Seeking Alpha

brachiosaurus

brachiosaurus
Send Message
View as an RSS Feed
View brachiosaurus' Comments BY TICKER:
Latest  |  Highest rated
  • Why Is The U.S. Economic Recovery So Weak? [View article]
    This argument makes some sense, except that if you look at the actual numbers in the US, Democrats (i.e., those associated with typically Keynesian economics) managed to restrain spending growth and even run surpluses during good times. Politicians in both parties are always a problem, but it is possible to reign in debt/GDP under a Keynesian regime. Just look at the US post-WW2 and during the Clinton years.
    Jun 20 01:51 AM | Likes Like |Link to Comment
  • Why Is The U.S. Economic Recovery So Weak? [View article]
    did you read the article? the only times that spending growth have been under control are during Democrat administrations, at least the past 30 years.
    It is amazing to me that the people that created the financial crisis are duping Americans into electing them.
    Jun 20 01:44 AM | 1 Like Like |Link to Comment
  • Why Is The U.S. Economic Recovery So Weak? [View article]
    the productivity/wage figure makes me want to puke
    Jun 19 10:56 PM | Likes Like |Link to Comment
  • Why Is The U.S. Economic Recovery So Weak? [View article]
    agreed. brilliant synopsis
    Jun 19 10:51 PM | Likes Like |Link to Comment
  • At his company's much-speculated-upon L.A. event, Steve Ballmer introduces Microsoft Surface (MSFT), a home-grown Windows 8 tablet. The device is only 9.3mm thick and weighs 1.5 lbs. After all the rumors, it looks as if last week's scoops from The Wrap and AllThingsD were closest to the mark. (live blog)  [View news story]
    Certainly a possibility, but I feel that the risk is priced into both securities. Rarely do you find stocks with such a combination of great balance sheet, great return on investment, and decent valuation. AAPL is more vulnerable because of its on reliance on iphone.
    Jun 19 08:50 PM | Likes Like |Link to Comment
  • At his company's much-speculated-upon L.A. event, Steve Ballmer introduces Microsoft Surface (MSFT), a home-grown Windows 8 tablet. The device is only 9.3mm thick and weighs 1.5 lbs. After all the rumors, it looks as if last week's scoops from The Wrap and AllThingsD were closest to the mark. (live blog)  [View news story]
    I own a smidge of msft and aapl. let them duke it out
    Jun 19 12:48 AM | Likes Like |Link to Comment
  • Apr. Trade Balance: -$50.1B vs. -$49.3B expected and -$52.6B (revised) prior. Exports $182.9B. Imports $233.0B.  [View news story]
    government spending is down significantly in at least Spain and Ireland. Austerity is austerity and in all its forms it kills the private sector at times like this.
    Jun 9 09:52 AM | Likes Like |Link to Comment
  • Japan's GDP grew an annualized +4.7% in Q1, a notable increase from the preliminary estimate of +4.1% growth. Private demand was revised upward as the domestic economy responded to certain government incentives and post-earthquake reconstruction. Domestic demand will likely remain on a recovery trajectory this year.
     [View news story]
    Keynes was right! It's funny that they fell into this situation because they were forced into spending by the earthquake. Hopefully the BOJ will not return to its old anti-inflation fetish by withdrawing stimulus whenever there's the slightest hint of inflation staying above 0%.
    Jun 8 08:20 AM | Likes Like |Link to Comment
  • The Fed seems to have ignored Jamie Dimon, among others, scheduling a vote today on an uncompromising proposal to implement Basel III capital standards. U.S. banks will not - as they had pleaded for - be able to count mortgage servicing rights and certain unrealized capital gains more towards their capital than allowed by Basel.  [View news story]
    Finally, some reform with teeth. Now if only we had a tax code which didn't penalize equity relative to debt. A number of ways that could be done- for example, removing corporate taxes entirely, and then setting all investment income (interest, dividends, capital gains) to be taxed at the personal income tax rate (which would presumably need to be raised at the highest income levels).
    Jun 8 04:04 AM | Likes Like |Link to Comment
  • Boeing (BA +1.4%) and Airbus (EADSY.PK +4.3%) are battling it out over El Al Israel Airlines. El Al is looking to order between 15 and 20 widebody jets over the next decade. BA is already providing the carrier with a $40M loan contingent on it committing to buy or lease new 787 Dreamliners by the end of the year, but Airbus has countered, offering to repay the loan if El Al switches allegiance and buys it's planes for the first time.  [View news story]
    i suspect that the US government will make sure El Al stays in line.
    Jun 7 04:08 PM | 1 Like Like |Link to Comment
  • Inane but true financial trivia: In what may have been a bizarre coincidence, Monday's daily loss for China's benchmark Shanghai Composite Index spelled out the date of the crackdown on pro-democracy protesters in Beijing's Tiananmen Square - on the 23rd anniversary of the incident. The index fell by 64.89 points, matching the 6/4/89 date of the event, which is known in China as the "6-4 Incident."  [View news story]
    i've been wondering about this all day. On the one hand, there were two coincidences: in addition to the mentioned coincidence, the opening print was eerie. But the index is a weighted sum of many stocks. How exactly could someone manipulate it so precisely, when one random stock hitting a bid easily throw it off.
    Jun 4 07:32 PM | Likes Like |Link to Comment
  • Top officials from the EU and ECB are secretly at work on a "master plan" to create an entirely new Europe, reports Welt am Sonntag. The proposals won't be unfamiliar to anyone following the debate - banking union, fiscal union, political union. "We have to deliver after two years of crisis, finally an answer," says a senior EU official.  [View news story]
    Merkel will go down in history as the most destructive force in Europe since Hitler.
    Jun 3 08:36 PM | 1 Like Like |Link to Comment
  • As WTI crude continues its protracted descent, now -1.4% to $86.55/bbl, oil is now officially in bear territory, BMO's Sal Guatieri says. Deutsche Bank also joins the sliding sentiment, as "physical fundamentals are also weakening with crude oil inventories on the rise." How low can oil go? "Following the 2008 credit crisis and global downturn, it bottomed at $31,” Guatieri recalls.  [View news story]
    Once Obama and his army of tree-hugging middle-bone-lickers leave the White House, then oil will resume its upward march.
    Jun 1 02:12 AM | Likes Like |Link to Comment
  • The Economy Grows Under The Shadow Of Recession [View article]
    In Santa Cruz, California, (anecdotally) things are starting to bustle. More tourists than usual, and my usual coffee houses and restaurants are starting to use extra cashiers to handle the traffic. This despite mediocre weather.

    It is still quite weak though, with many large vacancies in downtown.
    May 26 10:44 PM | 1 Like Like |Link to Comment
  • Responding to a report from The Verge that Google (GOOG) had acquired H-P's (HPQ) webOS team, H-P clarifies that "some key members" of the team working on the webOS-based Enyo app development platform have left the company, but "the majority of the engineering and leadership team remains." It adds the Enyo team is looking to hire new engineers.  [View news story]
    HPQ will be fine once Obama and his army of donkeys are kicked out of the white house in November
    May 26 06:46 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
237 Comments
176 Likes