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  • 20 Signs The U.S. Economy Is Heading For Big Trouble In The Months Ahead [View article]
    The simple fact that the stock market continued to go up in the face of so many potential government spending cuts is enough to show that it is WAY overbought.

    I love how so many people don't believe in Keynesian economics until it comes time for spending cuts. Then for some reason these people all agree cuts will hurt the economy?

    I have a masters in economics and didn't know a single professor that didn't think that contractionary fiscal policy wasn't contractionary. Stop watching Fox News.

    Of course we have to cut spending, but don't be surprised when it isn't magically expansionary like so many have claimed over the past 4 years.
    Feb 20, 2013. 07:29 PM | 28 Likes Like |Link to Comment
  • Apple (AAPL): FQ1 EPS of $13.81 beats by $0.37. Revenue of $54.51B (+18% Y/Y) misses by $220M. 47.8M iPhones, 22.9M iPads, 4.1M Macs, 12.7M iPods. Expects FQ2 revenue of $41B-$43B, below $45.6B consensus. Shares -4.3% AH. (PR[View news story]
    And then people will realize they're selling a stock that is growing 18% at less than an 8-9 P/E with cash
    Jan 23, 2013. 04:43 PM | 16 Likes Like |Link to Comment
  • The Periphery Is Failing [View article]
    No, not print - did you read my comment? I said we need to transfer wealth from the rich to fund stimulus spending. The amount of inequality in this country is staggering, and the highest it has been since before the great depression. This doesn't require the fed, it's purely fiscal, not monetary.

    There's no reason why we can't raise taxes 20-30% on incomes over $400,000, close loopholes that rich people are constantly using (lets face it, most of them are not going to leave the country because of this), and stop letting corporations pay almost no taxes.

    But what do I know, I only have a masters degree in economics and am in agreement with almost any other economist who isn't deluded.
    Aug 27, 2013. 08:06 PM | 15 Likes Like |Link to Comment
  • The Periphery Is Failing [View article]
    I totally agree that Bernanke had little other choice in what he did. However he ended up masking over how depressed the economy had truly gotten, and therefore there ended up being very little incentive in Washington to continue with their stimulus efforts post-2010.

    This country is going to need some massive stimulus once the Fed starts to unwind and uncover the mess underneath. With the debt levels where they are now we're going to have to undo the massive trickle-down economics brainwashing that caused this whole mess in the first place. Taxes on the wealthy, where all the income gains have been over the past 30 years, will need to go up dramatically, and new investments will have to be driven by the government with this increased income. There is a massive potential to increase infrastructure spending, green energy spending, research spending, education spending, etc... that has not been unlocked yet due to the massive road blocks put up at every turn by the House of Representatives.

    However I feel that this coming collapse may just be enough to convince the economically retarded republicans that fixing the economy is more important than making the president fail.
    Aug 27, 2013. 07:46 PM | 15 Likes Like |Link to Comment
  • Is There An Apple Disconnect? [View article]
    Except the massive new product line-up just announced?
    Jan 8, 2013. 03:32 PM | 11 Likes Like |Link to Comment
  • "Despite the popularity of cheap smartphones, this will never be the future of Apple’s (AAPL -0.1%) products," says SVP Phil Schiller in an interview with a Chinese paper. He adds that in "every product that Apple creates, we consider using only the best technology available." The remarks throw cold water on reports of a cheaper iPhone featuring less costly materials, and particularly on a Bloomberg report that Apple is considering retail prices of just $99-$149 for the device. Update: The interview's text has been significantly revised[View news story]
    Have you ever worked for a tech company? I have, and the sheer speed with which AAPL churns out new top of the line gadgets is mind-boggling. They will always have the best tech feasible for the current generation.
    Jan 10, 2013. 03:03 PM | 9 Likes Like |Link to Comment
  • The Periphery Is Failing [View article]
    I'm not sure if you actually work, but the only reason corporate earnings are at such astronomical levels is because their current employees are doing jobs that once took 2 or more people to do.

    This can't be sustained forever, and the amount of financial tricks used to increase stock prices can only take you so far.
    Aug 27, 2013. 08:30 PM | 8 Likes Like |Link to Comment
  • A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple [View article]
    AAPL hardware has always been on par or better than other high end offerings. The difference is that no other manufacturer has the AAPL ecosystem, support, or incredibly high-quality software that AAPL offers. A good product is measured by more than just the number of pixels... something that many people can't wrap their heads around.
    Jan 9, 2013. 11:04 AM | 8 Likes Like |Link to Comment
  • Apple Is Priced For No Growth [View article]
    This is hilarious... thanks for the perspective.
    Dec 14, 2012. 03:15 PM | 8 Likes Like |Link to Comment
  • Where was this story 50% ago? Its cover showing a tombstone engraved "R.I.P. PC," Barron's says DELL and H-P (HPQ) will fade from view. Next up for trouble could be Microsoft (MSFT), seemingly cheap at 9X 2013 earnings, but which reported sales at its Windows unit off by a third Y/Y after backing out pre-sales for Windows 8. The world awaits the launch of Surface at midnight on Friday. More winners/losers here[View news story]
    I still think a good 400$ ACER laptop destroys even an iPad in terms of usefulness.

    An 800$ self-built desktop is still by far the best value for high-end performance.

    PCs aren't going anywhere.
    Oct 20, 2012. 12:34 PM | 8 Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    Yes, at 2x the price point of an iPad, a product that people already complain is too expensive.
    Jan 24, 2013. 10:43 AM | 7 Likes Like |Link to Comment
  • Is There A Worm In The Apple? [View article]
    It's pretty ridiculous that you can't even walk around an Apple store yet somehow people think AAPL demand is declining. Maybe these people should get out more.

    Apple stores are probably the reason that the flu hit epidemic status so fast this year.
    Jan 15, 2013. 05:10 PM | 7 Likes Like |Link to Comment
  • Lumia Lifts Nokia Back To The Black [View article]
    Exactly. There is almost zero loyalty to the Android platform, unlike iOS. I can see tons of Android geeks switching over to Windows Phone, especially because it plays well with their PCs.
    Feb 1, 2013. 10:47 AM | 6 Likes Like |Link to Comment
  • Don't Believe The Hype: Apple's Growth Story Is Not Over [View article]
    I'm really liking those charts you posted. I really can't see Apple going very much lower, and I feel that most investors are just waiting for the dust to clear right now.

    All it takes is one announcement from Apple, which is actually due pretty soon, and that ramp up will be here.
    Jan 25, 2013. 12:48 PM | 6 Likes Like |Link to Comment
  • Apple: The Ultimate Value Play At $520 [View article]
    If AAPL had the same P/E that Amazon currently has (3500ish) their stock would be worth about $150,000 per share.
    Jan 11, 2013. 02:45 PM | 6 Likes Like |Link to Comment