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  • Wall Street Breakfast: Crude Surges On Yemen Tensions [View article]
    It would appear the banks went an entire day without paying a $1 Billion fine or being implicated in a new "_____ rigging" scheme. Let's give credit where credit is due.
    Mar 26, 2015. 08:51 AM | 8 Likes Like |Link to Comment
  • General Electric: Big Iron + Big Data = Big Outcomes [View article]
    If GE was a TV show it would be a plodding "Days of Our Lives" while biotech and media would be stream-until-you-dream "House of Cards" and "Breaking Bad." Yet, everyday, I awake to upbeat, stay-the-course, "our day will come" articles about GE. Long both biotech and GE.
    Mar 25, 2015. 09:33 AM | 1 Like Like |Link to Comment
  • Congress Owns These Stocks, Should You? [View article]
    We need to find out what the Congressional STAFFS own. It was only, what, a couple of years ago that Congress legistlated that the insider trading laws applied to Congress and its staffs. Prior to, they could wheel and deal based on what they knew about future government spending. Good deal.
    Mar 25, 2015. 09:18 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Kraft, Heinz Announce Mega Merger [View article]
    Energy CEOs taking "talking points" lessons from their Financial Services bretheren. "We had this all in hand, our strategy was perfect; and then, sadly THE MARKET MOVED AGAINST US and we lost our shareholders shirts. Darn. Bad luck is a bummer. Hand me my $20,000,000. If we cut the pay of key management talent, they'll leave and will be without the folks who got us here."
    Mar 25, 2015. 09:02 AM | 9 Likes Like |Link to Comment
  • Bank Of America: The Frustration Mounts For Shareholders [View article]
    Today must be my day to read about "WAIT UNTIL NEXT YEAR!" stocks as I started with GE and have moved to BAC. On to Cliff's Natural from here. 7000 banks, only one IBB. And after the next financial crisis the government will REALLY come down on the banks. So many vibrant industries.
    Mar 24, 2015. 10:20 AM | Likes Like |Link to Comment
  • General Electric: Enough Idle Chatter, Let's Cut To The Chase [View article]
    If GE was an NFL team it would be the Chicago Bears. Legendary founder, iconic brand, baffling quarterback and always rebuilding while firing up the fan base with heartfelt "wait until next year" assurances.
    Mar 24, 2015. 09:41 AM | 13 Likes Like |Link to Comment
  • Wall Street Breakfast: China Growth Worries Surface Again [View article]
    Sorry: "low hanging fruit"
    Mar 24, 2015. 09:21 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: China Growth Worries Surface Again [View article]
    Just read a piece about Ted Cruz who was being lobbied by folks who are OUTRAGED that anyone would think we could shutter the Import-Export Bank. Really? No other entity could assume the burdens of the I-E Bank? Tough road to fiscal sanity when we can't pick/kick low handing fruit like this.
    Mar 24, 2015. 09:19 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: European Markets Fall Ahead Of Greek Meeting [View article]
    A Harvard prof called Ted Cruz the smartest student he ever had. The guy has argued cases before the Supreme Court. (He was also born in Canada, I think.) So why is Cruz seemingly content to be noted for being a strident bully, a 21st Century Joe McCarthy? Discuss.
    Mar 23, 2015. 09:30 AM | 2 Likes Like |Link to Comment
  • Book Review: 'The End Of College' By Kevin Carey [View article]
    "One Size Fits All, Tra, La, Tra, La" -- Hymn #1 in American Educational Songbook.
    Mar 21, 2015. 09:34 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: White House To Unveil Fracking Rules [View article]
    The BNY Mellon case is fascinating. First off, if you are a corporate treasurer how tough would it be to check to see if you got a good rate. Two, if you are a corporate treasuer and these Money Center Banks repeatedly ripped you off might you: a. try to cover it up or b. find another bank. If there is another bank that isn't doing the same thing ......... ?
    Mar 21, 2015. 09:22 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Investors Digest Fed's 'Patient-less' Statement [View article]
    The Ides of March came and went. The BAC story is an interesting corporate governance tidbit. Need to find out who the "regulators" are who are forcing this. I'm guessing a move of this magnitude would never make the proxy ballot in healthier organizations with stronger CEOs. Would like to know what others think.
    Mar 19, 2015. 07:36 AM | 4 Likes Like |Link to Comment
  • General Electric: A Picture Is Worth A Thousand Words [View article]
    I note that the CNBC old-timers have stopped reminding America that they all hold GE (our "former parent") stock in their 401(k)s with a basis of $60. A sure sign of capitulation. Also Buffett made a snide reference to the 'CEO who beats by a penny every quarter' which I assumed was a reference to St. Neutron Man. As the kids would say: GE needs to get over itself.
    Mar 18, 2015. 09:53 AM | 3 Likes Like |Link to Comment
  • Biotech Weekly: The XBI-IBB Performance Gap YTD And A Benchmarking Discussion [View article]
    Have owned XBI since $50 but was late, I thought, to the IBB party as I jumped in last May at $230 only to see it go up $100! share. Have XLV too but the piece de resistance(sp?) is TRowe Price Sci and Health Fund which I started buying in 2010. Pinch me.
    Mar 17, 2015. 09:39 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: How Low Can Crude Go? [View article]
    Nothing kicks off the week like mentioning investigative journalism, New York Post style. I'll get interested when The Post decides to test the veracity of Bill O'Reilly's claims that he and not Neil Armstrong was the first man to walk on the moon.
    Mar 16, 2015. 08:31 AM | 2 Likes Like |Link to Comment