Boxed Merlot

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  • Is There Merit To SolarCity Crying Foul In Nevada?  [View article]
    similar to the government incentivizing people with the Cash for Clunkers deal 5 years ago. But once they bought the car, they were almost immediately hit with a mandatory $50-100 a month required extra fee that they were never told about...

    Similar to Cash for Clunkers? You're talking hypothetically, better to use a real life example like Obamacare. This outcome is precisely what's happened including the retroactivity that our SCOTUS allowed their counterparts to foist on us too.

    I would agree, short the industry, this was the precedent.

    Dec 24, 2015. 04:52 PM | Likes Like |Link to Comment
  • Structural Reform Beyond Glass-Steagall  [View article]
    Even if it's reinstated, it will still depend on enforcement. Our Chief Executive has essentially assumed a jury nullification posture in regards to pursuing any effective enforcement of laws already on the books, consequently the judiciary is unable to rule on any specific cases for years.

    TBTF is a travesty. The US government may be the entity that suffers now as the wealth of these bankers without borders is greater than the sovereign forces that have encouraged their adolescent misconduct and are now living to see their offspring relish in their fully developed elder abuse.

    There's not a candidate out their that has the wherewithal, yet alone the desire to call this out of control prodigal to account as they're hoping to (re)join it's ranks when their term / schooling in government office is complete.


    Oct 15, 2015. 10:14 AM | Likes Like |Link to Comment
  • SolarCity's GigaFab Is Increasingly Looking Like A White Elephant  [View article]
    Production costs are irrelevant, only sales costs matter...

    Agreed. This company’s model is sales driven. Musk is example number one. He has successfully sold this model to power hungry government officials craving for the “bring back production jobs” they feel are needed to secure future appointments and (s)elections. Will this become another Solyndra? Could be, but he does have past sales to point to.

    I suspect his continued massive and personal success will require product placement on future high end government projects through closed bid or product specific processes to assure his continued cult following status.

    Sep 10, 2015. 10:30 AM | 4 Likes Like |Link to Comment
  • 3 Canaries In A Coal Mine: The Global Government Bond Bust Is Finally Underway  [View article]
    Your canary analogy fits well with the first 2, that is Greece and Puerto Rico's demise but it fails to cause Soro's demise unless his options expire before the fed injects additional hopium into WS, and even that wouldn't likely faze him.

    More probable, Soro's 1.1B is just a roulette hedge bet on green as his wealth is actually spread out in his ownership of heads of state, military commanders and voting outcomes in political and company boardrooms the world over.

    Aug 14, 2015. 11:10 AM | 9 Likes Like |Link to Comment
  • Wall Street Breakfast: Tsipras Heads To Brussels For New Deal  [View article]
    Can't let your (lack of) empathy for little people overcome your toadyism for banksters...

    Well Bob, this is Seeking Alpha, it's not ZH. GS is beloved by those continuing to inflate their digital cyphrage accounts held aloft in their hot air balloons and being blown by winds that they themselves do not feel as those of us still grounded on earth.

    Pensioners have always been and will ever be easy prey as their energies to fight have pretty much been exhausted battling the dragons in their earlier years / careers. Best to invest in family rather than WS or the hope peddled by DC.

    Jul 7, 2015. 08:16 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Tsipras Heads To Brussels For New Deal  [View article]
    somebody who has addiction problems...

    I don't buy that. I know of people who have severe pain issues that regularly take 1-2 such meds per day to cope. These meds do not provide euphoric effects or even used to prevent withdrawal symptoms when taken, but merely allow normal daily human functioning.

    In the US, revealing one's medical history / treatment is enough to cause censure, but you're right in pointing out Dorothy's not in Kansas when she takes a position offshore, even it's with a major multi-national manufacturing company.

    Now, had it been with a multi-national financial institution, borders are irrelevant and she'd be exempt from any and all prosecution, even if she was an addict. (In fact, isn't that a prerequisite?).
    Jul 7, 2015. 11:02 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Tsipras Heads To Brussels For New Deal  [View article]
    Greece has assets. It has artifacts. It has islands.

    Sell some of those off...

    Agreed. As long as they continue to own their sovereignty, they can then impose taxes at whatever rate necessary to bankrupt whatever malicious note holder has the audacity to purchase such properties and return said assets to the public.

    Win - Win. Now, get GS on the phone, I'm sure they can print up the details and handle the transactions. (For a fee of course.)
    Jul 7, 2015. 10:44 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Greece Votes 'No' - Now What?  [View article]
    Never forget the Golden Rule, "Those who have the Gold, make the Rules."...

    Most realize this is a bastardization of the true biblical golden rule spoken by Christ, (Do unto others as you would have them do to you), but I'm old enough now to see the fallacy of continuing to propagate such nonsense.

    If one is going to misuse the scriptural injunction, at least give it the proper GS / JPM / WS / DC spin: "The one who makes the Rules, (and can get others to obey), gets the Gold".

    Jul 6, 2015. 10:37 AM | 3 Likes Like |Link to Comment
  • Lessons Learned From The Grand Canyon  [View article]
    Clicked on the article because I thought you were going to expound on the ever increasing chasm between WS/DC and us. I was instead treated to a Louis Rukeyser-esque analysis of a lifetime of learning.

