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Good Captain

Good Captain
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  • Alcatel Lucent Still Has Vast Upside Potential [View article]
    Can a company w/ 80K employees really be "a dedicated streamlined organization"? The network infrastructure business is a difficult business to make money in and while I believe ALU has a good chance of being one of the survivors, I am more sanguine on the status as an investment vehicle.
    Mar 1 06:42 PM | Likes Like |Link to Comment
  • Tesla Battery Fiasco Shows 'It's Never The Event, It's The Cover-Up' [View article]
    Fair enough point Dave M, but your argument, misses what I believe will be the more likely response by consumers familiar w/ the situation. The American public, for better or worse, has increasingly outsourced everything, including application of common sense, to others. In this case, keeping a battery charged seems a reasonable requirement up and until one learns that failure to do so will cost an owner up to $40K to fix a seemingly simple problem.

    I rather suspect many will view this scenario as too draconian and therefore unjust.
    Feb 27 09:38 PM | 2 Likes Like |Link to Comment
  • Economic Data, Greek Progress Keep Bears in Check [View article]
    Greek Progress is to Military Intelligence is to Responsible Government, all oxymoron's.
    Feb 27 09:07 PM | Likes Like |Link to Comment
  • AT&T (T) says it will allow mobile app makers to pay it for any data traffic generated by its apps, thereby allowing users to avoid metered data charges. The offer comes as mobile data traffic continues to skyrocket, and AT&T witnesses a backlash to its efforts to throttle download speeds for heavy users.  [View news story]
    If the plan stands, this would likely provide incentive to app developers economize provision of their service, something app developers rarely if ever consider. This could be abused of course but if implemented appropriately, may help force app developers and proprietors to streamline and preserve spectrum resources. For the record, I do not own AT&T stock although I have positions in other wireless carriers.
    Feb 27 08:08 PM | Likes Like |Link to Comment
  • mREITs: Golden Era Or Dark Age? [View article]
    Experience hasn't proven kind to socialist distributionist policies either. I rather doubt more time and more examples will change the verdict.
    Feb 26 04:25 PM | 3 Likes Like |Link to Comment
  • "The only thing that matters is the price of gas in California and New York," writes Bruce Krasting, and it's blowing out thanks to dependence on Louisiana crude (which tracks the world benchmark). Forget $4, $5 gas may be coming in states that have the majority of cars (and GDP).  [View news story]
    Good news Tclark, $5ish oil will indeed "destroy" demand although not as quickly or perhaps as much as we would like.
    Feb 26 03:38 PM | 1 Like Like |Link to Comment
  • Berkshire (BRK.A, BRK.B) decides on an eventual successor for 81-year old Warren Buffett, but refuses to disclose his or her identity. Buffett, who has no plans to step down, expects a "seamless" transition. It remains to be seen whether an anonymous heir apparent will suffice to appease shareholders' concerns about a post-Buffett Berkshire.  [View news story]
    You need a secretary?
    Feb 26 10:39 AM | Likes Like |Link to Comment
  • "The only thing that matters is the price of gas in California and New York," writes Bruce Krasting, and it's blowing out thanks to dependence on Louisiana crude (which tracks the world benchmark). Forget $4, $5 gas may be coming in states that have the majority of cars (and GDP).  [View news story]
    Interesting Lake! What your comment about SPR suggests is that more supply will lower costs. So we do agree on general market principles. Given this, I wish the Administration would accept reality instead of trying to reinvent it, something in which they or anyone else will fail to do.

    Supply can and eventually will place a damper on these things. Unfortunately, this Administration only relies on proven principles when it absolutely and positively has to - release of SPR is a
    perfect example. The problem is that this move is unequivocally not strategic, and its use for this purpose absolutely undermines it's nominal purpose.

    Feb 26 09:53 AM | 7 Likes Like |Link to Comment
  • Berkshire (BRK.A, BRK.B) decides on an eventual successor for 81-year old Warren Buffett, but refuses to disclose his or her identity. Buffett, who has no plans to step down, expects a "seamless" transition. It remains to be seen whether an anonymous heir apparent will suffice to appease shareholders' concerns about a post-Buffett Berkshire.  [View news story]
    After all the talk about her, I half way expect them to name Warren Buffett's secretary as successor. Who else w/out oodles of campaign cash can successfully influence government policy or direction?
    Feb 26 08:37 AM | 1 Like Like |Link to Comment
  • The End Of Ordinary Commodity Cycles: ETFs To Play This Emerging Trend [View article]
    Sorry to quibble but analysis of the solar system does suggest other planets and some moons as well, evidence many geological processes similar to the Earth's. While I can't specifically recall if plate tectonics is one of them, I wouldn't doubt that it was.
    Feb 22 07:27 PM | Likes Like |Link to Comment
  • Nokia And Microsoft: Together Ready To Take On Apple [View article]
    IF Nokia/MS or any other potential smartphone manufacturer presents itself worthy of significant public praise/acceptance, such manufaturer will no doubt receive every opportunity and then some by wireless carriers to "chip away" at Apple's current position as the World's Undisputed Champion in the smartphone wars.
    Feb 22 04:13 PM | 1 Like Like |Link to Comment
  • The Greece Game Turns Chaotic [View article]
    Allegorically, this looks increasingly more like the Hotel California, at least to me.
    Feb 17 03:25 PM | 2 Likes Like |Link to Comment
  • The Greece Game Turns Chaotic [View article]
    Fair question Asbytec! Short term, the clear answer from my perspective is that the primary purchasers of peripheral bonds will be the ECB and "beholden" Euro banks and S-T, High Risk tolerant investors. Long term, I don't know?
    Feb 17 08:41 AM | 2 Likes Like |Link to Comment
  • Global Question For Bureaucrats: What Have You Done For Us Lately? [View article]
    AiP,
    I agree that the actions last year stopped the Italian and Spanish bond yields from rising uncontrollably and thereby avoided a full blown financial crisis. I further agree that avoiding crises is generally the right and responsible thing to do. My concern, and that of many others, "is now what"? Have the powers that be used this incredibly expensive time to avoid future financial crisis arising from the same or similar circumstances?

    I do not intend to be argumentative here, but I truly see this as "kicking the can down the road" along w/ an attendant hope that
    future growth will eliminate the problem. I would like to believe this hope was well placed, but my sense tells me it's not.
    Feb 15 08:20 AM | 2 Likes Like |Link to Comment
  • Global Question For Bureaucrats: What Have You Done For Us Lately? [View article]
    I agree that the EU is not united on maintaining Greece in the Eurozone. What likely started w/ substantial unanimity, has deteriorated rapidly from both ends of the spectrum. The Greek citizenry appears more than a bit piqued at their so-called leaders signing over the nation's sovreignity to the EU in general and Germans in particular. Meanwhile, many Northern European EU members have apparently realized the folly and absurdity of yet another loan to help a de facto bankrupt country avoid reality for some small period of time.

    My question to you is what real impact would a Greek default have on the markets besides 48 - 72 hours of sheer market panic? Would this event necessarily doom the Euro or does it merely presage it's ultimate fall when other PIGS enter the financial event horizon?
    Feb 14 10:37 PM | 1 Like Like |Link to Comment
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