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  • Why Bitcoin Matters [View article]
    In all that, you managed to completely sidestep almost every point I made... save one...

    And even the point you make misses the thrust of my comment.
    Jan 27 11:23 AM | 1 Like Like |Link to Comment
  • Why Bitcoin Matters [View article]
    As 'private' as it may seem it is also intensely public: every transaction made with a bit coin is tracked... The biggest problem with bitcoin is, without anything backing it, that it is one technological innovation, or one black swan away from going to zero.

    Like Finland says, it is a commodity: replicating the model isn't a big deal, that's why there already are several competitors, Dogecoin, Ripple....

    With the US Feds now in control of some 25$ million as a result of taking down Silk Road, I'm sure there's no rush to completely ban it, but sooner or later the incumbent payment systems and currencies are going to figure out a way to replicate the pros of bitcpin w o the cons.
    Jan 27 08:09 AM | 3 Likes Like |Link to Comment
  • TransCanada gas pipeline blows up in Canada [View news story]
    Well, you are suggesting that 'it's only natural that some pipelines will explode, because there's so damn many' and your position is.... we should make more?

    Just fyi, I don't think Keystone XL (method for Canadians to export their product whilst burdening the US with the risk of pipelines failure) is a good idea but I'm not against pipelines in general. I mean, how else are we going to transport stuff, magic?
    Jan 26 08:31 AM | 2 Likes Like |Link to Comment
  • BlackBerry falls; DoD states no new phone orders placed [View news story]
    Blackberry has been manufacturing its phones itself, it will now outsource the manufacturing, like, for example, Apple does. There hasn't been any change in the design dept afaict.

    This change will allow blackberry to close/sell plants reduce costs, and leave that to specialist foxconn.
    Jan 24 07:51 AM | Likes Like |Link to Comment
  • Microsoft Corporation beats by $0.1, beats on revenue [View news story]
    When does the Nokia devices acquisition kick in.....
    Jan 23 05:43 PM | Likes Like |Link to Comment
  • Qualcomm buys 2,400 mobile patents from H-P [View news story]
    Taking bets Qualcomm monetizes said patents better than HP ever did, would, or could...
    Jan 23 05:42 PM | 1 Like Like |Link to Comment
  • BlackBerry falls; DoD states no new phone orders placed [View news story]
    Chen's 20,000 shares are at a price under $9 I was just saying to myself today I think this guy is awesome and I wish I could get in with a price closer to what he paid....
    Jan 23 02:31 PM | Likes Like |Link to Comment
  • Phillips 66 says lifting U.S. crude export ban good for refiners, U.S. trade [View news story]
    Refiners right now benefit from low cost of domestic crude and laws barring export of crude. They sit in the middle of that, buying cheap crude and exporting refined products - no law against that - to pricier markets.

    I guess having 21% capacity overseas means they think losing some margin on domestic crude can be made up in volume if allowed to export to their other refineries? Not sure other refiners will be on board with this, but my 2cents says with such a small amount of beneficiaries perhaps the crude export ban no longer makes sense. Especially considering low domestic crude prices aren't having much of an impact on refined products prices.
    Jan 23 12:03 PM | 1 Like Like |Link to Comment
  • EIA Natural Gas Inventory [View news story]
    I suspect injection season will cover the large withdrawals just fine, we are dealing with a combination of cold weather and a significant expansion in pipelines in the NY area into new demand, give producers a minute and they'll ramp....
    Jan 23 10:33 AM | 1 Like Like |Link to Comment
  • Intel Corporation declares $0.225 dividend [View news story]
    Personally I switched bond money into INTC when INTC was at $20, not money oriented towards dividend growth. There's a lot less risk in INTC falling back under $20 then there is in bond underperfomance.
    Jan 23 10:14 AM | 3 Likes Like |Link to Comment
  • Microsoft's CEO search may be done; H-P promotes Windows 7 [View news story]
    iPads and their ilk lack a lot of crucial functionality and have nowhere near enough time to get it before Microsoft's tablet initiatives and Intel's power increasing efficiencies render them irrelevant.
    Jan 23 10:08 AM | 3 Likes Like |Link to Comment
  • Snapdragon 800/805 Will Crush Intel In 2014 As Nokia And Samsung Stick With Qualcomm [View article]
    ...and this is why Microsoft will not abandon WindowsRT.
    Jan 21 07:49 AM | Likes Like |Link to Comment
  • Zulauf pans China, likes gold and Treasurys [View news story]
    There were strong catalysts to gold's run-up, and it was both easy to see, and easy to catch the majority of the move. There are a lot of believers in the 'impending hyper-inflation by dollar devaluation' theory who are still hanging on to gold, but if you are looking to make money, gold isn't going to make a similar move anytime soon, and when it does, how hard is it to reallocate?

    I don't buy the bullish gold thesis at all.
    Jan 19 10:47 AM | Likes Like |Link to Comment
  • Broadcasters might pull the nuclear option if Aereo wins in Supreme Court [View news story]
    Continuing fragmentation in the TV space (netflix, amazon prime, hulu plus, aereo) is going to eventually break the business model.
    Jan 17 11:06 AM | Likes Like |Link to Comment
  • Intel Corporation misses by $0.01, beats on revenue [View news story]
    Plus dividends. I'm still holding mine and expect to do so for a long time.
    Jan 16 05:24 PM | 1 Like Like |Link to Comment