Tricky

Tricky
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  • Alphabet up after Q4 beat; paid clicks surge, big losses reported for "Other Bets"  [View news story]
    Purely for entertainment... please do tell me more about this giant international conspiracy to push down the value of Apple and push up the value of Google.

    Who is doing it. Why are they doing it. What is the end game.

    Disclosure: long both.
    Feb 2, 2016. 10:00 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Alphabet Becomes World's Most Valuable Company  [View article]
    We don't have much jungle down here in Tejas
    Feb 2, 2016. 09:39 AM | 7 Likes Like |Link to Comment
  • Wall Street Breakfast: Facebook Gets Big Earnings Boost  [View article]
    Respectfully, wave/tidal energy is WAY behind solar/wind as contenders for alternative energy sources. It can make sense in a small number of isolated cases (e.g., some big isolated seaside resort, I forgot where) but it isn't very efficient. R&D may improve that, but others seem to have a lot better odds of going "widespread".
    Feb 2, 2016. 09:36 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Alphabet Becomes World's Most Valuable Company  [View article]
    Beyond any conspiracy theories, there are good reasons to have an "over reaction" bias when it comes to a new virus that is spreading quickly. No one cared about Zika when it was contained in small parts of Africa, it has been known since the 40's. But something has clearly changed. It was first identified in Brazil in May 2014 and has now spread up through Central America since then - that is a remarkable rate. Furthermore, viruses evolve at lightning speed. They develop the ability to infect thru new vectors, their virulence can change, as can the effects. the bias towards paranoia for something new on the scene is understandable and advisable, especially when it is spreading this rapidly.

    Others have previously mentioned mosquito control, and won't get any argument from me. There is a reason why the first big initiative by The Gates Foundation was around defensive measures for mosquito borne diseases in Africa. As measured by their effects, mosquitos are THE most deadly organism to humans, no other species comes close.
    Feb 2, 2016. 09:13 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Alphabet Becomes World's Most Valuable Company  [View article]
    Sorry to spoil the partisan comment, but there's plenty of rancid going on in the GOP race, as well
    Feb 2, 2016. 08:53 AM | 9 Likes Like |Link to Comment
  • Wall Street Breakfast: Facebook Gets Big Earnings Boost  [View article]
    Look, it's unfortunate if Finicum is dead if he wasn't in the process of pulling out a weapon.

    But he was one of the leaders of a heavily armed group that had seized a federal building and he was in a truck had just run a road block, driving at high speed. Reaching into his pocket... well, I can see why the feds were nervous and were going to assume the worst. He caused the situation that got him killed.
    Jan 31, 2016. 09:25 PM | 3 Likes Like |Link to Comment
  • Report: Apple creates large virtual reality team, has built headset prototypes  [View news story]
    With lightweight ones, you don't really have to wear the top strap. The horizontal strap doesn't really mess up the hair.
    Jan 31, 2016. 09:18 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: BOJ Goes Sub-Zero In The Heart Of Winter  [View article]
    I don't know if this was one of the goals, but the new template loads much faster for me (Safari)
    Jan 31, 2016. 12:41 PM | 1 Like Like |Link to Comment
  • Reuters: China to adopt 6.5-7% growth target range  [View news story]
    But you're hungry again 30 minutes later
    Jan 31, 2016. 12:36 PM | 3 Likes Like |Link to Comment
  • The Fed's Oil Price  [View article]
    This article had a bit of "rising oil prices hurts the economy; falling oil prices hurts the economy" message to it.

    Is there some particular range that is considered Goldilocks?

    Another consideration -- if the theory is that consumers are spending the savings: 1) is that borne out in the data, and 2) is that neccesarily a "bad" thing? If, according to prevailing belief, households have too much debt and too little savings, why would this be "bad"?
    Jan 31, 2016. 09:33 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: BOJ Goes Sub-Zero In The Heart Of Winter  [View article]
    Why don't you have a look at any per-capita wealth measure for Japan and any "high-birth rate, poverty stricken country" and revisit your post.

    I'm not the one who figured it out. The correlations and causations have been known for quite some time. They're not even debated by serious people.
    Jan 30, 2016. 06:34 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: BOJ Goes Sub-Zero In The Heart Of Winter  [View article]
    Yes, you do need to think these things through... rather than stretch to make political points that don't fit.

    Families used to have as many children as possible because: 1) a lot of them were likely to die, 2) the family needed the free labor to tend the farm, 3) women didn't have many options beyond "raise kids / keep house", and 4) hedge for care in old age

    As a country gets richer, that directly CAUSES better health mitigating #1. As countries urbanize, which causes wealth, that mitigates #2. Although not perfectly correlated, growing wealth usually goes along with higher rates of female education, mitigating #3.

    #4 is the one I will grant you is a political choice.
    Jan 30, 2016. 04:05 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: BOJ Goes Sub-Zero In The Heart Of Winter  [View article]
    jhooper -- if you want to have a debate about regulation and taxes, cool by me. There is much to improve on those two fronts.

    But don't say things that are so easily controverted by the data from pretty much any serious study that's ever been done on the subject of correlating birth rates and economic development.
    Jan 30, 2016. 02:43 PM | 1 Like Like |Link to Comment
  • Report: Apple creates large virtual reality team, has built headset prototypes  [View news story]
    Lots of applications beyond games. Immersive video, both rendered and live streamed (when bandwidth gets better). Virtual tourism (many different forms from scouting houses, to checking out potential resorts, to "going" places you otherwise wouldn't). Visualization of 3D models. Training/simulation. Education. Psychiatric therapies.
    Jan 30, 2016. 11:15 AM | Likes Like |Link to Comment
  • Report: Apple creates large virtual reality team, has built headset prototypes  [View news story]
    The other big advantage that Google has over Samsung is that the Cardboard SDK works on a wide array of phones, including iOS devices. Samsung only works on a handful of models -- when it created the 2nd version of its VR product, the new version wasn't even backwards compatible with at least one of the phones that worked with the 1st version. They're approaching the market trying to use VR as an accessory to get you to buy one of their new flagship phones. Google's approach will swamp Samsung's.
    Jan 30, 2016. 07:23 AM | 1 Like Like |Link to Comment
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