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  • Kinder Morgan And The Good, The Bad And The Ugly Truth Regarding Falling Oil Prices [View article]
    This author from Forbes makes the point that the dollar's rise, oils crash, the sagging stock market, etc. are all the result of the end of QE and the stopping of the trillion dollars a year that was being injected into the economy.
    Dec 16, 2014. 11:43 AM | 1 Like Like |Link to Comment
  • Oil Price Plunge Is Deflationary Canary In Coal Mine [View article]
    When prices drop because of increases in supply or technological innovations it should be called dis-inflationary which is good, instead of deflationary which should be reserved for price drops due to lack of demand which is bad. Normally for technological advances we get more capabilities and a small prices increase instead of a cheaper product.
    Dec 15, 2014. 06:36 PM | Likes Like |Link to Comment
  • Oil Price Wars - Who Blinks First? [View article]
    They will pump the oil from the existing wells since most of the cost is in drilling, but just not drill new ones.
    Dec 11, 2014. 12:29 AM | Likes Like |Link to Comment
  • It's Not Rocket Science: BioMed Is A Buy [View article]
    A small example of where biomed is headed is a technology called CRISPR/Cas9 which allows one to change genes on-the-fly in a living organism, such as a mouse or a human. They have corrected a genetic defect in the liver of a mouse using the technology to fix the gene. They have to figure out how to get it into only the cells they want to change and how to make it more efficient so it changes all the cells they want changed. In the mouse changing a small percent of the cells was enough to restore function. It could be used to correct genetic defects or just to change genetic characteristics like eye color or fingerprints. The uses are endless.
    Oct 14, 2014. 10:39 PM | 1 Like Like |Link to Comment
  • It's Not Rocket Science: BioMed Is A Buy [View article]
    There are around 1 million AIDS deaths in Africa or about 20,000 per week, there are around 500,000 tuberculosis deaths each year in Africa or around 10,000 per week, there are around 500,000 malaria deaths each year in Africa or around 10,000 per week mostly in children. There are around 100,000 tetanus deaths each year in Africa or 2,000 a week, there are around 40,000 rabies deaths each year in Africa or around 800 per week. A few statistics to put Ebola into perspective.

    The burial practices which involve washing and dressing the bodies of the deceased and touching the body at the funeral when it is most infectious has lead to the spread of the virus.

    The virus is carried by various animals, like rabies is, so it will be around for a long time.

    Our news organizations are just starting to tell people that while Ebola in very infectious, it is not very contagious, in that you have to get the bodily fluids(sweat,vomit,blo... that contain the virus, of someone sick or dead into your own body through breaks in the skin or mucus membranes to become infected.
    Oct 14, 2014. 10:18 PM | 1 Like Like |Link to Comment
  • A New Way To Value Stocks: Cycle DCF [View article]
    I'm a little bit worried about the financial companies being used to create the model. The government and the Fed bailed them out with trillions of dollars. Without the bailouts they would probably be bankrupt along with many other companies on the list. Maybe using a time period without all of the government intervention would be better. Financial recessions like the last one and 1929 don't occur very often so using a normal recession would more truly reflect what usually occurs. We still don't know if moving most consumer manufacturing offshore is good for us in the long run.
    Oct 14, 2014. 06:37 PM | Likes Like |Link to Comment
  • Why The Market Topped Out [View article]
    Carl Marx said that after a recession there are lots of opportunities to make money with little risk but as the recovery progresses companies need to take more and more risk to earn money and eventually the risks outweigh the rewards and a recession ensues which opens up new opportunities and the cycle begins again. In the last recession if you could sign your name you could get a loan right before the crash. I wonder how risk reward of companies should be measured?
    Oct 11, 2014. 05:31 PM | 1 Like Like |Link to Comment
  • Why The Market Topped Out [View article]
    I found one company that was a sure bet and that was Ford at the bottom of the recession when it told the government it had enough money and didn't need government money for a bailout, thank you. Ford was $2-3 around that time.
    Some of the banks said the same thing.
    Oct 11, 2014. 04:57 PM | Likes Like |Link to Comment
  • Why The Market Topped Out [View article]
    Stock prices going down indicate investors think earnings and dividends will be going down as well.

    Cheap companies can recover or go bankrupt, I'd be curious to know which is more probable.
    Oct 11, 2014. 04:27 PM | Likes Like |Link to Comment
  • Why The Market Topped Out [View article]
    The government hasn't done badly with their subsidies. Alaska was a good deal, the Louisiana purchase has done well, the railroads have helped as has the Interstates for example. All of the subsidies that have gone to the profs at universities have brought us biotech, modern physics, micro-electronics, computers, data processing and a very highly trained workforce to name a very few of the fields that have benefited from government subsidies.
    Oct 11, 2014. 04:19 PM | 1 Like Like |Link to Comment
  • Why The Market Topped Out [View article]
    Warren Buffet and company, of course!
    Oct 11, 2014. 01:33 PM | Likes Like |Link to Comment
  • Why The Market Topped Out [View article]
    Waiting doesn't mean you are not invested. You can have stop loss orders in effect and keep moving them up as the market advances.
    Oct 11, 2014. 01:28 PM | 1 Like Like |Link to Comment
  • Why The Market Topped Out [View article]
    Having China devalue its currency by 600% then moving most US consumer manufacturing to China is what is making the recovery so slow. In previous recessions the factories would eventually call back their workers but now the workers are in China or some other offshore country. Creating new jobs from scratch is a much more difficult and slow process.

    In healthcare where much of the new regulation has occurred, 400,000 Americans are being killed each year by medical mistakes and 4 million injured each year. That's equivalent to two 747's crashing each day and means we will probably all be injured by a medical mistake if things continued as they are.

    Even with all of the new regulations the healthcare industry has been consistently adding workers in good paying jobs at a very good rate.
    Oct 11, 2014. 01:12 PM | 3 Likes Like |Link to Comment
  • George Soros' remarkable speech on the "political bubble" of the EU: "The (current) political dynamic makes the disintegration of the EU just as self-reinforcing as its creation has been ... (however) the likelihood is that the euro will survive because a breakup would be devastating not only for the periphery, but also for Germany." He gives the Germans 90 days to come around. Worth the full read.  [View news story]
    Government spending in the US is 42% of the economy including state and local spending and the healthcare sector is around 16% which is heavily state controlled. That gives us around 58% government controlled putting the US in the already communist category.
    Jun 3, 2012. 01:34 PM | 2 Likes Like |Link to Comment
  • Quit Fooling Around And End The 'Great Recession' [View article]
    A blogger on another site whose address I have lost suggested the Fed buy up the underwater mortgages where the house is worth less than its current value and write down the mortgages. They suggested that this would quickly get the housing market moving lifting the whole economy in return.
    Jan 11, 2012. 10:50 AM | 1 Like Like |Link to Comment