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  • Rates And Reality [View article]
    I can only hope that those young people will have something to offer the economy other than nimble fingers and strong backs. The robots have arrived on the job, and only those that can contribute to that world will thrive. The "over 28" requirements say it all; these job openings aren't about knowledge; a 28 year old knowledge worker is just getting getting going.
    Aug 20 09:36 AM | 1 Like Like |Link to Comment
  • Bank Of America - Nearing Inflection Point [View article]
    Well written, and erudite comment, Wharton. However, this scenario of de leveraging and ever lower, or even below the zero bound interest rates, is what we have been in since the Great Recession has begun.

    Nothing new here; it is as its ever been.
    Those that have hid in cash, as you and others, who were making erudite and persuasive arguments by the hundreds here on SA, especially nearer to to 2009, have lost out on the kind of market returns that only come around once in a generation.

    I agree with everything you've said, and maybe we are headed to a Japanese Lost Decade (s) globally.

    But against that is: Never, Ever, fight the Fed (s). And it's not just the US Central bank that has adopted ultra loose policy.

    Low economic activity just means the Central banks are going to stay on the job longer. Ultra low rates and QE are nirvana for financial assets, as we all have seen. Don't fight the tape. It could still be a heck of a run as this global CB policy begins to work----against all expectations.
    Aug 20 09:10 AM | Likes Like |Link to Comment
  • Bank Of America: Get Out Now, The Bank's Coffin Is About To Be Nailed Shut [View article]
    I just love the imagery evoked by your title! However, I'm with the undead, on this one. Long the vampires. ..and BAC in particular starting in the $7 range. Appreciate the airing out of the worry closet, though.
    Jul 11 09:35 AM | 3 Likes Like |Link to Comment
  • On The Fourth Of July: Bullish On America [View article]
    I wonder how much Eric's and other commenter's enthusiasm for a "cleansing" would wilt if it were them that took the cleaning? When the dry powder gets wet after the middle class gives up on capitalism entirely after yet another complete melt down followed by more asset concentration into the "strong hands".

    While I agree that the US has some aspects that set us above other stories such as Europe and Asia, our greatly diminished social capital since the 1970s is crippling. The sense of entitlement on the part of the wealthy and the welfare class is killing the incentives to work.
    Jul 4 11:15 AM | 2 Likes Like |Link to Comment
  • Top Mobile Carriers To Face Continued Pressure From Innovation [View article]
    Try using Republic when your car breaks down on some rural highway...or try getting some work done in just about any of the places that offer a good vacation. Trying to find an open hot spot is so 2005. Yes, my smartphone roams to wiFi as much as it can; my carrier T encourages it to offload data traffic. Not even slightly convincing as some sort of paradigm shift.
    Jun 8 08:08 PM | 1 Like Like |Link to Comment
  • Negative rates not the end of moves for the ECB [View news story]
    Yes, long VGK in anticipation of this.
    Jun 6 12:09 AM | Likes Like |Link to Comment
  • Crisis In Ukraine: What Now For U.S. Stocks? [View article]
    Ella...I think there's some parallels between Putin's evolking Russia's "ancient civilization" moral values, with a headline emphasizing Russian proportedness to self-sacrafice, as opposed to us self-centered Westerners, and Hitler's Volk and the Thousand year Reich. Same basic ingredients; a humbled, previous superpower or nation on the make, susceptible to the same balderdash, with the same outcome: military aggression, leading to yet more humbling.
    Apr 26 10:36 AM | 5 Likes Like |Link to Comment
  • AT&T Inc.: Bond Market Implications For The Dividend Yield [View article]
    Very illuminating article. Seems that the conclusion is that due to the popularity of T, investors are paying too much for yield on its bonds. Is this also true of the dividend yield on the stock with its 0.89% default risk premium? Care to illustrate some alternatives with better risk vs reward ratios?
    Apr 24 10:04 AM | Likes Like |Link to Comment
  • 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] 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