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manya05

manya05
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  • What The Heck Is Wrong With Big Tech? [View article]
    Good article, I think you get the picture of how mega-tech operates, and you get it very well, I have seen it from the inside. The next conclusion (missing in your article), is what this means for the future of the American economy. In my view, something very negative. "Traditional R&D" is pretty much dead in this environment. Mega-techs will not do it, they rather "acquire" it, but in the process smother it with bureaucracy. Start-ups do not do it either, they are really hacking at it in a rush to market or under pressure from VCs. So, high-caliber long-term and meaningful R&D in this country, is pretty much dead. Add to that the complete disconnect of government-funded R&D at universities with what is really happening in the world, and you have a recipe for diminishing returns to R&D everywhere and at all levels. I think this is what ultimately will hurt our competitiveness.
    Aug 3 12:50 PM | 4 Likes Like |Link to Comment
  • General Electric's Game-Changing Fuel Cell May Spark A Revolution [View article]
    The reason why all these industrials are dropping in price is because they have all embraced "efficiencies" to boost return on capital that usually imply eating their own eggs. They are hardly doing cutting-edge R&D, it takes too long to show results in a quarter-to-quarter environment. As a consequence, they have relinquished innovation to the small entrepreneurial companies, hoping to catch one and buy it before it gets too pricey. GE, and many of these megacompanies are no longer about technology, they are about being a holding company (some sort of tech-oriented hedge fund). They are brain dead and their stock price should slowly converge to zero.
    Jul 29 10:35 AM | 3 Likes Like |Link to Comment
  • Update: GOL Traffic Figures For Q2 2014 Are Significant [View article]
    Writing an article about GOL's traffic numbers and not mention there was a World Cup in Brazil is a little disingenuous, don't you think?
    Jul 28 08:22 PM | 1 Like Like |Link to Comment
  • Top 3 ETFs That Pay A Dividend Every Single Month [View article]
    Has HDV gone monthly? recently? it shows quarterly distributions, not monthly.
    Jul 28 12:05 PM | 1 Like Like |Link to Comment
  • Honeymoon Period Over For Marissa Mayer [View article]
    I look at Yahoo an dI do not see a coherent business model, not just of how you make money, simply, what is your business? Closest I can come is a media company, and they suck at that. Marissa has zero experience on that front, and if they are a media company they sorely lack people that know how to write and deliver content. Yahoo may be undervalued, but above all, it is a basket case.
    Jul 20 02:04 PM | 1 Like Like |Link to Comment
  • The Problems With Gold [View article]
    If you are chained to a post in Oklahoma, OK to use CPI as benchmark to look at gold. But gold is a global commodity, think globally, and you will see that gold has done what it was supposed to do to preserve purchasing power.
    Jul 18 11:31 PM | 6 Likes Like |Link to Comment
  • Blue Chip, 11% Dividend American Capital Agency May Be A Good Place For Your Money [View article]
    Took the words right of my mouth. A pile of mortgage paper leveraged to the gills....blue chip? Have we fallen so far? Are we so desperate for yield?
    Jul 18 06:37 PM | 3 Likes Like |Link to Comment
  • Get Ready To Buy Total [View article]
    All fine and dandy until TOT tries to "merge" with a non-French company (read, the Russians or Arabs come to buy it). Then the government will interfere and the stock will go to hell. Stay away from French companies, closest thing to dead money out there.
    Jul 17 04:11 PM | 1 Like Like |Link to Comment
  • Whole Foods, Wal-Mart And The Coming Commoditization Of Organic Grocers [View article]
    To your arguments, I consider myself affluent, yet there is no WFM in my area. One is coming in the next 2 years (or so I hear), so, there is room for growth among the affluent, not explosive, but growth. We are pretty well spread out you now?

    I think WMT has reached geographical saturation, while WFM is far from it.
    Jul 14 12:22 PM | 4 Likes Like |Link to Comment
  • Microsoft: Windows 8 Is Losing Market Share [View article]
    Not sure about people buying Windows 7 instead of 8, it is hard to find machines with Windows 7, very little available out there (at least for the individual buyer).
    Jul 7 04:30 PM | Likes Like |Link to Comment
  • A Recession, Under-Reported Inflation And A Run On Gold [View article]
    Why wouldn't Germany store its gold in Germany, or Switzerland, is beyond me. Something extremely fishy here.
    Jul 5 08:10 PM | 1 Like Like |Link to Comment
  • Why Ending The USA Export Import Bank Is Bad For The Economy [View article]
    "Do some politicians have a death wish for the economy?" no, but they are in the pockets of businesses that want to get the government out of certain activities so they can take them over at a profit...in this case, private banks and insurance companies. The day you imprint in your skull that politicians are NOT there to serve the country or their constituencies, but whoever paid for their campaigns, it all makes sense and you do not wonder anymore.
    Jun 28 11:50 AM | 5 Likes Like |Link to Comment
  • London's Housing Market Has Gone Bonkers [View article]
    Christopher, you say "They buy and hold based on speculation.". On my book, that statement does not make sense, if they buy and hold, they are not speculating. I do not think they are speculating. They are buying because they see tangible value in real estate. True, they do not live there, but they see it as their escape pod from China, they use the property for vacations, they let friend use it, sometimes they send their children. For whatever reason, they keep it. As long as the Chinese machine keeps growing, there is no need for local wages to catch up, these are tow separate markets. The locals just get displaced. So to me, these real estate "bubbles" in S.F, N.Y., London, etc., will not deflate as long as China grows. If you believe China will go to hell, OK, maybe then. But what will happen in that case is that these rich Chinese will just move to their properties in the West, live off savings, other investments, or just start a new business. I do not see prices in these prime locations going back down.
    Jun 27 09:40 PM | 2 Likes Like |Link to Comment
  • London's Housing Market Has Gone Bonkers [View article]
    That London be on a par with Hong Kong and Singapore in terms of P/E ratio makes sense, it is the same driver. By that measure, the London "bubble" has a long way to go. I believe this is the case since the "bubble" is not just London, but many other cities in South England with good transport links to London.

    This "bubble" is not so much about real estate as it is about getting assets out of China and obtain a way out. As long as the UK continues to "sell" visas to rich people, and Oxford and Cambridge remain top universities, this "bubble" will continue to inflate as long as China keeps growing. Only a complete collapse of China/Russia/Indonesia... get my drift...will deflate this "bubble". I do not think it is a bubble, it is not about real estate, it is the emerging world buying its way into the West, a comfortable life, and a good education for their children.

    The US would do well following this immigration/investment... model (which I think is in play in New York and San Francisco), but overall we are too xenophobic for it.
    Jun 27 09:36 AM | 3 Likes Like |Link to Comment
  • Panera Bread Using New Tech To Win Lunchtime [View article]
    In a country where it is very difficult to find good bread outside major cities, Panera hit a nice niche when it came out. But now that the novelty is past, its restaurants are too noisy, and prices too high, for what it is a fast-food chain not serving food all that fast. Kind of a Cracker Barrel for suburbanites. I see no future unless they go upscale, and/or become a real boulangerie.
    Jun 25 07:07 PM | 2 Likes Like |Link to Comment
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