Aaron Krowne's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/244478/comments http://seekingalpha.com/article/153824-at-t-the-apple-brand-destroyer?source=feed#comment-617439 617439 Thu, 06 Aug 2009 01:38:54 -0400 http://seekingalpha.com/article/153824-at-t-the-apple-brand-destroyer?source=feed#comment-617431 617431 Unquestionably, as this article shows, both the carrier and the device manufacturer have an incentive to behave more badly than otherwise with a closed/cartelized arrangement.

Has everyone forgotten how Apple got destroyed in the 90s by the ultra-compatible PC architecture? They didn't gain back that ground until they became a non-computer gadget company and simply adopted a unix-based OS. Once again they are innovating first, but heading towards flaming out quickly as they try to stop progress towards a more open architecture.

I don't see how their model is going to hold up in this economy.]]> Thu, 06 Aug 2009 01:24:11 -0400 Unquestionably, as this article shows, both the carrier and the device manufacturer have an incentive to behave more badly than otherwise with a closed/cartelized arrangement.

Has everyone forgotten how Apple got destroyed in the 90s by the ultra-compatible PC architecture? They didn't gain back that ground until they became a non-computer gadget company and simply adopted a unix-based OS. Once again they are innovating first, but heading towards flaming out quickly as they try to stop progress towards a more open architecture.

I don't see how their model is going to hold up in this economy.]]> http://seekingalpha.com/article/92299-annual-m2-growth-is-nothing-like-the-1970s?source=feed#comment-237628 237628 Sun, 24 Aug 2008 10:47:31 -0400 http://seekingalpha.com/article/92139-the-new-cpi-is-better-more-precise-than-the-old-cpi?source=feed#comment-236495 236495
Also this article fails to really treat the subject on the vanguard of the debate because it doesn't mention the Shadow Government Statistics version, which had diverged to an extreme degree since the 1980 version (shadowstats.com), not the relatively minor difference Mark shows above. I think what he is missing is that the true "old" CPI is not just the previous one before this CPI-U-RS silliness; it is what was in place before the bizarre geometric-weighting and hedonic adjustments made in the 80s and 90s.

I've also studied the CPI a bit myself and find the weighting of health care expenses to be laughably low, by something like a factor of 3, at least.

I think the reason for the disconnect is that ]]> Fri, 22 Aug 2008 11:04:57 -0400
Also this article fails to really treat the subject on the vanguard of the debate because it doesn't mention the Shadow Government Statistics version, which had diverged to an extreme degree since the 1980 version (shadowstats.com), not the relatively minor difference Mark shows above. I think what he is missing is that the true "old" CPI is not just the previous one before this CPI-U-RS silliness; it is what was in place before the bizarre geometric-weighting and hedonic adjustments made in the 80s and 90s.

I've also studied the CPI a bit myself and find the weighting of health care expenses to be laughably low, by something like a factor of 3, at least.

I think the reason for the disconnect is that ]]> http://seekingalpha.com/article/91148-the-hedge-fund-hustle?source=feed#comment-231952 231952
Luckily, no one has to eat gold or silver.]]> Sat, 16 Aug 2008 13:33:59 -0400
Luckily, no one has to eat gold or silver.]]>