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  • With 1.2B consumers, a rising middle class and a market that could be worth $80B by 2021, India is exceptionally enticing for foreign retailers. However, in addition to fierce local opposition, the likes of Wal-Mart (WMT) face massive obstacles such as an entrenched system of middlemen and dilapidated infrastructure, which causes $10B of the country's produce to spoil each year. [View news story]
    It's a country with so many sociopaths that they've institutionalized it in the caste system.
    Jan 13, 2013. 11:58 AM | Likes Like |Link to Comment
  • After Mark Hurd resigned as H-P's (HPQ) CEO in 2010, Steve Jobs told Hurd and other friends he feared H-P's board would now "send the company spiraling into chaos," according to BloombergBusinessweek. As Jobs' fears have arguably been realized, many inside H-P have accused Hurd of mortgaging H-P's future. But while some of those critiques may be valid, "they fail to capture why HP’s prospects got so much worse so quickly after Hurd left," the magazine notes The constant through it all has been chairman Ray Lane, accused at times of filling H-P's oft-criticized board with cronies. [View news story]
    years of misanthropic business practices tend to lose you customers.
    Jan 13, 2013. 11:56 AM | 1 Like Like |Link to Comment
  • Dec. Chicago PMI: 51.6 vs. 51.0 expected, 50.4 prior. [View news story]
    hosnimuBarack HUSSEIN Zerobummer invented this number, with his gang of Capone thugs
    Dec 28, 2012. 06:17 PM | Likes Like |Link to Comment
  • Nov. New Home Sales: 377K vs. 375K expected, 368K prior. [View news story]
    There are a number of important differences between the Bush-era housing bubble and today. 1) Today, housing sector debt is falling. Households are still de-leveraging. 2) Cash flows from rent didn't justify the prices of the Bush-era housing market. Today, cash flows from rent more than justify housing prices.
    Dec 28, 2012. 03:04 AM | Likes Like |Link to Comment
  • A preliminary review by Michigan has found that Detroit has a "serious financial problem," with reporting problems causing cash-flow projections to significantly oscillate on a monthly basis. The review could lead to the declaration of a fiscal emergency and prompt the appointment of an emergency financial manager. A municipal filing for bankruptcy protection, the biggest in U.S. history, could ultimately ensue. (previous[View news story]
    You don't understand the fine print. The tax liability of the debt is assigned to the states proportionally to their tax burden. Red states proportionally receive more spending, and proportionally pay less in taxes. The facts are simple, even if you willfully misunderstand them.
    Dec 17, 2012. 05:39 PM | 1 Like Like |Link to Comment
  • A preliminary review by Michigan has found that Detroit has a "serious financial problem," with reporting problems causing cash-flow projections to significantly oscillate on a monthly basis. The review could lead to the declaration of a fiscal emergency and prompt the appointment of an emergency financial manager. A municipal filing for bankruptcy protection, the biggest in U.S. history, could ultimately ensue. (previous[View news story]
    You don't understand what mooching is. You see the blue states pay for what they receive--- in fact they pay far more in taxes than the services that they receive. That was the point of the data I linked to. The red states don't even come close. Again, look at the data. Since the early 80s, reliably red states receive more from the Feds than they pay. While the opposite is true of blue states.
    Red states are bailed out by the Federal Gov, each and every year.
    Dec 17, 2012. 02:29 PM | 1 Like Like |Link to Comment
  • A preliminary review by Michigan has found that Detroit has a "serious financial problem," with reporting problems causing cash-flow projections to significantly oscillate on a monthly basis. The review could lead to the declaration of a fiscal emergency and prompt the appointment of an emergency financial manager. A municipal filing for bankruptcy protection, the biggest in U.S. history, could ultimately ensue. (previous[View news story]
    oh the facts... oh they hurt...
    http://bit.ly/YxBGDW
    Dec 16, 2012. 11:54 PM | Likes Like |Link to Comment
  • A preliminary review by Michigan has found that Detroit has a "serious financial problem," with reporting problems causing cash-flow projections to significantly oscillate on a monthly basis. The review could lead to the declaration of a fiscal emergency and prompt the appointment of an emergency financial manager. A municipal filing for bankruptcy protection, the biggest in U.S. history, could ultimately ensue. (previous[View news story]
    Well, it doesn't matter who the President is, but red states, by and large, get bailed out every single year.
