In Summary, The Tesla Model S Is A Dirty Car [View article]
I just read it and my question is what ugly? They rave about the car throughout, as in "nothing like it and won't be for a while." The thrust of your article has to do with emissions, but that ain't all there is to Oz Dorothy. And that is why the shorts are dumping in their shorts. Granted it is exuberance, but unlike the ruinous Greenspan years, it ain't irrational.
In Summary, The Tesla Model S Is A Dirty Car [View article]
Well then since you have committed to a sell or short recommendation this has to influence you regardless of the CO2 argument you make in this article. You go to extremes to make this point but it is a distinction without a difference in my view. To say that an electric car is somehow more environmentally wasteful than a gas guzzler is just nonsensical. The coda about folks who use solar panels are somehow creating more CO2 is ridiculous. Tesla is doing a good job against a lot of headwind. I don't know diddly about them or the technology. But I do know cars, and you don't get Motor Trend awards or Consumer Report 110 scores out of 100 making a bad one. The stock is high now due to some exuberance, but it is one fine automobile and their tech is in fact disruptive of what has gone before. And no I am not long Tesla or short and thus have no dog in this fight.
This Summer Slowdown Will Be Different Than The Previous 3 [View article]
Government spending is declining due to sequestration but mostly due to declining military expenditures because of spending less borrowed money on wars. I should add the qualifiers, "largely" and "senseless."
5 Stocks Trading At A Discount Poised To Advance [View article]
Apple and Ford I can see, both strong companies that produce stuff people want. Ford is the weaker of the two. Citi should be broken up to unlock that mythical "value," along with BAC and the rest of the big 5. The other two are smoke and mirrors.
Apple: How To Admit You're Out Of Ideas [View article]
Cult mania? The cult was the fund managers who bailed out along the way and analysts who harp the same old song. The share price was too high. Now it is not. Apple will be around for a long while because it makes great products that everybody wants, including this 65 year old cultist.
The U.S. Economy: How Did We Get Here? Where Are We Headed? [View article]
You left out automation and the movement of labor offshore. Those are policies assisted by government which has been populated by folks abetted by those that benefit. And to be fair, the Chinese finally figured out economics. On energy, you get what you pay for. Carter put solar panels on the White House roof. Reagan took them off.
The U.S. Economy: How Did We Get Here? Where Are We Headed? [View article]
Fairly good comment except the emphasis on government fomenting the borrowing craze. That was the thieves in the Big Apple demanding more and more from the bottom of the pyramid scheme. They believed their own magic. There was no government regulation of anything including what was left on the books which wasn't much. Capitalism is a wonderful concept since it captures one of the three legs of the human pyramid greed, the other two being sex and power. But unfettered it leads to disaster. Repealing Glass-Steagall was a disaster. Since politics is taboo on this site, the rest must be left unsaid. Revenue reduction was also unwarranted.
Apple Earnings Preview: Playing The Analyst Game [View article]
Great article breaking down the numbers and analysts' role. Let's see how the market reacts. Hopefully an opportunity comes to buy a great company at a great price.
5 Reasons Why I Am Shorting The Market [View article]
Reading your article reminds me of how little I know. But what I do know is that there is always irrational exuberance, bubbles, etc. and people can justify anything with statistics. Truman was so exasperated with economic advisors he bemoaned the lack of a one armed one since they all said "On the one hand" this could occur, on the other...etc. Whenever people are trying to enrich themselves on anything often at the expense of others as if it were a zero sum game, and it becomes pandemic those exuberances occur aided and abetted by some very smart people supposedly and algorithms. But sense and emotion also is displayed now by cautious warnings which is what your article is. By the very fact that you wrote it and so many commented on it means this market is not irrational. It is a bit strange in some ways, but irrational does not fit it. Neither does the fact that Europe is hurting or the Japanese are doing their own QE, that is divergence in world markets mean much...to me. It means what it always does. People are different. Witness for example that democracy works in Japan and Europe and fails to do so in the U.S. Senate. Furthermore, there are trillions of dollars sitting on the sidelines and the Fed pumps on. Corporate earnings have done well for the most part. Walmart is striding along. Tech is slow. Automation and 30 years of insane tax policy which continues unabated has affected it all. If you take it all in, it simply does not presage a collapse, a pullback sure, perhaps, but nothing goes straight up or down, except with the aid of chemicals.
