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Paulo Santos  

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  • Pimco divorce appears to be getting messy [View news story]
    He's Secretariat. No one bets against Secretariat. Unless one is betting against someone who's thinking he's a horse, that is.

    Anyway, it would seem that sometime in the not so distant future this will probably have further developments. It seems likely that the Pimco restructuring is not done yet.
    Mar 7, 2014. 09:28 AM | 1 Like Like |Link to Comment
  • Pimco divorce appears to be getting messy [View news story]
    He seems to be displaying "issues" ...
    Mar 7, 2014. 08:00 AM | 1 Like Like |Link to Comment
  • Morgan Stanley still dreamy over Tesla Motors [View news story]
    The way the market is going, they could say they expect demand from Martians and the stock would rally on it.
    Mar 4, 2014. 06:00 PM | 2 Likes Like |Link to Comment
  • Overstock's Bitcoin transactions top $1M [View news story]
    Still, it would seem that the likelihood of accepting stolen money is unacceptably high.
    Mar 4, 2014. 05:59 PM | 1 Like Like |Link to Comment
  • Overstock's Bitcoin transactions top $1M [View news story]
    It's weird to accept bitcoin right now when it's known that around 7% of the existing coins have been stolen.
    Mar 4, 2014. 04:31 PM | 5 Likes Like |Link to Comment
  • 3 Thoughts On Ukraine [View article]
    As an aside, Russia (RSX) looks cheap.
    Mar 4, 2014. 03:49 PM | 1 Like Like |Link to Comment
  • Morgan Stanley still dreamy over Tesla Motors [View news story]
    For many, including at Morgan Stanley, it probably has brought utopia already.
    Mar 4, 2014. 11:46 AM | 2 Likes Like |Link to Comment
  • Morgan Stanley still dreamy over Tesla Motors [View news story]
    Atari? Commodore?
    Mar 4, 2014. 11:19 AM | 1 Like Like |Link to Comment
  • 3 Thoughts On Ukraine [View article]
    Not only is it obvious that Ukraine and Eastern Europe will spend more on defense, but we're getting the first signs that other countries will, as well (in this case, Sweden)...
    Mar 4, 2014. 10:11 AM | 2 Likes Like |Link to Comment
  • 3 Thoughts On Ukraine [View article]
    Maybe they'll settle for having half of Ukraine joining EU.
    Mar 4, 2014. 09:49 AM | 1 Like Like |Link to Comment
  • Morgan Stanley still dreamy over Tesla Motors [View news story]
    Perhaps the riskiest thing which can happen to TSLA, is for EVs to become obviously viable. As long as they aren't, competition is low.
    Mar 4, 2014. 08:41 AM | 7 Likes Like |Link to Comment
  • 3 Thoughts On Ukraine [View article]
    The weird thing is that the situation remains unchanged, though.
    Mar 4, 2014. 08:38 AM | Likes Like |Link to Comment
  • 3 Thoughts On Ukraine [View article]
    There's a chance that it might invade Eastern Ukraine including the sites where missiles were designed and produced.
    Mar 3, 2014. 07:04 PM | 2 Likes Like |Link to Comment
  • 3 Thoughts On Ukraine [View article]
    It doesn't need to be a major power again, it just needs to have a credible deterrent.
    Mar 3, 2014. 03:02 PM | 3 Likes Like |Link to Comment
  • 3 Thoughts On Ukraine [View article]
    As I said, Ukraine was once the 3rd largest nuclear power, and while not having nukes now it might still have some capability to bring them back (at the very least, dirty bombs).

    As for an arms race, it would be probable in Ukraine and Eastern Europe, less probable in more global terms.
    Mar 3, 2014. 02:35 PM | 1 Like Like |Link to Comment
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