Abstract Badger's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/159969/comments http://seekingalpha.com/article/170318-how-much-is-a-stimulus-job-worth?source=feed#comment-739185 739185 Sun, 01 Nov 2009 10:54:42 -0500 http://seekingalpha.com/article/149510-new-construction-growth-what-are-they-smoking?source=feed#comment-592053 592053 Please. You had a good run. Get another job, preferrably without government manufactured demand. I hear there's some spots in farming opening up.


On Jul 17 11:25 AM Larry House wrote:

> Good points, Thad F: You keep doing what you know to do. I hope
> for you and all builders that things turn around before it is too
> late.]]> Fri, 17 Jul 2009 12:03:23 -0400 Please. You had a good run. Get another job, preferrably without government manufactured demand. I hear there's some spots in farming opening up.


On Jul 17 11:25 AM Larry House wrote:

> Good points, Thad F: You keep doing what you know to do. I hope
> for you and all builders that things turn around before it is too
> late.]]> http://seekingalpha.com/article/142480-smartphones-becoming-a-necessity-expect-more-growth?source=feed#comment-541010 541010 Wed, 10 Jun 2009 15:34:26 -0400 http://seekingalpha.com/article/141167-bernanke-s-fiscal-focus?source=feed#comment-530696 530696 Wed, 03 Jun 2009 16:54:40 -0400 http://seekingalpha.com/article/140306-why-bing-why-not-sift?source=feed#comment-523060 523060 Fri, 29 May 2009 12:56:35 -0400 http://seekingalpha.com/article/138716-why-credit-cards-can-t-afford-to-raise-fees?source=feed#comment-511736 511736
The core of the larger question is about 'credit insurance and immediacy'.

Issuers are implying that without a yearly 'insurance' fee they will have a difficult time existing and will be unable to insure this immediately available form of 'general credit'.

The consumers decision will revolve around the total cash they have available, other forms of specialized insurance they own, their best estimate for maximum general immediate credit they may need and the nature of the deal and yearly insurance fee the competing issuers are offering.

It's not so different from wireless carriers leveraging your cell plan for an extra $10 a month so you know you can make the 911 call.

Welcome to the '80's.
]]> Wed, 20 May 2009 14:20:58 -0400
The core of the larger question is about 'credit insurance and immediacy'.

Issuers are implying that without a yearly 'insurance' fee they will have a difficult time existing and will be unable to insure this immediately available form of 'general credit'.

The consumers decision will revolve around the total cash they have available, other forms of specialized insurance they own, their best estimate for maximum general immediate credit they may need and the nature of the deal and yearly insurance fee the competing issuers are offering.

It's not so different from wireless carriers leveraging your cell plan for an extra $10 a month so you know you can make the 911 call.

Welcome to the '80's.
]]> http://seekingalpha.com/article/138460-smartphones-the-mobile-industry-is-about-to-get-blown-apart?source=feed#comment-509615 509615
The simple fact of the matter is that by far the majority of revenue generating content will be created with professional(read specialized), not amateur(read generalized) tools and will be consumed by professional and not amateur tools.

Ok, so nomadic high school and college students riding busses generate little revenue and spend little revenue using pirated and amateur content(and will do less in the future economy as mommy and daddy crack down on the budget) and won't buy DSLR's, game consoles where the MMI drives the devices, audio defined by the quality of the noise-cancelling headphones, phones with a voice recognition interface one can legally use in a vehicle, net/lap books/tops with a UI that allows efficient content creation, home theater systems, etc. etc. etc. These devices are quickly moving to toy status and will be cheap devices with limited service plans in line with the revenue generation and spending of their user.

Rooted workers driving vehicles that need to make money to spend money will be driven by specialization and will most of the time require multiple devices that are more than toys.

]]> Tue, 19 May 2009 10:44:24 -0400
The simple fact of the matter is that by far the majority of revenue generating content will be created with professional(read specialized), not amateur(read generalized) tools and will be consumed by professional and not amateur tools.

Ok, so nomadic high school and college students riding busses generate little revenue and spend little revenue using pirated and amateur content(and will do less in the future economy as mommy and daddy crack down on the budget) and won't buy DSLR's, game consoles where the MMI drives the devices, audio defined by the quality of the noise-cancelling headphones, phones with a voice recognition interface one can legally use in a vehicle, net/lap books/tops with a UI that allows efficient content creation, home theater systems, etc. etc. etc. These devices are quickly moving to toy status and will be cheap devices with limited service plans in line with the revenue generation and spending of their user.

