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  • More On The Fed's Mistake Of 2015  [View article]
    Is the GDP the most important measure?

    How about financial stability? Preventing bubbles? Discourage malinvestment? not rewarding speculation and financial engineering?

    GDP above all? No matter quality even if it's the phony one?
    Feb 4, 2016. 01:26 PM | 1 Like Like |Link to Comment
  • Stocks surge 2.5% after BoJ move, still down big for the month  [View news story]
    Central banking became thugs game
    One week ago Kuroda says no negative rates - the next week kaboom! negative rates

    And markets are cheering the cheater
    Go figure!
    Jan 29, 2016. 06:51 PM | 7 Likes Like |Link to Comment
  • Markets higher ahead of Fed meet  [View news story]
    There are still people who believe this nonsense about 'cash on the sidelines'
    Sep 16, 2015. 04:42 PM | Likes Like |Link to Comment
  • Apple's September Event: iPad Pro Steals The Show  [View article]
    surely great product but niche

    no way they will send tens of millions
    Sep 10, 2015. 10:25 AM | 4 Likes Like |Link to Comment
  • Apple: May Has Come And Gone And No $140; Where We Stand  [View article]
    shorts are about 1% of float. I bet most of it are hedges against options or something else. I believe average market short is about 5%. So basically there are no shorts and nothing to squeeze
    As author doesn't understand internal market dynamics no wonder he is wrong again and again
    May 31, 2015. 12:38 PM | 12 Likes Like |Link to Comment
  • Apple Bond Issuance Shows Potential Market Problem  [View article]
    I could understand 2 year bond but 30 year?
    15 years ago this company was on the brink
    it might happen again easy in the next 30 years
    given most of the money will be burnt on buybacks how will repay their bond?
    do you really believe Iphone will be relevant in 30 years?
    May 13, 2015. 10:01 AM | Likes Like |Link to Comment
  • The Bizarre 70s Require Reverse Economic Engineering  [View article]
    What kind of demand do we need?
    fiscal stimulus will help to achieve what?

    let's just pretend ok we got whatever fiscal stimulus you want -and the economy is 10% bigger ,
    what will exactly change?
    Apr 5, 2015. 07:52 PM | Likes Like |Link to Comment
  • At the close  [View news story]
    I like how 0,4% is considered modest gains nowdays
    Nov 6, 2014. 05:23 PM | Likes Like |Link to Comment
  • Apple Euro Bonds: Money For Nothing And Shares For Free  [View article]
    why not just to short straight 1 trillion euro against its cash pile
    they will earn additional 100 billion dollars and won't need to do any stupid schemes with euro bonds

    anyway when company starts to behave like a hedge fund sooner or later it will blow up
    Nov 5, 2014. 05:57 PM | 5 Likes Like |Link to Comment
  • Shorting The Yen: The Closest Thing To A 'Risk-Free' Trade To Close 2014  [View article]
    Last time Yen shot from 93 to 100 then dropped from 100 to 94

    eventually it sink lower but I wouldn't call shorting yen risk free after almost 10 yen move from 105 to 115 in 2 weeks
    Nov 5, 2014. 02:08 PM | Likes Like |Link to Comment
  • Facebook -8.4% AH on revenue, spending guidance  [View news story]
    because it can go down another 8%
    or 20%
    and they lose 4 bln

    they will dump heavily, day after day after day
    Oct 29, 2014. 12:18 AM | Likes Like |Link to Comment
  • Blowing Bubbles At The Federal Reserve  [View article]
    so the Fed is doing now what it did in 2001-2007 only on much larger scale
    previous attempt result in huge bust
    so we can look back and answer to your question what that policy did and we can easily see what will happen this time
    1. no, the result was a huge bust and this time I can't see how they can avoid bust this time
    2. well if by solving the problem you mean blowing RE bubble then I would say it was not good idea
    now in addition to new RE bubble problem solving includes bond bubble, stock bubble and mostly complete shut down of free markets and price discovery
    the problem is being solved as I understand - 2% economic growth
    I bet 2% economic growth would happen even without blowing bubbles just because of demography
    3. the alternative is to stop blowing bubbles as the result is economic devastation each time
    Jul 1, 2014. 05:24 PM | 2 Likes Like |Link to Comment
  • How Will The Federal Reserve Raise Interest Rates?  [View article]
    they need reduce their balance sheet and magically reserves will decrease and rates will rise
    Instead of that Fed tests some complex schemes which will eventually backfire
    May 30, 2014. 12:06 PM | Likes Like |Link to Comment
  • "People's Republic of Donetsk" votes on "self-rule" in referendum  [View news story]
    Why LOL, man? Have you been there the last time? Give us more details
    May 11, 2014. 09:47 AM | Likes Like |Link to Comment
  • 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, 2014. 05:24 PM | 1 Like Like |Link to Comment