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Fussy and Gussy

Fussy and Gussy
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  • Amazon's Margin Myth: Sleight Of Hand [View article]

    Thanks for your comprehensive-ness, a true difficulty when using the English language. I can always trust that I have heard everything essential to the issue that you discuss enabling me to judge well thus make good decisions.
    Feb 7 01:34 PM | 2 Likes Like |Link to Comment
  • 'There's A Good Awareness Of Risk' [View article]
    Hey Karl

    Any chance UBS was shorting the stock at the same time?
    Jan 28 05:54 PM | 1 Like Like |Link to Comment
  • Personal Jet Usage Datapoint of the Day, Ken Lewis Edition [View article]
    It seems to me that the increase in personal use merely reflects close accounting for corporate expenses, not any real increase in personal use, because the government is looking over selected shoulders. Therefore the previous years' usage is what is suspect, since what passed for work then may really have been personal use. In other words we are witnessing a little more honesty now.
    Oct 22 11:53 PM | Likes Like |Link to Comment
  • What's Going Right - and Is Under-Reported? [View article]
    Two things very good:
    1) The incredible and completely opaque international derivatives markets appear to be getting real discipline and real liquidity. 2) It appears that price discovery will be available to all once again as High Frequency Trading goes outlaw.
    Sep 22 12:02 AM | Likes Like |Link to Comment
  • What Stories Aren't Being Told? [View article]
    two items:

    Demographics. Japan as of March 2009 (from Bloomberg) has more people on pension than working. In the First World, only the USA is expanding its population by native births. China has at least 20 million more young men than women, and a rapidly aging population. Etc. Etc. This implies a lot everywhere economically.

    Corruption, which is now universal (even on Wall Street). Corruption does not necessarily mean willful personal malice although that is often present. Rather it means any social disorder that produces disproportionately large social benefits for small effort for some, and they can even be the majority (for example wherever there is slavery). Thus the other side is disproportionately large efforts for small benefit for others (the slaves). But corruption must be popularly understood as something unjust and unjustifiable or else society will not call it corruption and will accept it. Slavery was accepted as normal everywhere until about 1500 years ago in Christian Europe, but now is universally rejected as totally and unacceptably corrupt, like a system of murder.
    Sep 16 12:54 AM | 1 Like Like |Link to Comment