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Ohrama

Ohrama
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  • MBA Mortgage Applications [View news story]
    When we look at the figure, we can see the Greenspan easy money / tech bubble / irrational exuberance that started around 1994 and went bust by 2010. The Bernanke give aways saved us a little bit I suppose. When it's effect stops we will reach the equilibrium, much lower. This country has over built in terms of everything (numbers, sq. ft per person etc.) whereas the technological revolution is changing the whole paradigm. Think what will happen if we were to or forced to convert some of the mega malls and the airports (my town CVG airport is a prime example) into living quarters!
    Apr 2, 2014. 08:29 AM | 1 Like Like |Link to Comment
  • NYT: NSA used backdoor into Huawei equipment for spying [View news story]
    I am not defending anything. But it looks like life is a cycle in many respects. Freedom and Hard work brought us the wealth. The same wealth made us complacent both in terns of hard work and defending our freedom. For a while (and to certain extent), we maintained our wealth by passing our problems to the rest of the world (devalue your currency and sell to us for less!) but that is becoming difficult; so we need to move on to extraordinary procedures (!) to see how long we can keep our supremacy! And when we cannot use such tactics on the rest of the world, we will start using them on our population. Then we will have a civil unrest, revolution and back to the cycle.
    Mar 23, 2014. 12:23 PM | 3 Likes Like |Link to Comment
  • Bloomberg: F-35 faces yet more delays due to software issues [View news story]
    Remote controlled planes: The communication delivered for proper operation could be deciphered and used to self destruct or capture as the Russia's capture of our drones demonstrate!
    Mar 23, 2014. 12:08 PM | 2 Likes Like |Link to Comment
  • More dividend cuts could be in store at Newmont Mining, Citi analyst says [View news story]
    "dividend payouts for the remaining three quarters of 2014 would decline 83% to $0.075/share from $0.450"
    Like tax hikes, dividend payout reductions are always temporary, I suppose. I bought 1000 at the bottom a month ago and made some good gain to see part of it evaporate today. Cashed in the remaining gain!
    Feb 21, 2014. 06:32 PM | Likes Like |Link to Comment
  • U.S. payrolls up 113K, unemployment rate at 6.6% [View news story]
    Good, at this rate we will have zero unemployment rate even if the jobs added are dismal. I suppose all of us ultimately will be in the government dole!
    Feb 7, 2014. 08:41 AM | 3 Likes Like |Link to Comment
  • The Beginning Of The End Of The 3D Printing Bubble [View article]
    I don't know if this has been mentioned by someone else (I did not go through the entire comments). The internet era has ushered in what one may call in virtual corporations where few entrepreneurs, enthusiasts and backers join hands to develop and promote specific products. One action taking place in this 3D is (one I know) http://bit.ly/1fLQRTK
    where one can put their hands on a 3D printer for $500. Look at the history how this has been made (few dreamers using factories in China to produce the parts). In addition to the impact of this project on corporations such as DDD, we can see the emerging trend as more and more engineers and entrepreneurs become comfortable with such a model.
    Feb 6, 2014. 05:04 PM | 2 Likes Like |Link to Comment
  • The 7-Year Cycle That Will Crush Uninformed Investors, Again [View article]
    The 7 years may not be exact but the ups and down indicate the true cyclic nature of a real free market. But things like sitting on the low interest rate too long, tremendous technology advances, too much USSR style manipulation etc. change that to certain extent and also causing bigger swings. If the market is really periodic and completely predictable, life won't be that interesting, I suppose.
    Feb 3, 2014. 06:33 PM | 3 Likes Like |Link to Comment
  • Stocks fall out of bed after weak factory report, Dow -326 [View news story]
    Perhaps no more QE money to prop up the stocks! The usual 2:00 PM lust for stocks and the accompanying upsurge to wipe out the losses can't be seen.
    Feb 3, 2014. 06:10 PM | 1 Like Like |Link to Comment
  • FOMC tapers, but continues to eye soft inflation data [View news story]
    Just a 13.33% (10/75) reduction in the speed of our printing press, the guys (and the gals?) in the wall street run to the exit. I wonder how things would be if the printing stops completely (assuming it can)!
    Jan 29, 2014. 02:39 PM | 1 Like Like |Link to Comment
  • AMD's Revolution In Computing: The APU [View article]
    As a computer Engineering professor with 35+ years of experience, I can say that AMD has found a way to push back Intel. The bitcoiner's enthusiasm with AMD graphic units prove the lead AMD has in this area. AMD suffered because the CPU benchmarks are made to favor that 500 Lb gorilla and we have pushers such as AE. HSA is an effort to counteract that. AMD also suffered because it was one step behind in the chip scaling but the advantage there seems to be getting smaller and smaller.
    AMD seems to have problem in execution (I have had a number of my ex-students there) but the integration with the Canadian ATI operation seems to be changing that. SO, perhaps this is one another opportunity for AMD as Intel is forced to fight for life in the tablet, smartphone markets.
    Jan 21, 2014. 03:40 PM | 5 Likes Like |Link to Comment
  • Kuroda stresses need to ward off deflation [View news story]
    "Japan must avoid the self-perpetuating deflationary spiral that can occur if companies and individuals stop spending money in anticipation of lower prices in the future."
    Is it the expectation of lower prices or something else (such as having too many gadgets, realizing we don't need many of the stuff or they only make our life more complex) that has lead to the deflationary spiral? As one economist put it, we can't have an infinite growth in a finite world.
    Dec 25, 2013. 04:25 PM | 2 Likes Like |Link to Comment
  • Mortgage apps drop to lowest in 13 years [View news story]
    It looks like a big fundamental change is taking place there and with housing being the (or has been) one of the biggest component of the economy, we could be in for a big shock but for the for ever Santa Claus Fed ($75 T per month still!). Or perhaps in spite of that, pretty soon.
    Dec 24, 2013. 12:24 PM | Likes Like |Link to Comment
  • Chinese shares suffer worst run for 19 years amid cash crunch [View news story]
    At least there the people seems to be motivated and willing to work hard and sacrifice present pleasure for the sake of future prosperity counteracting the governmental problems. What about here at the great USA? What does it say about our house of cards?
    Dec 20, 2013. 07:16 AM | 2 Likes Like |Link to Comment
  • Americans continue to recover wealth lost during recession [View news story]
    So we spend $4T borrowed or printed (fictional) money and the fictional stock price and housing price goes up by $2T. What happened to the other two? we ate!
    Dec 10, 2013. 07:33 AM | Likes Like |Link to Comment
  • New home sales surge in October [View news story]
    September New Home Sales: 354K vs. 420K expected, 379K prior (revised). Big miss (by 66K or 15%) here. Anyone got an idea about August (revised down or up)?
    Dec 4, 2013. 11:17 AM | Likes Like |Link to Comment
COMMENTS STATS
532 Comments
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