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timddeb

timddeb
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  • Evaluating The Boeing Rollover [View article]
    er has anyone noticed how much effort China is putting into military planes? Check out AVICHina 02357HK
    SO the USA is going to either need more and better planes and drones soon, or take a back seat in the Pacific. Short term BA is going to have to spend a lot on R&D. Long term the world is not getting any more peaceful and the biggest stick is taking more and more to produce. Long "defense" stocks.
    Jun 26, 2015. 11:11 AM | Likes Like |Link to Comment
  • Will The Quants Blow Up The Markets Again? [View article]
    So, do nothing, but if you are going to Panic, Panic Early.
    Jun 26, 2015. 02:16 AM | 1 Like Like |Link to Comment
  • Attention Shifts To Data As Greece Nears Deal [View article]
    er, has it occurred to anyone out there that the reason for Greece and other countries being unable to compete, is that they are tied to the Euro? If they were not, a weak currency would make manufacturing in Greece more attractive, just like it is in the Phillipines or Vietnam. It is not really in the long term interest of Greece to stay in the Euro, it is however in the interest of Germany France et al for Greece to stay both from an economic point of view, and Geographically
    Jun 23, 2015. 01:00 PM | 1 Like Like |Link to Comment
  • U.S. Investors, Does Greece Really Matter To Us? [View article]
    If Greece Spain Ireland and Portugal leave the Euro would LMT sell less F35s (possibly) or Diageo sell less bottles of Spirit? No! So why all the fuss? The only people with skin in this game is polaticians who want to control lots of other people, and get spiteful when people do not want to bew controled. But for companies it won't make much difference either way.
    Long equities. No Bonds
    Jun 22, 2015. 12:59 PM | Likes Like |Link to Comment
  • Here's Why I'm Buying Microsoft And Selling Apple [View article]
    I don't think anything that Microrob will do will restore confidence in Windoze.
    There are too many free things around like Libre Office which is multi platform, and Android is making big inroads to the PC market. Apple is a triumph of marketing over sensibility and eventually even corporate buyers are catching up with the fact that software is better in open source. This is the last spin of the wheel for MS, but with their total disregard for the needs and wishes of their clients, no one in their right mind is buying their bloatware.
    Jun 22, 2015. 06:30 AM | 1 Like Like |Link to Comment
  • Greece As Schrodinger's Cat: Why Greek Eurozone Membership Is Neither Alive Nor Dead [View article]
    I think that Greece knows it was going to default or get favourable terms all along, and they just want to make Merkel look like the bad person, which she undoubtably is.
    Jun 17, 2015. 11:12 AM | Likes Like |Link to Comment
  • The Little Worm That Is Destroying Capitalism [View article]
    you are not from around here are you?
    Jun 16, 2015. 02:07 PM | Likes Like |Link to Comment
  • What Behavioral Finance Tells Us About The Greek Negotiations [View article]
    I suppose as every nation has to agree to the EU treaty change Greece could just say, we ain't paying, now what you going to do, as we won't sign to go!
    Is EU short for Everyone is Used BTW!
    Jun 11, 2015. 08:15 AM | Likes Like |Link to Comment
  • What Behavioral Finance Tells Us About The Greek Negotiations [View article]
    Great article. The solution to Greece, is leave the Euro and build skilled workers and infrastructure. Germany paying war reparations wouldn't hurt either
    Jun 10, 2015. 02:40 PM | Likes Like |Link to Comment
  • Why Greece Still Matters To Financial Markets [View article]
    Greece economy was low before it joined the Euro. Then they got the Euro, and it went to hell. True they need to imprison the heart surgeons claiming they earn 30K per year, and sort out the rest of the mess, (left wing government that does not believe in taxes anyone?) but they also need to leave the Euro and give Merkel the finger, who is the person causing most of the trouble. Greece cannot compete with Germanies economy while Germany has the infrastructure and skilled workforce and Greece does not, but does have the same currency. SO you want to buy widgets? Other things being equal you buy from the lowest price per unit. Guess what, if Greece leaves the Euro they can compete, they can't if they are in the Euro. WHich in my humble opinion is why Merkel is being so nasty. What confuses me is why people think because a country exits the Euro that equities would be worth less. Would a German car manufacturer's figures go down? Maybe by a few, say that might have gone to a wealthy Greek, but not enough to register. Would less washing machines be sold? Nope. SO whatever happens with Greece it is not a big deal for equities, except that the herd mentaility will talk it down, and when yeilds go through the roof, people might well come to their senses. I can't be bothered to sell in anticipation and then buy back in, although it does look like a classic blood on the streets moment, this time driven by henny pennies screaming thast the sky is falling in. End of the Euro? Good riddance, but the trade will go on, and international companies will still be international companies.
    Jun 7, 2015. 03:47 PM | Likes Like |Link to Comment
  • Controlling Your Consumer Mindset [View article]
    I wasn't old when it happened! Moderate Caffeiene!
    I got classic dependancy symptoms!
    Thanks for the link.
    Jun 7, 2015. 03:23 PM | 1 Like Like |Link to Comment
  • Controlling Your Consumer Mindset [View article]
    I was in a queue for an MRI scan, reading an boring magazine. In the article on caffeine it stated that caffeine was one of the chief causes of kidney and liver cancer. Guess what I stopped? Too late for my right kidney though. Laproscopic surgery took it out, I went down monday lunchtime to the theatre, and was gingerly riding my bike Wednesday evening, and on the Sunday I drove 600 miles to France. I refuse to believe the nay sayers about the NHS.
    Re eating out... There are two savings to be made here. Learn to cook, and prepare a special meal once or more a week. (one of my early bibles was "The complete Asian cookbook by Charmaine Soloman. Out of print but still available secondhand) So while you now have a hobby, (buy only the best ingredients) which is cheaper than eating out, you are not spending money on something else so you have a double saving. Want to join a Gym? Ride a bike instead. Better workout if you push hard and better scenery. Roads too dangerous, either learn to ride defensively and buy a rack that clips to your towbar and take the bike to an off road area.
    Happy rearranging your life.

    PS full suspension mountain bikes are for going downhill on rough tracks and that suspension saps the forward motion, research your choice carefully!
    Jun 6, 2015. 02:20 AM | 1 Like Like |Link to Comment
  • The Rise Of Personal Care In Unilever's Portfolio [View article]
    there may be trouble ahead?
    Jun 5, 2015. 12:52 AM | Likes Like |Link to Comment
  • HSBC Has A Lot Of Work Left To Do [View article]
    HSBC in Hong Kong might do well, but it is a shambles. It is merely the best of a bad lot, and proper competition would hurt the bank badly
    Jun 2, 2015. 01:49 PM | 1 Like Like |Link to Comment
  • China's Cunning Plan To Revive Growth [View article]
    11/Ageing working age population
    May 29, 2015. 08:03 AM | Likes Like |Link to Comment
COMMENTS STATS
402 Comments
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