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JYucca

JYucca
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  • The World Just Got A Lot More Dangerous: Buy Oil Now [View article]
    What would be the result of sanctions on Iran forever? It's easy to see that Iran would be poor but would build nukes. Poor, with nukes, without major economic ties, and thus no reason to cooperate with the West. Is that what you would prefer? Both our military and the Israeli military knows that we can't stop Iran from getting nukes without invading. How has our bargaining power diminished when we got nothing before? The temporary agreement keeps the sanctions mostly in place. Let's see what happens in 6 months.

    And why was getting rid of Syria's chemical weapons nothing? Worse than nothing, you seem to be saying. Given the chaos there, it was very good to see. In the longer view, this may be the last time that a state builds and uses chemical weapons. Perhaps a small achievement, but if it sticks, civilization has made a bit of progress.

    So why is war more likely now? In the long run, the best deterrent to war and misbehavior is economic integration where both sides have too much to lose.
    Nov 28, 2013. 01:42 PM | 2 Likes Like |Link to Comment
  • Windows 8.1 Will Not Save Intel [View article]
    A Hopf: Thanks for pointing this out. SA really needs an ignore button to go with the follow button. It's hard to remember these names to ignore.
    Sep 28, 2013. 02:05 PM | 2 Likes Like |Link to Comment
  • After The Fed Decision: Three Things Investors Need To Know [View article]
    "But it will not end pretty. I would not want to be holding stocks when it happens."

    Riiight. Certainty and fear. What did JM just write about the popularity of bold and fearful forecasts? Look at the large number of likes for the comment above just quoted.
    Sep 19, 2013. 11:19 PM | 2 Likes Like |Link to Comment
  • An Updated Look At The Short Leading Indicators [View article]
    Hail Hale! Wonderfully presented with concise explanations and charts, and very informative. Whatever motivates you to churn out these pithy, insightful articles, your efforts are highly appreciated.
    May 17, 2013. 08:40 PM | 2 Likes Like |Link to Comment
  • The Bernanke Agenda - It Isn't What You Think It Is [View article]
    PompFrog: Would you care to share the SA writers whom you have found to be competent? Re macro issues, I have a very short list myself. Thanks in advance.

    Just an aside: I do not think that some of the -- how do I put this -- well, delusional, over-confident or politically-driven authors on SA are lazy. But it does appear that sentiment and biases shape analysis for too many, as your criticism implies. What are the odds of the forecast of this article panning out, worldwide currency system and all? If options were sold on it, I wouldn't pay one cent.
    May 15, 2013. 09:58 PM | 2 Likes Like |Link to Comment
  • Bernanke The Washington Super-Whale, Hedge Fundies And The Widowmaker [View article]
    Good article. Nice account of the London Whale fiasco. Is it right, though, to pin monetary policy entirely on Bernanke? Are the rest of the FR governors mere puppets under his control? I understand that Fed policy haters are prone to portray it thusly, because it's better narrative to attack one man than to counter a consensus of opinion that is not of one's liking.
    May 12, 2013. 04:40 PM | 2 Likes Like |Link to Comment
  • Why S&P 500 At 1875 By 2014 Is Not Impossible [View article]
    Yeah, what aarc said! Bartpr, what's substantial about now, is that the economy is still growing, unemployment is still declining, housing is recovering, the odds of a recession are very low (barring a black swan), inflation is low, interest rates are low, etc. and so on. And the 6 reasons in the article for stocks to be the investment of choice. What's substantial is that there is growth, slow but steady, and the fear that gripped markets in the springs of 2011 and 2012 hasn't shown up this spring. Oh something surely will come along to cause a 5%-15% "correction" sooner or later; that's normal.
    May 8, 2013. 05:57 AM | 2 Likes Like |Link to Comment
  • The Non-Decline And Fall Of Apple [View article]
    Of course it has a chance. Will it, and if so, when? No one knows. Don't listen to pretenders.
    Mar 13, 2013. 03:00 PM | 2 Likes Like |Link to Comment
  • Sorry Bears, We're In A Secular Bull Market [View article]
    When didn't we have to wait in line? Memory is so selective. I remember those days when you had to guess to pick the skilled cashier (maybe the longest line?), the one who could punch in the digits manually at an amazing speed without ever an error. Get in a short line waiting for a rookie cashier, and oh-oh. Things have changed, but I think we wait a lot less nowadays.
    Feb 23, 2013. 10:06 AM | 2 Likes Like |Link to Comment
  • Smart Investors Should Ignore The Gimmick Of Intel Share Buybacks [View article]
    When the interest on the debt is less than the dividends they would otherwise pay on the shares that the debt eliminates, how is that insane? It's just the smart thing to do.
    Dec 19, 2012. 10:10 AM | 2 Likes Like |Link to Comment
  • Tesla, SolarCity, And The Birth Of The Lithium-Based Economy [View article]
    Just curious, but it would seem to me that a capacitor storing as much energy as a lithium battery could be quite explosive if shorted out internally, as in a collision. What are the thoughts on that?
    May 7, 2014. 09:14 PM | 1 Like Like |Link to Comment
  • Bank Of America: Time To Abandon Ship? [View article]
    Exclamation points reveal emotion. Ignore emotion. Multiple exclamation points indicate screaming, which is worse.
    May 5, 2014. 12:57 PM | 1 Like Like |Link to Comment
  • 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
  • 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
COMMENTS STATS
203 Comments
240 Likes