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linenoise

linenoise
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  • Royal Bank Of Scotland Group PLC Bonds: None But The Brave [View article]
    ouch.
    Feb 12, 2014. 04:06 PM | Likes Like |Link to Comment
  • 6 Reasons I Am in TBT and Cash Now [View article]
    This article was written on April 12, 2011. TBT was about 150. Today even after the run up it's only at 78.
    Jul 8, 2013. 08:49 AM | Likes Like |Link to Comment
  • Coinstar Falls Sharply; Is It Time To Buy? [View article]
    "The overall data costs for streaming is only going to get higher as time goes on for both the ISP and the consumer as more and more people stream."

    The entirety of technological history disagrees. Nothing drops in price faster than drive space, memory prices, processor power and switching. Just because there is an artificially sustained oligopoly creating a bandwidth shortage for the present, doesn't mean it will exist tomorrow. Google, for one, is making sure of this.
    Feb 11, 2013. 08:45 AM | Likes Like |Link to Comment
  • Coinstar Falls Sharply; Is It Time To Buy? [View article]
    Coinstar has two looming problems - optical media and pennies.

    The rate at which content is moving from optical media to streaming is not good for redbox. Couple that with sub $50 home media players that accept usb and shared network devices (and allow you to stream netflix/amazon) and the picture gets bleaker.

    Canada got rid of the penny. The US will be next.
    Feb 9, 2013. 10:50 AM | Likes Like |Link to Comment
  • While many believe the global economy is stable and recovering, "permabear"  economist David Rosenberg sees "a car being driven by a drunk, lurching from side to side on the road, narrowly avoiding the ditches each time." While the car is in the middle of the road right now, "is that because the driver has sobered up, or is it because the car is just passing through the middle on its way to the ditch on the other side?" [View news story]
    http://bit.ly/Q9GDgv

    • In the 2009 fiscal year — the last of George W. Bush’s presidency — federal spending rose by 17.9% from $2.98 trillion to $3.52 trillion. Check the official numbers at the Office of Management and Budget.


    • In fiscal 2010 — the first budget under Obama — spending fell 1.8% to $3.46 trillion.

    • In fiscal 2011, spending rose 4.3% to $3.60 trillion.

    • In fiscal 2012, spending is set to rise 0.7% to $3.63 trillion, according to the Congressional Budget Office’s estimate of the budget that was agreed to last August.

    • Finally in fiscal 2013 — the final budget of Obama’s term — spending is scheduled to fall 1.3% to $3.58 trillion. Read the CBO’s latest budget outlook.

    Over Obama’s four budget years, federal spending is on track to rise from $3.52 trillion to $3.58 trillion, an annualized increase of just 0.4%.
    Feb 3, 2013. 06:16 PM | 1 Like Like |Link to Comment
  • While many believe the global economy is stable and recovering, "permabear"  economist David Rosenberg sees "a car being driven by a drunk, lurching from side to side on the road, narrowly avoiding the ditches each time." While the car is in the middle of the road right now, "is that because the driver has sobered up, or is it because the car is just passing through the middle on its way to the ditch on the other side?" [View news story]
    Who has Obama spent more than?
    Feb 3, 2013. 02:13 PM | Likes Like |Link to Comment
  • More than any other market in the world, gold is best analyzed technically, says (technician) Peter Brandt. His charts tell him the metal's 15-month sideways action could be setting the stage for a major advance. Maybe not yet though, as there's good reason to believe the flattish activity could continue for many more months. [View news story]
    So the best technically analyzed commodity is either set to do something, or nothing.

    Technical analysis. WOW.
    Jan 9, 2013. 09:50 AM | 5 Likes Like |Link to Comment
  • TIPS investors have another fund to choose from as Vanguard's Short-Term Inflation Protected Securities ETF (VTIP) traded 30K shares on its launch yesterday. The fund's fee is 0.10% vs. similar funds STIP and STPZ which charge 0.20%. [View news story]
    Unless the minimum wage legislation passes why would you expect to see inflation in this environment?
    Oct 17, 2012. 09:17 AM | Likes Like |Link to Comment
  • Wells Fargo (WFC) joins the list of banks adding fees where they can to make up for fee reductions mandated by Dodd-Frank. The bank plans to implement a $5/month fee for those checking accounts not maintaining a $1,500 balance or otherwise behaving as the bank wishes them to.  [View news story]
    "behaving as the bank wishes them to."

    Seems like unnecessary editorializing. You choose to be in a relationship with them remember?
    Jul 2, 2012. 09:53 AM | 3 Likes Like |Link to Comment
  • 6 Reasons I Am in TBT and Cash Now [View article]
    What about etf decay? TBT was never meant as a long hold. It's a levered ETF. It's a hedge.

    Why wouldn't you just short TLT?
    Jun 5, 2012. 09:39 AM | Likes Like |Link to Comment
  • 6 Reasons I Am in TBT and Cash Now [View article]
    Bret, have you done anything to manage risk for this position? Do you plan to buy more today now that the 10 year has started approaching 1.8% again?
    Jan 30, 2012. 09:31 AM | Likes Like |Link to Comment
  • Virtualization kingpin VMware (VMW) has lofty ambitions for taking over the cloud management software market, but Charlie Oppenheimer thinks the company's pricing could trip it up. By tying license fees to the number of virtual machines a server is running, VMware's solution could be prohibitively expensive for large deployments.  [View news story]
    Have you used hyper-v? It's utter crap compared to VMware or even VirtualBox.

    Pathetic Linux host support. Even the XP support is even crap. No usb passthrough. No audio. No optical drive support. The graphics are utterly worthless. No live migration. NO LIVE MIGRATION. This is absolutely huge in an IT setting. No nic bonding.
    Oct 27, 2011. 01:58 PM | Likes Like |Link to Comment
  • Fading The Rally: 10 Scary Numbers Out Of Europe [View article]
    You realize that the banks over here are often counter parties to those banks over .. ahem .. "their". Maybe wait until the afternoon before getting baked.
    Oct 17, 2011. 12:34 PM | 3 Likes Like |Link to Comment
  • Intel (INTC) announces it will offer 5, 10, and 30-year notes, with each set of notes having a value of at least $500M. In spite of possessing over $13.4B in cash and investments as of July 2, Intel will primarily use the proceeds to pay for stock repurchases - a sign that, like many other tech names, most of Intel's cash resides offshore.  [View news story]
    When has borrowing ever been cheaper? This seems like a no-brainer for Intel.
    Sep 14, 2011. 10:29 AM | 4 Likes Like |Link to Comment
  • That 110 point pop in the DJIA around 2:30? Word hitting the wire that Italy is in talks with China to buy Italian sovereign debt. Sources say the head of China's SWF was in Rome last week for discussions with finmin Tremonti. For your review is a story from October 2010 of China offering to buy Greek paper - stocks probably jumped 2% on that one.  [View news story]
    It was definitely not there earlier. It was a rumor before it was on the site.

    ransquawk.com/headline...
    Sep 12, 2011. 04:34 PM | Likes Like |Link to Comment
COMMENTS STATS
215 Comments
445 Likes