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IncomeYield

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  • Cyprus's parliament is due to convene this afternoon to debate an astonishing eurozone demand that it tax all bank deposits at up to 10% in return for a €10B bailout. While approval is not guaranteed, Cypriots rushed to take as much money as allowed out of ATMs. And although EU Commissioner Olli Rehn ruled out a deposit raid in other eurozone countries, menacingly for savers, eurogroup chief Jeroen Dijsselbloem would not. "We are in a new world," says an economist. Update: The parliamentary debate has been postponed until tomorrow. [View news story]
    Remember, in socialist countries, it is not their money anyway.
    Mar 17, 2013. 03:46 PM | 2 Likes Like |Link to Comment
  • Wednesday Ramblings: Things That Make You Go Hmm [View article]
    Who had an iPhone and an iPad in 2009?
    Who has an iPhone and iPad now in 2013?
    Mar 13, 2013. 08:45 PM | 1 Like Like |Link to Comment
  • More Growth For Panera In 2013 [View article]
    Can't patent healthy food, so no moat and expensive leases, can't do breakfeast. Competitors offering more and more of the same stuff for a lower price.
    Mar 11, 2013. 09:47 PM | 1 Like Like |Link to Comment
  • Apple (AAPL +1.5%) has shot higher in afternoon trading. Rumors about a special dividend appear to be the trigger. (earlier: I, II[View news story]
    Kass, then Gartman. Is there anyone NOT daytrading Apple? :)
    Mar 11, 2013. 09:16 PM | 1 Like Like |Link to Comment
  • Don't Be Misled By The Employment Report [View article]
    Lawrence,

    Let's play tennis some time. :)

    You are right on though. Inflation is in the eye of the beholder.
    Don't worry though, Coursera and other Internet related education plays have the gouging Universities squarely in the cross-hairs.

    They will be next to go.

    Obama, iPhone/iPad apps and computer assisted diagnosis are after the doctors.
    Mar 10, 2013. 11:31 PM | Likes Like |Link to Comment
  • The Coming Crash In The Bond Market [View article]
    How about long bonds at 18%!
    Mar 10, 2013. 11:25 PM | Likes Like |Link to Comment
  • The Coming Crash In The Bond Market [View article]
    Most corps including MLPs have benefited from insane low rates.
    Mar 10, 2013. 11:24 PM | Likes Like |Link to Comment
  • The Coming Crash In The Bond Market [View article]
    Best of breed? That's what prople said about GM, Lehmann, Fannie, Freddie, ...

    Alternative energy, tax policy, and environmental regulations will sneak-up on you and the MLPs some day. There is no sure thing.
    Mar 10, 2013. 11:23 PM | 1 Like Like |Link to Comment
  • The Coming Crash In The Bond Market [View article]
    Yes, in theory, do we really ever have to pay it back? Just let the Fed portion run out. If 3rd party holders dump, so what.

    We need to reform the basic "young gen takes care of old gen" ponzi scheme, and borrow enough money for long enough to get this current top-heavy gen gap normalized again. Long enough for the baby boomers to get through relatively unscathed.

    One problem is life span is increasing faster than the actuarial tables can be adjusted.
    Mar 10, 2013. 11:20 PM | 1 Like Like |Link to Comment
  • The Coming Crash In The Bond Market [View article]
    Yup, that's why the 2x inverse bond funds are HTB. :)
    If you look back far enough, some of these guys have been trying to short this for almost 30 years now.
    Mar 10, 2013. 11:15 PM | Likes Like |Link to Comment
  • The Coming Crash In The Bond Market [View article]
    Hiring who and for what? Name an IPO (even just one) in this recent cycle or any IPO in the last 10 to 12 years that was labor intensive by design.

    Just the opposite. Capital is being used for disintermediation, virtualization and automation.
    Mar 10, 2013. 11:13 PM | 1 Like Like |Link to Comment
  • The Coming Crash In The Bond Market [View article]
    Not just reduced head count. Many corps have been able to refinance their debt at crazy low rates also. Goes right to the bottom line, even if just one time.
    Mar 10, 2013. 11:09 PM | 3 Likes Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    Sam,

    To keep growing at the same rate, Apple would need to sell an iPhone to everyone of those 7 billion in the next 5 years.

    Not going to happen.

    DISCLOSURE: own the products
    Mar 9, 2013. 02:14 PM | 1 Like Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    Yup -- unless they put up an independently verifiable track record, just ignore it.
    Mar 9, 2013. 02:12 PM | 1 Like Like |Link to Comment
  • Google Is Bargain Priced [View article]
    Do all the fundy analysis you want, this thing is trading lock-step with SPY. Look at the charts. Are computers doing everything now?
    Mar 7, 2013. 01:27 AM | Likes Like |Link to Comment
COMMENTS STATS
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