold was only marching in one direction. Now everyone's afraid that if they re-introduce hedging, it will be an admission of weakness.
    Feb 5 05:47 PM | Likes Like |Link to Comment
  • Can Microsoft Fire Bill Gates? [View article]
    I believe a close consultancy position is currently being discussed.
    Feb 4 12:55 AM | Likes Like |Link to Comment
  • Can Microsoft Fire Bill Gates? [View article]
    Improved morale, yes. Improved cohesiveness...are Microsoft's products truly cohesive?
    Feb 4 12:54 AM | Likes Like |Link to Comment
  • Ackman fires more bullets at Herbalife [View news story]
    This is waving a red flag in front of Carl.
    Feb 3 01:45 PM | 1 Like Like |Link to Comment
  • BitChip The Bitcoin Killer - The Merchant's Solution To The Bitcoin Problem [View article]
    Bitcoin's 8 decimal divisibility provides elasticity along a different axis.
    Feb 3 04:58 AM | 2 Likes Like |Link to Comment
  • Wal-Mart warns on profits [View news story]
    It's not the economy, it's Walmart. Take some time out and ask a Soccer Mom or Single Moms. (Walmart's former and current demographic.) No one wants to work there. No one I spoke with enjoys shopping there any more.

    http://bloom.bg/ZrV9XV
    Jan 31 12:57 PM | 1 Like Like |Link to Comment
  • Wal-Mart warns on profits [View news story]
    100% agree, with an addendum: Do a walk-through through your local Walmart (if you have one) sometime and ask yourself if anyone looks pleased to be shopping there.
    Jan 31 12:53 PM | Likes Like |Link to Comment
  • Wal-Mart warns on profits [View news story]
    I don't think that's true, anymore. This is a problem exclusive to Walmart that's been swept under the rug by the company's historically high correlation with economic health. Walmart's personnel policies and selectively higher pricing are having a noticeably chilling effect on consumers. The stores are being run on skeleton crews, they're filthy, there's no door greeter, no one who works there smiles at anyone, it takes up to an hour to buy something from the electronics department if you're lucky enough to catch anyone's attention on your first or even second trip to the store, and half of the prices are twice what you pay elsewhere.
    Jan 31 12:46 PM | 2 Likes Like |Link to Comment
  • Precious metals slump as stocks rally and QE nears end [View news story]
    "They are not quite ready to dump the dollar yet. But very soon now."
    Been hearing this one for 5 years now.
    Jan 30 06:01 PM | 1 Like Like |Link to Comment
  • Precious metals slump as stocks rally and QE nears end [View news story]
    Inventing new imaginary constraints on central bankers in their underground bunkers.
    Jan 30 05:58 PM | 3 Likes Like |Link to Comment
  • Why Students And Investors Disagree About Facebook [View article]
    If your customer bases ages with you, you're Woolworth's.
    Jan 28 11:00 PM | 2 Likes Like |Link to Comment
  • Why Bitcoin Matters [View article]
    Correct, but due to things like mortality, necessity, and uncertainty, people don't hoard forever. If a baby needs formula and diapers right now, the baby's mother doesn't hoard her bitcoin in order to eck out a slight advantage tomorrow. What you're really saying is that a deflationary currency is suboptimal and prone to sharp, sudden shortages., i.e. it has the problems of a gold standard. But you pay a hidden price for inflationary systems, too. In a deflationary paradigm, it's always a buyer's market, which means that the quality of products tends to be very high. In an inflationary paradigm it's a seller's market, which means that the quality of products, else equal, tends to be very low. Ultimately, it is institutionalized as such in the form of planned obsolescence.
    Jan 27 09:10 PM | Likes Like |Link to Comment
COMMENTS STATS
998 Comments
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