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CarlosSlim
120 Comments
Analysts Shouldn't Mess With Texas (Instruments)
When engineers there proposed a IBM PC clone in a portable form, they threw the design back across the table and asked "Where is the Texas Instruments microprocessor?".
Of course, the rest if history..these engineers left T.I. and formed a little company called "Compaq".
T.I. has a market cap of 38 billion.
Compaq/HP now has a market capitilization of $47 billion.
Why do "suits" continue to think they are smarter than engineers?
Answer: Because they can screw the middle class, whereas engineers just think up new ideas in order to help people.
The U.S. Dollar and the Limits of Irresponsibility
In other words, Situation Normal per the last 7 years...
"If only a few things go less wrong, in 6 more months, I think we'll be turning a corner..."
Six months later...
"If only a few things go less wrong, in 6 more months, I think we'll be turning a corner..."
Six months later...
"If only a few things go less wrong, in 6 more months, I think we'll be turning a corner..."
ICF: The Surprising Rise of REITs in a Real Estate Downturn
People who "walk" from their foreclosed homes will need somewhere to store their stuff.
It's Time to Focus on the Value of the Dollar
You know they are right, because all the Neo-Con economic theories worked out so very well in Iraq (Flat tax rate, privitization, no unions, free markets--no import duties, etc).
What a economic paradise Iraq is with all those wonderful theories in place!
Actually, the first clue that these Neo-Con job economists are clueless is...how did the US pull out of the Depression?
Massive Keynesisan spending!
Pulled us out of the Great Depression!
Why Bush Doesn't Like Cap-and-Trade
..then you KNOW it will be a serious commentary about a serious subject.
Whatever Bush likes, we likes.
Whatever Bush eats, we eats.
We're Bush Men! We like Bush! Anything Bush says is OK with us!
Cause we're "mavericks".
You know...independent thinkers!
Free Market Libretarians!
How To Solve the Housing Crisis Tomorrow
The Free Market!!!
The Free...what?
Nevermind.
The Two Housing Crises
Think about it.
Where can you buy a residential home and immediately turn around and rent it out for more money than it costs?
You can't.
"It's always cheaper to rent".
Don't Regulate, Rationalize
Instead of packing 5 regulatory agencies with corrupt cronies, it will only have to pack one agency!
Nor will Investment banks have to deal with various state regulatory agencies.
Dealing with only just one Federal agency is much easier on lobbyiests who just trying to eke out a living--a few hundred billion here, a few hundred billion there--for their special interest clients.
Now, that's...efficiency!
Don't Regulate, Rationalize
All regulations should be "voluntary".
Why...in the entire history of Capitalism, there has never been a single case of a Capitalist doing something that harms individuals or even entire societies.
Because Capitalists always make the "right" choices.
Capitalists would never, ever, ever make the "wrong" choice just to make a few more dollars profit.
The preceding words have been the root philosophy of the -R political party.
The -R "regulators" have been Wolves watching the Chicken co-op.
Why expect anything different now?
These are idealogues, who have already made up their minds--they are right and anyone who disagrees with them is wrong.
New Treasury Plan - Short Housing and Insurance
The closest thing to Residential Real Estate I can find to short is commercial real estate (SRS PROSHARES TR ULTRA SHORT REAL ESTATE PROSHARES).
It's extremely volatile and doesn't perform well. If the economy is going into recession, strip shopping centers will have fewer tenants, rents will decrease, profits will decrease.
So why hasn't commercial r.e. tanked if we're in a recession that could last 8 months to 8 years (or longer)?
The Recession Has Arrived; How Long Will It Stay?
March 14, 2008, George W. Bush
Recesssion? What Recession?
What happened?
Investor Sentiment and Market Returns: Now's the Time to Be Bold
There are old pilots.
But there are no old, bold pilots.
Should Wall Street Have Saved Itself?
Now, they blame the chickens!
Time To Short the British Pound?
The Credit Crunch: Taking Personal Responsibility
They got some crazy fellers in there now whose mantra is "Tax Cut & Borrow".
My future grandkids, who ain't even out of the chute yet, will be paying for his Most Excellent Adventure in Iraq for decades.
Kind of makes anyone long for the days of "Peace and Prosperity" when some old Horndog was piling up budget surpluses back in the Good Old Days (1990's).