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David at Imperial Beach

David at Imperial Beach
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  • Windows XP's Death Will Breathe Life Into Microsoft, Intel And AMD Shares [View article]
    There is no "big kicker" or "building acceptance" for Windows 8 or 8.1. People are not accepting it as a suitable replacement for Windows 7 or XP. As the first chart shows, there are more Windows XP machines than Windows 8 and 8.1 machines. This is remarkable after all the effort Microsoft has put into trying to get people to convert to Windows 8 and 8.1, and now the expiration of Windows XP. Windows 8 and 8.1 is a complete failure on a keyboard/mouse system.
    Apr 15 09:45 PM | Likes Like |Link to Comment
  • Tesla In China: Cleaning Up The Smoggy Skies [View article]
    You'd think from your description that you were talking about a car with a 40 mile range, not one with a 265 mile range.
    Apr 15 09:28 PM | 4 Likes Like |Link to Comment
  • Tesla In China: Cleaning Up The Smoggy Skies [View article]
    Despite the fact that Mr. Chang left for "personal reasons" it is unfortunately impossible to prevent people from speculating about other possibilities. Rumors are rumors, not facts.
    Apr 15 09:22 PM | 2 Likes Like |Link to Comment
  • Tesla In China: Cleaning Up The Smoggy Skies [View article]
    Not if the cars are charged at supercharger stations equipped with solar cell collectors.
    Apr 15 09:17 PM | 1 Like Like |Link to Comment
  • Tesla In China: Cleaning Up The Smoggy Skies [View article]
    Why should we ask somebody who's no longer there?
    Apr 15 09:12 PM | 1 Like Like |Link to Comment
  • Tesla In China: Cleaning Up The Smoggy Skies [View article]
    My fellow San Diegan is wrong. It actually takes less energy to convert chemical energy into electrical energy in a modern power station (about 80% efficient), and then charging a car's battery (100% efficient) and using electrical energy to propel the vehicle (again about 80% efficient), than to use that same chemical energy in an ICE vehicle (about 20% efficient)!
    Apr 15 08:58 PM | 5 Likes Like |Link to Comment
  • The Wile E. Coyote Moment Is Coming: Ways To Protect Yourself [View article]
    They didn't actually research anything. They just "reaffirmed" their previous "guidance".

    My thinking is that the market misread the CPI numbers as good news when it really portends bad news. If gasoline prices don't come back down we're going to see a round of uncontrolled inflation. It may already be too late. Food prices are up at both the commodity level and the retail level. Health car/health insurance for many people is completely unmanageable under Obamacare. Even those that opt for Obamacare coverage are going to be faced with excessive out of pocket expenses due to extremely high deductibles that few can afford.

    In any case, we aren't going to get the early interest rate hikes that made all the bankers rub their hands with glee. And we aren't going to get the booming economy that Goldman Sachs keeps "predicting" for later this year. With retail on the ropes and no growth in Europe or Japan and reduced growth in China, just who is going to be buying our stuff? The .01%?
    Apr 15 04:24 PM | Likes Like |Link to Comment
  • Buy The Gold Stock Space Irrespective Of The Price Of Gold [View article]
    My take is that $1000 per ounce gold is not sustainable. It may be possible for Goldman Sachs and other manipulators to push the price that low, but it won't stay that low so why should they try? The real cost to mine the yellow metal is an average or $1200 per ounce right now. Add inflation to the picture, especially in the form of higher energy costs and that $1200 per ounce goes up as well. If miners don't get $1200 per ounce, they don't make a profit, so they have no incentive to continue mining metal. Already, at these low prices, miners are having a hard time raising capital. Mining is a capital intensive industry. They must raise capital to continue in business. If the price falls below $1200 per ounce, as the author states, they start cutting corners. But every corner cut means they explore less, open fewer mines in the future, slow production to a crawl. In other words, the flow of yellow metal slows until there is a shortage. With a shortage comes a spike in the price of gold. Guess what? $1000 per ounce gold will result in a more violent swing upward than if gold is allowed to rise gradually from here.
    Apr 15 02:34 PM | 3 Likes Like |Link to Comment
  • General Motors: Will New Investments Be Fruitful For The Company? [View article]
    I believe the Cadillac ELR is a particularly ill-conceived car. Costing as much as a Tesla Model S, it offers less value in terms of electrical range than the Volt. Furthermore, reports are that while the car is quiet in the first few all-electric miles, as soon as the 4 cylinder engine kicks in it no longer sounds like a luxury car and the spell is broken. It's hard to imagine who the car might appeal to other than a GM exec.
    Apr 15 02:22 PM | 2 Likes Like |Link to Comment
  • The Inconvenient Marriage Of Yuan And Gold [View article]
    A weak yuan has been at least as bullish for gold as a weak dollar, and I expect that to continue. I see danger ahead for both the dollar and the yuan. Gold and the dollar are currently moving in the wrong direction. It appears that the majority of investors have misinterpreted the numbers and think that inflation is still on the distant horizon, when it is actually already here. Food and energy and health care/health insurance and producer prices are all up. The rest of the economy will soon follow. We've had a temporary reprieve from inflation during QE 1, 2, and 3. It's only now when QE 3 is finally tapering to an end that inflation is rearing its head, but like the San Andreas Fault, a lot of energy has been built up and it's all about to be released too quickly for the Fed to react if past history is any indication.
    Apr 15 12:40 PM | 6 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    The New Ballot:

    Make sure your ballot is clearly marked so your vote will be counted. Every vote is important. Please vote for only 1 candidate:
    ☐ Tweedle Dee
    ☐ Tweedle Dum
    Apr 15 10:45 AM | 4 Likes Like |Link to Comment
  • Is This Time To Give Goldman Sachs A Chance? [View article]
    Goldman Sachs is almost surely going to be found to be involved in one scandal or another because they tread very close to the line. Libor? London Gold fix? You name it, GS probably has its hands in the till somehow. They have a well-deserved reputation for predation on their customers. A class-action lawsuit is probably in order. And I wouldn't trust the book value of any bank that is not marking their assets to market.
    Apr 14 11:55 PM | 1 Like Like |Link to Comment
  • Apple Faces A Problem And Increasing Prices Will Make It Worse [View article]
    It's certainly no more splintered than Unix/Linux. Your company will find itself one of the 3% writing code only for the 15%. Good luck with that.
    Apr 14 11:32 PM | 1 Like Like |Link to Comment
  • Apple Faces A Problem And Increasing Prices Will Make It Worse [View article]
    Android is sponsored by Google, a California company as well. And they both look overseas for their hardware manufacturing. Apple customers have never cared about internals gobbledygook like "A8 processor @ 20 nm", either. It's all about look and feel, which is why Apple is resorting to patent warfare to prevent the competition from having "their" look and feel. But note that the more obvious a user interface idea is, the less patentable it is. Apple is more likely to have its patents invalidated than to win a big injunction.
    Apr 14 11:26 PM | 4 Likes Like |Link to Comment
  • Dual Momentum ETF Portfolio [View article]
    What worked for the last 12 months is unlikely to work in the near future. The market seems intent on punishing buy-and-hold investors.
    Apr 14 11:09 PM | 1 Like Like |Link to Comment