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Robert Mariani

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  • Why Tesla Is The No. 1 Performing Stock [View article]
    The same people that thought the dot com boom would continue forever, I guess.
    Aug 27 12:34 AM | 2 Likes Like |Link to Comment
  • The Compelling Numbers Behind Xinyuan Real Estate's $60 Million Share Buyback [View article]
    I think it's discounted due to risk of accounting fraud in addition to China's real estate bubble and overcapacity.
    Aug 1 03:48 PM | 2 Likes Like |Link to Comment
  • Shanda Games: Is There Light At The End Of The Tunnel Under New President? [View article]
    The P/E was suspiciously low for a long time for such a growth market, but I am willing to chalk it down to macro fears and lack of earnings growth.
    Jul 27 01:19 PM | Likes Like |Link to Comment
  • Playing Against Keynesian Catastrophe [View article]
    This destination looks like all of us becoming poorer, or at least growing our aggregate wealth at a much slower pace. It looks like Japan except without the economic miracle, industrious/educated/h... populace and edge in technology and manufacturing. It looks like constant trouble assets, malinvestment, equities collapses and bailouts being the future.
    Jul 27 01:15 PM | Likes Like |Link to Comment
  • Playing Against Keynesian Catastrophe [View article]
    Mr. Rilling,
    What exactly was it about Friedman's policies that you correlate with disaster and your personal troubles? I have all the sympathy in the world for those that fell through the cracks due to economic policy, but I can't help but feel your frustration is directed at the wrong people.
    Jul 27 01:13 PM | Likes Like |Link to Comment
  • Electronic Arts: The Short-Seller's PiƱata [View article]
    Just like I thought and suggested. Now is the best time to sell.
    Jul 26 01:10 PM | Likes Like |Link to Comment
  • Charlie Munger: Energy Independence Is Dumb [View article]
    But the market decides who to buy from based on low prices. Commodities are, well, commodified. If the lowest prices came from domestic suppliers, this political talk of protectionism and "energy independence" would be a moot point.
    Jul 26 01:09 PM | 1 Like Like |Link to Comment
  • Charlie Munger: Energy Independence Is Dumb [View article]
    Protectionism is brainless populism, just like it always was and always will be. Other nations giving us valuable resources for a low price is an extremely good thing.
    Jul 26 12:13 AM | 2 Likes Like |Link to Comment
  • Canadian Oil Sands' Current Share Price Weakness Presents A Buying Opportunity [View article]
    Great analysis, I was happy to read it.
    Jul 25 12:52 PM | 1 Like Like |Link to Comment
  • Playing Against Keynesian Catastrophe [View article]
    Why do you believe that policymakers can act on rational expectations but market participants cannot?
    Jul 25 12:13 PM | Likes Like |Link to Comment
  • Playing Against Keynesian Catastrophe [View article]
    thempatel and David:
    Obviously Keynes doesn't advocate bubbles as an intention, it just happens to be the sober implications of his simplistic models. You have even indicated this in this comment section, David. You mention that during times of contraction, Keynes advocates spending and other "stimuli." While in the simple algebra of Keynes this leads only to a golden horn of plenty and stable economies, in our complex world it leads to distortions.
    Jul 23 03:31 PM | Likes Like |Link to Comment
  • Playing Against Keynesian Catastrophe [View article]
    David,
    The fact is that Krugman's sarcastic-or-not prescription was followed and a housing bubble was created. I am not accusing Dr. Krugman of masterminding anything, his quote is just a black-and-white illumination of what was prescribed by -someone- and what was a part of a bubble that led to our current crisis.
    Jul 22 06:38 PM | Likes Like |Link to Comment
  • Farewell For Now Seeking Alpha [View article]
    Good night, sweet prince.
    Jul 22 05:43 PM | 1 Like Like |Link to Comment
  • Playing Against Keynesian Catastrophe [View article]
    thempatel,
    Whether that quote is serious or sarcastic, Krugman implicitly, if not explicitly, supports the broken-window fallacy economics that him and other doctrinaire Keynesians practically build an ideology around. Building new bubbles is also part of Keynesian prescription; deflationary corrections are *never* allowed to occur, and thus are fought with bubble-creating fiscal, regulatory and monetary ammunition.
    Jul 22 05:28 PM | 2 Likes Like |Link to Comment
  • Playing Against Keynesian Catastrophe [View article]
    I hope I am wrong, but thinking that creating more debt to fix an over-indebted economy is going to lead us down a bad path.
    Jul 22 05:22 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
41 Comments
24 Likes