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  • 5 Stocks So Bad, They're Good [View article]
    Don't think I'd bet on DryShips if it's true (per another SA market current today) that 40% of the industry's volume is hauling iron ore to China, unless you think the building boom will continue unabated
    Jun 9, 2011. 03:23 PM | Likes Like |Link to Comment
  • Upset over excessive new rules for digital publishers on iTunes, the FT introduces its own mobile application, and encourages iPad and iPhone users to migrate. It uses HTML5, a new technology that runs on a variety of devices, including Android and PlayBook.  [View news story]
    Good for FT. I'm a co-owner of a mobile app development company and Apple is a total mofo to deal with -- obviously didn't learn that key lesson in the PC wars
    Jun 8, 2011. 03:18 PM | 4 Likes Like |Link to Comment
  • EU Dilemma: The United States of Europe, Or Bust? [View article]
    It would seem that Americans tend to underestimate the will of the European elites to hold the EU together. On the other hand, I wonder if our Euro-based commentor friends underestimate the willpower of "the northern street" to put an end to the bailouts?

    Heck if I know which constituency will win in the end, but it is going to be a fascinating show to watch.
    Jun 6, 2011. 01:25 PM | Likes Like |Link to Comment
  • The top 10 federal government contractors, whose stocks "will get crushed" if the government makes real spending cuts: LMT, BA, NOC, GD, RTN, UTX, LLL, OSK, SAI, BAESY.PK.  [View news story]
    Yeah, F the poor and disabled -- we need to fire up that soylent green program
    Jun 3, 2011. 08:48 PM | Likes Like |Link to Comment
  • Critics are questioning the fancy footwork of Groupon CEO Andrew Mason in the IPO prospectus to justify a lack of profit. Adjusted Consolidated Segment Operating Income? Huh? No matter how you slice it, income is income, and debits are debits.  [View news story]
    No No, don't look there -- look at the shiny thing I'm waving
    Jun 3, 2011. 05:47 PM | 4 Likes Like |Link to Comment
  • The point was made clear in today's warning from Moody's and should not be missed: There's no such thing as a "technical default." If the U.S. doesn't resolve its debt ceiling game of chicken soon, it will mean "default," plain and simple, with a downgrade to follow.  [View news story]
    Regardless of what you think about their politics or past performance, the job of a rating agency is to assess the riskiness of a debt issue to the people holding the debt. And that's what they're commenting on.
    Jun 2, 2011. 07:12 PM | 7 Likes Like |Link to Comment
  • Flailing about to find a way to get more people able to go into debt to buy a home, the U.K. might do well to remember this model hasn't done Spain any favors, while Germany, with the highest percentage of renters in Europe, motors along.  [View news story]
    In the US, home ownership is a religious cause
    Jun 1, 2011. 04:36 PM | 2 Likes Like |Link to Comment
  • Why It Is Not Yet Time to Write Off Nokia [View article]
    Cameron -- my understanding is that SA sometimes puts their own titles to articles. I mention that because I didn't see any reasons stated to "not write off Nokia yet"?
    Jun 1, 2011. 02:13 PM | Likes Like |Link to Comment
  • With federal tax revenues coming in at 14.9% of GDP in both 2009 and 2010, current levels are unusually low and have been for some time, Bruce Bartlett writes. The average federal income tax rate on the 400 richest people in the U.S. is 18.1%, down from 26.3% when the data was first calculated in 1992. Cutting already low taxes won't spur growth, Bartlett believes.  [View news story]
    I just wonder who the author is debating against. I don't really hear anyone putting forth the argument "cut taxes on the super rich to get more growth".

    I hear arguments for cutting corp taxes, and for not raising taxes on the rich. I haven't heard any (serious voices) advocating cut taxes on the super rich?
    May 31, 2011. 06:05 PM | 3 Likes Like |Link to Comment
  • The U.S. and Europe should be doing more to fix unemployment, Paul Krugman writes, endorsing "WPA-type programs" providing work repairing roads and such. Instead, policy makers have sunk into a condition of "learned helplessness" on jobs, he says: "the more they fail to do anything... the more they convince themselves that there’s nothing they could do."  [View news story]
    Yay! The daily Paul Krugman linkbait.

    Okay, Pavlovian dogs, you know what to do...
    May 31, 2011. 05:39 PM | 3 Likes Like |Link to Comment
  • Siemens (SI +4.1%), a major manufacturer of wind turbines, stands to benefit from Germany's plan to discontinue the use of all nuclear energy by 2022. Solar power (TAN +5.1%), wind energy (FAN +3.2%), global clean energy (PBD +3%) are among the day's top sectors; uranium (URA -4.6%), nuclear energy (NLR -1%) by far the worst. (also)  [View news story]
    I'm not an engineer, but have some familiarity with the wind business. If you look at a wind farm, they don't have the turbines stacked right behind each other -- not so much because "the one in front uses up the wind velocity that the one in back needs", so much as to make sure that the air arrives undisturbed onto the blade -- I think it's more about turbulence than using up the wind.
    May 31, 2011. 03:12 PM | Likes Like |Link to Comment
  • Ken Feinberg, the lawyer in charge of BP's (BP) $20B fund for victims of the Gulf oil spill, is starting to reduce his operations having paid out just $4B after processing over 80% of claims. However, BP still faces legal challenges, as thousands are unhappy their claims have been rejected.  [View news story]
    I remember hearing Feinberg getting interviewed on some NPR show (maybe Talk of the Nation). He said he was getting claims from Chicago restaurants. And I heard people calling in, yelling at him, and then having to admit that they had submitted no documentation whatsoever for their claim.
    May 30, 2011. 11:17 AM | 5 Likes Like |Link to Comment
  • In bailing out automakers, the U.S. prevented a potential industry meltdown but it also washed away the companies’ legal responsibility for car-accident victims who had won damages before the bankruptcy sales.  [View news story]
    Hmm, interesting dilemma for Obama -- unions & carmakers vs. trial lawyers.
    May 27, 2011. 05:01 PM | 1 Like Like |Link to Comment
  • The euro will survive, "but I would not bet on all 17 countries," says former ECB chief economist Otmar Issing. Issing says Greece was only able to join the euro by cheating on its finances and EU leaders have been "too polite" to enforce adequate sanctions.  [View news story]
    While it is true that Greece and Ireland are relatively small potatoes, the bigger worry is the contagion effect hitting a big country like Spain, which would be very painful to deal with. Or Italy (which also cheated on its finances to get in, BTW) which is simply too big to save.
    May 27, 2011. 09:00 AM | 1 Like Like |Link to Comment
  • General Electric’s (GE) director of global research predicts that in just five years solar-generated electricity will be cheaper than power from fossil fuels and nuclear power. “If we can get solar at $0.15/kilowatt-hour or lower... you’re going to have a lot of people that are going to want to have solar at home,” Mark Little tells Bloomberg.  [View news story]
    The fossil fuels industries get tons of direct and hidden "subsidies"
    May 26, 2011. 05:02 PM | Likes Like |Link to Comment