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PCScipio

PCScipio
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  • The Sequester - Why No Wall Street Panic? [View article]
    Are you anticipating a return of the neocons?
    Mar 4 05:16 PM | Likes Like |Link to Comment
  • Lower Productivity Points To Slower Growth And Higher Inflation [View article]
    Maybe. The relationship between inflation and unit labor costs seems closer than the link with productivity, and unit labor costs have trended down for over 30 years. Given the current job market, I don't see cause of alarm in the near term.
    Feb 8 06:29 AM | Likes Like |Link to Comment
  • Heads are already rolling at CNN with top exec Jeff Zucker still fresh on the job. The network's managing editor will quit and personalities James Carville and Mary Matalin are reported to be ending their long relationship at CNN. Though the Time Warner (TWX -0.9%) property suffers from embarrassingly-low prime-time ratings, analysts think the CNN brand (cable + online) still has great potential to generate profits if Zucker pushes the right buttons. [View news story]
    Fox News, "Fair and Balanced"; MSNBC, "Lean Forward"; CNN, "Always Moral Equivalency." If it were a good news channel, like it used to be, it might do okay. But a focus on politics without the guts to speak truth to power is not a winning recipe.
    Jan 29 11:24 AM | 3 Likes Like |Link to Comment
  • China could be the biggest loser in the U.S. energy boom, according to German intelligence agency BND. If the U.S. is able to do without Middle East oil, the balance of power between the U.S. and China would shift toward the U.S.; China will become dependent on the Arabian peninsula to meet its growing oil demand, but won't have the military power to protect its energy sources and transportation routes. [View news story]
    I like the ramifications of this assessment. The PRC can share the burdens of protecting the straits and maybe help mitigate our tendency toward Israel sycophancy.
    Jan 22 10:59 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    No, no. It's like Plan B, the morning after pill. Boehner's concerned about Cantor's intentions.
    Dec 20 09:21 AM | 2 Likes Like |Link to Comment
  • Knee-Jerk Fed Reaction Doesn't Add Up [View article]
    Nice analysis. Thanks.
    Aug 23 08:22 AM | Likes Like |Link to Comment
  • Selling coffee to the bereaved: Starbucks (SBUX) plans to open a store inside a funeral home in South Carolina. Though the company says it will maintain a low-profile at the location, it maintains the move follows a growing pattern of placing stores embedded into high-traffic areas. [View news story]
    Waking the dead with caffeine?
    Jul 13 09:10 AM | Likes Like |Link to Comment
  • Massive Option Trade On SPY An Eye Opener [View article]
    Of course, it could just be a JPM hedge, so don't read too much into it.
    May 17 09:39 PM | 1 Like Like |Link to Comment
  • 3 Reasons The Market Will Likely Reach A Short-Term Bottom The Coming Week [View article]
    Europe's problems are far from resolved.
    May 12 09:43 PM | 1 Like Like |Link to Comment
  • Annaly (NLY) CIO and Vice Chair of the Board Wellington Denahan exercises options to purchase 100K shares of company stock at $13.25 each (today's close $16.17). Her stake in the company is upped 12.3% to 913K shares.  [View news story]
    There's really nothing to see here; she just exercised options for whatever unknown reason. Let's see how long she holds.
    Apr 24 08:34 PM | 2 Likes Like |Link to Comment
  • Sell In... April?? [View article]
    Good article. thanks.

    "[N]attering nabobs of negativity"! I guess Mr. Sears is an old guy; I haven't heard that in near 40 years.
    Apr 16 10:49 PM | 1 Like Like |Link to Comment
  • Brian Rogers's Top Quality Large Cap Picks [View article]
    Good picks. I've owned all these fine companies at one time or another.

    For general edification I must mention something I didn't learn until somewhat recently, which is that if one has a dividend emphasis and considers investing in a foreign company like RDA, don't do it a tax protected account since the home countries take their tax bite before you get your payout.
    Apr 4 11:30 PM | Likes Like |Link to Comment
  • How To Use ETFs To Create Synthetic Markets: 2 Plays [View article]
    Yes, "negative." Thanks. Don't get me wrong, I like your article and the concept. Cheers.
    Apr 4 11:17 PM | Likes Like |Link to Comment
  • How To Use ETFs To Create Synthetic Markets: 2 Plays [View article]
    Interesting, but aren't you essentially just doubling down on your thesis given positive correlations?
    Apr 4 04:35 PM | Likes Like |Link to Comment
  • Seeking Alpha Passes One Million Members -- 5 Things You Need To Know [View article]
    Great site. All kudos are well deserved. Thanks and keep up the good work.
    Mar 26 11:44 PM | 1 Like Like |Link to Comment
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204 Comments
220 Likes