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  • Seeking Alpha Strikes A Victory For Free Speech [View article]


    Thanks for a cool head among the noise, and an amazing platform for the exchange of ideas. It's a great outcome and affirmation.

    Best regards,
    Jul 14 08:29 AM | 1 Like Like |Link to Comment
  • To The Fed: A Picture Is Worth 1000 Words [View article]
    This was a pleasure to read. Thanks for sharing such a clear perspective. Les
    Jun 19 03:33 PM | Likes Like |Link to Comment
  • The Illusion Of Control [View article]
    Many thanks for so much perspective in one place. Much appreciated.
    May 3 09:15 AM | 1 Like Like |Link to Comment
  • Apple beats estimates, but guidance disappoints [View news story]
    It's odd to me that as the "cone of uncertainty" around earnings and market share/growth etc is diminished with earnings data, Apple loses market value instead of gaining it, presumably because the speculative fervor of unfounded expectations dissipates. An extreme version of the Wall St axiom of "buy the rumor and sell the news"? It's an interesting contrast to peers (GOOG, AMZN, others) with very high P/E multiples (speculation/hopes/dre... but negligible earnings - all "potential") whose prices go up without earnings. Hope is just put off a little longer - keeping the fiction alive...partying like 1999? while poor dull Apple (the company) makes beautiful products that work well together, change the way we live, and don't require a Help!!! desk to manage for us. Very long AAPL (long since Oct 2000 at $26.63 (in 2000$US)), and long or formerly long some of the peer companies.
    Jan 28 01:04 AM | Likes Like |Link to Comment
  • Is Holding Cash A Good Idea? Will It Pay Off? [View article]
    Gentlemen, a big thank you! Just about fell out of orbit reading this thread. The trajectory is starting to wobble...a crisis of faith. What to believe? Better hurry to Chicago...

    Nah, just buy in to some good businesses instead...
    Jan 24 09:59 AM | 1 Like Like |Link to Comment
  • Apple Does Something Amazing [View article]
    Thank you for the dive into chip design/arch and your insightful candor. Much appreciated.
    Oct 21 09:23 AM | 2 Likes Like |Link to Comment
  • QE3: The Fed's Faustian Bargain For The U.S. Economy [View article]
    Thank you. Very well said.
    Aug 20 10:08 PM | Likes Like |Link to Comment
  • The Most Baffling Government Chart Ever [View article]
    Speaker Boehner (not Sen)
    Aug 18 02:25 PM | Likes Like |Link to Comment
  • The Most Baffling Government Chart Ever [View article]
    The "extraordinary measures" are described in the Appendix to the linked ltr from Sec'y Lew to Sen Boehner. The same set of measures as were used to buy time in 2011. Perhaps another way of saying it is "not paying Peter in order to pay Paul". It's a deferred liability. The liabilities continue to grow - but they are being temporarily deferred so they don't breach the ceiling. If investing in a company, I would want to understand the deferred liabilities as well as the current ones. They didn't go away no matter what the chart indicates, but I do appreciate that we're working to not default.
    Aug 17 02:20 PM | Likes Like |Link to Comment
  • The 'Great Rotation'? More Like The Great Lie [View article]
    @ LeBear, thanks for the McKinsey reference. Interesting read and macro data perspective.
    Mar 4 08:52 AM | Likes Like |Link to Comment
  • More on FOMC Minutes: It looks like the doves won the debate, says Fed-watcher David Jones, reckoning QE3 just got a lot more likely at the September 12-13 meeting. "Many members judged that additional monetary accommodation would likely be warranted fairly soon." [View news story]
    SoldHigh, Well said. The hostile environment, uncertainty, and short-term band-aid fixes drive main street decisions.
    Aug 22 03:59 PM | 2 Likes Like |Link to Comment