    I sometimes wonder what his take and parable would've been of these last 7-8 years where the fed's massive injection of zero interest monetary devices through their member banks into not only your "Jackson 5" but virtually every other trade-able private sector company's title deeds, thereby increasing their and their member's ownership of these entities has exploded into uncharted territory.

    Perhaps he would've drawn on the way the Salton Sea was created years ago.

    Regardless, it was a delightful read and you're absolutely right, The Grand Canyon is a magnificent natural wonder of the world.
    May 22, 2015. 10:08 AM | 1 Like Like |Link to Comment
  • Saudi And OPEC Move: It's Just Good Business  [View article]
    U.S. shale as production costs are constantly decreasing as efficiency is constantly increasing...

    I believe this is what sends shivers down the spines of our bought and paid for policy makers in WS and DC. The fact that their manipulative NIMBY tactics are ineffective in "flyover country" further fuels their drive to apply a tourniquet to the neck of US domestic oil independence with their "International" carbon credit scheme.

    Pathetic imho.
    Dec 2, 2014. 09:37 AM | Likes Like |Link to Comment
  • Do-It-Yourself Home Improvement - Can We Afford It?  [View article]
    I also found the leap from home improvement to oil consumption a bit over reaching. I notice the definition of "home ownership" is still being applied to persons servicing promissory notes.

    Home Depot has for several years now realized most large scale "improvements" are viewed as expenses whereas before the mortgage / control fraud melt-down, it was easy to sell them as "investments".

    I also realize the large scale financial institutions which have benefited by the debasing of US currency to the tune of over a trillion new frn instruments a year since '08 will never allow the same jubilee to be extended to those they lord it over, so the US home buyers / renters and squatters will rely on bubblicious stock price gains on the aforementioned home improvement companies to continue unabated absent traditional stock market valuation matrices.

    Hey, per capita oil consumption is as good as any other cause I guess.

    Nov 17, 2014. 02:06 PM | Likes Like |Link to Comment
  • A Much Improved "Gold Standard": The Fisher-Hetzel Standard  [View article]
    And no – we would not “manipulate” any market prices – at least not any more than in the traditional gold standard set-up...

    At the risk of providing the ad nauseam self-leveling arguments for the ballast characteristics a gold standard provides for a nation’s ship of state, let me reiterate the primary feature of gold is the rule of law it engenders.

    From the outset, i.e. the discovery of the material in a geographic location, it’s primary ownership, whether an individual, corporation or government entity’s claim to the material in the ground bears greatly on all subsequent ramifications of the prosperity enjoyed by the people of the host nation.

    The nation that provides a greater governmental force to control its resource inevitably carries over into a despotic tyranny of tightfistedness and places it’s citizenry in shackles. When one views the geopolitical risk Au miners place on their reserves, this becomes obvious.

    Jul 24, 2014. 08:49 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Commerzbank Settlement, Open Interconnect Consortium, Samsung Troubles  [View article]
    I am warm to the idea of legalizing marijuana...

    Interesting to note the legalized forms are the oils and edibles. It's beginning to surface in Colorado a higher, (no pun intended), degree of tolerance for the physical flame burning stuff. Vap administered hash / hash oil products are necessary to produce the "recreational" euphoria being sought now.

    These will be products big business will likely provide due to being able to provide measurable dosing. NY's solution is akin to saying no beer, only white lightening.

    Jul 8, 2014. 01:16 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Commerzbank Settlement, Open Interconnect Consortium, Samsung Troubles  [View article]
    6.4 million?...

    Make that frn 6.4M worth of product, according to Samsung's valuation. I suppose that's where the negotiations will begin with the insurance company.

    If they were insured through AIG, they'd be reimbursed frn 6.4B.
    Jul 8, 2014. 01:06 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News  [View article]
    I've been long Hewlett-Packard…

    Hasn’t "Waterboarding" technology been around awhile?
    “Four members of Congress met in secret for a first look at a unique CIA program designed to wring vital information from reticent terrorism suspects in U.S. custody. For more than an hour, the bipartisan group, which included current House Speaker Nancy Pelosi (D-Calif.), was given a virtual tour of the CIA’s overseas detention sites and the harsh techniques interrogators had devised to try to make their prisoners talk. Among the techniques described, said two officials present, was waterboarding, a practice that years later would be condemned as torture by Democrats and some Republicans on Capitol Hill.
    By Joby Warrick and Dan Eggen
    Washington Post Staff Writers
    Sunday, December 9, 2007

    Veteran reporter Robert Scheer wrote in the San Francisco Chronicle in 2007 that Pelosi and Harman hid from the 9/11 Commission and the American people the fact that the interrogations of 9/11 suspects were videotaped…”

    I suppose this new HP design will help .gov’s Bluffdale Utah Metadata Gathering Center. The center will constantly use 65 megawatts of power – enough to power 33,000 houses.

    If so, they’ll need to find another hole to dump their overly budgeted energy resources into. Gotta love the MIC, still a growth sector.
    Jun 10, 2014. 12:18 PM | Likes Like |Link to Comment