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Dampflok

Dampflok
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  • Herbalife, MLMs And The FTC: Some Questions And A Challenge For Market Analysts And The Financial Press [View article]
    HLF Friend, the short squeeze you are describing is stock manipulation. Since you know so much about it, make sure you will not be in the cross hairs of any future investigation.
    Jul 29, 2015. 01:16 PM | 1 Like Like |Link to Comment
  • FTC's Open And Shut Case Vs. Herbalife Should Be Winding Down [View article]
    HLF Friend, "All of those top Executives..." apparently you agree with my last point.
    Jul 27, 2015. 11:21 AM | 3 Likes Like |Link to Comment
  • FTC's Open And Shut Case Vs. Herbalife Should Be Winding Down [View article]
    HLF Friend, other than annoying us with your CAPITAL LETTERS all the time, there is no real information in your contribution. From my point of view the pyramid scheme is by now well known and no longer in question; the real question is if Herbalife has enough former politicians and regulators and other celebrities in their pockets to survive this.
    Jul 27, 2015. 10:36 AM | 9 Likes Like |Link to Comment
  • The Future Of MannKind [View article]
    As a diabetic with no medical education and therefore unable to comment on the merits of this drug, I am still invested in the success of Alfrezza. Thank you for your evenhanded approach in trying to get your hands around a valuation of the stock, the possible outcomes of the maturing bonds and, in particular, your opening remarks about the verbal excesses of long and short position promotors.
    Jul 23, 2015. 08:35 AM | 17 Likes Like |Link to Comment
  • The FTC And Herbalife: An Alternative View [View article]
    Its not only a fraudulent distribution system with a scorched earth policy towards their distributors, its also a fraudulent product with no intrinsic value that cannot be sold the conventional way. The absence of quality in the product invalidates all the options brought forward.
    Jul 16, 2015. 05:29 PM | 9 Likes Like |Link to Comment
  • Is Nu Skin The Next Avon? [View article]
    Good article with a reasonable attempt to evaluate the regulatory environment!
    Jul 15, 2015. 06:27 AM | 3 Likes Like |Link to Comment
  • Herbalife adds another lobbyist to its government relations team [View news story]
    Badly needed.
    Jun 29, 2015. 11:12 AM | 5 Likes Like |Link to Comment
  • New Herbalife-bashing video surfaces [View news story]
    Ever considered to go into politics? You could put a spin on everything.
    Intellectual people easily misunderstand?
    The first impression of the new CEO was wrong?
    The social advantages of direct sales versus retail?
    Jun 26, 2015. 11:06 AM | 4 Likes Like |Link to Comment
  • Bank Stock Prices And Higher Interest Rates: Lessons From History [View article]
    Seekingbetaguy, with reference to what I responded to Marek, I agree with you. Mismatching maturities is less risky in a falling interest environment. This was actually the prevailing scenario since the middle 80ties for a whole generation of fixed income traders. At the same time banks tend to lower deposit rates first before lowering lending rates. But these times are gone now. However, and here I disagree, variable rates to borrowers are usually LIBOR based and re-set themselves at every roll over, so the rate adjustment can't be postponed.
    Jun 20, 2015. 06:07 AM | 1 Like Like |Link to Comment
  • Bank Stock Prices And Higher Interest Rates: Lessons From History [View article]
    Marek, we are looking at long term assets, i.e. fixed interest for several years, versus short term funding like 3 or 6 month LIBOR based or even shorter. As rates rise, after initial extra income compared to the usual credit spread, the positive funding spread will gradually diminish or even inverse and the price of the assets will fall, like bond price move inverse to yield. Now as you said this is less critical if rates move up slowly, but the risk remains and regulators will limit this exposure anyway through regular stress tests postulating extreme market changes.
    Jun 20, 2015. 06:01 AM | 1 Like Like |Link to Comment
  • Bank Stock Prices And Higher Interest Rates: Lessons From History [View article]
    ???
    Jun 18, 2015. 09:16 AM | 7 Likes Like |Link to Comment
  • Bank Stock Prices And Higher Interest Rates: Lessons From History [View article]
    erich1, "the banks will make more money based upon the spread between the short and long term interest rates."
    This is generally true in a stable interest environment with a relatively steep yield curve. But miss matching assets (long duration) and liabilities (short) is deadly as long as rates are still rising and that is expected for a few years. Banks will not take that risk.
    Jun 18, 2015. 09:14 AM | 2 Likes Like |Link to Comment
  • Tesla Credit Facility: A Rose By Any Other Name [View article]
    jimr1:"This new loan is only about 2 percent of their market capitalization." is the most nonsensical comparison I have seen here. You can't finance anything with market value, unless you issue more stock at theses high prices, which certainly does not cost interest and does not need to be repaid. Which, of course invalidates your second statement: "Much cheaper financing than if the same amount of money were alternatively raised by selling more stock." The current stock price is a huge premium over actual asset values and this premium can be captured by issuing more stock. If you are worried about dilution, buy more stock, thats what the big investors would so.
    Jun 18, 2015. 05:43 AM | 3 Likes Like |Link to Comment
  • Are Hedge Funds Turning Bearish On Tesla Motors? [View article]
    stuff happens, however dating the information of the hedgefund actions might have helped here. Information from filings as per when?
    Jun 17, 2015. 01:19 PM | 1 Like Like |Link to Comment
  • Herbalife: Why The FTC Is A Paper Tiger, And Tim Ramey Is Still Wrong [View article]
    so with that comparison you are basically admitting to everything?
    Jun 12, 2015. 12:17 PM | 2 Likes Like |Link to Comment
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