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kashirin

kashirin
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  • 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
  • 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, 2014. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 12:17 AM | Likes Like |Link to Comment
COMMENTS STATS
54 Comments
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