Rooted workers driving vehicles that need to make money to spend money will be driven by specialization and will most of the time require multiple devices that are more than toys.

]]> http://seekingalpha.com/article/138095-why-our-financial-system-cannot-simply-be-rebooted?source=feed#comment-507131 507131 Sun, 17 May 2009 10:48:59 -0400 http://seekingalpha.com/article/136514-job-numbers-from-the-bureau-of-spurious-statistics?source=feed#comment-495826 495826 Fri, 08 May 2009 13:51:51 -0400 http://seekingalpha.com/article/131580-the-seduction-of-america?source=feed#comment-468755 468755 This is a well written, but long-winded, explanation of something an ecologist would have summarized with a roll of the eyes as 'Scavenger(trader) and predator(consumer) population grows as prey(producer) population declines.' Reverse, with the required death and pain, and repeat. Please apply to various human sub-types as your model of humanity allows.

If you are not a believer that a stable macro-organism can be created on a closed-system earth with the current constituent life forms and their evolved behaviors, one must accept that organic life, including human life, on a closed system like earth is a ponzi scheme. A continually inflating and deflating bubble.

Welcome to reality, (eco)nomists. Sorry, I didn't need any charts.

If only the Borg were here to SAVE us.
]]> Sun, 19 Apr 2009 15:01:02 -0400 This is a well written, but long-winded, explanation of something an ecologist would have summarized with a roll of the eyes as 'Scavenger(trader) and predator(consumer) population grows as prey(producer) population declines.' Reverse, with the required death and pain, and repeat. Please apply to various human sub-types as your model of humanity allows.

If you are not a believer that a stable macro-organism can be created on a closed-system earth with the current constituent life forms and their evolved behaviors, one must accept that organic life, including human life, on a closed system like earth is a ponzi scheme. A continually inflating and deflating bubble.

Welcome to reality, (eco)nomists. Sorry, I didn't need any charts.

If only the Borg were here to SAVE us.
]]> http://seekingalpha.com/article/97245-don-t-panic?source=feed#comment-264222 264222 There is no panic on 'main street'. The equation is simple as it was in the 1920's: The now very large percentage of have-not's have little to lose and the now very small percentage of have's have much to lose. The lesson of history is that populism only conquers capitalism during these extreme imbalances. Congress is getting the message that it is time to deflate, massively, and we'll work this out on the streets.]]> Wed, 24 Sep 2008 21:03:59 -0400 There is no panic on 'main street'. The equation is simple as it was in the 1920's: The now very large percentage of have-not's have little to lose and the now very small percentage of have's have much to lose. The lesson of history is that populism only conquers capitalism during these extreme imbalances. Congress is getting the message that it is time to deflate, massively, and we'll work this out on the streets.]]> http://seekingalpha.com/article/95807-the-nationalization-of-aig?source=feed#comment-256522 256522 Tue, 16 Sep 2008 23:05:51 -0400 http://seekingalpha.com/article/90559-what-s-changed-on-the-seeking-alpha-website?source=feed#comment-232270 232270 Sun, 17 Aug 2008 08:48:50 -0400 http://seekingalpha.com/article/90559-what-s-changed-on-the-seeking-alpha-website?source=feed#comment-229812 229812
It seems the common theme running through the comments here are generalists versus specialists. Your previous blogroll appealed to generalists and these are the people making the comments here; I would keep an author/date organization with less-targeted ads for us generalists and the more highly-sorted organization for the specialists with the more lucrative, highly-targeted ads you desire. You win both ways.]]> Wed, 13 Aug 2008 19:55:44 -0400
It seems the common theme running through the comments here are generalists versus specialists. Your previous blogroll appealed to generalists and these are the people making the comments here; I would keep an author/date organization with less-targeted ads for us generalists and the more highly-sorted organization for the specialists with the more lucrative, highly-targeted ads you desire. You win both ways.]]> http://seekingalpha.com/article/90559-what-s-changed-on-the-seeking-alpha-website?source=feed#comment-228985 228985 Tue, 12 Aug 2008 20:08:27 -0400 http://seekingalpha.com/article/85665-dark-knight-brings-imax-s-potential-to-light?source=feed#comment-208367 208367 Fri, 18 Jul 2008 07:03:56 -0400