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kashirin

kashirin
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  • Why The Fed Will Step In During The Next Crisis [View article]
    so why can't they create something which will be called "honest CPI" without hedonic adjustments and substitutes and then deflation won't be so scary
    Mar 19 05:24 PM | 1 Like Like |Link to Comment
  • At the close [View news story]
    it's mathematically impossible to grow 30%+ per year without eventual crash. From the other side if Fed removes risk - it virtually guarantees another several 30%+ years
    Feb 15 05:16 PM | 1 Like Like |Link to Comment
  • Facebook: $100 Billion In Sales Could Be Possible In 5 Years [View article]
    I don't know how Facebook is intended for older audience
    I'm 38 and I have fake Facebook account to order freebies and coupons
    I don't see any other reason for it
    To contact people I use email or phone
    I believe in 5 years facebook revenue should be around 0.
    Oct 30 01:08 AM | 7 Likes Like |Link to Comment
  • Google highlights mobile growth on CC; Page will skip some future calls [View news story]
    so basically they would miss if they pay Q2 tax rate and would earn less than a year ago when share cost $600

    and stock soars 14%

    good times, really good times
    it will end well, for sure
    Oct 18 10:39 AM | 2 Likes Like |Link to Comment
  • The Nasdaq Shutdown Failed To Derail This Bull Market [View article]
    I believe you will be quite disappointed after September Fed meeting

    There is no chance for NOT tapering. They will taper small but they will and people like you will lose money
    Aug 27 12:13 AM | Likes Like |Link to Comment
  • "France, but also Germany, have a special responsibility, as heavyweights in the eurozone, to take seriously the new deficit reduction rules," Bundesbank chief Jens Weidmann says, becoming the second official in a week to remind France of its obligation to cut its budget deficit to 3%, even if it takes a few extra years. There is a "certain amount of flexibility" in the rules, Weidmann continues, but their "credibility won't be enhanced if one were to exhaust [that] flexibility right at the start." Translation: Weidmann doesn't want anyone pushing their luck. [View news story]
    this is right
    he is so stupid
    he should encourage 20% deficit
    it's so easy. money can be printed
    why suffer
    May 20 12:17 AM | Likes Like |Link to Comment
  • How the Fed Could Fix The Economy -- And Why It Hasn't [View article]
    that's hilarious when we have 100% assets inflation in less than 4 years and someone says we're in deflation

    so 8% deficit is not considered helicopter money?Interesting...

    How much do we need for recovery then? 25% of GDP?

    You say 3 trillion is needed for infrastructure. But in the last 4 years 6 trillion in government deficits were added. And all was waisted
    Feb 25 02:43 PM | 2 Likes Like |Link to Comment
  • The Real Truth Behind Apple's Growth [View article]
    I'm not expert in Apple but I think 300 million toys is just impossible
    there are just 1 billion people in the world who can afford apple products

    2012 was blow off top for Apple
    they will stabilize in several years somewhere around 100 million devices and $300 a share
    Jan 14 01:54 PM | Likes Like |Link to Comment
  • While RBC and Wells Fargo talk up Apple's (AAPL +2.9%) Chinese sales, Wedge Partners and Merrill try to soothe concerns about iPhone order cuts (I, II). Wedge claims Apple has raised its FQ2 iPhone 5 production forecast by 10%-15% from conservative levels. Merrill suggests order cuts talk largely relates to displays, and that checks with other suppliers indicate only a seasonal drop. Still, the firm is lowering its FY13 iPhone forecast to 162M units from 170.5M, citing "a tepid US/Europe consumer and aggressive promotions [presumably for rival products] at US retailers." [View news story]
    get real
    Walmart will pay $70 from its own pocket ? Walmart who squeezes each company to death for cents?
    They would pay $70 hoping to bring someone into a store to buy a discounted shirt for $7?
    LOL

    The truth is Iphone 5 is not selling well. Market is saturated. They have no choice but to slash their prices
    Dec 18 09:37 PM | Likes Like |Link to Comment
  • It looks like T-Mobile USA is finally getting the iPhone: Deutsche Telekom (DTEGY.PK) says its U.S. unit "has entered into an agreement with Apple (AAPL +2.1%) to bring products to market together in 2013." It doesn't provide further details, other than to say the deal will hurt DT's 2013 free cash flow (likely thanks to big purchase requirements/subsidies). Many were expecting an announcement this week. MetroPCS (PCS +1.7%), slated to merge with T-Mobile USA, is up a bit. [View news story]
    I really don't see how it's relevant anymore
    Iphone is an overpriced antique

    yes, users might continue to buy for some time given subsidies hide real price but AAPL share price shows what will happen in 6 months 1 year period
    Dec 6 01:49 PM | 1 Like Like |Link to Comment
  • Evidence continues to pile up that iOS (AAPL) users are much more lucrative (on average) to developers and advertisers than Android (GOOG) users. IBM estimates the iPhone and iPad accounted for 18.5% of Black Friday online shopping traffic, and Android devices just 5.5%. Other studies have already shown iOS accounting for a disproportionate share of ad sales, app download revenue, and (thanks in large part to the iPad) Web traffic. This is a headache for Google, since it has to make search ad revenue-sharing payments for Mobile Safari traffic. [View news story]
    Apple will never show growth 20%+
    I bet from 2013 we will see fast decline
    Apple doesn't have any ideas, they just have the same one device in 3 different form factors.
    Nov 26 02:44 PM | 2 Likes Like |Link to Comment
  • What If Apple Were In The Dow? [View article]
    Apple is a one product company
    what if Iphone goes out of favor?
    Will you be happy from Dow 14k to Dow 5K just because of Apple
    Feb 8 09:35 PM | 1 Like Like |Link to Comment
  • Recession Or Not, A Tragedy By Any Measure [View article]
    I just can't believe those shortsighted arm chair economists still allowed to post this kind of garbage on SA
    Current slowdown is a direct result of QE2 and inflation which it brought
    Recession of 2008 was influenced by oil bubble which was created by a panicky Fed who lowered rates to stabilize stock market
    any attempt to create inflation above 2% will put this country into depression
    Sep 6 12:48 PM | 3 Likes Like |Link to Comment
  • A reversal in capital flows due to the end of QEII is likely to be the cause of the next leg down in commodities, argues UBS. Emerging markets, no longer needing to print domestic currency to sweep up dollars, will see a lending boom end. UBS is getting long greenbacks, long bonds, short commodities, short EM shares.  [View news story]
    Even if QE3 doesn't happen I don't see how can commodities reverse dramatically
    The world still wants to grow. The world still need more copper, oil, food by the day
    World population still exploding, monetary base still grows, US deficit still unsustainable
    Commodities have corrected already, OK maybe another 10-15% down but then up and up and up
    May 13 10:28 AM | 4 Likes Like |Link to Comment
  • An Inflation Target of 2% Is Too Low [View article]
    All your arguments are invalid - because core CPI is underreported
    And real inflation is already above 2%
    May 10 12:04 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
45 Comments
72 Likes