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Ducaticorse

Ducaticorse
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  • Wall Street Breakfast: Where's The Value These Days? [View article]
    They are effectively stuck in a corner. If rates can't be moved by the market, then the currency will take the hit. But for the moment, the rate differential is so favorable to the US and liquidity in search of yield so abundant, that I can hardly see a sustained drop in the USD.
    Apr 23, 2015. 10:06 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Where's The Value These Days? [View article]
    Last time I went to McDo, two people ahead of me took ten minutes debating whether they wanted extra onions and how many slices of cucumber they needed to spice up their stuff. I left and went to Wendys.
    Apr 23, 2015. 10:00 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Where's The Value These Days? [View article]
    Big European companies are as embedded in the American economy as American companies are embedded in the European one. The origin of the corporation is a moot concern. Nestle hasn't had a Swiss CEO since the middle ages. CS has a Nigerian CEO, before the CEO was British. It's like that all over Europe. Regarding Russian tourism, all big hotel chains are American.
    Apr 23, 2015. 09:57 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Where's The Value These Days? [View article]
    Tesla fatigue? Americans like new things, the last thing. Carbonated car producers are launching new models like a French fashion designer. The Tesla, the Volt, the Leaf are the same for eons.
    Apr 23, 2015. 09:48 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: China Shares Extend Bull Run [View article]
    Greek data were not fictional, they were massaged tanks to Swaps planned and executed by Goldman Sachs. And anyway, the political will in Europe has a whole was in favor of it; you can't deny Greece's entrance because it's the cradle of democracy. This was exactly the mood when Greece was admitted and money was flowing anyway. Don't you remember the FED pretending that they had killed the economic cycle?
    Apr 22, 2015. 09:10 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: China Shares Extend Bull Run [View article]
    James, when you invest (I mean invest) or even trade, you're not in competition with these guys. It's like saying playing golf is unfair because there is a Tiger Woods somewhere on the green. If they front run my 100 INTC I'll not even see it.
    Apr 22, 2015. 09:07 AM | 3 Likes Like |Link to Comment
  • 'Activity Versus Inactivity' [View article]
    Great post but 7 to 8 years bull market?? That's stiff! I'll take with both hands but I don't feel comfortable.
    Apr 21, 2015. 03:45 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Teva Offer For Mylan Could Come Today [View article]
    Hard working who?
    Apr 21, 2015. 09:02 AM | 2 Likes Like |Link to Comment
  • A Canary In The Coal Mine? [View article]
    The FED can control a lot; they can print money to purchase helicopters. The time to panic is if/when people think the FED has killed the economic cycle.
    Apr 20, 2015. 03:07 PM | Likes Like |Link to Comment
  • Daily State Of The Markets: Poised To Break Up, Or... [View article]
    If the beginning of a rise in IRs crashes the markets, the situation is really dire. Historically, when IRs begin to rise, the market rises too. It's when the yield curve reverse that things ugly.
    Apr 18, 2015. 10:40 AM | 1 Like Like |Link to Comment
  • Daily State Of The Markets: Poised To Break Up, Or... [View article]
    You didn't know that the Government bombed the WTC?
    Apr 18, 2015. 10:35 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Dollar Drifts Ahead Of Consumer Inflation Data [View article]
    So true!
    Apr 17, 2015. 09:21 AM | 2 Likes Like |Link to Comment
  • Negative Yields And The End Of Deposit Insurance [View article]
    "Demand deposit holders are legally considered creditors to banks" that's an important sentence that people don't understand. When you deposit money in a bank, the bank becomes the owner of the money. You're a just a creditor (and most of the time subordinate at that). I don't think it's a perversion of the system. As a matter of fact, the economic role of the bank is to assure a smooth transfer of maturity between economic partners; those who don't need money now, lend it to those who need it now. If the bank wasn't the owner of the money, it would have to ask the depositor the permission to make a loan. The economy would stop. The perversion of the system lies more in the government guaranties given to depositors. But it must be remembered that these guarantees were implemented following the bank runs during the great depression; basically a good idea in this context. Finally, the fact is that as long as you've people involved, after a while, perversion will creep in; the best laid plan of mice and men often go astray.
    Apr 15, 2015. 01:29 PM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Nokia Seals $16.6B Alcatel-Lucent Deal [View article]
    James, the free seminar is not on something it usually is about; "how to stay positive when facing massive layoffs" or "how to fall and land like a cat when your corporation outsources to Asia" or "re-invent your life in the coffee industry".
    Apr 15, 2015. 10:17 AM | 1 Like Like |Link to Comment
  • Google's Slow-Motion Strangulation [View article]
    The iPhone is an object you can touch and show. FB and TWTR are 10 years younger than GOOGL. I have to admit that I get the best search results with GOOGL.
    Apr 15, 2015. 09:27 AM | Likes Like |Link to Comment
COMMENTS STATS
1,498 Comments
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