Seeking Alpha

kashirin

kashirin
Send Message
View as an RSS Feed
View kashirin's Comments BY TICKER:
Latest  |  Highest rated
  • 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 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 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 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 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
COMMENTS STATS
48 Comments
74 Likes