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bolaughlin

bolaughlin
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  • Here's How The Amazon.com Quarter Is Looking In Terms Of Revenues [View article]
    I'm a little confused about this:
    "Amazon - Amazon's February came in at 23.0% compared to January's 14.0%, a substantial m/m increase we believe due to the improvement in weather conditions".

    Weather conditions? That sounds a little soft to me. How, specifically, does bad weather affect Amazon's revenue? It's not like they're putting on a show that people have to leave their houses to see.
    Mar 14 09:51 PM | 2 Likes Like |Link to Comment
  • Why Inflation Never Came [View article]
    The link is indeed broken.
    May 21 05:55 PM | Likes Like |Link to Comment
  • In addition to putting an end to Creative Suite development, Adobe (ADBE) is killing off its Fireworks Web graphics design/prototyping tool. On the other hand, Adobe is doubling down on mobile (previous) by launching Project Mighty, a pressure-sensitive drawing stylus for tablets, and Napoleon, a digital ruler/guide. Also being shown off is Project Context, a giant touchscreen-based system aimed (for now) at magazine design. [View news story]
    Somewhat misleading to say Adobe is "putting an end to Creative Suite Development". They're still developing the tools of the Creative Suite: the change is that they will offer them now through the Creative Cloud, rather than in boxes.
    May 6 07:34 PM | Likes Like |Link to Comment
  • This Gold Slam Is A Massive Wealth Transfer From Our Pockets To The Banks [View article]
    I don't understand the "naked short" concept. This is futures trading. Someone took the other side of every trade.

    Yes, there are more contracts traded than will settle physically. That is not particular to gold. That is always the case.
    Apr 16 12:14 PM | 1 Like Like |Link to Comment
  • Cyprus Will Bring The Red With It [View article]
    Is there an assumption that the margin debt is long? From the data in the link, there's no way to ascertain that. For all we know, a lot of margin is short. Perhaps I'm missing something.
    Mar 17 11:08 PM | Likes Like |Link to Comment
  • Adobe: No Room For More Upside Potential [View article]
    Interesting. What do some other companies look like with this same methodology? (eg, IBM, MSFT, FB, AAPL).
    Jan 9 06:00 PM | Likes Like |Link to Comment
  • More on the plunge (worst since 1986) in the NFIB small business index: "Something bad happened in November ... and it wasn't Hurricane Sandy," says the NFIB's Bill Dunkelberg. A "stunning number" of owners expect conditions to worsen over the next 6 months." Note: The NFIB excluded responses from those in Sandy-affected states from the final tally. [View news story]
    The first congress under Clinton was not Republican (the next three were). Since all 8 years delivered budgets, I guess we can conclude it wasn't congressional control that mattered.
    Dec 12 09:27 PM | Likes Like |Link to Comment
  • More on the plunge (worst since 1986) in the NFIB small business index: "Something bad happened in November ... and it wasn't Hurricane Sandy," says the NFIB's Bill Dunkelberg. A "stunning number" of owners expect conditions to worsen over the next 6 months." Note: The NFIB excluded responses from those in Sandy-affected states from the final tally. [View news story]
    "Ronald Reagan who turned around the economy by getting tough on inflation" Actually, thank fed chief Volcker for getting tough on inflation. (Appointed by Carter).

    btw, the economy seemed to do just fine during Clinton's second term.
    Dec 11 11:55 AM | 3 Likes Like |Link to Comment
  • If Obama Wins, Sell Your Winners [View article]
    "By the way, Intrade also is quoting even more certain odds that the Republicans will keep control of the House and the ditto the Democrats with the Senate. In other words, gridlock will be here for at least two more years, so do not expect any major initiatives absent the miraculous."

    "A Google search says that this year’s presidential and congressional campaign spending will total around $6 billion, with most of that coming from the special interest groups that benefit the most from government largesse."

    Taking these two together, we can conclude that the gridlock will prove the $6B special interest group spending will earn no returns.

    Good.
    Nov 2 12:43 PM | 1 Like Like |Link to Comment
  • Amazon: Disbelief Now Requires Denial [View article]
    This is also their highest margin business (as you've pointed out, Paulo).
    Oct 13 10:57 AM | 1 Like Like |Link to Comment
  • More on the shift from fixed income to equities: Jason Goepfert's "smart money/dumb money" indicator tells him stock prices could be set to crack. Currently, 67% of the "dumb money" expects a rally, he says, against just 50% expecting it in August when prices were 10% lower. A 3-8% correction (chart) typically follows when sentiment moves to such an extreme. [View news story]
    The last time the credit rating got hit, bonds went on a tear.
    Sep 22 08:35 PM | 1 Like Like |Link to Comment
  • More on the Kindle Fire's market share: IDC estimated Amazon (AMZN) had just 5% of the global tablet market in Q2 (in terms of unit shipments rather than end-user sales) and 4% in Q1, after controlling 16.8% in Q4 '11. While the Kindle Fire's U.S. share is bound to be higher than its international share, since it's a U.S.-only product for now, the difference between Amazon's figure and IDC's numbers suggest something's amiss, at least as far as 2012 sales go. (Nexus 7 shipments[View news story]
    Perhaps they mean "22% of Android Tablets".
    Aug 30 01:27 PM | Likes Like |Link to Comment
  • Microsoft's Make Or Break Moment [View article]
    Early reviews of a new OS are typically useless. What really matters is what happens when real users try to install it and use it productively. So the fact that CNET "loved" windows 8 is laughable. Besides, CNET gave Vista a rating of 3.5/5....luke warm perhaps, but not damning, and they completely missed the point: "Windows Vista is essentially warmed-over Windows XP". Not at all. Vista was an atrocity.

    The only reason Vista is running on anyone's machine is that it was forced on them.

    Your conclusions don't follow from your Article. There is no "new Microsoft".
    Aug 21 12:24 AM | 1 Like Like |Link to Comment
  • The Zero Sum Game Of Lower Interest Rates And Why Mortgage Rates Will Rise [View article]
    Based on the author's chart of 10yr Treasuries, the white house has had this wealth redistribution scheme for some time.
    Jul 29 06:43 PM | 2 Likes Like |Link to Comment
  • Natural Gas Storage Fears And Realities [View article]
    Thanks for the link.

    The pipeline/storage companies must be happy.
    Jun 9 04:09 PM | Likes Like |Link to Comment
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