Seeking Alpha

Formyx

Formyx
Send Message
View as an RSS Feed
View Formyx's Comments BY TICKER:
Latest  |  Highest rated
  • The Returns From Italy [View article]
    "Connections" in the USA are called Networking.

    It is all the same game.
    May 28 08:26 AM | Likes Like |Link to Comment
  • Some Things To Consider If Spain Leaves The Euro [View article]
    >>1.First and most obviously, if Spain leaves the euro its debt burden will soar

    Unlike Greece's restructured debt which is subject to British law, Spanish debt will be converted into pesetas. if you have any problems with that, you will have to go to a Spanish court to argue your case. The Spanish Central bank will print and support debt prices.

    The answer to all that is Buffet's import-export credits. If push comes to shove and Euro is at risk, this is the best solution without having to ruin the common currency or impose capital controls.
    http://bit.ly/1omNvg3
    May 26 03:25 PM | 1 Like Like |Link to Comment
  • A Leading Indicator Of The Coming Inflation? [View article]
    According to the table, equivalent rent did not go down during the housing collapse. It does not give me a lot of confidence in their models.

    I think they should use bigger weights for housing-healthcare-edu... as these are the areas where majority of income goes.
    May 9 01:05 PM | Likes Like |Link to Comment
  • A Leading Indicator Of The Coming Inflation? [View article]
    http://1.usa.gov/1g3Jc6H

    Owners' equivalent rent of residences

    I do not think they reflect what happened in the housing market.
    May 9 11:01 AM | Likes Like |Link to Comment
  • A Leading Indicator Of The Coming Inflation? [View article]
    Long read.
    May 9 10:58 AM | Likes Like |Link to Comment
  • Can Silver Drop To Single Digits? [View article]
    The viability of the mine is determined on whether it can produce cash. Whatever development costs they incurred is sunk costs. Admin. costs are distributed over many mines. Fresnillo has mines that can be profitable with spot price between AISC and cash cost.
    May 9 09:25 AM | Likes Like |Link to Comment
  • Can Silver Drop To Single Digits? [View article]
    Fresnillo does. Check them out, for example.
    May 8 04:35 PM | Likes Like |Link to Comment
  • A Leading Indicator Of The Coming Inflation? [View article]
    Housing is imputed rental. Does not capture bubbles.

    Healthcare and education are in as well, but their weights are much smaller of what they should be.
    May 8 04:24 PM | Likes Like |Link to Comment
  • Can Silver Drop To Single Digits? [View article]
    With extraction costs of $5-6, I do not see why it should not go to single digits.
    May 8 09:43 AM | 1 Like Like |Link to Comment
  • A Leading Indicator Of The Coming Inflation? [View article]
    CPI does not capture inflation in housing-healthcare-edu... properly. These items are much larger than food and unrelated to food.
    May 8 09:13 AM | 3 Likes Like |Link to Comment
  • Wage Inflation? [View article]
    If I understand correctly, you propose that:

    1. If minimum wage goes up by $3, since it has nothing to do with labor demand-supply or productivity, unemployment will go up.

    2. If unemployment goes up, the Fed will try to fight it by opening monetary spigots and inflation may result.

    If this is the case why don't you educate our political classes?
    May 1 09:30 AM | Likes Like |Link to Comment
  • Tuesday's Herbalife Reports Miss Major Points [View article]
    I recommend you drink plenty of water and limit your daily calorie intake.

    You will lose weight and save money.
    Apr 16 11:41 AM | 3 Likes Like |Link to Comment
  • Google Is About To Change The Market Forever [View article]
    Novel share split for a couple about to get split.
    Apr 2 06:46 PM | Likes Like |Link to Comment
  • Google Is About To Change The Market Forever [View article]
    It seems that Sergei's wife will get non-voting C-Shares. Timing is impeccable.
    Apr 2 06:29 PM | 1 Like Like |Link to Comment
  • Sears Holdings' Valuation Part 4: SRe Holding, Sears Re, And REMIC Early 2014 Update [View article]
    Do you truly need 100 analysts to analyze a retail company?
    Mar 21 09:28 AM | 1 Like Like |Link to Comment
COMMENTS STATS
166 Comments
228 Likes