The one thing in Japan's favor is that it's own citizens pretty much hold all the country's debt. Unlike the US which has lots of foreign holders of our debt, Japan's debt is held internally. And I have a feeling the Japanese people may not sell off their debt, thus saving the country from a fate worst than death.
Japan is chasing the wrong solution with it's easing policy. The real solution to Japan's woes is to start pumping out children.
(A) Japan needs to provide incentives to people for having children. How many kids would you have if the Government said it would pay you $1,000,000 for every child? lol
(B) Japan needs to give up it's racist immigration policies and start importing people by the boat load. Nothing spurs growth than population increases. Japan will fall from 120/million to 80/million in the next few decades if nothing changes. And no amount of BOJ money printing and inflation boosting will change the fact that 25% of your population is going to vanish. Dead people don't borrow and spend money.
Until Japan works on it's Demographic problems, it's economy is doomed to more Recession for decades to come.
CSX Corporation: All Aboard - This Train Is Leaving The Station [View article]
Crude/NatGas/Coal and Railroads will have a long marriage in the 21st century. Throw in Food, Cars, Chemicals, etc because of America's growing population (140/million more Americans expected by 2050) and the future looks bright for rail.
CSX Corporation: All Aboard - This Train Is Leaving The Station [View article]
This is a pretty simple investing concept. Only (4) railroads make up 90% of all rail traffic. Of that, only (3) of those railroads are you able to invest in. Union Pacific, CSX, and Norfolk Southern.
If anybody has any common sense, you'd be wise to buy all 3 railroads and sit back while you enjoy their monopoly to push up prices and make money, hand over fist. Forget those useless fly by night tech companies, Railroads are where it's at.
How Much Money Can Apache Corporation Milk From Its Deep-Water Cow In The Gulf Of Mexico? [View article]
I suppose we'll all be waiting for the next quarterly report to see if that debt number is declining. :)
Although in all honesty, debt at these interest rates isn't too bad. Lets just hope the assets they acquired with their debt yield more than the cost of debt.
How Much Money Can Apache Corporation Milk From Its Deep-Water Cow In The Gulf Of Mexico? [View article]
Apache is trading below book, so I wouldn't worry unless increasing debt starts to drag down book. But since the company has stated it will be paying down debt, it means they also won't be taking out new debt.
I'd be concerned with shorting Splunk. Their revenues have double just about every year. $269/m this year and $500/mi next year. They are the Google of Big Data, so I wouldn't piss this company to the wind.
A Breakdown Of Union Pacific's Key Businesses [View article]
Railroads are a dangerous job. So is Coal Mining. Same with Fishing, which I think is the deadliest job.
In any case, railroads are companies and they are owned by their shareholders. Designed to turn a profit, not provide a service for the benefit of humanity. If that was the goal, the Government should be in the railroad business funded with tax dollars.
Until then, the railroad customers will pay up if they want to get their goods to market on the most efficient transportation network in the country. And as long as the Obama Administration isn't focused on breaking up the 4 Horsemen of the industry, life will continue to be grand in the business.
Have Faith. :) Big Banks work off macro economics and given that Global and Domestic GDP will continue to grow, and given that JPM is a sound company, the stock will reflect this "slow" movement over time.
The A.B.E. Of Economics [View article]
The A.B.E. Of Economics [View article]
The A.B.E. Of Economics [View article]
Japan is chasing the wrong solution with it's easing policy. The real solution to Japan's woes is to start pumping out children.
(A) Japan needs to provide incentives to people for having children. How many kids would you have if the Government said it would pay you $1,000,000 for every child? lol
(B) Japan needs to give up it's racist immigration policies and start importing people by the boat load. Nothing spurs growth than population increases. Japan will fall from 120/million to 80/million in the next few decades if nothing changes. And no amount of BOJ money printing and inflation boosting will change the fact that 25% of your population is going to vanish. Dead people don't borrow and spend money.
Until Japan works on it's Demographic problems, it's economy is doomed to more Recession for decades to come.
U.S. Government Invents New Way Of Calculating GDP [View article]
CSX Corporation: All Aboard - This Train Is Leaving The Station [View article]
U.S. Government Invents New Way Of Calculating GDP [View article]
U.S. Government Invents New Way Of Calculating GDP [View article]
I see the Enron Accountants are handling the books at the US Government these days.
CSX Corporation: All Aboard - This Train Is Leaving The Station [View article]
If anybody has any common sense, you'd be wise to buy all 3 railroads and sit back while you enjoy their monopoly to push up prices and make money, hand over fist. Forget those useless fly by night tech companies, Railroads are where it's at.
How Much Money Can Apache Corporation Milk From Its Deep-Water Cow In The Gulf Of Mexico? [View article]
Although in all honesty, debt at these interest rates isn't too bad. Lets just hope the assets they acquired with their debt yield more than the cost of debt.
How Much Money Can Apache Corporation Milk From Its Deep-Water Cow In The Gulf Of Mexico? [View article]
Apache is trading below book, so I wouldn't worry unless increasing debt starts to drag down book. But since the company has stated it will be paying down debt, it means they also won't be taking out new debt.
The future is bright for Apache.
2 Expensive Tech Stocks: Palo Alto Networks Vs. Splunk [View article]
A Breakdown Of Union Pacific's Key Businesses [View article]
In any case, railroads are companies and they are owned by their shareholders. Designed to turn a profit, not provide a service for the benefit of humanity. If that was the goal, the Government should be in the railroad business funded with tax dollars.
Until then, the railroad customers will pay up if they want to get their goods to market on the most efficient transportation network in the country. And as long as the Obama Administration isn't focused on breaking up the 4 Horsemen of the industry, life will continue to be grand in the business.
2 Expensive Tech Stocks: Palo Alto Networks Vs. Splunk [View article]
A Breakdown Of Union Pacific's Key Businesses [View article]
Why JPMorgan Could Double By 2018 [View article]