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  • Preliminary data shows US manufacturing activity growth rate slowed in August [View news story]
    "Preliminary data shows US manufacturing activity contracted in August"

    That's a false headline!

    "Contracted" means less than 50.
    Aug 21, 2015. 10:24 AM | 8 Likes Like |Link to Comment
  • Empire State Survey at lowest level since 2009 at -14.9 [View news story]
    What's the point of having consensus forecasts on these things?

    They are only right by accident or trend following - seems pointless if they can't catch a gyration like this.
    Aug 17, 2015. 09:57 AM | Likes Like |Link to Comment
  • Refiners running full throttle could lead to a heavier fall maintenance season [View news story]
    Blame it on the EPA and environmental regulation. If we had one common national standard for gasoline you could simply get gas from other places and prices would fall since the complexity of production would also go down.

    They treat gas like guns you can't carry it across some state lines without getting arrested!
    Aug 15, 2015. 10:46 AM | 2 Likes Like |Link to Comment
  • Tesla Motors prices secondary offering [View news story]
    Out for,

    That is an awesome catch. Always read the footnotes, that's where the truth lies (pun intended)!
    Aug 14, 2015. 10:13 AM | 12 Likes Like |Link to Comment
  • REITs see strong bid as deflationary signals arise [View news story]
    Is a decline in interest rates good for NLY?

    In theory you would always think so but look at the performance over the last few years in a declining rate environment.

    I got in at $9.78 so feeling reasonably comfortable now and frankly I was ready to buy at $16 a couple of years ago!

    I had no idea it could be this volatile - glad I waited. No skill, just luck!
    Aug 11, 2015. 01:23 PM | 1 Like Like |Link to Comment
  • Caterpillar jumps at the open, Barron's says will snap back [View news story]
    If mining rebound is true, why not just buy GDX?
    Aug 10, 2015. 11:11 AM | Likes Like |Link to Comment
  • Annaly Capital Management Just Blew My Mind; Upgraded To A Buy [View article]

    Do you have a price target on the stock?

    Funny I bought 4,000 shares and wanted to buy more but I am always nervous about too much single stock concentration, however it just seemed like a bit of a no-brainer with the current yield.

    Is it better to buy an ETF of mREITS or buy best in class/value?
    Aug 6, 2015. 04:23 PM | Likes Like |Link to Comment
  • Annaly Capital Management Just Blew My Mind; Upgraded To A Buy [View article]
    Cool. I came in at $9.78 a couple of weeks ago and feeling good now. Thanks!
    Aug 6, 2015. 08:28 AM | 1 Like Like |Link to Comment
  • Hackers take control of a Model S in latest automobile cybersecurity scare [View news story]
    There is always a way to hack into any software system that has an open infrastructure. This problem will never disappear for any manufacturer. That is why this is somewhat terrifying - to use a cliche it's an accident waiting to happen!
    Aug 6, 2015. 08:24 AM | 8 Likes Like |Link to Comment
  • Positive read on used Model S demand [View news story]
    Will they break out the gross profit figures for used versus new models separately?
    Jul 29, 2015. 09:07 AM | 2 Likes Like |Link to Comment
  • Annaly Capital Management And The LIBOR Rate Curve [View article]
    Here's hoping the "(un)expected losses" are already baked in. A positive surprise should be good for the stock.

    Good analysis. Thank you.
    Jul 28, 2015. 08:35 PM | 1 Like Like |Link to Comment
  • With Android Auto, Google Goes After Tesla's Infotainment Advantage [View article]
    Psychologically and for safety reasons, I find myself questioning the whole touch screen experience for a driver. Doesn't it dramatically reduce focus while driving to be fiddling around with small icons on a screen?

    I know I would never want my teenager to be doing this while driving. Maybe I am overstating the risk, I just don't know.
    Jul 28, 2015. 10:42 AM | 6 Likes Like |Link to Comment
  • Canada losing streak worst in four years [View news story]
    Somewhat tempting to buy in with USD unhedged at some point assuming we get a cyclical rebound - could be a huge turnaround.

    However, it does seem like it's still way to soon to jump in - the bottom for oil does not appear to be in yet.

    The housing market in Canada is really the canary to watch - if it bursts then watch out!
    Jul 27, 2015. 03:55 PM | 1 Like Like |Link to Comment
  • Tesla Motors lands small battery storage deal with California schools [View news story]
    Curious as to the revenue received from this transaction.

    Of course it was subsidized!


    "Tesla’s foray is just one among hundreds of stationary battery storage projects in various stages of funding throughout the state of California, according to public data published by the California Public Utilities Commission, the state regulator of energy and a grant program that is partially funding the Escondido effort and other similar projects.
    Simonson said the $2 million to $8 million project in his school district is receiving funds under a 50-50 financing arrangement by Tesla and the Center for Sustainable Energy, which administers the state’s SGIP program — formally known as Self-Generation Incentive Program —-- for electricity customers of San Diego Gas & Electric Co.

    SGIP, which provides financial incentives for the installation of clean generation technologies, is a ratepayer-funded rebate program, overseen by the California PUC. "
    Jul 27, 2015. 09:50 AM | 12 Likes Like |Link to Comment
  • Don't Ignore The Weakness In Commodities [View article]

    That was an exceptionally insightful comment - this is what happens when ZIRP lasts for 7 years - people get anchored in the present and forget that the past is not static.

    The type of instability that is arising from this stability could be incredibly deflationary if not handled well and frankly I don't think the FED knows what it is going to do either or what the consequences of their actions or inactions will be.

    We live in very interesting times.
    Jul 25, 2015. 02:01 PM | 3 Likes Like |Link to Comment