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Tricky

Tricky
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  • Could This One Thing Derail Tesla? [View article]
    Tesla owners could have some fun with this. Download a ringtone to serve as the noisemaker. Or just put a recording on that yells "get the frick out of my way" ;-)
    Mar 27 05:44 PM | 4 Likes Like |Link to Comment
  • Wal-Mart (WMT -0.3%) may be losing sales due to a thin workforce unable to keep store shelves stocked, according to a growing number of anecdotal reports from unhappy shoppers. While the company increased its store count 13% over the last five years, the number of employees fell 1.4% - leading to less customer service and some stores tipping toward the disorganized side. It's a trend that may be working in the favor of Costco (COST +0.2%) and Target (TGT -0.3%). [View news story]
    Agree with all of the comments above. As a specific anecdote, the toy shelves at the stores near us are particularly thin compared to visits in previous years.

    It appears that the accountants need to be reined in a bit.
    Mar 26 12:38 PM | Likes Like |Link to Comment
  • A senior official says Cyprus has reached an agreement with the Troika to impose a 20% tax on accounts over €100K at the Bank of Cyprus and a 4% levy on similar accounts at other domestic banks. The same source told Reuters the country would not nationalize pension funds.  [View news story]
    What happened in the 1960's that decoupled America from its heritage, Constitution, middle class values/traditions and sense of manifest destiny?
    Mar 24 01:06 AM | Likes Like |Link to Comment
  • A senior official says Cyprus has reached an agreement with the Troika to impose a 20% tax on accounts over €100K at the Bank of Cyprus and a 4% levy on similar accounts at other domestic banks. The same source told Reuters the country would not nationalize pension funds.  [View news story]
    And what about the Cypriot citizens and businesses that account for ~70% of those deposits?
    Mar 23 05:19 PM | 7 Likes Like |Link to Comment
  • 5 Reasons Tesla Motors Will Thrive [View article]
    I actually like that move. They need to shore up their near-term finances and production. Get on more solid footing. THEN push for the next goal.
    Mar 21 07:39 PM | 2 Likes Like |Link to Comment
  • Saying they needed more time for consultations, Cypriot lawmakers have postponed the debate on emergency legislation until Friday. That's cutting it down to the wire, as the European Central Bank has given Cyprus only until Monday to raise billions of euros if it wants to clinch an international bailout or face losing emergency funds. [View news story]
    Despite the ugly rhetoric floating around, I don't think it's a Fourth Reich initiative.

    I *do* think that: 1) German internal politics are making it harder for the pro-Euro crowd to sell the electorate on bailouts, and 2) the Germans think they see a chance to put the fear of God into the Italians (their biggest concern ever since the Euro's formation) by making an example of tiny little Cyprus

    Messing with deposit insurance was crossing a red line. OTOH, deposit insurance is only as good as its ultimate backstop.
    Mar 21 07:38 PM | Likes Like |Link to Comment
  • 5 Reasons Tesla Motors Will Thrive [View article]
    Indeed, a great product doesn't always translate into a thriving company.

    And a thriving company isn't necessarily the same thing as a great stock investment.

    As I mentioned above, I'm cheering for Tesla. But I just don't like the risk/reward profile at this price. If I miss out on a big run, I'll have no regrets... lots of other fish in the sea.
    Mar 21 03:21 PM | 4 Likes Like |Link to Comment
  • 5 Reasons Tesla Motors Will Thrive [View article]
    Preface -- I am cheering for Tesla, but have no position in the stock and don't own one of their vehicles.

    For this article to be more complete, it needs to translate projections of better batteries into actual costs for cars... like, prices of Tesla's vs. ICE models and the "payback economics" at different gas prices.

    "Better" batteries isn't necessarily "good enough" to make the total economics cost competitive, particularly as Tesla starts to work its way down the food chain.
    Mar 21 03:12 PM | 2 Likes Like |Link to Comment
  • 5 Reasons Tesla Motors Will Thrive [View article]
    John has stated before that, out of courtesy, he does not reply to articles via comment streams. His style is to write a new article.
    Mar 21 03:06 PM | 4 Likes Like |Link to Comment
  • The bailout rejected, what's next for Cyprus? Open Europe suggests the EU will allow a few days for Cypriot MPs to get their minds right before the ECB thinks about cutting off funding for the country's banks (which would lead to their collapse). Or not. Reuters' Anatole Kaletsky notes the ECB needs two-thirds of its board to cut off ELA funding, and the Germans don't have the votes. "Time to get bullish ... German U-turn ahead!" [View news story]
    My pleasure.

    I wish some of this thread's "comment warriors" would read it.
    Mar 20 09:45 AM | Likes Like |Link to Comment
  • The bailout rejected, what's next for Cyprus? Open Europe suggests the EU will allow a few days for Cypriot MPs to get their minds right before the ECB thinks about cutting off funding for the country's banks (which would lead to their collapse). Or not. Reuters' Anatole Kaletsky notes the ECB needs two-thirds of its board to cut off ELA funding, and the Germans don't have the votes. "Time to get bullish ... German U-turn ahead!" [View news story]
    Very interesting writeup

    http://bit.ly/146zOHq
    Mar 19 08:34 PM | 1 Like Like |Link to Comment
  • Why America's 20-something's aren't destined to be poor, but its 30-somethings might be: "Today’s 30-somethings are climbing out of a deep enough hole that they may never become as wealthy as the boomers unless home values rebound dramatically, and even then, many will only be getting back to even," The Atlantic's Jordan Weissmann writes. (also[View news story]
    @NPL -- I have to generally agree. We Americans don't want to hear the brutal fact that we enjoyed so much wealth creation after WW2 because practically all of our competition was destroyed during the war and/or shooting themselves in the foot with crazy macroeconomic policies. And those days are gone.
    Mar 16 09:51 AM | 4 Likes Like |Link to Comment
  • Not helping JPMorgan (JPM) is the rehashing of the London Whale saga, with a just-released Senate report claiming Jamie Dimon withheld critical data from regulators. A hearing is set for tomorrow (Dimon will not testify), and it's possible the DOJ will be called upon to investigate further. It's hard to believe the Fed request for JPM to "address weaknesses" and the London Whale incident aren't linked. Shares -2.1% AH. [View news story]
    Haven't you heard, TBTF is now TBTP, too big to prosecute
    Mar 14 06:11 PM | 2 Likes Like |Link to Comment
  • What Does Tesla's Late Form 10-K Filing Mean For Investors [View article]
    @pvenkate, I agree with everything in your post. However, I like to caution people not confuse a "cause" with a "company", or a "company" with a "stock". I'm cheering for Tesla.... but no way I'm buying the stock at these levels -- there's lots of potential downside, and the current price has a LOT of upside already built into it.
    Mar 12 09:44 AM | 3 Likes Like |Link to Comment
  • What Does Tesla's Late Form 10-K Filing Mean For Investors [View article]
    I don't understand your reply. Can you please re-state?
    Mar 8 07:24 PM | Likes Like |Link to Comment
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