WaveNet

18 Comments

    • ON: Fri Sep 19th 05:35 AM
      Commented on:
      The Blame Game, Part I: The Short-Seller Witch Hunt
      Short selling is an instrument of greed and speculation whose value is questionable at best.

      Consider real-estate as an asset class and contrast it with stocks :
      Can somebody else than the original owner allowed to sell it ? No!
      Will any owner lend a building to somebody else whose intent is to sell it in anticipation of a price erosion ? No way !

      Why is it then it is a lawful instrument with financial assets? Do you know any investors who cherish the idea of somebody else destroying the value of what they own and hence will lend their stock to them ?
      View article »
    • ON: Fri Sep 19th 05:15 AM
      Commented on:
      The Real Reason Behind the Global Financial Crisis
      Exceptionally clear analysis. But, it now needs to be balanced with a new perspective : post AIG bailout.
      Now that AIG will not be allowed to fail, it makes the "Insurance company" a lot stronger in re-visiting these CDS values and re-negotiating or discontinuing these contracts where legally possible. After all, all insurance policies reserve the right to terminate the policy ( & refund the premium) if deemed necessary before claims are made.
      So, there is light at the end of the AIG tunnel -- perhaps even sunshine if the new management figures out how to get there.
      View article »
    • ON: Wed Jul 16th 00:24 AM
      Commented on:
      Spansion Inc. Q2 2008 Earnings Call Transcript
      Better to have some minutes than none at all.

      However, Siphon is really Saifun ( the Israeli company they've acquired ) and a lot of the transcription from the CEO is wrong : i.e. extracting information from the market has been transcribed as instructing etc...

      Would be a lot more useful if the person transcribing had deeper understanding of the company and the subject matter.
      View article »
    • ON: Wed Apr 23rd 14:58 PM
      Commented on:
      The Outlook for Apple's iPod Business
      That the iPhone will cannibalize a sizable amount of iPod sales is more likely than the reverse. That being said, the assumption that a touch-screen interface and a larger display will continue to propel iPhone into unimaginable heights needs revisiting. Most corporate users do NOT want to have the imprecise touch- screen input and every mobile unit manufacturer has larger-screen models available.
      The exclusive relationships that Apple has obtained to launch iPhone might well end-up being an obstacle to growth over time. At this moment it is still unclear that iPhone is poised for unimpeded growth until and unless the market outside the US shows real traction.
      View article »
    • ON: Tue Apr 22nd 11:02 AM
      Commented on:
      The Worst Is Over Day I
      Your National City comments are insightful as you provide solid analytical observations to back them.
      Your Lehman comments are not : what you call fools are people who oversubscribed by almost 4x to the $4B capital infusion. Of all the financial companeis which raised capital in 2008 to strenghten their balance sheets, Lehman had the least shareholder dilution. Doesn't that tell you something ?
      View article »
    • ON: Mon Apr 21st 17:58 PM
      Commented on:
      Friday's Rally: Just a Short-Squeeze?
      I don't know which "lagging indicators" you have been watching, but last week's recovery for financials was a lot more than just Friday.
      Watching the breadth and the magnitudes, it is obvious that most investors see unprecedented value in all financials.
      The biggest "leading indicator" of a recovery is that smart money, whether with Private Equity or Public Offerings, are now the vehicles of choice in shoring-up their balance sheets and not sovereign funds. Smart money sees a trend reversal before the general public or the media does: after the fact, the bulk of the upside is already behind.
      View article »
    • ON: Sat Apr 19th 23:59 PM
      Commented on:
      E*Trade: Primed To Turn Around?
      Cindy,

      Thanks for a stimulating some of the best discussions on E*Trade from investors and customers who have demonstrated that they know a lot more about this business than the Prashant clown whose credibility is now forever shattered.

      How about posting in the WSJ ( or on Seeking Alpha) an article postulating that Prachant now runs at least 15% probability of being fired ? Wouldn't be fun to watch that irresponsible sycophant scramble to save his job as he wil for sure blame the people behind the article for baseless reporting .( is anybody at Citibank, especially his superiors, looking to eliminate non-essential jobs listening ??).
      View article »
    • ON: Fri Apr 18th 16:39 PM
      Commented on:
      E*Trade: Primed To Turn Around?
      Excellent analysis and even better rebuttal to irresponsible journalism which imperiled this company's very existence.

