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  • Replicating Yale's Endowment Portfolio With Accessible Instruments [View article]
    Great piece.
    I plan to compare your suggestions with those of Faber's Ivy Portfolio, where he adds the Harvard endowment as well.
    Jan 27 11:12 AM | 1 Like Like |Link to Comment
  • What's Going On With US Airways Lately? [View article]
    US Air has certainly had it's share of long term labor problems, dating back to the AmWest takeover of US Airlines. The pilots still aren't talking.
    Aug 12 07:29 PM | Likes Like |Link to Comment
  • EV Myths And Realities, Part 3B: EVconomics - It's The Stupid Battery [View article]
    Great article
    Aug 9 12:22 PM | 2 Likes Like |Link to Comment
  • Stop-Start Realities And EV Fantasies [View article]
    I'm afraid the real inconsequential niche product will turn out to be Axion's PbC.
    Keep up the pump and dump, John...
    May 23 12:21 PM | Likes Like |Link to Comment
  • EV Dreams And Industrial Metal Nightmares [View article]
    May 6 05:45 PM | 1 Like Like |Link to Comment
  • Let's Not Worry About Fake Online Drugs [View article]
    Been buying fake Lipitor from India via a Canadian online pharmacy for years at a fraction of the cost. Lab test results are the same.
    Apr 24 01:03 PM | Likes Like |Link to Comment
  • Is Lithium-Ion A Borgia Battery? [View article]
    I agree.
    It's a terrible article.
    Apr 22 03:10 PM | 4 Likes Like |Link to Comment
  • The Buffett Rule: Do As Warren Buffett Says, Not As He Does [View article]
    Buffett is trying to keep the tax lawmakers honest.
    As it should be, he pays only what he must and fights for every cent.
    In doing so, he's highlighting the gaping loopholes that many others of comparable wealth exploit.
    Apr 22 02:48 PM | Likes Like |Link to Comment
  • Dark Clouds Threaten German Clean Energy Ambitions: Global Implications [View article]
    Thanks for the link to the PNNL study.
    I've suspected for years that utilities would benefit greatly from light vehicle electrification. It's nice to see an attempt to quantify that benefit.
    I would add that combining this with natural gas conversion for heavy vehicles would drastically reduce US crude oil imports.
    Jan 28 05:20 PM | Likes Like |Link to Comment
  • 25 Things Every Financial Advisor Needs To Know About ETFs [View article]
    Nice article. Tnx
    Nov 13 03:08 PM | Likes Like |Link to Comment
  • Wal-Mart's Healthcare Initiative [View article]
    CVS has offered Minute Clinics in their drug stores in select markets for a few years now. They are staffed with PA's or NP's with a similar set of service offerings. Around $50 for a cash visit.
    Nov 10 03:39 PM | Likes Like |Link to Comment
  • Electric Vehicle, Lithium-Ion Battery Investing For Imbeciles [View article]
    "There is no possibility that electric vehicles will ever deliver the kinds of cost reductions we witnessed during the information and communications technology revolution because the fundamental science is totally different"

    " DBM technologies, if they ever make it to market, will render today's best lithium-ion batteries useless for anything beyond portable electronics, which is the only market where they're really proven anyway. If you believe the Toyota and DBM technologies are coming, the last thing you want to own is yesterday's best."

    I believe this is some kind of cogntive dissonance.

    Also, John, you made a pretty fast shift away from lithium scarcity to a price smashing glut since I last read you.

    This article reads like you formulated the Peter Principal and Molly Ringwald bookends, then needed some filler.
    Surely you don't believe the 8Kg of non- ferrous metals stat is relevant to anything regarding transportation or investing.
    Oct 30 06:38 PM | 3 Likes Like |Link to Comment
  • The Old School Visionary Who Bested Steve Jobs [View article]
    Bob Galvin was the key to Moto's success.
    It was all downhill after he handed it over to his son, Chris.
    Bob was one of the few industrialists of his day with genuine respect and loyalty to his employees.
    Oct 27 11:06 AM | Likes Like |Link to Comment
  • Bank of America Announces Agreement on Legacy Countrywide Mortgage Repurchase and Servicing Claims [View article]
    actions like this are the only thing that will get the economy going again. BofA can't be the only one and they waited this long to be able to afford it.
    Jun 29 12:28 PM | Likes Like |Link to Comment
  • Are Greek Bonds Pricing In a Massive Default? [View article]
    The best thing for the Greek people is to let the govt default on their bonds a la Iceland. Bond holders are protected to an inordinate degree and placing the population in debt slavery thru austerity is unconscionable.
    May 28 03:30 PM | Likes Like |Link to Comment