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  • Wall Street Breakfast: Markets Prepare For Yellen Speech [View article]
    Ben, we don't have face in the West, we have financial interests. There is a famous British proverb that says; if you can't beat them, join them!
    Mar 27, 2015. 09:03 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Crude Surges On Yemen Tensions [View article]
    Same in LA, same in Switzerland. One guy is digging, one guy is watching and the boss is there to make sure the work is done.
    Mar 26, 2015. 09:26 AM | 7 Likes Like |Link to Comment
  • 'The Death Of The 'Millionaire Next Door' Dream' - A Reply [View article]
    About education; a good education OK but a good education in the domain of your choice. That's what matters. I worked in private banking for many years and amongst the two richest clients we had, one was a cook and one was a baker (he even outbid the owner of his bank for a house with view on the lake). My point is, it's better to be the best baker in town than an average art historian or lawyer.
    Mar 25, 2015. 07:00 PM | 2 Likes Like |Link to Comment
  • Give'em The Old Razzle Dazzle [View article]
    At this stage, without commenting on previous actions, one can speculate on the following given the fact that participants anticipate;
    -no inflation; no need to buy now
    -interest rates looking like staying at the bottom; no need to borrow now
    -both points above give the impression of a shaky economy; no desire to invest
    -no return on risk free investment; more savings are needed for safety and retirement and that's not supportive to consumption from the affluents
    -people are forced to invest into risky securities after two violent crashes; people are not enticed to spend their paper wealth but put the money aside for the next catastrophe
    It looks like the usual recipes don't work very well and that may be because some (or a lot of) the excesses from the former booms were not allowed to meet their natural death. I don't think that a progressive increase in interest rates will cause chaos but it could, with the proper communication, change the mood.
    Mar 25, 2015. 11:49 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Kraft, Heinz Announce Mega Merger [View article]
    You put too much weight on strategic decisions and too little on execution with your proposal. And execution is the job of the workers. You can invent the iPhone but if you build it like they built at GM, the company is not going to last. Furthermore, you have the sharing of risk. The CEO doesn't share the risk since he can transfer his compensation away and generally doesn't bring capital in the company when hired.
    Mar 25, 2015. 08:49 AM | 7 Likes Like |Link to Comment
  • Wall Street Breakfast: China Growth Worries Surface Again [View article]
    NESN doesn't bottle its water in Switzerland, they use tap water in the US.
    Mar 24, 2015. 09:46 AM | 8 Likes Like |Link to Comment
  • Tesla: Forget Range Anxiety, What About Investor Anxiety? [View article]
    Big mistake to trust Elon. BMW is already here with its model 3 (piezoelectric with embedded transmutation upgrade) $ 200/month!
    Then they'll launch a new, better model every 3 years, from serie 3 to serie 7 and coupe and SUV's. So fast that Elon will not be able to follow. TSLA was a cool car what 3 years ago. Nobody wears the same suit for 3 years. That's how things go nowadays. And wait because Mercedes is coming too.
    The last will be the first.
    Mar 23, 2015. 10:45 AM | 13 Likes Like |Link to Comment
  • Wall Street Breakfast: European Markets Fall Ahead Of Greek Meeting [View article]
    I have the feeling that Greece is going to be a surprise. I mean a good one for those who are long. Nothing rational or carved by the numbers, just politics.
    Mar 23, 2015. 08:38 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: European Markets Fall Ahead Of Greek Meeting [View article]
    Looking at JC, I can easily imagine him as a gentleman farmer somewhere in France making gourmet goat cheese for a selected crowd of fine connoisseurs.
    Mar 23, 2015. 08:36 AM | 4 Likes Like |Link to Comment
  • Kill Debt To Make Debt [View article]
    I don't agree. Just observe the European interest rates after Bragi said we'll do anything. There was no effective distortion at that point, just an observation.
    Mar 22, 2015. 08:07 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: White House To Unveil Fracking Rules [View article]
    That's the point; if it fixes Greece. If it does we're going to see a rush to the exits. If it doesn't .... But that's a lot of uncertainties to manage. But one should not dismiss the damage that will be done by the amount of debt that will not be repaid.
    Mar 20, 2015. 08:32 AM | 4 Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    Interest payments don't matter since we own this debt to ourselfs; we just pay interest to ourself.
    Mar 19, 2015. 08:52 AM | Likes Like |Link to Comment
  • Beware Of The Inverted Yield Curve [View article]
    In normal circumstances, that's what happens effectively. The yield curve then invert itself because the economy is really in overheat and the FED shoots hard to cool it down. The problem is that we are not in an overheated economy, far from that. Besides, we are already facing tightening conditions due to the USD strength. What may very well happen is that the market will anticipate the FED very quickly and buy long term bonds for safety. That will drop their yields fast. But we are not in an overheated economy, so the inverted curb relation may not work this time.
    One must not forget that the measures taken since 2008 were unconventional, never tried before. The end of this will certainly not be conventional either.
    Mar 18, 2015. 01:56 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Markets Await Fed Policy Decision [View article]
    They can't pay their bills even if the want. Greece is the ultimate underwater subject.
    Mar 18, 2015. 10:00 AM | 5 Likes Like |Link to Comment
  • NORW:‚Äč A Solid Country, Solid Stocks And A Great Price [View article]
    OK, OK but they don't make Ducatis in Norway.
    Mar 17, 2015. 10:27 AM | Likes Like |Link to Comment