jaume ribe, spain

Is the U.S. Dollar Finished?

Make it easier, fundamentals in the Eurozone are far worst than in the US. How and how long the € can keep on its currently extravagant value ?

Apple vs. Microsoft: Apple's OS Wins Hands Down

Never trust the family and purchase a Compaq with Windows 7 (even you say that it is like your icon 20 years ago; so, still wanderful)

Microsoft to Employ Dual Mobile OS Strategy to Compete with Android and iPhone

Inertia is going to be difficult to overcom ? Sorry but I disagree. Against inertia creativity and innovation... or "copying cats". Has Microsoft, through its History, demonstrated or not to be able to overcome whatever trouble they've encountered -only acceptable measurement being money earned- or compete in any market they are interested in (up to this point, even) ?

Microsoft: Whistling in the Dark

I'm surprised at finding out that Microsoft is about bankruptcy. Not less at ignoring the vision of Mr. Robin Bloor and the innocence of both Mr. Ballmer and Mr. Jobs to appoint him as the new "oracle" with regards to what will be the future of informatics.
In my opinion, what I have read is "peanuts": he says momentum impedes change of direction. That's not true; simply check on the Einstein's Theory of the General Relativity (plus how much one should have to pay to purchase either Microsoft or Apple)

Cramer's Mad Money - Paul Krugman Is Wrong (8/10/09)

I think Krugman, as a very cleaver person and professional has not said black or white yet, because this still is impossible. He doesn't deny the role of the Fed up to its limit (perhaps at the moment). But, what else when the estimulus deliveries lag some 70 % as budgeted.
Neither Krugman denies the inflexion point is to come.
Don't agree with the prophets of Wall Street. Cramer should read Dr. Mandelbrot about real world.

Krugman Laying It on a Little Thick

Krugman stays on what he has said from the very beggining, and he's not the only. Read Joseph Stiglitz about the subject.

Krugman Misreads Data Proving Paradox of Thrift

I'm surprised at how the concept of rational expectations holds on.
Of course Prof. Krugman knows what he is talking about

Ferguson or Krugman, Which One Is Right?

I find "basics" and most credible Paul Krugman position.
Jaume, Spain

Note to Nassim Taleb: You Can't Kill Off Black Swans

This time the Manual is empty of ideas. I fully agree with the "commandments" of Taleb in the FT, don't you (surprise)?
Black Swans, as the current one are epidemics, but not everybody dies. There are many vaccinated. The source of the "ideas" says something about the unpredictability of the current pandemic. Don't agree. Since 2005 it was -at least for the USA- (Paul Krugman among others). As usual, success and fame deserve bad comments of the losers

GE's Immelt Thinks for Himself: U.S. Not Shifting to a Service Economy

In my opinion it is good the US be a prosperous services' economy, but, who thinks it is refraining forom still being the first manufacturing economy in the world ? Hope so for many years (unfortunately I'm submitted to the ECB)

GE: Jeff Immelt, Please Stop Talking

What about to thing of Mr. Immelt like a honest man instead of putting every aficionado him/herself playing to lead such a corporation as GE.? Have no doubt Mr. Immelt will turnaround GE.

Taleb vs Merton, Cont.

Seen the two first comments. Agree (of course Taleb is right), yet we must recognize that, so far it is still difficult for Taleb and Mandelbrot to come up with the Holy Greal to leave with millions from WS. But, according to the specialized papers, in the last (current) Black Swan, Taleb has earned a lot of money (and for sure not applying the Merton's prehistoric theories).

General Electric: Not Quite a Value Trap, More Like a Value Pit

Perhaps there is something forgotten in the article. How has GE been financing the growth of their net revenues through the last 10 years ? The money origin is important. It is even hinted that it'll be difficult for GE to operate. Not at all with the balance sheet shown. When even working capital reinforces the capacity of GE to get more indebted long term. My impression is that the article is written for legitimate speculators rather than from a point of view of correct managment when a turnaround is in force.

Not Likely to Be a Merry Xmas for Microsoft - RBC

I find it another ridiculous comment, even though it can be true, within the legion of speculative thinkers/ forecasters, most of the time wrong, to try to concern to the holders of something real like a Microsoft share, unbeatable leader of software worlwide, precisely pointing as non positive a share repurchase of 40 billions on its way. In any case the headline is what makes the "note" to strive that qualification

New Microsoft Commercials Show Windows Users Are Cool Too

The ones who only pursue to make their own choices in life, regardless frameworks, benchmarks, fashions, etc..., in summary the free ones (freedom being respect for the others rights), these are the winners.
I like Mc, yet I'm a PC