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dieuwer

dieuwer
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  • Lumber Liquidators: CARB-Compliant Or Not? [View article]
    Proof is in the pudding. Send your own investigator to the Chinese manufacturer and ask him directly about his interview with "60 Minutes".
    May 20, 2015. 08:33 AM | Likes Like |Link to Comment
  • The Greek Disconnect? [View article]
    Currency unions don't last forever. It might take another 100 years of agony, but it will end.
    May 11, 2015. 06:23 PM | 2 Likes Like |Link to Comment
  • Broken BRICs - Can Brazil And Russia Rebound? [View article]
    What is your outlook for the Brazilian Real over the short term (6 months)?
    May 8, 2015. 10:09 PM | Likes Like |Link to Comment
  • The Wireless Telecom Market Is Changing And You Don't Want To See The Result [View article]
    Here is some data: http://bit.ly/1GO398e
    May 5, 2015. 11:47 PM | 1 Like Like |Link to Comment
  • The Wireless Telecom Market Is Changing And You Don't Want To See The Result [View article]
    It's about time. The US telecom market is the most uncompetitive market on earth. In Europe and Asia, cell phone plans can be had for a fraction of what they would cost in the US.
    American consumers are being gauged big time, thanks to the existing oligopoly. It's about time it breaks apart.
    May 5, 2015. 11:41 PM | Likes Like |Link to Comment
  • Lowe's Laminate Flooring May Have Issues Similar To Lumber Liquidators' [View article]
    When the authors decides to short HD, he will come out with a HD bashing story shortly thereafter. No worries.
    May 1, 2015. 12:23 PM | 2 Likes Like |Link to Comment
  • Beating The Market Is Simple, But Not Easy [View article]
    I depends why a stock is dropping. Maybe the companies' products are no longer in fashion and the company is headed for bankruptcy. Would you just brainlessly buy the stock until it hits $0?

    Same story with winners. Why sell a stock like AAPL if it performs well? Suppose you bought it in 2004. Should you really have sold (part of) it in 2005, or 2006, or 2007, or 2008, or...?
    NO! You should keep it and let it run! (let the winners run).

    And to finish it off: Do you really think Buffett is a equal weighing guy, or does he just buy high quality stock and keeps them "forever" (no rebalancing)?
    May 1, 2015. 12:05 PM | Likes Like |Link to Comment
  • Beating The Market Is Simple, But Not Easy [View article]
    Equal Weighing is dumb, as you pile on stocks that perform badly just to keep their weight constant, while you constantly are selling winners to keep their weight constant as well.
    Apr 30, 2015. 10:43 PM | 1 Like Like |Link to Comment
  • I'm Not Feeling The Love With American Finance Trust [View article]
    Moral of the story: stay away from anything where Schorsch is involved.
    Apr 27, 2015. 10:40 AM | 3 Likes Like |Link to Comment
  • Thanks For The Investment Advice, Mario! [View article]
    Exactly! That is what debtor countries want right? (Hyper-)inflate the debt (bonds) away!
    I am not saying it is preferable, I am saying IT IS POSSIBLE.
    Apr 22, 2015. 09:59 AM | Likes Like |Link to Comment
  • Thanks For The Investment Advice, Mario! [View article]
    It is that simple.
    Apr 22, 2015. 08:19 AM | Likes Like |Link to Comment
  • Thanks For The Investment Advice, Mario! [View article]
    Debts of the 21st century are all denominated in paper currency. It is not like you are liable for $100 billion worth of diamonds or $100 billion worth of gold.
    If the ECB wants, it can press they right button on the keyboard and - voila - the freshly created paper/digital euros can be used to buy the debt and do away ("extinguish") with it.
    Apr 21, 2015. 01:53 PM | Likes Like |Link to Comment
  • Greece Is Not The Only Country Facing Severe Economic Challenges... [View article]
    Don't forget to include public debt. When you do that, the debt/GDP ratios in Europe are MUCH higher.
    Mar 31, 2015. 11:23 AM | Likes Like |Link to Comment
  • Is Greece's Debt Odious? [View article]
    Odious or not odious, it's fiddling with semantics.
    The Greeks are broke. Simple as that. And no matter how may new loans (or another round of heroin for the drug addict), the patient will not be cured by it.
    The only right course of action is total withdrawal (detox): No new debt, a HUGE haircut (debt default) and a clean slate to start over.
    Mar 31, 2015. 11:17 AM | 1 Like Like |Link to Comment
  • Is A Rising Euro Good News For The South African Rand? [View article]
    Actually, the Rand has been strengthening against the Euro since early 2014. From 15:1 to 13:1.
    Mar 25, 2015. 01:19 PM | Likes Like |Link to Comment
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