Apple makes great quality products. But Nokia is innovative however its main business is cell phones, although the navigation and NSN segments are also part of it and doing well. Quality was Job's schtick more than anything else and thinking like a consumer. The author is correct. Execution and innovation of what went before made the company. But none of this has much to do with share price which is large holders divesting, taking profits, whatever. And the company will survive and prosper, but how far it drops is unknown. $250 maybe but that would be the bottom IMIO...in my ignorant opinion. All of it is guess work in the end just as emotion and lemming like conduct is part of it.
A Johnson-Less J.C. Penney Is Still Dead In The Water [View article]
Did these people not do any marketing research on their demographic whatsoever? The mainstay was pudgy housewives or svelte ones, take your pick. Pudgy doesn't mean stupid, far from it. They eagerly awaited the coupons and they used them. Hardcore middle American shoppers were and are going down the tubes slowly as the middle class shrinks. Walmart will be the beneficiary of that decline, but JCP could have gone on with some adjustments. Johnson was a disaster, but the problem is more profoundly the result of 30 plus years of trickle down and gushing up.
Nokia: Not Enough Luck With The Lumia [View article]
A superficial article that could have been written months ago that tells more about the bias of the author than the value of the company. Nobody knows the future but the indications are that Nokia with WP8 has made the right moves not to mention the other businesses that are profitable and superior. The fact all the bus and pol types flocked like lemmings to Blackberrys, and Apple captured the U.S. imagination is in the past. Nokia makes great, technologically superior phones. The numbers always lag. Being ethnocentric in the U.S. is not illuminating for an objective look at this company. If you do not know these minimal facts, then what you have to add is just uninformed and useless.
Labor Force Participation Rate Since 1987: Some Eerie Demographic Trends [View article]
Then your solution is to let them starve and die in the snow then, sans fireplace. There is such a thing in life that competes with economics. It is called morality. Get a book. Read about it. Cause you evidently need to learn.
11% of U.S. workers are in a union. Right to work laws abound. The wage structure has been stagnant for two decades or more since the advent of voodoo. The rewards from pols go to the moneyed classes in the northeast principally those in the venue of Manhattan but also wherever money flows from those rewarded by absurd unjust policies of taxation and campaign inflows to perpetual pols. The political class is captive. The people are defeated. En fin, there is no comparison between Europe and the U.S., especially Italy.
Apple's Magic Is Broken [View article]
In Summary, The Tesla Model S Is A Dirty Car [View article]
The thrust of your article has to do with emissions, but that ain't all there is to Oz Dorothy. And that is why the shorts are dumping in their shorts. Granted it is exuberance, but unlike the ruinous Greenspan years, it ain't irrational.
In Summary, The Tesla Model S Is A Dirty Car [View article]
This Summer Slowdown Will Be Different Than The Previous 3 [View article]
5 Stocks Trading At A Discount Poised To Advance [View article]
Apple: How To Admit You're Out Of Ideas [View article]
The U.S. Economy: How Did We Get Here? Where Are We Headed? [View article]
The U.S. Economy: How Did We Get Here? Where Are We Headed? [View article]
Apple Earnings Preview: Playing The Analyst Game [View article]
5 Reasons Why I Am Shorting The Market [View article]
Apple's Dirty Little Secret [View article]
A Johnson-Less J.C. Penney Is Still Dead In The Water [View article]
Nokia: Not Enough Luck With The Lumia [View article]
Labor Force Participation Rate Since 1987: Some Eerie Demographic Trends [View article]
You Just Don't Understand Europe [View article]