Tricky

Tricky
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  • Wall Street Breakfast: China Plunges As Market Rout Continues  [View article]
    BlueOkie

    No argument from me.

    BTW, the betting seems to be that the Supreme Court is about to gut "mandatory union dues". So those donations may get smaller. We shall see.
    Jan 26, 2016. 04:43 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: China Plunges As Market Rout Continues  [View article]
    I think they want the yuan to devalue, but don't want to admit it because of the ensuing capital flight
    Jan 26, 2016. 09:52 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: China Plunges As Market Rout Continues  [View article]
    It remains to be seen whether Apple's hiring freeze in the car division is driven by:

    1) Whether or not they still see it as a market they should enter
    2) If the latter, when they think the time is right to go full-bore vs. stay in an R&D like mode
    3) If the former, when they think they've retooled the leadership to pull it off
    Jan 26, 2016. 09:50 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: China Plunges As Market Rout Continues  [View article]
    Yep. The erstwhile free traders and capitalists sing a different tune when it comes to protecting their biggest donors. The erstwhile Darwinians squeal when their own milkshake gets drunk

    (or is that "drank"? didn't get a clear answer on the inter webs)
    Jan 26, 2016. 09:30 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: China Plunges As Market Rout Continues  [View article]
    Jason -- my comment was a general one about corporate America, not a specific one related to what you are relaying in these specific transactions.

    Have a great day.
    Jan 26, 2016. 09:24 AM | Likes Like |Link to Comment
  • Citi, Goldman analysts eye crude oil rebound starting in H2  [View news story]
    Alphatag, you are making observations and arguments based on rationale.

    It seems to me that there are multiple irrational wildcards influencing KSA -- a young (evidently hothead) prince that seemingly has the most say in their supply strategy, and however he (and whichever advisors he listens to) view that weapon in their offense/ defense of geopolitics.
    Jan 26, 2016. 08:45 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: China Plunges As Market Rout Continues  [View article]
    DCV "Is there a way to "legally" siphon billions of dollars?"

    The form is usually cash bonuses and stock grants to senior management of large publicly-traded companies.

    In theory, an objective and responsible Board of Directors would keep this in check. In practice, the boards are stuffed w/ other CEO's who also benefit from said system, and hire "compensation consultants" who are well-paid to justify said system.
    Jan 26, 2016. 07:47 AM | 9 Likes Like |Link to Comment
  • Wall Street Breakfast: Executive Exodus At Embattled Twitter  [View article]
    It's hard for me to believe Einhorn would hold so many shares if he hadn't already determined he got their books reasonably figured out.

    But I suppose you never really know. Should be fun to watch.
    Jan 25, 2016. 09:17 AM | 3 Likes Like |Link to Comment
  • Virtual Reality Could Be The Next 3D Printing  [View article]
    It's also way too early to declare "it's failing". The smartphone headset makers just started selling late 2015 and the Rift hasn't even hit the market yet.
    Jan 24, 2016. 10:30 PM | Likes Like |Link to Comment
  • Citi, Goldman analysts eye crude oil rebound starting in H2  [View news story]
    Thanks Mr. $0.015 ;-)

    All that said, if oil goes under 20, I start filling up the truck w/ non decaying assets and sit patiently, twiddling fingers while chanting "excellent" in my best Mr. Burns imitation.

    Because at that price, I think the KSA advisers start screaming continuously at the young prince... and dad will wake up and come lay the hammer down.
    Jan 24, 2016. 08:36 PM | 2 Likes Like |Link to Comment
  • Citi, Goldman analysts eye crude oil rebound starting in H2  [View news story]
    I do wonder about hitting triple digits in (oh) next 3 years. Even if US banks will be traumatized by current prices, they'll bounce back if oil hits (oh) $70 and back comes the shale, which can spin up pretty quickly?
    Jan 24, 2016. 08:33 PM | Likes Like |Link to Comment
  • Michael Bloomberg is seriously considering running for president  [View news story]
    Yah, that would be a sweet gig. Don't need to perform all that well in the 1 debate, just don't screw the pooch. Go to a bigwig's funeral once a month or so. Drop a gaffe every now and then. Otherwise, just stay out of the way, and sit back, collect the mailbox money!
    Jan 24, 2016. 08:22 PM | 1 Like Like |Link to Comment
  • Michael Bloomberg is seriously considering running for president  [View news story]
    So far, I'm beating Hillary and Cruz
    Jan 24, 2016. 06:41 PM | 1 Like Like |Link to Comment
  • China, The End Of History And The Last Great Commodities Boom  [View article]
    The article may be more valid for construction commodities than other types. While these numbers aren't perfect, take them as directionally correct -- over a 30 year period, perhaps up to 600m Chinese migrated from farms to urban areas between 1979 and 2009. And that wasn't evenly spread out, it accelerated and was concentrated in the later years. So imagine something like (oh) a third of the US population moved to Ontario and British Columbia within a 5 year period. UNREAL demand for construction commodities, but a temporary demand curve situation just for those 5 years.

    Where else is a pop that massive happening or likely to happen? It is of course "possible", but I don't believe it's "probable".

    Cheers.
    Jan 24, 2016. 03:26 PM | 1 Like Like |Link to Comment
  • Michael Bloomberg is seriously considering running for president  [View news story]
    Perhaps the GOP should take an intellectually honest look at why they couldn't beat an unqualified candidate in 2012 (no way a Rep was going to win in 2008).

    Hint: don't listen to the fringe pundits, if you actually want to win the POTUS race. And overhaul your primary system -- right now, people have to say things they have to live down in the general election... and it takes too much dollars/energy to get thru that primary process.

    Disclosure: non-partisan centrist who likes serious and viable candidates to choose from.
    Jan 24, 2016. 02:48 PM | 1 Like Like |Link to Comment
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