    Every single year, you can count on states like Mississippi, Alabama, Tennessee, Alaska receiving far more in Federal spending than they actually pay in Federal taxes. Contrast that with states like Michigan, Illinois, and California, which continually send more in Federal tax dollars than they receive in spending.
    Despite your fears, the facts show that the real moochers are the Red states.
    Dec 16, 2012. 11:45 PM | 1 Like Like |Link to Comment
  • Ahead of the Fed maybe about to announce yet more intervention into the markets, don't miss this piece on the "MIT mafia" running monetary policy around the globe. Bonds forged in those classrooms continue to expansive dinners at Basel, where many of the policies to fight the financial crisis were debated and created. [View news story]
    It is amusing to watch right-wingers spew out their intellectual insecurities.
    Dec 12, 2012. 12:31 PM | 3 Likes Like |Link to Comment
  • Valuation Is Not The Reason To Short Amazon.com [View article]
    I enjoy buying products from non-profit companies like Amazon. Thank you shareholders for subsidizing my kindle and e-books. I like knowing that each one of my purchases helps benefit a non-profit like Amazon, rather than a for-profit corporation like Walmart.
    Dec 4, 2012. 05:09 PM | 3 Likes Like |Link to Comment
  • More on the Q3 GDP revision: The composition of the gain is a a bit weak. Real personal consumption expenditures rise just 1.4% vs. 2% in the first estimate. Real final sales +1.9% vs. 2.1%. Inventories added about three-quarters of a percentage point to the print. S&P 500 futures remain +0.6%[View news story]
    Obama Clearly manipulated the pre-election number downward so that upon being elected he could give people a false sense of improvement!
    Nov 29, 2012. 12:11 PM | 1 Like Like |Link to Comment
  • More on Case-Shiller: For the 3rd consecutive month, all 20 tracked cities posted monthly price gains. Not seasonally adjusted, prices rose 1.6% in July from June, following a 2.3% gain in June from May. On a Y/Y basis, Atlanta remains the outlier - by a wide margin - on the downside, with prices off 9.9%. Phoenix leads the gainers, up 16.6% Y/Y. (full report, .pdf) [View news story]
    Fake data invented by cronies of obummer
    Sep 26, 2012. 05:17 AM | Likes Like |Link to Comment
  • Just How Large Is QEInfinity? [View article]
    I'm not convinced by Bill Gross. He also argued Treasuries would get nailed after QE2 wrapped up, and it didn't quite work out that way.
    But I'll check it out when I get a chance!
    Sep 20, 2012. 10:15 AM | Likes Like |Link to Comment
  • Just How Large Is QEInfinity? [View article]
    Interesting. I'll have to mull you two's ideas over, but I think that the largest factor is misguided psychology.
    If the transmission factor is just that investors get displaced out of "risk-free" assets into riskier assets, I'm not sure I completely buy it. $400+ billion/ year of displaced assets is large, but tiny compared to the universe of assets out there. Plus, I don't know if evidence really supports the idea that banks re-deploy a large fraction of the cash that they receive from selling MBS to the Fed.
    cheers
    Sep 20, 2012. 10:08 AM | Likes Like |Link to Comment
  • Just How Large Is QEInfinity? [View article]
    Also, Treasury yields continued to fall even after QE2 came to a close, and the level of Fed treasury purchases dropped.
    Sep 20, 2012. 03:15 AM | Likes Like |Link to Comment
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