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Ducaticorse

Ducaticorse
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  • Go Where It Is Darkest: When Company, Country, Currency And Commodity Risk Collide! [View article]
    Sir, you're the good surprise of the day. I'm going to follow. As to the investment thesis I agree with you but I'll play it safer with BHP Billiton (I'll go long tomorrow).
    Nov 23, 2014. 02:18 PM | Likes Like |Link to Comment
  • Amazon Trades For 370 Years Of Earnings, Jack Ma Thinks It Might Not Be Here In 20 [View article]
    This kind of statement is typical of the corporate drones. If you translate (you can do that as long as you don't have an MBA), it means; we are in trouble.
    Nov 23, 2014. 01:16 PM | Likes Like |Link to Comment
  • Amazon Trades For 370 Years Of Earnings, Jack Ma Thinks It Might Not Be Here In 20 [View article]
    Paulo, take care of your health and good luck.
    Nov 23, 2014. 01:14 PM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: Are Investors Too Complacent? [View article]
    QE finances the government through very low interest rates. Currently you've 100 million people registered in a government program in the US. If the Treasury has to pay 5% interest, it's game over for these programs.
    Now, I would not be against a program that distributes at least part of the money directly to the consumer, like Bush did once in those days. Some economists are flirting with the idea but I'm afraid it's too new age to ever pass.
    Nov 23, 2014. 11:50 AM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Are Investors Too Complacent? [View article]
    Well Khyber they don't matter investment wise unless there is a revolution. I think this country is turning in a sort of Brazil. You could make a killing buying real estate in Copacabana and half a mile away people live in slums.
    Nov 23, 2014. 11:47 AM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: Are Investors Too Complacent? [View article]
    And I read recently that since the 2009's low, there has been about 60 new highs. If you'd sold after the first new high, too bad.
    Nov 23, 2014. 11:43 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: European Stocks Rise As Draghi Readies QE [View article]
    Yesterday was game over.
    Nov 21, 2014. 09:12 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: European Stocks Rise As Draghi Readies QE [View article]
    Execution will be key.
    Nov 21, 2014. 09:11 AM | Likes Like |Link to Comment
  • Why Tesla Is Just Another PayPal [View article]
    I wouldn't bet on Silicon valley vs German on software meant to power a car. Garbage in, garbage out. Silicon valley guys are more the bicycle type. Furthermore, just remember that all these fancy software powered devices like ABS and traction control where invented in Germany. Now Bosh even developed a system that allows you to brake on your Ducati whilst at an angle. If you ever had to brake whilst leaning at 100 mph and escape alive, you'll understand the feast it represents.
    Nov 20, 2014. 02:29 PM | Likes Like |Link to Comment
  • Why Tesla Is Just Another PayPal [View article]
    Porsche will not bring an EV soon because if you dare use your TSLA superb acceleration capabilities you have the equivalent of a Porsche with a 3 gallon gas tank.
    Nov 20, 2014. 02:25 PM | Likes Like |Link to Comment
  • Why Tesla Is Just Another PayPal [View article]
    I fully agree with you. When BMW and Audi come with an EV line up it's game over for TSLA. In the meantime, enjoy the party.
    Nov 20, 2014. 02:22 PM | Likes Like |Link to Comment
  • Why Tesla Is Just Another PayPal [View article]
    Bof, they could lower EPS estimates by 120% as long as they aim to market share; 100% of electricity powered cars, they are good to go. Look at AMZN.
    Nov 20, 2014. 02:19 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Alibaba To Launch International Taobao [View article]
    This is the end my friend, the bitter end my friend. And you can close the door.
    Nov 20, 2014. 09:16 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Alibaba To Launch International Taobao [View article]
    You don't care about debt/GDP ratio when you buy stocks. A corp is not the government. The best time to buy US stocks was when the deficit was $ 10 trillions. It's not the corps that are going to pay the debt. They can't increase their taxes because they hold the jobs.
    Nov 20, 2014. 09:13 AM | Likes Like |Link to Comment
  • Wrinkles Of The Swiss Gold Referendum [View article]
    This vote will never pass because Swiss people follow the government on all arcane and technical subjects. Since the situation in Switzerland is fairly good and absolutely excellent when compared to most of Europe there is a high level of trust in the authorities. Furthermore, 90% of the population has no idea what a Central bank balance sheet is or looks like. As a Swiss, I don't think that being the only one eyed Central bank in a world of blind ones will prove to be an advantage even if I approve with the general message of this article.
    Nov 19, 2014. 02:56 PM | Likes Like |Link to Comment
COMMENTS STATS
1,213 Comments
1,974 Likes