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  • The Similarity To 1979-82 Is Uncanny [View article]
    We've made so many changes to the calculation for the cpi we can't really compare the current cpi to that we experienced in earlier periods. The late 1970s and early 1980s were all about very high inflation. It appears we've effectively covered up our current state for the time being. But how long before the Fed recognizes there's more inflation than they thought? That could be the trigger to the end.
    May 7 12:59 PM | 1 Like Like |Link to Comment
  • Uni-Pixel Delivers [View article]
    Must be nice drop kicking short sellers to the curb. Would be insane to do anything but cover those shorts. Its over.
    Apr 16 03:38 PM | 1 Like Like |Link to Comment
  • Uni-Pixel: Still The Best Investment For 2013 [View article]
    Must be nice kicking short sellers to the curb on less than 10M shares. I wonder how much the Kodak news will turn short sellers off forever?
    Apr 16 03:34 PM | Likes Like |Link to Comment
  • Tesla Motors: Consider Risks As Well As Potential While Investing [View article]
    IMO, there remain two major flaws with the Tesla models.
    First there is the issue with the life of the battery. With more and more recharging the battery will lose its recharging capacity which means a drop in range. The big unknown is when will we start to notice? 5, 6, 7 years from now? With that drop in range the owner will have to continually weigh the options of buying a new battery, for a still unknown future price, fit the shorter range into their driving where they can, or opt for driving the other vehicle.
    The second issue is the ever-present worrying over whether you might get stranded due to the variables that effect your range. Can I turn on the air conditioning or even open a window? Is it too cold this morning? What do I do if the electric power shuts off while I'm recharging overnight? We don't worry nearly as much about running out of gasoline simply because there seems to always be a gasoline station with a five minute fill up.
    Apr 12 10:34 AM | 2 Likes Like |Link to Comment
  • Tesla, What Could It Be We're Waiting To See? [View article]
    If Tesla is profitable, why are we subsidizing their sales still? Yeah, of course, they wouldn't sell 100 without taxpayer subsidies, and they would surely be losing money at a rate that would bankrupt Musk a while back. The truth is they aren't profitable till they can produce profits without subsidies. Their profits are no different than any other government grant to any green project totally dependent upon taxpayer financing. Tesla is every bit as profitable as was Solyndra.
    Apr 1 11:15 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    With Russian depositors making up the largest proportion of people with more than the insured $100K, I can understand the reticence of the EU to provide more of a bail out. But the truth is even if the Cypriots can come up with the $5B, it would be asinine for the EU to contribute $10B they promised. As soon as those banks open on Tuesday, Russian depositors will pull their money out. The bank will go under anyway, and Cyprus will have no way to pay anything back. IMHO, never was their a better example of a country that should be thrown out of the EU.
    Mar 22 09:23 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    " I wouldn't be surprised if the original acceptance of the EU finance ministers' proposed 'haircut' was deliberate, to get attention, particularly that of Russia."

    I'd be very surprised. It was a major blunder that will have a substantial cost as soon as tomorrow. The very fact they initially agreed to consider that haircut is reason enough for many large account holders to transfer their money elsewhere. A large part of the problem is if other account holders desert this sinking ship it will make it even more difficult if not impossible to save their banks. However, if Cyprus can manage a deal with Russia today and no later, they could possibly retain money that will otherwise transfer out. That puts Cyprus behind the eight ball in negotiations no matter how you look at it.
    Mar 20 11:05 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Sadly, what could go wrong in Cyprus is the fix they're putting in. Seizing assets from bank depositors is the ECB's way of taking down Cyprus' sleazy banking operations while simultaneously providing some bailout relief. Ultimately, that money will go down a rat hole anyway. Which depositors will leave their money in those Cyprus banks after the seizure occurs? Everyone knows these banks are already in trouble and the unwritten promise to not seize their deposits is broken forever. People with large sums will be transferring elsewhere making this recent crisis look like a day at the beach. This will also backfire on the ECB as depositors in other riskier European banks would be wise to draw out their money and redeposit in more solid institutions. I figure Spanish banks will be the next in line for bailouts.
    Mar 19 10:24 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    What makes Cyprus think Cypriots will leave their bank deposits after the confiscation has already occurred? If you think your leveraged positions in Greek debt looked ugly on your balance sheet, just wait till your leverage is amped up when depositors pull their money.
    Mar 18 09:28 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Who would have thought Hostess snack cakes would be the weak product in the Hostess lineup?
    Mar 12 10:32 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    I find it interesting the government would continue to raise fuel economy standards while also requiring ethanol content. Ethanol hurts fuel economy and does nothing positive for the environment. This is like demanding auto manufacturers to raise fuel economy with one arm behind their back. Its all about making gasoline less competitive with electric automobiles which create an even larger carbon footprint in the manufacture of the Li-ion battery. EPA is science intolerant.
    Mar 11 09:55 AM | 6 Likes Like |Link to Comment
  • 5 Reasons MannKind Could Be The Best Performing Stock Of 2013 [View article]
    I appreciate your effort in putting this all together. From what I got reading your article the risk between now and August is a potential dilution with another stock issue. Any time line as to when its now or never for more financing?
    Mar 8 02:45 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    " Luckily for the U.S., it is assumed that Bernanke will be there to shore up what is usually a weakened bond market when uncertainty reigns."

    Bernanke is the instigator of long term instability. He doesn't shore up the bond market, he is the bond market. The massive expansion of the fed's balance sheet will never be reversed. How could the Fed resell that debt while the Federal government farts out another $1T/year in deficit spending? We haven't even reached our peak baby-boomer entitlement outlay years? We're simply monetizing our debt which will have long term negative implications if the Fed was to turn off the printing press.
    Mar 6 09:40 AM | 3 Likes Like |Link to Comment
  • Why Argentina Will Default In 2013 [View article]
    The government was duly elected by its "amazing" people. It was their desire to put these idiots in charge. So, if their people are amazing, their government must also be amazing.
    Feb 28 10:44 AM | 9 Likes Like |Link to Comment
  • Investing In 2013: Remember 1977 [View article]
    Major difference between the 1970s and now are all the changes made to the formulation used in calculating the CPI. Its incredibly convenient that virtually all of those changes brought a downward bias to the rate. One might think the intent was to lower the CPI and not to make it accurate.
    Feb 27 11:51 AM | 8 Likes Like |Link to Comment