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Pax Americana

Pax Americana
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  • Preview from Europe: Mid-Day Sell-Off [View article]
    Thanks Mr Mole, diverse and useful information as par the course, always enjoy your video's and humourous asides.
    Aug 25, 2009. 10:20 AM | 3 Likes Like |Link to Comment
  • Preview from Europe: What's This Week's Catalyst? [View article]
    Moore, comes over as just another "Working stiff", but actually he leads a reasonably comfortable middle class lifestyle. As for Capitalism, it is, the only effective means of generating wealth that we have managed to come up with,but it is not self/regulating, and leaving it to the machinations of the market, self evidently has been disarstrous. thanks for the post, Mr Mole.
    Aug 24, 2009. 07:42 AM | 1 Like Like |Link to Comment
  • Fiserv, Inc. Q2 2009 Earnings Call Transcript [View article]
    This company, has grown its operating/margin rate 600 basis points since 2006, presently 27.9%, very impressive work. Revenue is ramping up, towards the 2nd half of the year and more than likely into 2010. New clients/wins are clear sign this company, has the in/house technology and positive focus, to succed in their respective sector.
    Aug 23, 2009. 07:55 PM | Likes Like |Link to Comment
  • Ramping Up China's Domestic Consumption: What's Taking So Long? [View article]
    Knowledgeable and insightful comments, by all above, it would seem that it will take, possibly a few generations for the Chinese to aquire Western spending habits, I agree that this generation will concentrate on Capital/preservation, not excessive consumerism. Another unknown factor is the reaction of the Communist/party, will it have the confidence to change a wining formula, many Party Officials have much to lose, in any shift away from manufactoring in their provinces.
    I also believe the increasingly complex nature of Chinese capitalism,wll stretch the body-politic of the Chinese State.
    Aug 23, 2009. 07:14 PM | Likes Like |Link to Comment
  • Marc Chandler's Compelling Perspective in 'Making Sense of the Dollar' [View article]
    Thank you Wlson Siu, found your comments highly informative, as someone who has never travelled to China, I had no comprehension of the profusion of "Western Goods " avaliable in the PRC.
    Aug 22, 2009. 06:03 AM | 4 Likes Like |Link to Comment
  • Is a Two-Track Economy Emerging from the Rubble? [View article]
    We need to percieve that which is occuring around us, more in an Historical perspective also, as we are now incurring the fruits of decades of living on "other peoples" money. Pandering to the Meglomania of our Imperial masters in Washington, who have taken our country into foolish and illthought out Military adventures on the pretext of delivering Freedom and Democracy, to countries unsuitable or unwilling for the gift, and worse we have lost the moral highground,and become an ordinary Nation, loseing sight of our Exceptionalism.
    Aug 21, 2009. 09:51 AM | Likes Like |Link to Comment
  • Is a Two-Track Economy Emerging from the Rubble? [View article]
    The USA, is apparently slipping down the slope to becoming a Banana Republic, yes indeed unpalatable but true. increasing disparity/incomes, printing money/adhoc, Increasing Government spending, sizeable increase in the homeless.
    Aug 20, 2009. 10:39 AM | 11 Likes Like |Link to Comment
  • Preview from Europe: The Bear Comes to Town [View article]
    Thanks Mr Mole, enjoyable read/video.
    Aug 18, 2009. 06:39 AM | Likes Like |Link to Comment
  • Europe Is Recovering More Quickly than U.S. - Why? [View article]
    Tom, most companies do not relocate to Europe for reasons of "cost", they want to be inside the EU and have access to 500m citizens of Europe, secondly a good portion of the exsisting Industrial base is migrating to Eastern Europe, where the wages /conditions, are more condusive for optimal profit making.
    Aug 15, 2009. 11:28 AM | 1 Like Like |Link to Comment
  • Europe Is Recovering More Quickly than U.S. - Why? [View article]
    Agree with the statment that Europe does not wholly comprise of France/Germany, although arguably one could say these two are the engine of Europe. Their is still the moot question of the implosion of Eastern Europe, as well as Scandinavian Banks Capital exposure in the Baltics, not forgetting Spain's housing boom that left thousands of Building projects unfinished and derilect, and the pride holder of Europe's highest unemployment rate, following onto Italy with a debt/GDP ratio of 120% yes there is more than one Europe.
    Aug 15, 2009. 07:01 AM | Likes Like |Link to Comment
  • AMERICAN IDIOTS [View instapost]
    Dear James, please stop reponding to this Article as you coming over as shallow and immature.

    On Aug 12 12:18 PM James Quinn wrote:

    > I'm not really upset. The title of the instablog is meant to grab
    > attention. I could really care less about Seeking Alpha. I want people
    > to come to my website.
    > They have a history of driving away the best bloggers. Mike Shedlock
    > and Barry Ritholtz told them to take a hike.
    > I'll post the links to my articles within my instablog from now on.
    Aug 12, 2009. 01:44 PM | 6 Likes Like |Link to Comment
  • China's Bubbles and Demographic Trends [View article]
    The Demographic trend after 2040 does indeed appear daunting, as their is a direct correlation between median age, and propensity to consume durable goods.All assuming that China, graduates from an essentially producer of "Consumer goods" to a more service orientated society.
    Aug 11, 2009. 04:02 PM | 1 Like Like |Link to Comment
  • Are Low Buying Volumes the New Normal? [View article]
    Thanks Bill, very illuminating for some one such as myself that does not use charts on a daily basis,
    Aug 4, 2009. 09:55 AM | 1 Like Like |Link to Comment
  • Digital River Inc. Q2 2009 Earnings Call Transcript [View article]
    You get the feeling [DRIV],will eventually reap the benefit of their growing Pipeline, as they have some impressive Corporate names in the Porfolio. Also the Declining dependence on "Semantec" is healthy as far as I am concerned, as the company forges new alliances. 18% saving in in G&A since 12 months ago , is impressve work by any standard, the increased cost outsourcing of non-core activities is progressing well. Added to this is the ramp up in the sales force in the 2nd half of the year, is indicative of a more aggressive stance towards marketing product.
    Aug 1, 2009. 07:32 AM | Likes Like |Link to Comment
  • When Will the Music Stop for Government Bonds? [View article]
    Dear Tim, Enjoyed this Immensely and in fact read it twice,to allow it to percolate through my dense cranium. thank you.
    Jul 29, 2009. 05:42 PM | 7 Likes Like |Link to Comment