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  • Is Tesla's Gigafactory Becoming A Gigafarce?  [View article]
    Jackal1956 has quoted a passage from a speech given by Pres. Theodore Roosevelt, titled "Citizenship in a Republic." More recently Pres. Nixon borrowed the passage, both in his victory address in 1968 and his resignation speech in 1974. http://bit.ly/PYPisK
    Apr 8, 2014. 10:18 AM | 1 Like Like |Link to Comment
  • Micron: Updates Following Q2 Earnings  [View article]
    -As to your first suggestion, it would not be wise to have a popularity contest on the accuracy of an article. 1000 "like" votes mean nothing in the face of a single bit of actual data proving otherwise.
    -I too have wished that every article included date of its submission at the top, as well as its date of posting. Until SA sees the wisdom of providing this bit of info, at least the author can provide it in the first comment.
    -Please keep writing.
    Apr 8, 2014. 02:56 AM | 1 Like Like |Link to Comment
  • Micron: It's The Cash Flow Stupid  [View article]
    Glad i sold near-the-money calls yesterday and last week for great yield. Don't complain about the weak guidance, when you can write options and make 5% or so per month.
    Apr 4, 2014. 06:58 AM | Likes Like |Link to Comment
  • Intel: What If PC Units Did A U-Turn In The First Quarter?  [View article]
    oops, missed inserting the attribution:
    Apr 3, 2014. 01:20 PM | 2 Likes Like |Link to Comment
  • Intel: What If PC Units Did A U-Turn In The First Quarter?  [View article]
    Russ, I hope that you are right, but it concerns me that your breath is "baited."

    In the phrase 'bated breath', 'bated' is simply a shortened form of 'abated', meaning 'to bring down, lower or depress'. 'Abated breath' makes perfect sense and that's where the phrase comes from. Geoffrey Taylor, in his little poem Cruel, Clever Cat, 1933, used the confusion over the spelling of the word to good comic effect:

    Sally, having swallowed cheese
Directs down holes the scented breeze

    Enticing thus with baited breath

    Nice mice to an untimely death.
    Apr 3, 2014. 01:18 PM | 9 Likes Like |Link to Comment
  • Duration Risk: Why 'Tapering' Is A Mirage And The Fed May Be Loosening Instead  [View article]
    Enlightening. Thank you.
    Apr 2, 2014. 06:52 PM | 2 Likes Like |Link to Comment
  • Is Morgan Stanley's Veeva Upgrade A Belated April Fools Prank?  [View article]
    They just placed a large secondary offering. I don't want to say that they feel obliged to boost the stock now for a while, but it seems to be the norm that stocks find support for several weeks following a secondary offering. Years ago a broker once told me, while pawning a secondary offering, that I could expect a 15-20% gain in the next two months or so. That was exactly what happened, after which the stock sagged to 20% below the price of the secondary offering. I've seen the same happen with many other stocks. I covered my short calls yesterday, before an investor conference today and earnings in a few days, and expect to short again.
    Apr 2, 2014. 11:12 AM | 1 Like Like |Link to Comment
  • Market Consensus: Bullish At Last  [View article]
    The opposite.
    Apr 2, 2014. 10:23 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News  [View article]
    I don't think he's correct. If he didn't sign up, he wasn't counted. If he did sign up, he'll receive bills soon and then if he doesn't want to pay, he'll be dunned.
    Apr 2, 2014. 09:33 AM | 1 Like Like |Link to Comment
  • Stock Market Breadth Continues To Wane And Warn  [View article]
    Well, there's more than one way to look at it. Going by your graph, eyeballing it, it appears that the 70% mark, for the fraction of stocks above their 200 dma, is about the average for this bull market that began in 2009. Given that stocks rose so strongly in 2013, it is hardly a surprise that a good fraction of stocks would take breathers or pull back. I would not say that "fewer and fewer" stocks are participating in the bull market at this point.
    Apr 1, 2014. 08:28 PM | 1 Like Like |Link to Comment
  • IMF Deal Will Break Ukraine, Harm Global Stability  [View article]
    Ukraine is broken as it is. They must end those insane gas subsidies. The subsidies have prevented them from developing their own energy resources. No, they won't pay 1/5 of income on heating. Instead they will stop wasting so much energy, the way all people waste what is heavily subsidized. People adapt. Now, perhaps they will be motivated to make these and other painful changes, especially in politics, government, and law. This is a great opportunity for them to make the kind of progress that Putin fears and the EU requires, toward building a society based on transparency and laws.
    Mar 28, 2014. 08:56 AM | 4 Likes Like |Link to Comment
  • No Longer Posting At Seeking Alpha  [View instapost]
    I am sorry, though I respect your decision. I hope that you will continue elsewhere and let us know. Your articles have provided good insight in an amusing style.
    Mar 27, 2014. 07:07 AM | 4 Likes Like |Link to Comment
  • Philly Fed Leading Economic Index Suggests Expansion Across 100% Of The Nation  [View article]
    You have to trust *something*.
    Mar 27, 2014. 06:33 AM | Likes Like |Link to Comment
  • Biotech Sell-Off Brings Value To U.S. Healthcare Stocks  [View article]
    Oh, i wouldn't care to write about that even if I had real expertise. I don't think it would offer any actionable advice. I agree that the market seemed to have over-reacted on biotech. On the other hand, the market's seems to shifted WAY risk-off, so the downturn in biotech could be mostly for other reasons.
    Mar 26, 2014. 10:41 PM | Likes Like |Link to Comment
  • Biotech Sell-Off Brings Value To U.S. Healthcare Stocks  [View article]
    "biotechnology companies should be able to charge free market pricing to recoup their drug investment cost"

    Free market pricing? Ha ha haaa! Well, i see that you're smiling, so maybe you're joking. I'll tell you who does NOT want free-market pricing -- biotech/healthcare companies. In a free market, insurance companies wouldn't have to pay $100,000 per treatment, unless premiums were so high that 90% of Americans couldn't afford insurance. In a free market, there would be no Medicare, no Medicaid, no VA to pay whatever the asking price. Actually, in a free market, buyers of the drugs, namely the insurers, would negotiate on price, and in this case the buyer often is ultimately government. Imagine that, governments negotiating on drug prices (which they do in many countries) instead of just paying whatever. Actually, didn't Waxman just ask the company to justify the price? Did he say they shouldn't recoup their costs of development? Not exactly a hard bargaining line. What I see is industry being very busy, and very successful, lobbying for protected markets, not free ones.
    Mar 26, 2014. 10:18 AM | Likes Like |Link to Comment