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  • Wall Street Breakfast: Must-Know News [View article]
    "The question now is whether a sales tax hike (designed to help shore up Japan's public debt) will derail the recovery and pressure BOJ Governor Kuroda to take further action to stimulate growth."

    Why not just print more money to pay down that debt?
    Sep 5 08:56 AM | 2 Likes Like |Link to Comment
  • Is GE's Jeff Immelt The Next CEO To Get 'Retired'? [View article]
    Immelt inherited GE capital years ago. He had plenty of time to change their path, and he did. Under Immelt GE capital grew increasingly aggressive till it blew up.
    Aug 28 09:29 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Wells Fargo cutting 2300 jobs in mortgage unit and new mortgage applications dive in latest survey while builders keep harping on the great recovery in housing. Is everyone that flush with cash?
    Aug 22 08:36 AM | 2 Likes Like |Link to Comment
  • 5 Reasons Why I'm Short Tesla [View article]
    While I agree with most of the analysis, I sense Tesla, like no other company, has the SEC turning a blind eye to any potential accounting irregularities that may crop up in coming quarters while the company continues a media savvy strategy winning the hearts and minds of millions.
    Aug 21 10:10 AM | Likes Like |Link to Comment
  • Tesla: Be Ready For A Massive Crash [View article]
    The stock has built into its price a lower priced vehicle ($35000) for the masses, in the next couple of years. The problem with this is while such a vehicle would be in the price range of millions more people, this lower income target group has much greater demands of a $35,000 automobile than the $180,000 a year income group. The higher income target group were much more willing to accept an electric vehicle that was both untested in the consumer market and had a known limited range. The long term durability of the battery technology is still unknown and won't be much better even two years from now, for the sake of the lower income targeted buyer. This lower income buyer can't afford to gamble on new technology. They don't care about making an environmental statement as does the current Tesla buyer. They have to KNOW that battery won't lose 1/2 of its storage 7 years after they've driven it, and they have to be comfortable with a still unknown cost to replace that battery down the road.
    Aug 12 09:51 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Its interesting how GM has come full circle and can now more easily move production from one country to another. For the sake of the survival of this company as well as all automobile manufacturers, this had to happen. Of course, that reduces the strength of all automobile unions worldwide.
    Aug 12 09:40 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    China would rather buy one piece of equipment at a time, evaluate it and if it meets their expectations they'll reverse engineer it for greater use in China.
    Aug 8 09:52 AM | 6 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    What's going here is the statute of limitations is running out. Have to throw something up there or it will become even more apparent JPM owns this administration.
    Aug 8 08:53 AM | 6 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    No sense in stating the obvious with regard to the pricey market cap of Tesla when compared to earnings, revenue and cash flow. Believers will talk about the $35K vehicle Tesla is planning for the masses. But I question the ability of the company to market a 200 mile range vehicle at the $35K price level. People buying the much higher priced Model S have an average income of approximately $180K. These aren't people buying the Model S as a second car or even third car for that matter. The car isn't bought for convenience but status among their environmentally-minded friends. Its a piece of jewelry. They could care less about shoveling more money out for a new battery in 5-6 years, or the difficulties imposed with long recharge times or with radical changes occurring in range due to changes with the weather or speed. But that will be different with the consumer that can afford $35K. This is a consumer with less disposable income. Long term reliability is far more important to this consumer because they can't afford to buy something that's going to crap out in 5 years. They need to see a longer track record with new technology. Tesla will surely sell more vehicles at $35K, but it won't compare to the sales of $35K internal combustion engines by any other automobile company. That's why Tesla is looking for a fall.
    Aug 8 08:39 AM | 1 Like Like |Link to Comment
  • Renewable Energy Group Has 150%+ Upside On Higher Capacity And The Blend Wall [View article]
    We can only hope biodiesel won't do for diesel what ethanol did for gasoline.
    Aug 6 09:04 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Detroit would do well to double up on efforts to tear down blocks of city blight. They only serve the non-taxpaying criminal element with ready-made shooting galleries while gumming up any potential resurrection of future building. The city's top employers are the city followed by the city followed by the state followed by the Federal get the picture.
    Jul 19 09:37 AM | 3 Likes Like |Link to Comment
  • You'll Be Surprised By Tesla's Q2 Earnings [View article]
    Tesla is doing wonders for the Nasdaq 100.
    Jul 16 12:31 PM | 1 Like Like |Link to Comment
  • Budget Outlook Improves Dramatically [View article]
    Oh, how soon some forget. Then we get your ridiculous spin.
    That Democrat President had to be restrained from spending. He went down screaming and hollering about how sequestration would KILL the economy. Democrats were up in arms about how sequestration would bring on the next recession and would cause massive lay offs.
    Now you want to take credit for the slowdown in government spending growth. LOL
    Jul 12 09:43 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Delaying Obamacare provisions might make the case for raising GDP expectations if it weren't for the fact GDP expectations are already overly optimistic for 2014.
    Jul 9 08:00 AM | 4 Likes Like |Link to Comment
  • IDT Corporation: Watch For A 50% Drop On Spin-Off Catalyst [View article]
    I have more respect for authors that attempt to answer their detractors. This blog post is pure rubbish. I don't have a position but now look to take a position on account of this blog post.
    Jul 3 12:56 PM | 1 Like Like |Link to Comment