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brachiosaurus

brachiosaurus
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  • Florida Might Be Like Spain! [View article]
    only been to Portugal once, but it was very memorable:
    1) only place in the world that I've been to where the food is even more unhealthy than in the US
    2) The people are simply amazing. Friendly and love to practice their English.
    3) beer and wine are cheap
    Jul 27, 2012. 07:17 PM | Likes Like |Link to Comment
  • Florida Might Be Like Spain! [View article]
    Florida isn't really as competitive as the poster makes it out to be. I remember seeing somewhere that the labor productivity in Florida is way lower than states such as MA, CA, NJ, or TX.
    BTW, the weather in Florida is crappy and way overrated, and the only reason that they are doing better than Spain is because of massive fiscal transfers from Washington to Florida.
    Jul 27, 2012. 03:46 AM | 2 Likes Like |Link to Comment
  • The Impending Implosion Of StoneMor Partners [View article]
    the revenue stream from a cemetery lot is non-recurring. You only get buried once! However, the maintenance cost goes on forever. 3X EBITDA is a number that can be pulled out of thin air by underfunding the trusts which are required to maintain the tomb in perpetuity.
    Jul 27, 2012. 03:00 AM | 1 Like Like |Link to Comment
  • Time To Bet Against Germany? [View article]
    with even a small possibility of Germany converting to the d-mark, I'd expect German yields to go negative for those issues which would be repaid in d-marks.
    Jul 24, 2012. 07:35 PM | 2 Likes Like |Link to Comment
  • Time To Bet Against Germany? [View article]
    anyone with recommendations on going long the german housing market? The trends that helped create the rising housing market (capital inflows, interest rates too low for Germany, devaluing Euro) are still in place, and will be in place for at least 5 more years.
    Jul 24, 2012. 07:32 PM | Likes Like |Link to Comment
  • The tax debate percolating in D.C. could have a big impact on stock market returns, a J.P. Morgan analyst says. A Democrat idea to hike the marginal high-income tax rate and capital gains tax rate by 5% and the dividend tax rate by 24.5% would hit stocks by an estimated 7%-15%, while a Republican idea to cut the corporate rate by up to 10% would boost stocks 7%-14%.  [View news story]
    honestly, a reasonable compromise would be to do both the Rep and Dem ideas. They are both a step in the right direction.
    Jul 24, 2012. 07:27 PM | 1 Like Like |Link to Comment
  • The tax debate percolating in D.C. could have a big impact on stock market returns, a J.P. Morgan analyst says. A Democrat idea to hike the marginal high-income tax rate and capital gains tax rate by 5% and the dividend tax rate by 24.5% would hit stocks by an estimated 7%-15%, while a Republican idea to cut the corporate rate by up to 10% would boost stocks 7%-14%.  [View news story]
    They should do both! Or even better cut the corporate tax rate to zero and set all dividend and cap gains rates to ones regular income tax rate
    Jul 24, 2012. 07:14 PM | 1 Like Like |Link to Comment
  • Why Buffett Is Not Wrong Regarding Gold [View article]
    I agree with you. Gold wasn't a good safety hedge for Jews during Roman or Nazi times.
    Jul 18, 2012. 10:10 PM | Likes Like |Link to Comment
  • Why Buffett Is Not Wrong Regarding Gold [View article]
    If you look at very long-term charts of the value of gold, you see that it doesn't even do a good job at preserving purchasing power. Plus its purchasing power is very volatile.
    Jul 18, 2012. 10:00 PM | 2 Likes Like |Link to Comment
  • Harvard Bioscience: Developments Appear Extraordinary [View article]
    doesn't seem weird to me, but just consistent behavior. But I know nothing about the company, except that they throw stem cells on an artificial windpipe. I'm not really qualified to comment :)
    Jun 28, 2012. 01:49 PM | Likes Like |Link to Comment
  • Harvard Bioscience: Developments Appear Extraordinary [View article]
    agreed that the lack of dilution argues against a fraud, but the name is such a red flag. Piggybacking on a good academic brand is a common fraud.
    Jun 28, 2012. 01:29 PM | Likes Like |Link to Comment
  • A Simple Insight Into Market Direction [View article]
    I'd argue that bad news and the possibility of worse news is not really priced in at all. I never try to predict the market in the short-term, but the long term value indicators (e.g., Shiller PE, Tobin Q) all say that the market is expensive by historical standards.
    Jun 26, 2012. 01:47 AM | 1 Like Like |Link to Comment
  • Solar Innovation Marches On [View article]
    what is Northwestern University of Australia? the scientists mentioned appear to be from Northwestern University in the US
    Jun 23, 2012. 03:54 AM | Likes Like |Link to Comment
  • Once plagued by budget delays, California is set to pass the new FY program on time for the second year in a row after a deal yesterday between Governor Jerry Brown and legislators. The $92B agreement, a mix of spending cuts and a tax hike, plugs a $16B deficit and should improve California's reputation amongst muni-bond investors.  [View news story]
    lol.. right, a budget gap that was less than 1% of California GDP... frightening!! meanwhile unemployment in Spain is > 20%.
    Jun 22, 2012. 07:07 AM | 1 Like Like |Link to Comment
  • As usual, a lot of handshaking but not all that much action from the G-20, where leaders urged European nations to integrate their banking systems and calm financial markets but deferred concrete decisions to future meetings amid worries of another crisis.  [View news story]
    "we certainly are not coming here to receive lessons from nobody"
    which would have been encouraging, if the speaker meant what was literally said.
    Jun 20, 2012. 05:02 AM | Likes Like |Link to Comment
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237 Comments
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