Sgt.Sally

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    • Sell Signal of the Day, Greenspan Edition [view article]
      I watched nearly every one of his hearing comments on CSPAN as they happened. Between obfuscations, he most certainly gave many reassurances that the new types of mortgages and securities were good innovations and examples of a healthy modern financial market.
      Oct 03 04:45 PM
    • Energy Sell-Off Overdone [view article]
      Over and over I hear that the reason for the excessive decline in energy sector is due to hedge funds redemption's or institutional investments. These are explanatory theories which have never been supported by any facts AFAIK. The danger is, repeated often enough, these statements will become accepted as fact.

      Alternative explanations are economic slowdown, conservation, dollar appreciation, plentiful supplies, diminished speculation, cheating on caps by OPEC members, switching to alternative fuels, etc.       Sep 10 01:30 PM
    • The Economic Cost of the Military Industrial Complex [view article]
      The defense as a percentage of GDP argument as been debunked at length many times....use Google.

      The author understates the true cost of the military. There are many hidden military expenditures in other government departments. For example NASA, the Nuclear Regulatory Admin., most foreign aid is not for schools and hospitals but tanks and guns, etc.

      There is also the intellectual opportunity cost of all our scientific talent going to develop weapons. Useful science and technological advancement has been retarded by decades. It has been conjectured that we will not be until the year 2025 where we would already be today if not for the siphoning away of our minds and money by the war industry.       Aug 13 12:25 PM
    • Sirius-XM Merger Nearly Ready for Air Time [view article]
      Doesn't CNBC have enough media presense? I thought Seeking Alpha was functioining as an source for alternative opinions. Jul 27 09:57 PM
    • The Sound of Silence in Financials - Cramer's Mad Money (7/8/09) [view article]
      The next day after 911 I was horrified to think that that joke of a president would be horribly incompetent to react well to the attack. What has occured since is worse than my fears.

      Now, as we face a financial Armageddon, he is still in charge and will quite likely be in Texas on vacation when the melt-down occurs.       Jul 10 01:02 AM
    • Chatting With News Corp's Rupert Murdoch [view article]
      Murdoch will burn in hell for subverting the free press in the United states. Jun 18 06:53 PM
    • 1,238 Billion Barrels of Oil Reserves: Is This an Oil Price Bubble? [view article]
      Hopefully we WILL run out of oil! Before burning it destroys the planet irreversibly. Jun 14 02:42 AM
    • Economic Report Summary: Huge Jump in Unemployment [view article]
      5.5% is still historically very low.
      Largest portion of the increase was in 18-24 yo bracket.
      Initial jobless claims on the weekly was actually LESS than forecast.
      Jun 09 02:34 AM
    • Is the Minimum Wage Increase Behind the .50% Jobless Rate Jump? [view article]
      Costs of labor in resturants is rather small percentage of operating costs. The waitresses are paid below min. wage and get tips. The cooks usually get better than min. wage already. Only a few will be affected. Jun 07 10:24 PM
    • Payroll Numbers Beat Expectations, But Trend May Be Temporary [view article]
      I believe we are exporting our unemployment. All the "guest workers" in construction are going home now. Also, Chinese factories may go back to 2 shift per day. Pakistani children may be allowed to go back to school! May 05 12:36 PM
    • Getting Ready for Apple's Q2 Earnings [view article]
      "what does that mean, revisit after earningS?"

      It means don't buy untill after earnings. This could be down big.       Apr 12 10:15 PM
    • Are Things Finally Looking Up for Marvell Technologies? [view article]
      Sandisk is a major supplier of flash for Apple - at a time when it has moved to more flash based players. Observe Sandisk's share price performance over the last 24 months.

      MRVL makes an ARM based processor. Nothing unique about it. It makes comodity chips with low margins.

      "Some buy-side investors are betting that Marvell can earn $1.00 to $1.50 if it executes well in the fiscal year ended January 2010 (again, not counting options)." Execution has been a real problem for this "family" business. They still have a very shaky hold on their exec. structure.       Feb 26 05:49 PM
    • Nvidia Corp: Leading Innovator In Graphics Microchips Field [view article]
      Toranaga Sama - Good points. I was thinking the same things myself - though in more diplomatic terms.
      Introductory Paragraph reads like a company PR.
      PlayStation has not been that successful.
      PLAY = Apple's cast off
      Graphic Cards = Highly competitive
      Handset market = super competitive
      INTC - graphics on chip for mobile coming.       Nov 08 08:36 AM
    • Consumer Spending Decelerates [view article]
      More properly put is the the "growth" of Consumer spending decelerates. It continues to grow but at a reduced rate. It may or may not turn negative but at this time it has not as the caption suggests. Nov 02 12:18 PM
    • eBay Watch: PayPal Taps into Remittance Market, Store Listings Finally Grow [view article]
      I stopped using E-bay after a television report (CNBC?) demonstrated to me that a high proportion of the goods sold there are stolen. They appear not to making sufficient efforts to curtail it - if there is any way to do so given their business model. Having been the victim of home invasions, car burglaries and losses at my store, I won't subsidize E-Bay's making it easier to fence the goods.. Oct 16 09:44 AM
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