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  • TripAdvisor's $35 Valuation Threatened By Fake Review Concerns  [View article]
    As someone who has worked in the travel industry, I can absolutely assure you that fake reviews are huge on sites such as Trip Advisor and similar sites. Think about it from the perspective of someone that owns or operates a hotel, restauraunt, or other business that might be featured on a travel site - you'd be crazy NOT to write fake reviews as it's free marketing that's perceived as credible among the great unwashed.
    Aug 26, 2012. 06:31 PM | Likes Like |Link to Comment
  • Cash Rich Companies Choosing Stock Repurchases Rather Than Dividend Hikes - Part XIV  [View article]
    There's an ETF that follows this strategy, Trim Tabs Float Shrink. (TTFS)
    May 23, 2012. 11:30 PM | Likes Like |Link to Comment
  • Bernstein: Beware The Profit Recession  [View article]
    "We’ve seen a substantial increase in corporate profits in recent years thanks in large part to the gigantic federal budget deficit. We know from Kalecki’s work that budget deficits are a primary driver of profits."


    Interesting little factoid. Never heard of this before, but I guess it's not surprising.
    Mar 20, 2012. 06:26 PM | 2 Likes Like |Link to Comment
  • Another Whiff of Biflation  [View article]
    Deflation in debt financed assets, as well as deflation in consumer discretionary items, along with inflation in consumer staples.
    Mar 8, 2012. 09:28 PM | Likes Like |Link to Comment
  • Why A Demographic 'Great Sell Off' Will Anchor Down Markets  [View article]
    Great comment Tom F75. The boomers I've met over the past year or two all seem to think that this is a normal cyclical recession and that the economy will bounce back soon, that better times are just around the corner. They are in for a rude awakening.
    Jan 11, 2012. 09:11 AM | 4 Likes Like |Link to Comment
  • Why A Demographic 'Great Sell Off' Will Anchor Down Markets  [View article]
    Great comment mobyss, +1000.
    Jan 11, 2012. 09:07 AM | Likes Like |Link to Comment
  • Profit Margin Squeeze: New Update  [View article]
    This analysis seems to dovetail nicely with those who argue that energy prices are effectively the new fed funds rate - as commodity prices rise, the economy slows and vice versa.

    It's nice to see the distinction being made between cost-push and demand-pull inflation, something that's missing from almost all discussions of the topic.
    Dec 16, 2011. 08:47 AM | 1 Like Like |Link to Comment
  • Profiting From The Growing Income Disparity  [View article]
    "Dollar stores are putting up explosive growth"
    Oct 11, 2011. 04:35 PM | Likes Like |Link to Comment
  • World markets down as commodities threaten profits 
    "World markets down as commodities threaten profits"

    If one was paying close attention, this reality was revealing itself as early as this past Q32010 earnings season.
    Apr 14, 2011. 06:35 AM | Likes Like
  • Housing Prices and Demographics  [View article]
    well said kurt9-

    "BTW, I see nothing wrong with a stagnant housing market. First, I prefer that people invest in productive enterprise rather than finite fixed assets such as real estate. People should make their money in productive enterprise and buy houses only to live in. A rational, functional society understands the difference between productive accomplishment and rent-seeking parasitism."
    Mar 30, 2011. 06:12 PM | Likes Like |Link to Comment
  • The Treasury Auction Shell Game  [View article]
    Clearest explanation of the QE process and it's tragic absurdity that I've seen yet.
    Mar 25, 2011. 05:45 AM | Likes Like |Link to Comment
  • Where Not to Go if Inflation Is Real  [View article]
    Great article. Thanks for mentioning the Billion Prices Project @ MIT.
    Mar 17, 2011. 04:08 PM | 3 Likes Like |Link to Comment
  • Housing Prices and Demographics  [View article]
    Which depression?
    Feb 15, 2011. 05:09 PM | 1 Like Like |Link to Comment
  • Housing Prices and Demographics  [View article]
    Blame it all on the invention of the birth control pill in the 1960s.

    I know this is a gross oversimplification, but think about it in the context of Mr. Goldman's argument.
    Feb 14, 2011. 10:39 PM | Likes Like |Link to Comment
  • Overtaken by Events  [View article]
    Thanks for posting the population pyramids and mixing it up with a discussion of Fed policies and beliefs.

    Those who've spent their lives with their heads buried in economic data are misdiagnosing the fundamental problems. Demographics are not getting nearly enough attention.

    Boomers have passed through their peak spending years. They've already bought their houses. Boomers don't have enough money to retire, but they've already bought all the consumer paraphenelia that anyone wants/needs.
    Feb 14, 2011. 08:16 AM | 1 Like Like |Link to Comment