10 Demographic Trends Investors Should Be Thankful For [View article]
And how is that a bad thing....let's ignore X and only consider Y?
US domestic population might be decreasing, but as you so readily disregarded, world-wide US-immigration is seen in a positive light and as the conservative thinking in this country dies (related to immigration - not all conservative thoughts are bad) immigration will increase. This only benefits the US.
A free exchange of ideas is necessary to compete in this globalized age - and I can ONLY hope one day this country puts more emphasis on foreign language so that we too might send our great minds overseas for an exchange of ideas (loved walking into college surrounded by foreigners that speak 2,3+ languages, and every white kid you see speaks English)...
Chinese army unit 61398, also known as "Comment Crew," has been identified as most probably responsible for numerous cyberattacks on U.S. targets, security company Mandiant has alleged in a report. While Mandiant didn't name specific targets, victims include Coca Cola (KO) - when it was trying to acquire Chinese company Huiyuan Juice Group for $2.4B - and VMware's (VMW) RSA, as well as a firm with access to over 60% of oil and gas pipelines in North America. [View news story]
Should be an interesting read - caught the preview on CNBC's homepage.
Hard to say I 'look forward' to the Chinese's response - probably going to get a lot uglier in the future.
More on Yum Brands (YUM) Q4 earnings: "Adverse publicity on poultry supply continues to significantly impact China KFC sales." Indeed. Same-store sales in China for January and February off about 25% Y/Y. Shares -6.2% AH. (PR) [View news story]
Interested to see the conference call on this - saw a mention of new promotion campaign coming out in China to address these concerns. Also worth noting, Toyota/Japan suffered/is suffering from similar negative press in China. I'm thinking along the lines of BP on this one and more a matter of 'when' I pull the trigger than 'if'.
Cheap oil powered global growth for most of the last century, but the price of oil has quadrupled in the past decade, a shift that will permanently shackle the growth potential of the world’s economies, Jeff Rubin writes. Big budget deficits and low borrowing costs can't be long-term substitutes for cheap oil because "an economy can’t grow if it can no longer afford to burn the fuel on which it runs." [View news story]
I'm aware as to what he's talking about...the passage was pretty simple and I think my response was too. Fact is human behavior changes with time - of course oil will affect economies in the new term, but there are solutions out there with a 10 year investment time-frame could produce meaningful results.
Cheap oil powered global growth for most of the last century, but the price of oil has quadrupled in the past decade, a shift that will permanently shackle the growth potential of the world’s economies, Jeff Rubin writes. Big budget deficits and low borrowing costs can't be long-term substitutes for cheap oil because "an economy can’t grow if it can no longer afford to burn the fuel on which it runs." [View news story]
Assuming oil is indeed the fuel of the future...2002 was a lot different from today and the same can be said about 2022.
Solutions are out there - we just need infrastructure and innitiative. Not to say some countries won't fall along the way...
Complying with tighter fracking regulations on federal lands will cost $253,839 per well, says EOG Resources (EOG), Wyoming and Utah, citing a study from John Dunham & Associates. That's well above the $11,833 that the Bureau of Land Management estimates, and would cost natural gas producers a total of $1.5B-$1.62B a year. [View news story]
I feel no guilt when saying this: I am sincerely confused as to whether you are being sarcastic or for reals.....either way, superbly written.
The Economy's New Boss: Demographics [View article]
South Korean businesses forcibly retire their older workers, making room for the new generations. This helps younger people and causes older people to work menial jobs or go into business on their own (South Korea has a nice problem with older people going into bankruptcy). Also worth noting, South Korean household debt is at record levels.
Comparing the US to South Korea is not an applicable comparison - each country has a host of their own respective problems.
As American food tastes drift from processed to fresh foods - evidenced by grocery stores shifting focus from the center aisles to the perimeter - sales at consumer giants like Heinz (HNZ), Kraft (KFT), Kellogg (K), and General Mills (GIS) are under pressure. Managements are going to have to earn their keep and get adaptive. [View news story]
PLEASE get pressured - I would love to get in on HNZ at a discount.....
10 Demographic Trends Investors Should Be Thankful For [View article]
US domestic population might be decreasing, but as you so readily disregarded, world-wide US-immigration is seen in a positive light and as the conservative thinking in this country dies (related to immigration - not all conservative thoughts are bad) immigration will increase. This only benefits the US.
A free exchange of ideas is necessary to compete in this globalized age - and I can ONLY hope one day this country puts more emphasis on foreign language so that we too might send our great minds overseas for an exchange of ideas (loved walking into college surrounded by foreigners that speak 2,3+ languages, and every white kid you see speaks English)...
The Debt Paradox That Everyone Should Be Aware Of [View article]
Chinese army unit 61398, also known as "Comment Crew," has been identified as most probably responsible for numerous cyberattacks on U.S. targets, security company Mandiant has alleged in a report. While Mandiant didn't name specific targets, victims include Coca Cola (KO) - when it was trying to acquire Chinese company Huiyuan Juice Group for $2.4B - and VMware's (VMW) RSA, as well as a firm with access to over 60% of oil and gas pipelines in North America. [View news story]
Hard to say I 'look forward' to the Chinese's response - probably going to get a lot uglier in the future.
Strong Cash Flows Back McDonald's Dividends [View article]
More on Yum Brands (YUM) Q4 earnings: "Adverse publicity on poultry supply continues to significantly impact China KFC sales." Indeed. Same-store sales in China for January and February off about 25% Y/Y. Shares -6.2% AH. (PR) [View news story]
Can You Retire With A $1,000,000 Portfolio? An Urgent Follow Up [View article]
McDonald's Continued Success Is Largely About Infrastructure [View article]
MCD has a bulgolgi burger and anywhere-delivery in S. Korea - you're right that it's cool to see customized McDonalds.
McDonald's (MCD): Q3 EPS of $1.43 misses by $0.05. Revenue of $7.15B (-13.9% Y/Y) in-line. Shares -2.5% premarket. (PR) [View news story]
Cheap oil powered global growth for most of the last century, but the price of oil has quadrupled in the past decade, a shift that will permanently shackle the growth potential of the world’s economies, Jeff Rubin writes. Big budget deficits and low borrowing costs can't be long-term substitutes for cheap oil because "an economy can’t grow if it can no longer afford to burn the fuel on which it runs." [View news story]
Cheap oil powered global growth for most of the last century, but the price of oil has quadrupled in the past decade, a shift that will permanently shackle the growth potential of the world’s economies, Jeff Rubin writes. Big budget deficits and low borrowing costs can't be long-term substitutes for cheap oil because "an economy can’t grow if it can no longer afford to burn the fuel on which it runs." [View news story]
Solutions are out there - we just need infrastructure and innitiative. Not to say some countries won't fall along the way...
Complying with tighter fracking regulations on federal lands will cost $253,839 per well, says EOG Resources (EOG), Wyoming and Utah, citing a study from John Dunham & Associates. That's well above the $11,833 that the Bureau of Land Management estimates, and would cost natural gas producers a total of $1.5B-$1.62B a year. [View news story]
The Economy's New Boss: Demographics [View article]
The Economy's New Boss: Demographics [View article]
Comparing the US to South Korea is not an applicable comparison - each country has a host of their own respective problems.
If Stimulus Works, How Come We Need More Of It? [View article]
As American food tastes drift from processed to fresh foods - evidenced by grocery stores shifting focus from the center aisles to the perimeter - sales at consumer giants like Heinz (HNZ), Kraft (KFT), Kellogg (K), and General Mills (GIS) are under pressure. Managements are going to have to earn their keep and get adaptive. [View news story]