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  • Wall Street Breakfast: General Electric In Talks To Sell Appliance Business [View article]
    Next thing you know someone will try to blame Bush for Iraq. I've been saying for ten years we have too much retail, too many fast food, casual dining, Khaki and designer tee shirt emphoria and, by god, there's got to be a shakeout. And someday I'll be right. When people who eat out 5 times a week cut back to 4 it doesn't alter their lifestyles a great deal but that's 20% to "the industry" at large.
    Aug 14 11:48 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Amazon Unveils Mobile Credit Card Reader [View article]
    No mention of the several geo-political "troubles" that abound. Telling.
    Aug 13 08:10 AM | 2 Likes Like |Link to Comment
  • Ventas beats and boosts guidance [View news story]
    Long VTR, HCN. BMR, LTC. Since many trade REITS like bonds, if rates ever go up it will be interesting to see how these get by. Gotta be patient.
    Aug 12 08:33 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Amazon-Disney Dispute Involves More Than Pricing [View article]
    Bravo, Mr. Carlini. The notion that a dozen Sierra Club hippies are holding up the Keystone Pipeline is something the Right loves to float (the "Obama bowing to ecology wackos" line of thinking). I prefer the Watergate bromide: "Follow the money" as a way more tried and true method of 'splaining things. There's always someone(s) who like things just the way they are.
    Aug 12 07:59 AM | 6 Likes Like |Link to Comment
  • Wall Street Breakfast: Record Bond And ETF Outflows Continue [View article]
    Not to say we shouldn't get involved but always interesting that many of the 99% who have no contact with the military are often quite eager to send the 1% who are into harms way. How many members of Congress have sons/daughters in the armed services?
    Aug 8 08:09 AM | 12 Likes Like |Link to Comment
  • Wall Street Breakfast: Iliad Secures Financing For $15B T-Mobile Bid [View article]
    SEEKING ALPHA is the best site in America!!!! (My comments keep disappearing from the site so I'm checking to see if I'm on some "time out" list.)
    Aug 1 08:07 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Condensate Leaves U.S. Shores As Industry Demands Export Guidelines [View article]
    Mr. Impeachment Dick Cheney was all for expanding the powers of the executive branch when he and Paulson were president but evidently he's now changed his mind. The GOP's obsessive, Ahab-like pursuit of B.O. continues to reach ludicrous levels. If they kept their eye on the ball, who knows, they might even return to power. I think they've already got the "hate Obama" vote nailed down.
    Jul 31 08:55 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: GM Faces New Ignition Switch Lawsuit [View article]
    CNBC featured a lengthy segment this morning with the star of "Sharknado II," a sure sign that CNBC at least thinks all's right with the world. Gotta learn to read these subtle network tea leaves, fellas.
    Jul 30 09:13 AM | 1 Like Like |Link to Comment
  • CNBC's Rick Santelli Is Right: Stock Buybacks Are Obfuscating Financial Results [View article]
    Most CNBC "personalites," starting with Joe "The Entertainer" Kernan, appear to be auditioning for FOX. If companies can borrow at 1.5% and deduct the interest their "cost of capital" is around 1%. Not a high hurdle rate.
    Jul 28 08:57 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Tax Inversions, Solar Tariffs, Samsung Delay [View article]
    GOP held W.H., Senate and House from 2000-2006. Deficit SOARED. Republicans need to expand their playbook beyond "Cut taxes and see what happens" if they're serious about being national party with designs on the White House. Leadership is astonishly weak. President Obama was playing a very weak hand in 2012 and still got a second term. Name calling alone, while great fun on FOX, won't do it.
    Jul 28 08:35 AM | 10 Likes Like |Link to Comment
  • 24 Ways Herbalife Is Mocking The Regulators [View article]
    I've read that the Amways, Herbs, have spent their money wisely in the halls of Congress.
    Jul 25 10:19 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Argentina To Default, BSkyB Acquisition, Glaxo Investigation [View article]
    Didn't know Dept of Ag covers your tab if your trading partner defaults.
    Jul 25 09:56 AM | Likes Like |Link to Comment
  • The Stock Market Has Reached "A Permanently High Plateau" -- If The Fed Does Not Mess Up Again [View article]
    Started buying T Rowe Price Health Sciences fund, circa 2010, at $24 or so. Yesterday it went up 3% (in one day---must of had some PUMA in there!) to hit a high of $66 for the second time (the first time was in Feb. prior to "correcting" to $56.) And this is not a insignificant position for me. Pinch me. What do I do now?
    Jul 24 08:43 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: SEC Reforms, Tech Earnings, PayPal Expansion [View article]
    Wonder if Congress will whittle down its "August recess" in order to deal with the pressing issues of the day?
    Jul 23 09:00 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Reynolds Lawsuit, Russian Ultimatum, Philips Earnings Decline [View article]
    The foreign policy experts are out in drove today. Whatever happened to Iraq? Old news, I guess.
    Jul 21 09:32 AM | 2 Likes Like |Link to Comment