Seeking Alpha


Send Message
View as an RSS Feed
View th3decider's Comments BY TICKER:
Latest  |  Highest rated
  • Headline jobs numbers inline, but March's miss gets wider [View news story]
    Petrach - you realize Zerohedge just took that number directly from the official government number, that reports people not in the labor force right? (8th line down in the table)

    There is no exaggerations or math even needed. Seems like your beef is with the Bureau of Labor Statistics then for publishing a real number that does not sync with your personal political beliefs? Basically you dont like the message, so you've decided to attack the messenger.
    May 8, 2015. 02:17 PM | 7 Likes Like |Link to Comment
  • Google Fiber Takes Internet Access To The '90s - The 1890s [View article]
    Which is why most of your articles read like a "hope and change" diatribe parroting very general left-wing talking points.

    Once again, SA really needs a politics section, where most of Dana's articles could be. Rather than trying to add on a small bit of investing at the end like he does so the SA editors think they article is legit.
    Apr 15, 2015. 01:55 PM | 5 Likes Like |Link to Comment
  • Google Fiber Takes Internet Access To The '90s - The 1890s [View article]
    No Dana, most of what he said is true, vs the unsubstantiated talking points you basically copy from MSNBC articles to use in your articles.
    Apr 15, 2015. 01:51 PM | 2 Likes Like |Link to Comment
  • Google Fiber Takes Internet Access To The '90s - The 1890s [View article]
    Really, broadband should be a public good? You are equating being able to play Call of Duty online or watch videos of cats, with access to clean drinking water?

    There is a hashtag for twitter on this: #firstworldproblems
    Apr 15, 2015. 01:47 PM | 5 Likes Like |Link to Comment
  • Google's Slow-Motion Strangulation [View article]
    Im not a fan of Google, but the failnalysis here is pretty bad. MS at its prime and Goog are nothing alike. MS built its monopoly on locking in rights to sell their OS as pretty much the only OS on computers for decades. It didnt matter if you wanted another OS on your PC, you only had one choice unless you went Apple. And there were huge network effects from using the MS environment. If you wrote a business doc in Word or Excel, you knew 99% of customers and suppliers could open it up and use the same program. So even if they sucked, why would you use anything else?

    Goog is nothing like that. Me using Google search as a consumer, or adwords as business to advertise, does not affect or preclude my ability to then use their competitors. There is no barrier there. Which means people use google now because its the best, but nothing is preventing them from totally abandoning them tomorrow. But the fact that they arent, shows you how much better Google currently is.

    No one ever used MS cause it was the best. They used it cause they had no choice, and once they had a choice, MS lost its dominance, cause their products actually sucked and still do. Two totally different scenarios here.
    Apr 14, 2015. 12:49 PM | 5 Likes Like |Link to Comment
  • Dimon: Next crisis could be shaping up in Treasury market [View news story]
    If a tree falls in the forest and no one is around, does it really make a noise?

    If all the bidders stop biding, does that asset really have a price?
    Apr 9, 2015. 01:27 PM | 3 Likes Like |Link to Comment
  • Initial Jobless Claims jumps 14K to 281K [View news story]
    I fixed this statement for you bbro:

    "11.561 million more private payroll jobs.... most of which are low paying part time jobs."
    Apr 9, 2015. 01:24 PM | 1 Like Like |Link to Comment
  • Tech Breakthroughs Should Continue To Fuel Global Growth [View article]
    A little starry eyed and over the top dont you think? Lets look how actual quality of life is different than 20 years ago in 1995:

    -My cell phone does more stuff, but most of it is for convenience or entertainment. Looking at videos of cats on the go, listening to music or playing angry birds, or looking up the location of a new froyo stand even though I could've just asked someone on the street where it is.

    -To a lesser extent tablets now allow you this same convenience/entertainment while in bed or on the couch.

    And that's it.

    We still drive cars that are pretty much fundamentally the same as 20 years ago. Live in houses that are relatively the same, cook in our kitchens that are pretty much the same way and eat the same food. We still fly in the same planes, but compared to 20 years ago the service is crappier, tickets more expensive, the seats are smaller, and I get molested by security, so the overall quality of this product has actually gone down.

    There has been nothing revolutionary in health care and education except exponential cost increases. 20 years ago the US could put a person or satellite into space ourselves. We've now lost this ability and today have to rely on the Russians and their soviet era rockets.

