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  • The Stock Market Needs Lubrication and a Reality Check [View article]
    I'm not certain that I agree with Julian Ivan. Granted, there ARE those who are still "wealthy" (albeit somewhat less so than a couple of years ago), and are capable of spending up a storm, if they chose to do so, but I keep hearing/seeing things that indicate they're also pulling back, although out of worry/prudence, rather than need.

    Over the weekend, Bloomberg TV had a segment about high end restaurants in London and NYC that had slashed prices on their expensive wines (several hundred dollars a bottle, and up) to boost sales, and liquidate inventory (no pun intended).
    Nov 23 19:45 pm |Rating: 0 0 |Link to Comment
  • Cramer's Stop Trading! What the Dell (11/20/09) [View article]
    Its my understanding that Dell has brought tech support back "home" precisely because of all of the complaints. Both of my puters ( old HP desktop, "old" IBM Thinkpad laptop) run on XP, and I'm hearing that 7 is leaps ahead of Vista.

    Like many, I'm past due to upgrade on hardware, but am holding off to make sure 7 is thoroughly de-bugged...otherwise, I'll look at Apple.


    On Nov 22 05:20 PM John Cordes wrote:

    > Dell built it's model on no middlemen, and direct technical support.
    > Dell destroyed it's business when it offshored technical support
    > to India, denied it's own warranties (including purchased) and sold
    > 100s of thousands of machines under spec for Windows XP causing them
    > to freeze and then denying any problem. Dell is crap.
    Nov 22 19:49 pm |Rating: +4 -1 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Great...now, I'll be having dreams/nightmares of Oscar the Grouch and Big Bird chatting in Mandarin...*s*.


    On Nov 16 10:57 AM LaurenNicole wrote:

    > There is already a very popular kids show teaching this...is it only
    > coincidence that my three year old can ask for a drink in Chinese
    > now?
    Nov 16 11:03 am |Rating: +2 -1 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    spald,

    Not certain what you posted...just hope it was complimentary, LOL.


    On Nov 16 10:32 AM spald_fr wrote:

    > On Nov 16 10:28 AM Old Trader wrote:
    Nov 16 11:00 am |Rating: +1 -1 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    I'm hard at work, putting together a new start-up, a national chain of MAASL schools (Mandarin As A Second Language).
    Nov 16 10:28 am |Rating: +7 -1 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Maybe we can all hope Ben will develop a case of lockjaw, which would eliminate the "jawboning" and force him into some concrete action!
    Oct 19 18:30 pm |Rating: 0 0 |Link to Comment
  • The Developing World Takes Over [View article]
    Gary A,

    I believe that you're going to see exactly that happening (a growth in the consumer sector in the developing world). I'm referring specifically to China and India, although its happening elsewhere in Asia, too.

    To an extent, one can see that happening as evidenced by the growth in auto sales in both countries. I'm not saying those populations will replace the US consumer's spending overnight, but the trend is in place.


    On Sep 30 03:44 AM Gary A wrote:

    > The folks in the developing nations have to turn into consumers.
    > I don't think they will soon replace the Americans. And the Americans
    > have hunkered down because they know that the financial system has
    > screwed them.
    >
    > And if the author can't even tell if we are going to have inflation
    > or deflation, then how does he even know if we are in a world wide
    > recovery? In the 70's we could afford inflation. We cannot afford
    > the tax for the rich that is inflation at all right now.
    >
    > So the Fed will raise rates and housing will die and the consumer
    > will save. How is this a recovery?
    Sep 30 10:24 am |Rating: +2 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    "The dollar's days as the unchallenged reserve currency are numbered as the euro and the Chinese renminbi assume bigger roles, World Bank president Robert Zoellick said Monday. Zoellick's speech was unusually provocative,"

    The Chinese are issuing another block of yuan denominated government bonds, via Hong Kong. Earlier issues met with mixed results, but the fact they keep going to the well says something.
    Sep 29 10:14 am |Rating: +1 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Re: G-20 meeting,

    Much ado about nothing, (aside from photo ops for attendees). Anything of import is discussed during cocktail parties/side meetings which no one but the participants are privy to.
    Sep 24 11:30 am |Rating: +2 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Smith & Wesson beats handily....gold broke $1k/oz. the other day...things are looking up for the 3B portfolio (bullets, bullion, and beans).
    Sep 10 09:15 am |Rating: +4 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    "The commercial mortgage default rate more than doubled in Q2 as compared to the year before, reaching 2.88% of outstanding balances."

    According to news released today, Chicago's CRE market is supporting a default rate just north of 6%, third highest on a list of top 100 metro markets, and its anticipated to get worse.

    Excuse me a moment, I just heard some loud "clunks" from my shoe closet...
    Sep 01 17:49 pm |Rating: +1 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    I'm not certain why buy out firms are complaining about the guidelines for their purchases of troubled institutions (aside from greed, of course). Traditionally, PE firms have worked with a 5-7 year time frame for turning around a business they bought. As far as the more stringent capital requirements, these ARE "troubled" banks they're buying.
    Aug 27 08:52 am |Rating: +4 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    I can't help but wonder what all of the revisions will mean going forward. For example, in the PCE, food costs related to dining out are being stripped out of the measure. My first thought on hearing this, was wondering if this is related to attempting to "lower" the official inflation rate in the future....sort of a preemptive measure. I guess time will tell...
    Jul 31 09:21 am |Rating: +4 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    NYB's non-performing assets almost double....more pain for the banks to come...now its the turn of the regionals (they're not too big to fail).
    Jul 29 08:56 am |Rating: +3 0 |Link to Comment
  • Enormous Downside Risk for Stocks  [View article]
    thiazole,

    I'd like to propose a "cyber-wager", *s*. I haven't been keeping actual count, but I'd be willing to make the following wager: for every company that has thus reported that beats on the top line (increased sales), I give you a dollar. For every company that's reported a drop in sales, you give me a dollar. Fair enough?

    Once we get to the point where sales are at least flat....THEN we can start discussing "stop contracting".
    Jul 23 17:22 pm |Rating: +5 0 |Link to Comment
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