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diadochi

diadochi
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  • Income Inequality And Financial Instability [View article]
    Seems like the solution to lack of ability to consume in the bottom 80% could be solved in part by the creation of sovergn wealth fund that everyone would have an ownership position in, funded by a simplified tax system.

    But perhaps having everyone consume more denies the reality of our physical situation. Maybe a more fundamental reassessment of the satisfaction of needs which are finite, and wants which are not, would be the smart play, instead of trying to crank up the volume on something that seems to have developed some existential side effects.
    Mar 11 11:20 AM | Likes Like |Link to Comment
  • Chinese exports unexpectedly plunge, inflation eases [View news story]
    What did you think the Communist Revolution in China was all about anyway? The Nationalists were so corrupt that during WWII, the Japanese sometimes didn't have to fight Nationalist generals to win a battle; they just paid them off, to the immense sorrow and shame of the rank and file that had to pay the price for this. (General Joe Stillwell) No wonder they had a revolution, as only the Communist armies could effectively battle the Japanese. In addition, China had been supine for one hundred years, due to crippling levels of corruption prior to the Japanese war. The Communist revolution was a big "Enough!" to all that.

    But now corruption is back, big, and all the way to the top. Unless they can slay this dragon, China will grow more and more dysfunctional. The Communist party should well remember that it was their organization that came to power on the back of popular disgust with the "100 years of humilation" caused by corruption.
    Mar 9 02:28 PM | 6 Likes Like |Link to Comment
  • GE's Jeff Immelt: 'The Age Of Natural Gas Is Upon Us' [View article]
    We are doomed if so many of you "investors" subscribe to this cherry picking of science. OK when it puts some immediate clink in your pocket, dismissed as a elite control mechanism if it doesn't. 97% of per reviewed climate scientists think that the science of global climate change is sound. And you have your PhD in what field? Or do you just have a B.S.?
    Feb 26 11:03 AM | 2 Likes Like |Link to Comment
  • AT&T: When High Yield Can Trump Dividend Growth [View article]
    We will see after the cell cos have their little price war. Might be a good entry point after the war is concluded and the victors buy the losers; and the PUC steps in to regulate rates. :)
    Feb 20 10:34 AM | Likes Like |Link to Comment
  • Global Warming And Its Impact On Energy Stocks [View article]
    Point being it might not be too safe from an investment perspective to be long high carbon sources of fuel. More wacky weather will likely make a pro CO2 portfolio feel the pain. But you guys with your "for certain" visions just go right ahead and run into that minefield with your life savings.

    Me, I'll stick with Natgas e&ps, service cos,and its infrastructure, nuclear (surprised?), wind, and utilities that are heavy in those directions. You other guys can buy the coal mine. :)
    Feb 19 10:17 PM | 1 Like Like |Link to Comment
  • CenturyLink: The Value Conundrum After 2014 Guidance [View article]
    CTL and FTR are the only cables into lots of the rural areas of the US....there are places in the cities and exurbs where they overlap cable (and cable is still trying to force content packages down consumer's throats who have already partacken of the liberation of a lacarte video over IP, and aren't going to go back to the farm, so don't expect vigorous competition in the "dumb pipe" area). Note anything less than 5 participants in a market is effectively a monopoly. Watch from a technical standpoint how CTL provides 40mbps connections into rural areas and exurbs today (I'm in the biz), blowing away WISPs, cell cos, satellite and understand that FTR will be forced to do the same tomorrow or not be here. Note the resulting monopoly... Run, monopoly, run. Buy the stocks, investors, buy, while things look so BAD for these companies investing in their rather bright future.
    Feb 19 09:27 PM | Likes Like |Link to Comment
  • The Least Understood Dynamic In Today's Economy And What It Means For Investment Assets [View article]
    Dr..you might look at the strong economic relationship between the Kaisers Germany, who was cousin to Queen Elizabeth of England prior to WWI. Didn't prevent the war.
    Feb 19 09:06 PM | 1 Like Like |Link to Comment
  • Global Warming And Its Impact On Energy Stocks [View article]
    All I know, other than what the most of what the worlds per reviewed climate scientists are saying about the subject, is that the weather in the place I have lived in and gardened in since 1987, is gone quiet warm, dry, and downright unpredictable.

    We used to get a snow pack, and I used to ski. Not for the last two years, which have been especially wacky. Talking to some of my neighbors when I moved in, they talked about snow 5' deep; one time at most we've seen 3'. Sitting on the board of the irrigation association, well, we aren't going to have a irrigation season this year, and before that its been declining snow packs all along, with a few big years scattered in there ('97 comes to mind).

