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DRem

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  • European Governments' Unpaid Bills [View article]
    Marc, what does this mean:
    "However, Italy's debt to GDP is projected to remain below 3% of GDP."?
    Italy's Debt to GDP is about 127%. Something seems to be missing...
    Apr 10, 2013. 11:56 AM | 1 Like Like |Link to Comment
  • Repoed! How The Fed And Depositors Fund Banks' Big Bets [View article]
    Interesting article. I hope someone will follow up and help with the calculation of the repo-ed ratio for the banking industry in general, domestic and international.
    What are the chances we see the following in 2013?
    "quantitative easing may be scaled-back or that corporations may stop depositing money and start making capital expenditures or raising wages"
    In January 2013 they don't look very high.
    In addition, what would it take for the fed to discuss scaling back QE? Strong progress in employment, which would be created by a strong recovery in consumer demand, more corporate investment and hiring, which hasn't happened yet, and were it to happen, would certainly bring the equity markets to much higher levels than what we see today. So the pull back would likely come from a higher point, one at which possibly private investors would regain faith and return to the markets to buy equities that banks would unload.
    I'm not saying that there is no danger in equities in 2013, there is, and this article clearly identify some weaknesses that could have dire consequences. But there is room to wiggle around. In any case, you always can - and should in my opinion, buy puts to protect your portfolios should someone hit the panic button. If that panic potential isn't correctly priced in the market - and this article suggests it's not - you should stay ahead.
    Jan 14, 2013. 02:46 PM | 1 Like Like |Link to Comment
  • Redbox, YouTube, Netflix, Apple, And The Future Of Content Dissemination [View article]
    More and more cable companies such as Comcast sign exclusive deals with the studios and restrict access to digital content. Recently I've tried to rent movies from Amazon or iTunes and found they were only for sale. They used to be available for rent but not anymore. Examples: captain america, kung-fu panda 2, green lantern ...
    So the only way to rent was through Redbox. Because the studios will keep controlling the distribution of their movies, and can - and will - switch off any distributor that seems too arrogant, I don't worry about the viability of the redbox model. If DVDs are the only way to rent movies Redbox is here to stay and prosper! (distributing physical movies is much simpler than digital movies where complex, negotiated contracts are the norm)
    Jun 11, 2012. 06:06 PM | Likes Like |Link to Comment
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