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kmi

kmi
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  • Google rolls out "right to be forgotten" [View news story]
    Hmm... how about European citizens living outside of Europe....
    Jun 26 10:59 AM | Likes Like |Link to Comment
  • Smashing World Cup ratings for ESPN and Univision [View news story]
    There have been plenty of games not carried by any US channels except Univision and a Univision buyout will likely put an end to that.

    I'll also bet Univision gets better carriage pricing as is, and will get hammered with significantly higher fees to carry sports like World Cup if it ends up as part of a CBS or TWX.
    Jun 23 06:58 PM | Likes Like |Link to Comment
  • Stocks tread water as trading activity at historic lows [View news story]
    IPOChaser: Proliferation of long-only positions in professionally managed accounts that invest in broad market index-style ETF positions as opposed to stock picking and trading techniques of the past.
    Jun 23 06:55 PM | 1 Like Like |Link to Comment
  • Handicapping the Aereo vs. Broadcasters SCOTUS case [View news story]
    If Aereo wins the most likely outcome is competitors popping up almost instantly.

    The biggest thing to watch will be for who brings out the competition. I'm betting Amazon integrates an aereo style service very quickly, into their FireTV product.

    The other likely outcome will be the carriers will start to pivot off their back foot to retake control of their content away from competitors like Aereo - but by the time they get it sorted the cat may wll be out of the bag.
    Jun 22 09:22 AM | Likes Like |Link to Comment
  • Food Stamp Usage Is Cratering And That Might Be A Bad Sign [View article]
    As SimleData says above, there is a change in trend that may be suggesting we are heading towards a recession. The article is making the case that reduced food stamps is a leading indicator of a future recession, and therefore 'not a good thing'.
    Jun 19 10:47 AM | Likes Like |Link to Comment
  • Student loan bill sputters in the Senate [View news story]
    Yup, we see that over and over.

    But it also speaks to what the solution to the problem is, as in, it is likely not, as you previously suggested, restricting access to loans or forcing the price of higher education upward, but more so directing potential 'marketing' majors towards positions more productive for the overall economy, and more beneficial for their own pockets. And I'm ok with that.
    Jun 12 10:33 PM | Likes Like |Link to Comment
  • Reports: Apple facing EU tax probe, building huge ad team [View news story]
    It's not quite as simple as that. There are multiple entities in multiple places in the world that collect portions of the income streams in varied and complex ways. The design of the income streams is very explicitly a tax mitigation strategy, but the end result is that the 'primary' ownership entity isn't quite the same as the entities receiving the income streams which are the ones paying the taxes.

    And that's the simple explanation.
    Jun 12 10:29 PM | 1 Like Like |Link to Comment
  • Student loan bill sputters in the Senate [View news story]
    1980,

    Suggesting that higher education isn't good for the country as a whole, period, the end, is downright silly. Everyone who can, should absolutely go to college, and we should make that option as feasible as possible.

    Most countries around the world provide FREE college level education to their citizens, and in most cases, it isn't the BEST quality of education available, but it is absolutely an option. Your suggestion effectively implies we don't need or want an educated populace and if you don't understand the ramifications of having an larger population of undereducated people in the US vis a vis our international competitors, we have nothing more to discuss.

    As for aretailguy suggesting the kids graduating today are ovberwhelmingly gravitating towards useless majors, that's a failure of the system at large that needs to be addressed not by refusing them access to higher education but by providing better direction. I went to high school in a country that suggested you go with 'business administration' if you had no clue what you wanted to do after college. It was considered the catchall. Obviously the US is failing at some pretty simple stuff if the 'catchall' for high school graduates is 'Philosophy'.

    Frankly I find the idea that you guys suggest we don't need an educated population in the US absolutely appalling.
    Jun 12 11:51 AM | Likes Like |Link to Comment
  • Student loan bill sputters in the Senate [View news story]
    Although I don't disagree that the availability of loans makes them attractive, do you think the country stands to benefit by tightening student lending, intentionally, to reduce enrollment to force universities to reduce costs?

    To me that sounds like just as bad a solution, reducing the quality of the workforce in the country -intentionally- in hopes that higher education costs drop. It will lead to the same outcome: lower wages overall for the country at large as a result of a drop in the nation's competitiveness in the international arenas, and lower consumption, growth and economic activity as a result of that.
    Jun 11 11:48 PM | Likes Like |Link to Comment
  • Alibaba introduces U.S. online shop [View news story]
    My sense is the Alibaba business model is set up to explicitly circumvent patent litigation and trade tariffs.

    I've bought stuff from them. The products are likely not being sold 'in the US' in the strictly legal sense, thus avoiding patent litigation bans, sales tax is likely not being collected, and one wonders whether any customs duty is being levied or paid at all.

    It allows for a vastly cheaper price and definitely significantly lower than any US based counterpart can provide.
    Jun 11 07:19 PM | Likes Like |Link to Comment
  • Student loan bill sputters in the Senate [View news story]
    FT had a great chart on student loan growth:

    http://on.ft.com/SAsiRD

    Bottom line, there is significant growth in both the cost of tuition which is clearly outpacing inflation by far, as well as in the percentage of students taking loans.

    I''ll point out that the 2nd part - the significant increase in the amount of students relying on loans - is definitely a dark cloud rising. It suggests parents are increasingly unable to fund their children's education, be that because of the increase in cost of tuition or the slower growth of incomes vis a vis the cost of tuition. Which means more future generations of workers will be burdened by debt later into their lives, which may slow down household formation and general consumption.

    In other words, it can be a serious future drag on economic growth.
    Jun 11 07:10 PM | Likes Like |Link to Comment
  • Reports: Apple facing EU tax probe, building huge ad team [View news story]
    Crazy.

    The EU originally looked at Ireland's corporate tax rate while preparing, planning and executing the Irish bailout. And backed away.

    Makes me wonder what's changed and I think I know: they didn't want to go after corporate entities set up in Ireland across the board, they wanted to pick and choose their sacrificial cows.

    I'm not a fan of tax rate mitigation strategies that utilize off-shoring on principle, but I understand them. And if the US doesn't fix it's increasingly regulation-heavy, convoluted and overwhelming tax and legal codes it is destined to fall into non-competitiveness in the international arena, and those companies set up as multinational entities with offshore headquarters will simply.... move. And it'll be trivial to do so. And the money will most certainly stay 'offshore'.
    Jun 10 08:10 PM | 10 Likes Like |Link to Comment
  • The Orphaned Bull Market [View news story]
    I find statements like "As rates rise over the next 10 years" suggesting that rates will inevitably rise very amusing, since I don't believe it.

    It immediately predisposes me negatively to the rest of anything coming from the same source, if only because it makes no allowance for alternative opinions.
    Jun 10 06:00 PM | Likes Like |Link to Comment
  • Video appears to confirm Apple-Beats; Iovine reportedly set to join Apple [View news story]
    Every single tech blog and analyst is trashing this deal...
    May 9 08:04 AM | 1 Like Like |Link to Comment
  • Gundlach pokes holes in housing recovery at Sohn [View news story]
    welcome to why 10 year can't push and hold over 2.70.... and won't, for a rather long time.
    May 5 02:13 PM | 1 Like Like |Link to Comment
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