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  • Japanese automakers take small steps toward fuel cell adoption [View news story]
    The real issue is China. The Japanese don't want their bread and butter threatened by China's stranglehold on rare earth metals required in the auto battery.
    Mar 25 03:41 PM | Likes Like |Link to Comment
  • U.S. to relinquish control of Web-domain manager [View news story]
    Seems like NSR might benefit from this development
    Mar 16 09:21 PM | Likes Like |Link to Comment
  • Job gains of 175K beat forecasts; UE rate up to 6.7% [View news story]
    Maybe more people entering labor force and not finding a job.
    Mar 7 09:21 AM | 3 Likes Like |Link to Comment
  • The Real Reason Inflation Never Came [View article]
    The problem can be boiled down to monetary flows. Simple as that. When the velocity of money slows to the point where economic growth cannot sustain the economy, it is the government's responsibility to increase the money supply. On the other hand, when economic growth causes unreasonable inflation, it is the government's responsibility to reduce the money supply. There is no consensus as to how to fairly accomplish this. But it is the entire problem as can be seen by studying US economic history which is fraught with terrible depressions caused by excess money and gold flows. Go read history.
    Mar 7 08:35 AM | Likes Like |Link to Comment
  • Chelsea Therapeutics: Caution Warranted [View article]
    I know it is a bit of a stretch, but I would use the advisory committee votes and comments as a proxy for sales. It is obvious that there is much interest in this drug by the medical community based on this. I also wouldn't be too concerned about Midodrine because it suffers the same problem that avails Northera, i.e. flagging effectiveness over time with some patients, but Midrodrine has worse side effects. Finally, northera is an asset whose launch or post-approval trial could be botched, but I think the chance of that is low because northera is the only game in town for now. Once launched, physicians will want this and Medicare will pay for it. Actually, the risk is that management underperforms by inking a deal that is less profitable than they could have, then squandering the cash on some junk heap of a scam.
    Feb 25 01:11 PM | 5 Likes Like |Link to Comment
  • Aeropostale: Our Top 2014 Pick For A Unique Short Covering Rally [View article]
    I think it's too cheap at $ debt...prospect of a turn around...temporary weather related depression of sales and the following spring bounce in apparel sales. Obviously many shareholders are committing hari kari in the streets. I bought ARO and AEO. Good luck.
    Feb 13 01:35 PM | 1 Like Like |Link to Comment
  • Keystone pipeline won't add to climate change, State Department says [View news story]
    Did it ever occur to you that denying the pipeline is payback for Buffett's support? It has nothing to do with his granola base.
    Jan 31 03:50 PM | 5 Likes Like |Link to Comment
  • More calls for GMO food labels [View news story]
    There doesn't have to be any cost at all related to the labeling. If a manufacturer doesn't want to spend money to find where his food came from or what went into production, he can place the label on the food stating to that effect: "UNKNOWN SOURCE AND PROCESS" or SAP. And only saps will buy it.
    Jan 17 10:05 AM | Likes Like |Link to Comment
  • More calls for GMO food labels [View news story]
    The issue is not whether GMOs are healthy or unhealthy. The issue is: "I want to know if my food is GMO" and I want to make my own decisions. Republicans extoll free markets except for the rational well-informed consumer part. Most economic theory is predicated on the idea of a rational perfectly informed consumer who maximizes his utility. Let's have full food disclosure, not only GMO, but also country of origin, and pesticides/chemicals used. If it is too difficult or expensive for the food supplier to determine country of origin or pesticides/chemicals used, then require large bold print on the package: "WE DON'T KNOW WHERE IT CAME FROM ; NOR DO WE KNOW WHAT'S IN IT."
    Jan 16 10:42 AM | 3 Likes Like |Link to Comment
  • Wedbush upbeat on Northera panel despite FDA staff review [View news story]
    That MAY be true, but by the same token the FDA is still saying it does not want to approve.
    Jan 10 01:43 PM | 1 Like Like |Link to Comment
  • Chelsea: FDA Panel Meeting And Trading Strategies [View article]
    "if you and I were a patient of NOH, would we still use it if we knew that this drug would only help us for a week?"

    The answer is YES, because of the nature of the disease. If you take a few minutes to study NOH, you'll find much variability between and within patients. Patients often find that a drug such as Midodrine is effective for short periods, same with Northera. These patients typically go on and off treatment and experiment with unproven remedies when no other is effective. Northera could add another temporary treatment to their regimen. If Chelsea had been thinking, they would have created a crossover study of patients, some on placebo, some on Midodrine, to determine if Northera has a place in the treatment of NOH. Instead, they left the FDA to guess -- never a good idea.
    Jan 3 11:04 AM | Likes Like |Link to Comment
  • Wal-Mart sees another headwind [View news story]
    Walmart is throwing a little dust in the air by blaming the ACA. The fact is that most of its shoppers would probably benefit from the ACA and the increased Medicaid that is part of the deal. My guess is that Walmart is facing more competition. Shoppers have abandoned Walmart because of long check out times and inadequate stock.
    Nov 18 08:09 AM | Likes Like |Link to Comment
  • Monarch Financial: Safe, Growing And Cheaper After The Recent Pullback [View article]
    The dividend is 6 cents. I don't see an increase to 11.
    Sep 27 01:48 PM | Likes Like |Link to Comment
  • The Stock Market's Blissful State Of Cognitive Dissonance [View article]
    The bond market will tell you when to sell. When the big players start to become more risk averse and less willing to pay for long term cash flows, you may begin to consider selling equities.
    Jul 20 11:00 AM | Likes Like |Link to Comment
  • The Stock Market's Blissful State Of Cognitive Dissonance [View article]
    You won an argument with your wife?!?!?! Are you for real?
    Jul 20 10:58 AM | 7 Likes Like |Link to Comment