R. Richard Schweitzer

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152 Comments

    • Thu May 22nd 10:06 AM | Rating: 0 0
      Commented on:
      Wall Street Breakfast: Must-Know News
      And still, there are no Carter-era type lines at the gas stations.

      However, there are some in Congress who are looking for ways to return to that condition.

      Vote early and often (changing each time) in November.
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    • Wed May 21st 17:34 PM | Rating: 0 0
      Commented on:
      News That Moved Wednesday's Market
      Once again, there were more sellers than buyers. That's what happened!
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    • Wed May 21st 17:31 PM | Rating: 0 0
      Commented on:
      U.S. Credit Card Industry Moving into Uncharted Territory
      AXP does it all - and - everybody pays to play
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    • Wed May 21st 14:14 PM | Rating: 0 0
      Commented on:
      Red Robin Gourmet Remains Sell-Side Darling Despite Miss
      They must have a bit in inventory; right next to the spare bridge parts.
      View article »
    • Wed May 21st 13:32 PM | Rating: 0 0
      Commented on:
      U.S. Credit Card Industry Moving into Uncharted Territory
      Am I missing something? Do Visa and MA carry the credit risks of card issuance and use?

      If so, why do cards carry a "Chase" designation; or Citi, etc.

      There ought to be some clarification as to how and why; and from what sources V and MA make their money. Is it really from extensions of consumer credit a la COF? If not, please expalin the application of the above.
      View article »
    • Wed May 21st 07:13 AM | Rating: 0 0
      Commented on:
      News That Moved Tuesday's Market
      Is HPQ on a transition to become a mini IBM?
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    • Tue May 20th 09:47 AM | Rating: 0 0
      Commented on:
      FreightCar America Derailed by Slowing Demand, Rising Costs
      Does RAIL produce any ship containers?
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    • Mon May 19th 13:03 PM | Rating: 0 0
      Commented on:
      Diving Into the Water ETF
      This is an extremely useful survey.

      As a former owner of what is now one of the components of LAYN, I keep in mind a statement of its founder of the rising importance of "Water Chemistry" or water treatment.

      Generally, and probably rightly, left out of this sector analysis is "water transport" (pipelines, etc). But it is an element to consider.
      View article »
    • Mon May 19th 12:22 PM | Rating: 0 0
      Commented on:
      ETF Watch: New Listings (May 7-14)
      BZF: the Fund intends to achieve exposure to Brazilian currency markets by
      investing primarily in short term U.S. money market securities and forward currency
      contracts and swaps. The combination of U.S. money market securities with forward
      currency contracts and currency swaps is designed to create a position economically
      similar to a money market security denominated in Brazilian Real. A forward currency
      contract is an agreement to buy or sell a specific currency at a future date at a price set at
      the time of the contract. A currency swap is an agreement between two parties to
      exchange one currency for another at a future rate.

      One is not "buying the Reai."
      View article »
    • Mon May 19th 12:06 PM | Rating: 0 0
      Commented on:
      BRIC Is for Real
      Many readers may not be aware of the concept of "Open Access Orders," as defining the social organizations of nations, such as the the U S , U K and France.

      None of the BRICs are open access. They are all Limited Access Orders. See, NBER Working Paper 12795.

      Unless one understands the the risk factors of an LAO, as compared to those within an OAO, there is no limited to one's loss exposures.

      Russia in particular has become (and shows no trends for change) a strict LAO. Brazil may be capable of becoming a "threshold" economy (transitioning to OAO) but has a high burden "public" sector - but is stable. India and China are not yet at Threshold.

      It is not simply a question of the existence of "Rule of Law." But, for whom do the "Rules" work. It is an issue of how their societies are organized and function (as well as why they are so).

      It is not simply a matter of what pots are boiling, but what ingredients are in them - and - who's doin' the cookin' to what purposes.

      Disclosure: Long RSX; EWZ; MTL; VWO (retired from International Law).
      View article »
    • Mon May 19th 10:52 AM | Rating: 0 0
      Commented on:
      Leading Hedge Funds' Best Ideas and Consensus Picks
      Brick Income Fund A is
      BRKQF
      View article »
    • Sun May 18th 17:57 PM | Rating: 0 0
      Commented on:
      Oil & Gas Equipment & Services ETF
      One thing to observe in this "industry" is capacity; the degree of use of existing capacity; the ability to, and rate of, increase (in) capacity.
      View article »
    • Sun May 18th 17:42 PM | Rating: 0 0
      Commented on:
      Doug Kass's Killer Shorts - Barron's
      Could S A start reporting, or linking to reports of long/short positions and changes, or finding a writer to indentify sources of that information on a daily current basis?
      View article »
    • Thu May 15th 12:58 PM | Rating: 0 0
      Commented on:
      Wall Street Breakfast: Must-Know News
      There is more to the "Empire State" picture and that is relocation. NY is not a good state to be in; and, as people said of Ark. during the depression, "It's a good state to be FROM."
      View article »
    • Wed May 14th 14:33 PM | Rating: 0 0
      Commented on:
      China's Demographic Projections Have Trade Implications
      Your views on the flows of new labor pools into cities and any flows of capital facilities out into the rural areas (other than by the Peoples Army) would be of interest.
      View article »
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