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Squeeky Wheel

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  • The Death Of Banking: A LendingClub Story [View article]
    The DSP has been a lot more profitable than the lending!
    Dec 16, 2014. 08:52 AM | 2 Likes Like |Link to Comment
  • Russia hikes interest rate to 17% in attempt to halt ruble's plunge [View news story]
    I'm pretty sure the Russian central bank will never run out of rubbles. Hence it logically cannot go bankrupt - when counting in rubbles. It can, however, run out of USD.
    Dec 15, 2014. 09:08 PM | 1 Like Like |Link to Comment
  • Russia hikes interest rate to 17% in attempt to halt ruble's plunge [View news story]
    "where millions of their own civilians live--especially if those civilians have lived there for centuries"

    So no one should stop the British from taking Canada, Australia and maybe the US. And Spain shalt reclaim Latin America. And forget the Alamo...
    Dec 15, 2014. 09:04 PM | Likes Like |Link to Comment
  • Aemetis: Rewards Outweigh Risks [View article]
    India recently dropped it's diesel subsidy (easy to do when prices are dropping). That means that when diesel prices eventually rise (6 months? 12? 18? *shrug*), bio-diesel should do well.
    Dec 11, 2014. 12:20 PM | Likes Like |Link to Comment
  • Details Emerge On Why Seadrill Cut Its Dividend [View article]
    "Do you "bring forward" your future earnings so you can pay yourself …"

    Yes. I call it a mortgage. I bring forward my future earnings so that I can buy a house today. The trick is to be sure enough about future earnings to cover the debt payments. If I could no longer find work…
    Nov 28, 2014. 10:31 AM | Likes Like |Link to Comment
  • The 1970s Are Not A Good Proxy For A Bond Bear Market [View article]

    Of course bonds in the 70s had fabulous nominal returns, but that's useless if inflation kills them. When comparing high and low inflation periods, it is critical to use real returns.
    Nov 27, 2014. 10:10 AM | 2 Likes Like |Link to Comment
  • Dividend Zombies - Over 100 Years Of Uninterrupted And Undiminished Dividends (Part 1) [View article]
    WASH. Dividends well over 100 years, don't know if they've ever diminished.
    Oct 28, 2014. 03:04 PM | 1 Like Like |Link to Comment
  • Stumpf: GSEs choking mortgage business [View news story]
    Singapore has a simple system. Married citizens are given cash to help buy a flat. When they sell the flat, the government takes back the grant. Over 90% of citizens over 35 own their own home.
    Oct 17, 2014. 12:54 PM | Likes Like |Link to Comment
  • GoPro -12.7%; Schumacher's injuries blamed on camera [View news story]
    Jagged rock is certainly more dangerous than a curb. I'd expect that a ski helmet should absorb a 25mph collision with a tree trunk; however collision with a pointy rock would be another story. My concern with the camera would be that a 3"x3" impact surface could turn into a 1"x1" impact surface at the camera mount. I'm still dubious though, for reasons you state.
    Oct 15, 2014. 07:56 AM | Likes Like |Link to Comment
  • GoPro -12.7%; Schumacher's injuries blamed on camera [View news story]
    Ski helmets can't take a 25mph collision without brain injury??? That's terrible. I've seen bicycle helmets take 30mph head first collisions and the guy walked away a few minutes later.
    Oct 14, 2014. 11:32 AM | Likes Like |Link to Comment
  • GoPro -12.7%; Schumacher's injuries blamed on camera [View news story]
    The camera could affect the size and location of impact surface on the helmet. That might reduce how the helmet distribute impact force through the material. I wouldn't bet on it, but it is possible.
    Oct 13, 2014. 11:05 AM | 5 Likes Like |Link to Comment
  • The Dollar, The Fed And The Market [View article]
    You were a fan of MFA in the past. Has that changed?
    Oct 10, 2014. 10:00 AM | Likes Like |Link to Comment
  • Intel: Normally Off Computing? [View article]
    Very interesting speculation. 1) obviously reduced power usage would be a huge win in the mobile space. Since mobile devices are idle so much of the time, a low/no power rest state is very practical. 2) I'm a recent user of a MacBook and the battery life is a huge positive, more would be better, and again laptops are mostly idle. 3) I properly run data centre is mostly *not* idle. So I don't think that a low power rest mode is so helpful. However, a lower power consumption memory system would mean significant savings. Even if that was just lower consumption on chip it would be meaningful.

    Speaking of memory… replacing disks with cheap memory would make sense for all but the most data intensive systems. A data centre could easily supply enough memory for most applications to run always -on if that memory was cheap and power efficient (compared to HDD it probably already is).
    Oct 3, 2014. 06:19 AM | Likes Like |Link to Comment
  • Pitting Walgreen Up Against Rite Aid And CVS Health Before Earnings [View article]
    Good start. I'd love to see more drill down.
    Sep 28, 2014. 10:38 AM | Likes Like |Link to Comment
  • TripAdvisor: Eyeballs Growth, Can't Justify The Valuation [View article]
    "Growing competition…"

    uhhh who? Serious question, because as far as I can see TRIP has acquired nearly all the competition. Who is left?
    Sep 16, 2014. 11:27 AM | Likes Like |Link to Comment