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Ducaticorse

Ducaticorse
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  • Retail Investors About To Get Fleeced Again [View article]
    I look at this graph and I see cash allocation quickly dropping at the bottom. You could have written this article on October 2010 or March 2012 in exactly the same manner. I think it has no predictive value. Of course, crap happens all the time but I'm not going to change my cash allocation for this article.
    Aug 12 03:56 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Amazon-Disney Dispute Involves More Than Pricing [View article]
    You nail it; domestic and foreign. We can't be at both places and in the vineyard and be efficient. You can't be strong outside if you're weak inside.
    Aug 12 09:11 AM | 3 Likes Like |Link to Comment
  • Update: The Fire Phone Flops Like A Dying Fish [View article]
    Yes, way to go.
    Aug 12 01:02 AM | Likes Like |Link to Comment
  • Continue To Avoid Linn Energy [View article]
    Gosh, I like comments that validate my long positions. I can then read something else. Thanks.
    Aug 10 03:02 PM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Record Bond And ETF Outflows Continue [View article]
    Bacon, the new WMD against Isis.
    Aug 8 08:46 AM | 2 Likes Like |Link to Comment
  • Uh Oh... Look What's Happening To Japan [View article]
    Reagan started the Keynesian wave. In the beginning it's successful because you launch a credit spree and you've a lot of unencumbered assets to cover it and a lot potential projects waiting to be developed. Alas after a while it stops working because quality assets and projects are already bought. People end up chasing chimeras. Reagan jump started the economy and had charisma but he also had a huge untapped credit line. These times are gone, we need something else. I just don't know what but nor do they. What's sure, it's going to be difficult for any Prez to smile like Reagan "good morning America" given the situation we face.
    Aug 7 10:54 AM | 3 Likes Like |Link to Comment
  • The Deflation Menace [View article]
    Deflation is bad for corporate profits and for those who govern us that's the principal point (debt servicing becomes more expensive). But, of course, if it's bad for corporate profits it's bad for employment. Prices are lower but people have less money and they are not better off. However, I think a small burst of deflation would be good for the economy. Why? Because most of the population lives on a fixed income; baby boomers have no more pricing power on the market place and the number of retirees and food stamp recipients increases steadily. Furthermore, a lot of the members of the younger generations also have no pricing power on the market. Looking at the constant price increases, these people will not commit. They will not follow the mantra; buy now it's going to be more expensive later. Since everything is bought on credit, they fear that they won't be able to honor the commitment later on because their fixed expenses, food, health and shelter will not go away. And psychologically, it sticks. You dreamed of a new car, gave up and remarked that your old one is doing fine and then you start to wonder why you even wanted a new car. Given the situation we are in and the demography, a bout of deflation could help the economy more that inflation. But the main problem with the economic theories is that they are the result of observation and empirical evidence of the cause. They don't work when you try to replicate the cause. You'll not observe the same result.
    Aug 6 01:37 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Sprint Drops T-Mobile Bid And Replaces CEO [View article]
    I wonder how this Dem is going to vote:
    quote
    this column happens to be about a Democratic senator from West Virginia, Joe Manchin, and his daughter, Heather Bresch, the chief executive of Mylan, a giant maker of generic drugs based outside Pittsburgh. Her company’s profits come largely from Medicaid and Medicare, which means her nest is feathered by U.S. taxpayers. On Monday, Bresch announced that Mylan will renounce its United States citizenship and instead become incorporated in the Netherlands – leaving this country, in part, to pay less in taxes.
    unquote
    Aug 6 10:57 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Sprint Drops T-Mobile Bid And Replaces CEO [View article]
    It is a conspiracy of the scientific elite; how do you make a living if you're a meteorologist otherwise? You can gamble on futures with a broker but openings a limited.
    Aug 6 10:55 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Sprint Drops T-Mobile Bid And Replaces CEO [View article]
    Qatar can count me out.
    Aug 6 09:37 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Sprint Drops T-Mobile Bid And Replaces CEO [View article]
    If Putin is firm in his action there is not going to be an all out war. I don't see anybody in the West willing to die for Eastern Ukraine nor do they have the capacity to do so.
    Aug 6 09:35 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Sprint Drops T-Mobile Bid And Replaces CEO [View article]
    If Putin doesn't go into Ukraine (the Eastern part) he makes the mistake of his life. He is going to lose Crimea within 10 years. He is stuck in a corner and no matter what he does, the West will criticize. He should go ahead and at least gain territory. Everybody will scream but he can resign and send back Medvedev to talk after the facts. He can always come back later.
    Aug 6 09:28 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Sprint Drops T-Mobile Bid And Replaces CEO [View article]
    Best analogy about the problem. Wish I could invert myself in Monaco and stay in LA.
    Aug 6 09:23 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: AIG Settles Crisis-Era Lawsuit And Posts Profit [View article]
    Remember the $ 18 or $ 19 Country Wide put. It was when BoA made an offer around this amount and all the pundits thought it was safe! Countrywide was a business decision not a request from Gov. Lewis, Lewis what did you do?
    Aug 5 08:55 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: AIG Settles Crisis-Era Lawsuit And Posts Profit [View article]
    And since when is US the good guy? Not since a long time. It is too busy looking for WMD in Iraq, trying to repair IRS's hard disks and finding jobs abroad for the elite's children.
    Aug 5 08:50 AM | 6 Likes Like |Link to Comment
COMMENTS STATS
1,036 Comments
1,615 Likes