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rrdaniel

rrdaniel
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  • Today in Commodities: Market Dichotomy [View article]
    Any idea how far the next leg up in natural gas can take us?
    Jun 4 05:45 PM | 1 Like Like |Link to Comment
  • Nicholas Perna Says Eurozone Won't Fail [View article]
    The Greece is already written off.
    It will default within 1-2 years, and it will go back to drahma.
    Question is if Spain/Portugal will follow.
    May 30 08:10 PM | Likes Like |Link to Comment
  • Android Finally Takes a Bite Out of the iPhone's Market Share [View article]
    I bet that many users that bought Android phones, don't even know what Android is. They just bought a PHONE.
    They are not likely to buy any applications for it, like IPhone users do, so no extra revenue will be coming from them.
    May 16 03:25 PM | 2 Likes Like |Link to Comment
  • The Yuan, The Dollar: Repeating the Policy Mistakes of the Great Depression [View article]
    Mao did send 100s of 1000s to die in Korea in exchange for Soviet weapons. Not sure if Korea qualifies as '1000s of miles away'..
    Mar 29 06:52 PM | 1 Like Like |Link to Comment
  • How Have U.S. Stocks Defied Gravity for So Long? [View article]
    What you describe is nothing new, business as usual - it's been going like this for 100s (if not 1000s) of years in pretty much any country.
    If someone has any delusions that things will be done in some other way, e.g. because good sheriff Obama will 'change' it, then good luck.
    Mar 7 10:13 PM | 4 Likes Like |Link to Comment
  • About the Fed and $187.53 Billion of Chinese-Owned Toxic Assets [View article]
    >(rather than for example using it to build ghost cities in Mongolia
    >or to fund property speculation in Guangdong Province)

    Currency reserves, such as held by China, can not be used for domestic spending. There is a great article on the subject:
    mpettis.com/2010/02/wh.../
    Mar 1 09:44 PM | Likes Like |Link to Comment
  • Toyota’s Best Strategy From Here [View article]
    Anybody remembers recall for Ford Explorers? Firestone tires?
    It was a joke, just like this one. If you make millions of cars (or whatever other products), with millions of gas pedals, or tires on them, there always will be:
    a) few bad pedals (tires, etc..)
    b) few bad drivers stepping on the wrong pedal or running on over-inflated tires...
    Feb 27 09:14 PM | 3 Likes Like |Link to Comment
  • Taking the Pulse of European Anxiety [View article]
    I guess these countries that are financing US deficit must be very smart, and they see something I don't.
    Feb 5 05:16 PM | 1 Like Like |Link to Comment
  • Taking the Pulse of European Anxiety [View article]
    in what sense "europe is important to usa"???
    Feb 4 11:50 PM | 1 Like Like |Link to Comment
  • Risk Weighting: The Achilles' Heel of Financial Regulation [View article]
    Great piece, especially the part about the rowing boat and the little brat :)
    I couldn't stop laughing for 10 minutes....
    Please write more often - there is never too much Butter (on these trays) :)
    Feb 2 11:28 PM | Likes Like |Link to Comment
  • Supercruncher Nation: 'The Numerati' by Stephen Baker [View article]
    Cloud bullshit perhaps?
    Jan 30 06:44 PM | Likes Like |Link to Comment
  • How to Spot a Bubble-Pop Before It Pops [View article]
    Andrew, everything you write is extremely interesting, original and valuable, especially for someone that wants to see the 'big picture'.
    Thank you for all of this!
    Daniel
    Jan 22 12:30 PM | 1 Like Like |Link to Comment
  • How to Spot a Bubble-Pop Before It Pops [View article]
    How can someone that consistently discloses 'no positions',
    possibly come up with all of this? :)
    Jan 22 03:05 AM | 2 Likes Like |Link to Comment
  • Poland's Economy Is No Joke [View article]
    No mention of the issue of curruption in this article. Perhaps it is not as big of a problem as in China or Arab countries, but it's one of the biggest obstacles in making Polish economy truly 'free' or 'open'.
    Jan 17 12:55 PM | 1 Like Like |Link to Comment
  • Goldman Finally Concedes: It Did Indeed Create the Credit Crunch [View article]
    >If you lend money to one of my people among you who is needy, do not be >like a moneylender; charge him no interest. (Exodus 22:25, NIV)

    The question remains who are 'my people'?
    Perhaps it's OK to charge interest to someone elses people..
    Jan 16 02:44 PM | Likes Like |Link to Comment
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