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  • Thursday: PMI Still A Drag On Global Indexes [View article]
    California is screwed in more ways than one :) Unending tax increases, bond proposals for every damn thing under the sun ....
    The sun is of course the best thing going.
    Sep 20 01:28 PM | Likes Like |Link to Comment
  • Baby Boomer Demographics: The Shift Ahead [View article]
    >>"I paid in, so I'm taking out"

    What is unfair about that? They have been promised payments in return for various trims on their pay checks. And, there was no choice to opt out. Now that the payments are due, the folks that have taken the money are balking. Any different from those voting for principal reductions, or the house builders getting special tax benefits, or the banks getting bail outs?
    Sep 20 01:14 PM | 7 Likes Like |Link to Comment
  • As expected, Salesforce.com (CRM) kicks off its Dreamforce conference by announcing several new products. Among them: an enterprise cloud storage platform called Chatterbox (competes with Dropbox and Box); a cloud employee performance solution called Work.com (competes with CSOD); and Marketing Cloud, a suite that ties together solutions from Buddy Media and Radian6 (competes with ORCL). Salesforce is also giving its Chatter enterprise social networking solution (competes with JIVE) a major overhaul. [View news story]
    Their 'No Software' slogan is misleading at best. Before you can put up a single app, you have to pony up a hefty fee. After that, to do anything useful at the enterprise level one has to hire programmers/consultants. But if you are going to have to hire programmers, you might as well avoid the license fee and choose from several open source alternatives.
    Sep 19 07:38 PM | 2 Likes Like |Link to Comment
  • The Decline Of Credit Cards [View article]
    >>the next task is to find an easy and cheap way for individuals to borrow relatively short-term funds.

    The fed should open up the 0.25% credit spigot to all - not just their banker buddies who turn around to loan it to us at 5%
    Sep 19 05:51 PM | 6 Likes Like |Link to Comment
  • The Treasury Department pushes back against General Motors (GM) over its increasing calls to have the government sell its entire stake in the company. The automaker recently proposed repurchasing 200M of its 500M shares from the U.S. with the remaining shares to be sold in a public stock offering, only to see Treasury officials demur as they wait out a higher stock price for GM in order to recoup losses. [View news story]
    If you are bailed out every time you screw up, there is no need for you to succeed. If I get paid whether I work or not, hey why work? Just collect the pay check and party.

    The govt should try to get the max they can for the shares we own. May be GM can be broken up and mat be the sum of the pieces may be worth more than the whole is now.
    Sep 17 09:03 AM | 2 Likes Like |Link to Comment
  • There's No Longer A Bernanke Put [View article]
    Well, hopefully all this monetary stimuli mean we do not need any more fiscal stimuli from the government, and the next President can send some tax cuts our way.
    Sep 14 12:50 PM | 1 Like Like |Link to Comment
  • There's No Longer A Bernanke Put [View article]
    Well, why should the fed folks bother? They will move on to cushy jobs in some wall street firm. Everybody for herself/himself.
    Sep 14 12:35 PM | 2 Likes Like |Link to Comment
  • How A Romney Presidency Could Destroy Alternative Energy Investing [View article]
    Fed has the answers for this. By the time this fed is done, oil would have climbed high enough that the alternative energies would become naturally profitable. No need for tax payers to prop them up.
    Sep 14 09:48 AM | 1 Like Like |Link to Comment
  • The 1.2% dive in industrial production is the biggest decline since the depths of the financial crisis, though 0.3% of the fall is being attributed to Hurricane Isaac. S&P futures add a bit to gains, now +0.3% - maybe in hope the Fed will double QE to $80B/month? [View news story]
    Good news is just good news. Bad news is really good as Fed will pump money. Terrible news is terrific as Fed will triple down and move the GDP entirely on its own
    Sep 14 09:45 AM | 2 Likes Like |Link to Comment
  • The iPhone 5 (AAPL -0.1%) is announced. It's 7.6mm thick and weighs just 112 grams - that makes it 18% thinner and 20% lighter than the iPhone 4S. As expected, it has a 4" retina display (still much smaller than many Android phones), A6 processor (said to be 2x faster than the A5), and 4G LTE support. Apple also boasts the new display delivers better image quality thanks to its use of in-cell touch panels. (live blog) (more[View news story]
    a non-event... Is this going to move our GDP by 0.33%? Unlikely. If it happened, it would be a terrible waste of people's capital that could be put to better productive uses...
    Sep 12 02:36 PM | 4 Likes Like |Link to Comment
  • The Meaning Of Google Fiber [View article]
    Yup, me too. I will dump my Uverse and pick up some fiber...
    Sep 12 12:30 AM | 1 Like Like |Link to Comment
  • Salesforce.com's Valuation Brings Back Memories Of 1999 [View article]
    Agree. The R&D costs are too high with their spring/summer/winter code refresh. Branching out to other areas where there are estsblished players will increase costs that have to be recouped by roping in new customers or cross selling to existing customers. Good product but I will not recommend licensing it as there are cheaper comparable alternatives.
    Aug 30 01:52 PM | 1 Like Like |Link to Comment
  • Why Is Qualcomm The Best-Positioned Technology Stock? [View article]
    Agree. One of the better quality tech stocks for longer term as the mobile revolution plays out.
    Aug 24 05:45 PM | 2 Likes Like |Link to Comment
  • It's official, Rochdale's Dick Bove has now completed his 180 degree turn on the market and calls for a year-end rally. Bove, who was originally negative on stocks back in April, now sees the S&P 500 hitting 1555 over the next 12 months. Why the big change? Seasonality, of course. The market reacts quickly to the Fed's seasonal easing and tightening. In September, Bove says, the Fed eases to facilitate the economy's need to pay for the holiday season. "This has driven the market higher in the past and should do so again." [View news story]
    they want you to spend now, wapiti. you either spend now or we will devalue your paper and you can take your worthless notes for a slice of bread later. Get with the program everyone!
    Aug 22 02:17 PM | 1 Like Like |Link to Comment
  • It's official, Rochdale's Dick Bove has now completed his 180 degree turn on the market and calls for a year-end rally. Bove, who was originally negative on stocks back in April, now sees the S&P 500 hitting 1555 over the next 12 months. Why the big change? Seasonality, of course. The market reacts quickly to the Fed's seasonal easing and tightening. In September, Bove says, the Fed eases to facilitate the economy's need to pay for the holiday season. "This has driven the market higher in the past and should do so again." [View news story]
    >>In September, Bove says, the Fed eases to facilitate the economy's need to pay for the holiday season.

    In Spring Fed eases so people have the money to buy houses

    In Summer Fed eases so people have the money to pay for gas & take vacations

    In Fall Fed eases so people have the money for back-to-school sales

    In Winter Fed eases so people have the money to pay for all the Christmas gifts

    How sweet it is! Who needs god, when we have our trusted Fed to take care of us thru the seasons, year in & year out!
    Aug 22 01:08 PM | 3 Likes Like |Link to Comment
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