      As a person who has used 3 different on-line brokerages, there is little doubt that E-Trade has a superior platform. Furthrmore, if they can keep the brokerage and the bank integrated (less the mortgage business !!) they have a remarkable competitive advantage for a company of this size.
      View article »
    • ON: Mon Apr 14th 01:53 AM
      Commented on:
      Merck, Schering-Plough: Confessions of a Vytorin Patient
      You made a good point, bmc.
      There are some fundamental assumptions that need to be questioned.
      Until then, moving from Vytorin to Zocor makes no sense at all.
      View article »
    • ON: Mon Apr 14th 01:43 AM
      Commented on:
      Merck and SGP's Vytorin/Zetia: Are Doctors Writing Fewer Scripts?
      Iknowjack, you don't seem to understand what those who have used (not just read some useless studies) Vytorin are telling you. It simply works better than statins while lowering HDL/LDL ratio very successfully.

      Now you know where to stick all these charlatanic studies you have been reading !!!
      View article »
    • ON: Sun Apr 13th 22:33 PM
      Commented on:
      Lehman: ‘Creative’ Financing Rides Again
      Creative or not, it is time that we stop this financial institution bashing -- whether banks or brokers or insurance companies.
      They are facing the challenge of many generations -- and with them the entire US industrial fabric, our currency and our economy.

      Yes, they should have been a lot more prudent with leverage and risk management. But, no, sitting on the sidelines and throwing rocks at them is not the solution.
      View article »
    • ON: Sat Apr 12th 12:24 PM
      Commented on:
      Merck and SGP's Vytorin/Zetia: Are Doctors Writing Fewer Scripts?
      If CNBC’s Pharmaceutical Reporter focused less on misguided study or census findings and more on patient/doctor insights he would do himself and his audience a great service.

      He must be in that ignorant minority who believe that those who are on Vytorin will switch out to other medications because of a botched –up panel discussion !! All the doctors I spoke with are amazed at the media coverage of an isolated and ill-conceived study whose findings, delivered as a monologue, defied all scientific conventions of an interactive panel discussion. As a patient who has tried everything over the last 25 years, I know that Zetia delivers amazing LDL lowering effects and that for patients who need a statin along with Zetia (and there are plenty apparently), nothing beats Vytorin in convenience and economics.
      It is about time we start reporting facts and not survey resullts of projected intentions bordering on fiction.
      View article »
    • ON: Fri Apr 11th 04:18 AM
      Commented on:
      Lehman Shorts Scared by Bear Stearns Investigation
      No doubt that Shorts propagated fear, engendered investor panic and then profited from the demise of Bear. The unusual surges in trading volumes, the extremely risky put positions and the speed with which they happened cannot be explained by probabilistic theories, no matter how far fetched.
      If stock price manipulation by spreading rumors from which the originators derive a financial gain is an illegal act, then the Bear case deserves to be investigated until the perpetrators are found and dealt with.
      View article »
    • ON: Fri Apr 11th 03:38 AM
      Commented on:
      The Fed is Terrified
      Not impressed neither with the depth nor with the mindset behind this article. Criticism is easy to direct, especially when no responsibility is assumed by the initiator. On the other hand, to be constructive and provide ideas as to how will our nation put this financial crisis behind is a lot harder. Since, for the sake of this and future generations, we have no other option but prevent this crisis from paralyzing and harming our economy, what other brilliant suggestions does the author have to compare with what the Fed has done ??
      View article »
    • ON: Fri Apr 4th 12:28 PM
      Commented on:
      Merck, Schering-Plough: Confessions of a Vytorin Patient
      Finally Dr. Josh has admitted that he does NOT know whether Zetia is good or bad, and won't until 2012.
      Conversely, I do know that the statins I have tried did not lower my cholesterol and when taken in higher doses affected my liver -- which led my doctor to advise me to stop using them. (i.e. it was bad for me.)

      In view of my experimentation over so many years, I have found that Vytorin is the drug that works for me and have no intention of switching unless and until proven that it is as bad for me as the statins you seem to be favoring. As to your comment on costs, again check your numbers once and for all : if you must buy Zetia with another statin ( any) , Vytorin contains both and is a cheaper alternative.

      It was nice getting your views on the topic, but I would still like to see you admititng that Vytorin, for a certain patient population, is yet another alternative to treating high-cholesterol efficiently and economically.
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»