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  • China Rebalancing ETF Pair Trade [View article]
    Your Short FXI/ Long EWH was a sweet winner.
    Not so much your commenters...
    May 24 16:43 pm |Rating: 0 0 |Link to Comment
  • Why I'm All About Apple  [View article]
    I think you overstate the disruptive factor of the Ipod.
    It was the Walkman that revolutionized everthing.
    You just couldn't take your record player to the gym.
    After the Walkman, you could record ANY song on to your mixtape
    and listen to it ANYWHERE.

    The ipod (and other inbetweeners) simply incrementally increased the convenience - smaller, better sound, no tapes to lose or break, more songs.

    But honestly...does it really make THAT much of a difference
    if you have your 40 favorite songs with you on a given day vs your favorite 4000?

    Only for ipod salesman, I guess.
    Nov 22 23:33 pm |Rating: 0 0 |Link to Comment
  • Deutsche Bank: eBay May Be Facing A Worst Case Scenario [View article]
    Notice there's no mention of the company that's taking market share away from ebay?

    Who EXACTLY is ebay losing market share to?

    There is NO other auction place.

    If people just decide to buy other than at auctions, they can adapt to that.

    But, there is no other competition for ebay.

    They've all been obliterated. At least in the US which is what this writer seems to be wringing his hands over.
    Oct 20 14:12 pm |Rating: 0 0 |Link to Comment
  • The Short Case on MasterCard [View article]
    MA, along with Visa when it IPO's, are the Microsoft/Google/GM/IB... of this era.
    Sep 28 11:30 am |Rating: 0 0 |Link to Comment
  • Selling Bank of America Puts Is As Safe As It Gets [View article]
    As a rule, I don't take investment advice from people who, when calculating how much they might lose...

    ...Misspell 'lose.'

    Just a pet peeve, I guess.
    Aug 10 04:42 am |Rating: 0 0 |Link to Comment
  • Whole Foods vs. The FTC, Part II [View article]
    I don't agree. I'm NEVER gonna go to WMT to buy organic food. Ever. Get it?
    I would however love it if Wild Oats opened up a similar to WFMI store in my neighborhood and provided
    some stiff competition along with those dreadful price wars Mackey referred to in some of his other comments.

    And, with WFMI hit on the flank by OATS maybe Kroger will open up a new chain (separate from it's flagship) that is exactly like these two but 20-30% cheaper.

    Thankfully the FTC got involved so my dream can still come true.

    Also, on the vendor side, having more than one place to see specialty organic products to a perfectly matched market prevents WFMI from being too tyrannical in terms of pricing etc
    Jun 20 10:42 am |Rating: 0 0 |Link to Comment
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