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GaltMachine

GaltMachine
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  • Tesla: The $64 Billion Question [View article]
    Exactly the level of intelligent and informed argument you would expect from someone named Gumby.

    :)
    Sep 12 04:16 PM | 1 Like Like |Link to Comment
  • Tesla: The $64 Billion Question [View article]
    Glenn,

    If you look above there is a post from JP on the issue.

    "With due respect your battery cost estimates are insanely low. One of my frequent commenters is a PhD lithium-ion battery researcher at a leading US company and he pegs the material cost in the Panasonic cells at roughly $200 per kWh.

    Tesla's Crushing Battery Supply Constraints
    http://seekingalpha.co...

    When you go from cell level costs to pack level costs, you generally have to add at least 50% of the cell costs for the pack.

    The most common estimates from a wide variety of sources ranging from the DOE to leading analysts like Lux Research peg pack level battery costs in the $500 per kWh range. "
    Sep 12 03:16 PM | Likes Like |Link to Comment
  • Initial jobless claims dives to 292K [View news story]
    Jh,

    Good link. Almost comical. These are the people who are the definitive sources of data? Where they counting on their toes previously?

    "Jobless claims in the U.S. declined last week to the lowest level since April 2006 as upgrades to computer systems in two states caused those employment agencies to report fewer applications.
    An agency spokesman said that the upgrades played a major role in the drop in claims. ."
    Sep 12 08:56 AM | Likes Like |Link to Comment
  • Initial jobless claims dives to 292K [View news story]
    That's a huge improvement in terms of direction in the last few months, yet somehow job creation was revised down from prior months. Something is not quite adding up!
    Sep 12 08:45 AM | Likes Like |Link to Comment
  • Tesla: The $64 Billion Question [View article]
    So much of the discussion on this stock seems to verge on the religious as in "How many angels can dance on the head of a pin?"

    http://bit.ly/17YN1RF

    ;)
    Sep 12 08:34 AM | 5 Likes Like |Link to Comment
  • Reading Rates: MBA Application Survey - Sept. 11, 2013 [View article]
    It would seem that the refi-boom was the most significant positive result of the low interest-rate regime in that it probably freed up a lot of disposable income for those that could take advantage of it.

    Curious if the burst in this metric will have an impact upon future consumption patterns.
    Sep 11 03:16 PM | Likes Like |Link to Comment
  • The Trend Toward Part-Time Employment: A Closer Look [View article]
    For those of you who might have missed this story, I nearly gagged when I read it:

    http://wapo.st/15gHS8S
    "Left behind: Stories from Obamacare’s 31 million uninsured

    By Sarah Kliff and Lena H. Sun, Published: September 8 at 7:26 pm
    The Affordable Care Act, the most sweeping health care program created in a half century, is expected to extend coverage to 25 million Americans over the next decade, according to the most recent government estimates. But that will still leave a projected 31 million people without insurance by 2023. Those left out include undocumented workers and poor people living in the 21 states, such as Virginia, that have so far declined to expand Medicaid under the statute, commonly called Obamacare."

    So what was the point of doing Obamacare in the first place? Does anyone remember?
    Sep 10 10:12 AM | Likes Like |Link to Comment
  • Kerry: International support growing for action against Syria [View news story]
    Jake,

    So you are a supporter of a war against Syria?

    Were you a supporter in the war against Iraq where we know for a fact not a guess that he used chemical weapons against his people and the people of Iraq?

    People who are clearly hypocrites should not accuse those of us who think this is a disaster in the making from being one as well.

    Be objective. If it was Bush pushing this strategy you would not support it.

    Have a nice day.
    Sep 8 06:26 PM | 2 Likes Like |Link to Comment
  • Kerry: International support growing for action against Syria [View news story]
    Jake,

    Considering the well thought and reasoned response you provided this is hilarious:

    "Do you ever think or just repeat what your puppet masters on Fox Spew for you? "

    Do you actually think they attacked the "embassy" because of that video?

    Did you miss all that congressional testimony on the issue?

    Did you support the war against Saddam Hussein for using chemical weapons on his people and the people of Iran?

    What are you a war monger?
    Sep 8 06:22 PM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: What Does The Syrian Crisis Mean For Stocks? [View article]
    LB,

    You are in la-la land on this one. The opposition to Bush from the Dems in the Senate and the House at the time dwarfs anything the current President has faced.

    You can discuss history and interpret as you want but you can't rewrite it or make it up.

    He had complete veto-proof control of both Houses of Congress for 2 years! If you want to blame anyone blame Pelosi & Reid.

    FYI, both parties suck. All they care about is getting re-elected and paying off their supporters.
    Sep 8 04:03 PM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: What Does The Syrian Crisis Mean For Stocks? [View article]
    LB,

    You can't honestly believe what you wrote based upon how Bush was bashed during his time in office.

    http://imdb.to/1etfRy8
    Death of a President (2006)
    "Years after the assassination of President George W. Bush in Chicago, an investigative documentary examines that as-yet-unsolved crime. "

    Both parties suck but you can't possibly say with any credibility that the current President has been treated worse than any other.

    Not even close.
    Sep 8 02:50 PM | 3 Likes Like |Link to Comment
  • Weighing The Week Ahead: What Does The Syrian Crisis Mean For Stocks? [View article]
    Jeff,

    It's sad that this true:

    "However, when you look at historical equity returns following the outbreak of a war, you'll find the wars seem to have a slightly positive impact on the equity markets."

    As investors we have to be cold and calculating but it sure doesn't change the fact that is a morally bankrupt proposition to benefit from death and destruction.

    I wish it weren't so!
    Sep 8 02:08 PM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: What Does The Syrian Crisis Mean For Stocks? [View article]
    Stanley,

    Obama. Barack Obama.

    The only* Nobel Peace Prize Winner in history with a license to kill!

    :)

    * I guess with the exception of Yasser Arafat which only goes to show how stupid this entire idea of a Peace Prize is.
    Sep 8 02:03 PM | 2 Likes Like |Link to Comment
  • Kerry: International support growing for action against Syria [View news story]
    This is the same group that said the murder of our Ambassador in Benghazi on September 11, 2012 was the result of a spontaneous protest for a YouTube video that no one has actually seen. According to them it was a coincidence that it happened on that date. Yet here we are a full year later and we still don't know what happened even though there was real-time observation of the entire event.

    Yet somehow we have "iron-clad" evidence that the intelligence on this issue is perfect (even though no one on our end saw it happen) in almost no time at all. Really?

    Why should we believe them?
    Sep 8 10:34 AM | 9 Likes Like |Link to Comment
  • Putting Tesla Motor's Gargantuan Battery Supply Problem Into Perspective [View article]
    All John has done is expanded upon and explained Elon's broad comments on the issue which is why all the negative vitriol is truly extraordinary. He is actually providing all of the Tesla investors a very valuable service.

    The video is less than 2 minutes and it is quite amazing.

    I love this quote: "This problem will be solved one way or another."

    This is truly a faith-based cult stock!

    http://cnb.cx/1djXSwc
    Musk: 'Truly gargantuan battery factory'
    Thu 22 Aug 13 | 03:00 PM ET
    Tesla founder and CEO Elon Musk discusses the need to create what he calls a "truly gargantuan battery factory of mind boggling size." With CNBC's Phil LeBeau.
    Sep 7 02:44 PM | Likes Like |Link to Comment
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