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  • How Uber's Autonomous Cars Will Reshape The Economy By 2025  [View article]
    If you believe that autonomous vehicles are coming - which they are in some for or another, with the only question being whether this is limited (e.g. vehicles in large industrial sites, mines and ports) or leads to widespread consumer adoption (which is possible) I fail to understand why Uber is the correct long play.

    If you think of all the things that are necessary to make AV technology work, why is the ridesharing component the critical piece? I understand why you would want to avoid auto makers if the given thesis is true (that sales will decline because vehicles are currently replaced before wear and tear matters and AVs will allow more miles per vehicle), but I don't understand why this doesn't lead you to place chips on a tech company with some sort of head start in developing and patenting AV technology.

    @buster0391 - here is how the 4% figure is calculated.

    As you can see, a variety of different approaches can be used to estimate how much time a vehicle is not being used, and they all more or less converge.
    May 31, 2015. 01:22 PM | Likes Like |Link to Comment
  • Canadian National Railway -4% after earnings  [View news story]
    So is it Canadian National or Canadian Pacific?
    Apr 21, 2015. 01:44 PM | Likes Like |Link to Comment
  • Microsoft And Intel Are Getting Desperate  [View article]
    Can you explain how you are using the term "law of large numbers"? I can't reconcile my understanding of this term with anything you discuss.
    Oct 18, 2013. 06:10 PM | 7 Likes Like |Link to Comment
  • LoJack: Small Market Cap, Big Brand, Multi-Bagger Potential  [View article]
    Explain to me how they do not become totally ruined as major software companies (Apple, Microsoft, Google, BlackBerry) push into the car. As we have seen with phones, security features like this are easy for them. Moat = gone.
    Oct 16, 2013. 11:13 AM | 2 Likes Like |Link to Comment
  • When Should We Aid Detroit?  [View article]
    San Francisco is 240 square miles, Boston is 90 square miles - can you explain how SF+BOS=DET?
    Jul 30, 2013. 11:15 AM | Likes Like |Link to Comment
  • Time To Skip The TIPS? 4 ETF Strategies For Every Inflation Outlook  [View article]
    Also, for small investors, iBonds are not to be ignored. Yields can never go negative, so in the current environment they are cheap and protected from possible deflation.
    May 11, 2013. 06:54 PM | Likes Like |Link to Comment
  • A Golden Stock With A Golden Income  [View article]
    they used to hedge, gold prices went up. investors threw a tantrum. they closed out hedges. we will see how that works, but it seems like a twist on buy high sell low to me (stop hedging at the peak, probably followed by renewed hedging if gold corrects)
    Apr 30, 2013. 12:24 AM | 1 Like Like |Link to Comment
  • How Blue-Chip Dividend Investors Can Diversify Into More Wealth  [View article]
    "If you invested $1 into small-cap stocks on January 1st, 2010, you would have turned that $1 into $16,055 in 2010"

    Pretty sure thats a typeo
    Apr 26, 2013. 12:33 PM | Likes Like |Link to Comment
  • Tablet shipments rose an eye-popping 117% Y/Y in Q1 to 40.6M, estimates Strategy Analytics after digesting Apple's (AAPL) iPad data. For reference, IDC estimates PC shipments fell 13.9% Y/Y in Q1 to 76.9M, which indicates the PC/tablet sales ratio is now below 2:1. The iPad is estimated to have 48.2% of the market, and Android (GOOG) tablets 43.4%. Windows 8/RT (MSFT) is believed to have a 7.4% share, but that only amounts to 3M units. In March, IDC raised its 2013 tablet forecast to 190.9M units, while estimating Android would have 48.8% of the market and the iPad 46%.  [View news story]
    What is 117% of zero?
    Apr 25, 2013. 06:02 PM | 1 Like Like |Link to Comment
  • Time For A Deflation Hedge?  [View article]
    I have been thinking about using iBonds a lot recently. They are like TIPS except the yield can never go negative. They can also be cashed at any time if the holder is willing to forfeit three months of interest. For individual investors, this seems like a reasonable way to gain the downside protection against inflation offered by cash, with the upside protection against inflation offered by TIPS. Thoughts on this?
    Apr 25, 2013. 10:23 AM | Likes Like |Link to Comment
  • What If Gold Cost Of Production Is The Next Price Support Level  [View article]
    If oil also drops doesn't that lower the all-in cost of gold? Surely fuel is a major cost driver.
    Apr 15, 2013. 02:28 PM | 1 Like Like |Link to Comment
  • Microsoft's Surface Pro: It's A Hit  [View article]
    Decide (a review aggregator) gives it an 89/100

    This is the 9th most positively reviewed tablet (6 of the first 8 are apple products, the other two Android driven).

    Looking through the rest of the pack, the next most popular Windows running table is the Surface pro (#19).

    It may be a good product, but clearly in a field with many good products.

    This said, I too am excited about the Haswell chipset. I am holding off on buying a new tablet/ultrabook for now. If MSFT can also make Window's 8 less gaudy and disastrous, I might not abandon Wintel for Apple
    Apr 14, 2013. 04:37 PM | 2 Likes Like |Link to Comment
  • Barrick Gold Dealt Setback At Mega Mine By Chilean Court Ruling  [View article]
    A lot of cutting and pasting in here, citing sources but not indicating the portions of this article that are directly lifted from other documents. By most standards, this is plagiarism.
    Apr 12, 2013. 12:51 PM | 2 Likes Like |Link to Comment
  • Could There Be A Silver Lining To Declining Labor Force Participation?  [View article]
    This is not about personal preference for one tool or another. This is about presenting a tool in circumstances that it is known to be inappropriate to an audience that is likely unaware of this to provide the appearance of empirical support for what is, as you admit, an opinion. That is just disingenuous.

    One more time, regression is likely an inappropriate tool for this analysis because observations are not independent. This will overstate the nature of the relationship between variables. The overstated relationship you observe is small.
    Apr 11, 2013. 11:07 AM | Likes Like |Link to Comment
  • Could There Be A Silver Lining To Declining Labor Force Participation?  [View article]
    Except that regression is usually not an appropriate tool for analysis of time series data, or investigating the relationship between two moving averages. Data are not independent, and the significance of the relationship is likely overstated.
    Apr 9, 2013. 01:45 PM | 1 Like Like |Link to Comment