    We also have been seeing changes in how the precipitation comes; not as steady as before, but now in peak watershed events, requiring our association to lay out quite a bit for ditches that blew out (we've piped one long section in response over a period of a decade).

    So, that's the report from boots on the ground.
    Feb 18 10:58 AM | 1 Like Like |Link to Comment
  • 'End The Fed' And QE On Trial: 10 Questions For Critics Of The Fed [View article]
    No teller, I find myself within the palace, but I don't obviously buy completely the hard work meme. Its certainly an essential part of success (boldness at the right time and place helps too), but it isn't by itself, sufficient.

    An open society with significant amounts of opportunity would be ideal, not one tending towards an over controlled plutocracy. This presents a danger to all of us "little people", which is what I am. The top 1% aren't my or the 99%s enemies; they are just people after all, but the soulless global machine that creates them very well might be.

    I'm actually with you in your frustration with people who chose to do nothing; I like you, am not wired up that way, but when I see good, hard working people who are trying getting smacked down, I think we have a problem. Those others, yes, I don't have much use for them either.
    Feb 18 06:02 AM | Likes Like |Link to Comment
  • 'End The Fed' And QE On Trial: 10 Questions For Critics Of The Fed [View article]
    Without Bernanke's forthright actions in 2009 amidst the howls of protest from the T-types, we would be in a Great Worldwide depression by now. Perhaps the situation today isn't perfect, but its not bad...especially if you had a bit of faith and went long stocks and not gold, bullets, and whiskey, as many, if not most, were advocating right here on SA during that time frame.
    Feb 15 01:21 PM | 1 Like Like |Link to Comment
  • 'End The Fed' And QE On Trial: 10 Questions For Critics Of The Fed [View article]
    My understanding was that every merchant needed a book of pictures enumerating paper currencies in all their varied splendor and whether they were still good, how much discount, and latest scam currencies. It took the Federal government after the civil war to introduce the greenback and discourage the issue of all others in order to establish a currency union like the EU is trying to do now. An alternate reality might have led to the situation that now prevails in South America. Lots of small countries who have struggled to establish the high standard of living like here in the US.
    Feb 15 01:02 PM | 1 Like Like |Link to Comment
  • 'End The Fed' And QE On Trial: 10 Questions For Critics Of The Fed [View article]
    Marxism foundered on plentiful beef and gravy following world war II. When absurdities of the present machine throw up results like 58 individuals owning more than the bottom 50% of their fellow human beings, expect that the occasional gust of change may portend the storm. You can stand out in front of the winter palace handing out pamphlets supporting the Czar, but I doubt you'll convince many that the system works for them.
    Feb 15 12:47 PM | Likes Like |Link to Comment
  • 'End The Fed' And QE On Trial: 10 Questions For Critics Of The Fed [View article]
    We were occupying a relatively empty and incredibly rich, temperate, land mass by massively violating the property rights of the previous owners during that time frame. Add in industrialization, and its no wonder we grew like crazy. All that other stuff you mentioned are artifacts of the closing of that natural growth spurt. Looking to what worked in the "empty-world" scenario isn't going to be of much use going forward.

    As a matter of fact, I suspect some rather radical new paradigm is going to be necessary for the human race to have security and happiness going forward.

    Look to social networking and personal ratings in everything to start to be the biasis for what we now substitute financial wealth. Like Santa Claus, the network and all its participants will know if you have been bad or good...and that will be your claim on society. So, be good for goodness sake; Skynet has got your number. :)
    Feb 15 12:38 PM | Likes Like |Link to Comment
  • The Cash On The Sidelines Myth Lives On [View article]
    No mention of the elephant in the room; the bond market. The global bond market is three times the market capitalization of stocks. As interest rates move off the bottom after a three decade move slowly down, bond holders will experience something they have no recent experience with; capital loss.

    Bonds have been a three decade one-way bet. It hasn't always been this way. Looking back to say the 1940's, if you were invested in British, "sound as the pound" gilts (LT govt bonds), you would have lost 50% of your investment by the mid 1950's.

    So, if you are a bond holder what do you do? Move down the maturity ladder to those not so enticing yields, or do you start allocating more to global stock markets, not all of which are as richly valued as the S&P.
    Feb 14 12:28 PM | Likes Like |Link to Comment
  • REITs Are Oversold; It Seems To Be A Good Time To Be Greedy While Others Are Fearful [View article]
    I really wonder about the perceived value in retail re, as referenced by " As the old CEO of MCD once said, there greatest business asset is not selling food or the brand, but owning prime real estate on the busiest corners of the world which is where the food is sold. " when you can bring up Yelp on any old phone and find much tastier and cheaper faire a few blocks over. Might even be good for you.
    Feb 11 11:23 AM | Likes Like |Link to Comment
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191 Comments
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