    Moore's law may be continuing in terms of pixels and transistors, but in terms of it actually affecting and improving the quality of life for people, we hit diminishing returns decades ago. The only thing it affects now is improving apps, games, and social media to distract ourselves with. Hell it almost seems like the last 20 years have been a negative return on technology to the quality of life...
    Apr 7, 2015. 03:18 PM | 4 Likes Like |Link to Comment
  • Is The Long Awaited Correction At Hand? [View article]
    His timing may be off but the author's fundamentals are correct. Recent economic indicators have been lousy. Factory orders, labor, PMI etc, the list goes on.

    The fact that people are dismissing him so off hand is like dismissing the critics on the Titanic who said it was sinking. Sure they seemed wrong at first and even hours later when the ship was still afloat, but eventually their analysis proved correct.

    Seems to me based on the comments here that what is motivating a lot of buyers this day is not a hopeful future or good economics reports, its FOMO. Fear of missing out... People are buying stocks solely because of this. Can only imagine what happens when their fear reverses.
    Apr 6, 2015. 12:51 PM | 4 Likes Like |Link to Comment
  • NYT mobile news app reportedly going free [View news story]
    I don't know, even at a cost of zero, the price seems too high for the NYT given the quality of their product. Maybe if they paid me to read it...
    Apr 3, 2015. 02:09 PM | 6 Likes Like |Link to Comment
  • Job gain of just 126K in March [View news story]
    Once again this mixes full and part time jobs. according to your numbers 1 million full time jobs being destroyed and replaced with 2 million part time jobs is a 1 million overall jobs gain.. Not....
    Apr 3, 2015. 01:55 PM | 2 Likes Like |Link to Comment
  • Don't Buy Gold Now, Wait Until It's Under $1,000 [View article]
    "...there is a lot of world outside the US for whom Gold is already trading in their local currencies at the equivalent of a 1000$..."

    UM, fail.... If this were true arbitrage opportunity seekers would've already exploited this discrepancy into non-oblivion. Please point out where I can currently buy gold for $1000 USD/oz and i will go there and buy up all i can and come back and sell here for a guaranteed profit.
    Apr 3, 2015. 09:57 AM | 10 Likes Like |Link to Comment
  • Dana's Guide To The Big Rip-Off In Municipal Bonds [View article]
    Wow so much fail here….Let me get this straight. The muni bond market currently operates in a more old-fashioned manner where people generally have to buy and hold on to them long term to get value, and because there isnt a stock exchange market where people can subject the bonds to all sorts of speculation and high frequency trading, or bundle them in securitized equities similar to mortgage backed securities (which worked out so well for average investor in the past,, not) your assertion is that people are getting ripped off?

    Seriously? How did you come to that logic? Based on what you said in the article, the only people who appear to be getting ripped off are the Wall St. folks who aren’t able to subject this market to their usual shenanigans and screw over people to the extent they can with stocks or other bonds.

    Also your claim at the end that there should be more transparency is DIRECTLY contradicted by your complaint that there isn’t an MBS type market for these. Do even remember the run up to 2008? MBS did not help mortgage loan pricing become more transparent, it did the OPPOSITE. By splicing and dicing up mortgages and selling them in securities, it made it impossible to determine what the investment grade was on those mortgages that backed your security. And as we found out many of them were backed with subprime loans that were of much crappier quality than the honorable Wall St financiers pushing them on people would lead you to believe.
    Mar 30, 2015. 02:03 PM | 2 Likes Like |Link to Comment
  • Give'em The Old Razzle Dazzle [View article]
    "For us 'sheeple' trend following has never been good since the 80's and 90's. Hopefully, as good if not better than before as the Fed now can't be stopped printing more money - if need be."

    Are you including the sheeple who lost big in 2008/2009 market, or the ones who got hammered when their housing prices collapsed, some of which are still underwater? What about the sheeple now, especially young ones, who are loaded with debt but cant get anything but crappy part time jobs at Starbucks because the real economy has been destroyed upon the alter of monetary policy and asset class manipulation above all else. These groups where also "trend followers."
    Mar 26, 2015. 12:02 PM | Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    Rogola, see 2rebs response below. This is the key. They are not marketable securities or bonds, otherwise you would have a point.
    Mar 19, 2015. 09:58 AM | Likes Like |Link to Comment