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  • Wall Street Breakfast: Must-Know News [View article]
    Axelrod, I hope you don't mind a full copy your comment to be published on my blog. It's just that I couldn't express it better myself. Thanks you.
    Sep 24 13:03 pm |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    If you need to look for guilty party (s) here are my candidates:
    1. Chris Dodd or is it "Dudd" and Barney Frankes are the arhitects of mortgage disaster should imo join the architect of Enron debacle;
    2. George "no veto" Bush who betrayed his constituency and didn't learn much from his personal experience of S&L meltdown.

    At least the Exxon skipper was drunk....
    Sep 15 10:37 am |Rating: 0 0 |Link to Comment
  • Ten Banks That Will Be Hurt by the Takeover of Fannie and Freddie [View article]
    I am tired of the government manipulating the markets, first browbeating the industry into ridiculous lending practices, and now not letting it to find a clear value. And that is done by "conservatively" minded government, what can we expect from the next one? They are turning the markets into another form of taxation. I am no longer putting any new money into this or vote Republicans.
    Sep 08 12:11 pm |Rating: 0 0 |Link to Comment
  • Interview with Jim Rogers, Part I: Bigger Financial Shocks Loom [View article]
    The biggest challenge we face is that this bubble happen to burst at the election season, and politics colors every opinion expressed here. I agree that Rogers historical escapades are either not accurate or outright intentionally misleading and wonder if it is motivated by his political beliefs given his long and close association with Soros who would go to any extend to prop his agenda.
    As for Rogers critic of Bernanke, it is hard for me to believe that he would not know that the Chairman has no power to make decisions without consensus of the Board, which makes him sound more like a blowhard than a guru.
    Aug 20 14:19 pm |Rating: 0 0 |Link to Comment
  • Banking Sector: Band-Aids Just Won't Do It [View article]
    Why do you say "Washington Mutual (WaMu) will go into receivership the week of 07/28/08?" What makes you say that? - because BDS holds August puts, that is why.

    Economics, financial sanity and morality are out in the elections years. I wonder if there are coming back after.
    Jul 27 10:44 am |Rating: 0 0 |Link to Comment
  • WaMu and More: Uninsured Depositors Begging for Trouble [View article]
    All we need is more garbage like this!
    Jul 26 11:57 am |Rating: 0 0 |Link to Comment
  • Bank Executive Compensation and the Bailout [View article]
    User 138602 - not that I disagree with you, but what, if anything, do suggest as a constructive plan of action? Executive compensations are unrealistic, unconscionable, and promote wrong behavior for all participants of corporate and civic process. I do understand the motivations of the boards to keep the status quo, but I totally do not understand behavior of institutional investment managers who are showing decimal results for their efforts. Is it a conspiracy of incompetent?
    Jul 20 11:27 am |Rating: 0 0 |Link to Comment
  • ConocoPhillips: Why the Sell-off? [View article]
    The watch dog - did you watch over Enron as well? Your confidence vote for Russian business practices, makes me run and dump COP as soon as I can. There is nothing more reassuring than corporate audits.
    Jul 18 12:31 pm |Rating: 0 0 |Link to Comment
  • Internet Content in Crisis: Are We Becoming Mental Grasshoppers? [View article]
    There is in article in last month "Atlantic Monthly" which is called "Does Google makes us stupid?". I will not provide the link, the "old school", so those who complain about speed of change, have time to catch up. It is a change, and whenever there is a change, there are people who question it and complain about it. Some turn to external sources to deal with it (drugs, protests, etc.) and some get more focused, mentally disciplined and evolve yet again, as Darwin proposed.
    Jul 07 11:40 am |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    It is not the lack of knowledge, it is deliberate manipulation of a free and honest debate. These tactics have often been used by socio-fascists to manipulate public at the times of challenging economic conditions. The refusal of corrupt politicos to deal with energy policies for decades provides them with another attempt to destroy the system they parasite off. The oil state monopolies and pseudo-Greens are "the speculators" everybody is looking for. They have different motivations, but the common goal - the destruction of free markets.
    Jun 23 11:51 am |Rating: 0 -1 |Link to Comment
  • The Pros, Cons and Paradoxes of Dividends [View article]
    Thank you Lance. A very interesting analysis.
    Jun 22 10:47 am |Rating: 0 0 |Link to Comment
  • American Capital Strategies Illustrates Private Equity Risks in Merisel Pull Out [View article]
    Very interesting analysis. Thank you.
    Jun 11 10:52 am |Rating: 0 0 |Link to Comment
  • SaaS Updates: NetSuite and Salesforce.com [View article]
    Since CRM has much better customer satisfaction record than N, perhaps NetSuite customers would welcome your suggestion.
    Jun 10 11:04 am |Rating: 0 0 |Link to Comment
  • Evaluating a Negative View on American Capital Strategies [View article]
    Excellent analysis! Thank you.
    May 30 10:16 am |Rating: 0 0 |Link to Comment
  • Measuring SaaS's Profitability [View article]
    The subscription model carries an inherent risk of switch and I wonder how increasing number of competing players in SaaS market affects this risk. What are contractual and operational challenges customer would have to overcome to move from Saleforce to Netsuite, for example?
    May 21 09:32 am |Rating: 0 0 |Link to Comment
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