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Ducaticorse

Ducaticorse
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  • The Small, But Important, Flaw In The Tepper Analysis [View article]
    There is one thing that the "Fedologues" fail to mention; Mr. Bernanke is certainly not going to be at the helm during the unwind of the policies he implemented. So far, one must admit that his conduct was good and his communication excellent. Frankly, I'd would prefer he stays, because I'm not convinced that the economy can sustain any tightening.
    May 15 01:29 PM | 2 Likes Like |Link to Comment
  • The Small, But Important, Flaw In The Tepper Analysis [View article]
    Stock prices go up based on people's expectations but to settle a trade you need money. This money has to come from somewhere; the sidelines. Why, because stocks are not the only financial instrument. If your expectations on a CD's return fall and rise on the value of GOOG, you will bring fresh money (demand) in this market. If people wouldn't bring fresh money (from other instruments or from credit lines or from new savings) in the market, the index would stay flat and only rotation could move prices. Finally, even central banks are buying shares now and that's money on the sidelines.
    May 15 01:16 PM | 3 Likes Like |Link to Comment
  • The Small, But Important, Flaw In The Tepper Analysis [View article]
    The trend is up and that's what matters. As to the "Fedologues", particularly J. Brown, who writes that we are safe because there are 250 PhDs there watching the stuff (the exact same who were watching in 2007), I wouldn't put much emphasis on their "observations". Now, the FED, as far as I know, is still buying 60% of all new issues. If FED interventions aren't such a big deal, why do they buy? Fortunately, they don't participate into more than 1% of the daily trading volume. After all, I've never seen the conductor playing the violin and the cello and the piano. The roll out of the FED, when and if it occurs, has been very well described by BoA (you can read it in J. Brown article). It makes sense that they are never going to hit the brakes like a Nascar. In the meantime, the trend is up.
    May 15 01:05 PM | 2 Likes Like |Link to Comment
  • The Small, But Important, Flaw In The Tepper Analysis [View article]
    Yeah but we live in desert of yield.
    May 15 12:53 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Yep. When you buy all these toys you want to use them eventually.
    May 15 09:09 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Not exactly. CoB is a part-time occupation and most of the time a feel good pretense for corporate governance. The boss is the CEO and the real CoB is the market price of the stock.
    May 15 09:08 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    You can try National Bank of Greece (NBG), it should be an acceptable proxy and easy to trade in the US; it's an ADR. It just almost tripled but still 50% below November price.
    May 15 09:04 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Don't fight a trend that looks like a freight train.
    May 14 11:36 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Because there are less refineries and it's very difficult to open/build new ones due to environment regulations.
    May 14 11:35 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Spending a day with the dealer trying to cross screw him is 90% of the fun of buying a car even if what I get is usually nothing more than a key ring.
    May 14 11:31 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Subsidies can remain longer than you can stay solvent.
    May 14 10:45 AM | Likes Like |Link to Comment
  • McMarket Share: How The Golden Arches Could Benefit From Obamacare [View article]
    Regarding salaries cost to gross income, isn't McDo basically a franchisor. I was thinking that for most of the restaurants, headcount is a charge for the franchisee's corporation.
    May 10 12:26 PM | 1 Like Like |Link to Comment
  • McMarket Share: How The Golden Arches Could Benefit From Obamacare [View article]
    Liberal bla bla. Salaries and perks are relative for motivation. I've seen bank clerks totally un motivated whilst making $ 250K a year and that was just because next door banker was making $ 270K a year. Furthermore, salary increases boost morale a very short time. Only promotions and empowerment can give you lasting results. Maybe we should all be CEOs.
    May 10 12:23 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    I read that the pending recourse was blocking the financial settlement due to victims of Enron. There should be $ 40 mil of Skilling's money that will now be available for the victims as part of this settlement.
    May 9 08:34 AM | 2 Likes Like |Link to Comment
  • Magic Trees: The Performance Of Equities Vs. Commodities [View article]
    I think that's because few people dare to dive into commodities but there are a lot people who seem to be able to dissect TSLA battery technology and the performance of the next AMD chip.
    May 8 03:09 PM | 1 Like Like |Link to Comment
COMMENTS STATS
857 Comments
1,194 Likes