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  • Electric Cars and Oil Demand  [View article]
    When lithium batteries blow up, it will be far more spectacular than gasoline tank explosions.
    May 28, 2010. 01:35 PM | 1 Like Like |Link to Comment
  • John Hussman: Don't Mess With Aunt Minnie  [View article]
    Recent situation is indeed critical. If world politicians do not flood the system with lots of money soon, we are going to have some really nasty declines down the road. Geithner's trip to China and Europe this week is exactly about that. He apparently got what he wanted from China, but it remains to be seen what he gets from the Europeans.
    May 26, 2010. 10:15 PM | Likes Like |Link to Comment
  • Emerging Market vs. G7 Public Debt Levels  [View article]
    We don't know how much debt China's local governments have piled up during their recent real estate speculation binge.
    May 26, 2010. 06:49 PM | 1 Like Like |Link to Comment
  • National Presto Industries: Boring and Beautiful  [View article]
    According to NPK's own 10K, that defense contract, which makes majority of NPK's earnings, can be canceled by the US government at any time.
    May 26, 2010. 06:46 PM | Likes Like |Link to Comment
  • Hedge Funds and the Euro Crisis  [View article]
    Are you sure these guys operated without the implicit backings of the US government?

    The cooperation of US rating agencies is almost impeccable.

    Now that Europeans finally resort to massive money printing, the US government seems to be satisfied and now wants to appear as the savior of Europe once more.
    May 21, 2010. 07:22 PM | Likes Like |Link to Comment
  • Our 'Nifty Fifty' Blue Chip Stock Index  [View article]
    This list is too US centric.

    Eli Lilly has the worst pipeline among the big pharmas, I will pick Novartis and Sanofi any day over it.

    Amgen, led by that corporate bean counter Kevin Sharer, hasn't been able to develop anything decent for almost 10 years, despite spending more on R&D than Genentech. I will pick Roche Holdings any day over Amgen.

    Someone already mentioned how lousy EBAY is being run so I won't repeat here. Give another couple of years and Amazon will eat it alive.

    Altria shouldn't show up without its global counter part Phillip Morris.

    Berkshire Hathaway owns the best insurance and railroad in this country.

    Where are Wal-Mart and Tesco PLC, two world's strongest retailers?

    We live in an ever dangerous world, and no defense at all?

    Texas Instruments is just another semiconductor design house without clear competitive advantages over Analog, Broadcom, Linear Tech, Samsung Electronics, and etc..... It may show up on the 70s Nifty-Fifty list, but definitely not in this one.

    Speaking of Samsung, it's dominant in many markets and Korean work ethic is quite impeccable.

    Another Korean company, POSCO, is "the best steel company" in the world, according to Warren Buffett.

    My comment stops at here, and there are plenty of better alternatives in this world.
    May 19, 2010. 01:42 AM | Likes Like |Link to Comment
  • Does Coal Still Reign Supreme?  [View article]
    Oil is not expensive enough to make such expensive technologies viable.
    May 18, 2010. 02:39 PM | 1 Like Like |Link to Comment
  • Why Google Could Crush the Coal ETF  [View article]
    China going into recession is more likely to hurt coal ETF than any alternative energies.

    Based on EIA's information of planned US power plant construction until 2013, wind is not going to make a dent against coal and NG during next 5 years.
    May 18, 2010. 02:31 PM | 4 Likes Like |Link to Comment
  • Why Chesapeake Energy Is One of the Best Plays in the Natural Gas Space  [View article]
    After hyping natural gas all these years, CHK finally moves into oil?
    May 14, 2010. 08:33 PM | 1 Like Like |Link to Comment
  • Americans Have Lost Faith in Wall Street  [View article]
    And yet they come back again and again.

    Most people know casinos exist to make them poorer, but that doesn't stop them from gambling.

    And what about smoking?
    May 13, 2010. 07:07 PM | 3 Likes Like |Link to Comment
  • Why European Bailout Is Just Postponing Inevitable  [View article]
    Euro going down is hugely positive for European multinationals.
    May 13, 2010. 03:05 PM | 2 Likes Like |Link to Comment
  • Apparently, Transocean (RIG) has made a $270M profit from insurance payouts on the oil rig that exploded in the Gulf of Mexico. The $560M insurance policy Transocean took out on the Deepwater Horizon rig was greater than the value of the rig itself.   [View news story]
    What are you talking about?

    RIG said everything should be covered by BP and APC.
    May 10, 2010. 01:01 PM | Likes Like |Link to Comment
  • More news from Brussels as EU's Olli Rehn says the European Central Bank will take the step of buying government bonds, previously considered the "nuclear option" of the euro defense measures under consideration. Euro +0.5% against dollar. (MW; earlier) Updated 9:25 p.m.: WSJ reports the Fed has reopened a credit line to send dollars to Europe.   [View news story]
    Now the floodgate is finally open. Every government in the world will have excuses to print money.
    May 9, 2010. 10:04 PM | 1 Like Like |Link to Comment
  • Apple Smartphone Market Share Surges as RIM Slips  [View article]
    Apple's growth is about 60% on an unit basis;

    HTC grew by 73%;

    Motorola grew by 92%.

    What does that tell you about Android?
    May 9, 2010. 02:37 PM | 2 Likes Like |Link to Comment
  • Apparently, Transocean (RIG) has made a $270M profit from insurance payouts on the oil rig that exploded in the Gulf of Mexico. The $560M insurance policy Transocean took out on the Deepwater Horizon rig was greater than the value of the rig itself.   [View news story]
    I'm wondering which stupid insurance company underwrote that policy, gotta avoid going long its stock.
    May 9, 2010. 02:34 PM | 6 Likes Like |Link to Comment