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  • Are We Really Ready for a War With China? [View article]
    Al-Qaeda is going to laugh its ass off if we ever go to war with China.

    Some people just don't know who our enemies are!
    Mar 25 01:04 PM | 8 Likes Like |Link to Comment
  • Are Stocks Overvalued? [View instapost]
    One simple solution is to compare the global GDP to the global stock market capitalization.
    Mar 25 01:59 AM | Likes Like |Link to Comment
  • Biggest Winners and Losers of the New Healthcare Bill [View article]
    Hospitals are obviously the greatest beneficiary of this bill.
    Mar 23 11:13 PM | 1 Like Like |Link to Comment
  • Are Stocks Overvalued? [View instapost]
    Half of S&P 500's earnings come from overseas so US GDP is no longer a right benchmark to measure against.
    Mar 23 07:39 PM | 2 Likes Like |Link to Comment
  • Jack Welch says the Rio Tinto (RTP) trial is more crucial than the Google (GOOG) fight when it comes to the future of U.S. business in China. "Now all of a sudden if there are going to be jailings in China, that's a different ball game."  [View news story]
    When rattled, CCP will show its true face.
    Mar 23 04:16 PM | Likes Like |Link to Comment
  • Can Only Google Bring Broadband to the Masses? [View article]
    That's why those dinosaurs will die out if they do not adapt.
    Mar 22 06:31 PM | Likes Like |Link to Comment
  • In Buffett’s Bonds We Trust? [View article]
    That's kind ironic considering it was not so long ago that BRK's CDS spread hit a record 515 bp (much higher than Citigroup) on Nov 20 2008.
    Mar 22 03:35 PM | 1 Like Like |Link to Comment
  • Americans Not Feeling Recovery [View article]
    S&P is at 1200 when consumer confidence is still at historical low.

    What will S&P be when consumer confidence returns to the 30ish level?
    Mar 22 02:00 PM | 3 Likes Like |Link to Comment
  • ExxonMobil: No Brainer or Puzzler? [View article]
    I find XOM's weakness compared to other majors very puzzling.

    Warren Buffett wanted to build a large position early last year as he even asked SEC to delay the regulatory disclosure. But he changed his mind suddenly and dumped 2/3 of his accumulated shares in Q4.

    The thing I'm worried most about XOM is a Shell like reserve write down.
    Mar 21 03:54 PM | 3 Likes Like |Link to Comment
  • Take the Train or the Plane? [View article]
    Given the vast expanse and much lower population density of the US, air will remain the preferred choice for moving people across the country.
    Mar 21 03:38 PM | 1 Like Like |Link to Comment
  • GE Now on Collision Course With First Solar [View article]
    FSLR has plenty of cash on hand and is still making good money, while most silicon PV makers are drenched in deep red. Sooner or later many of them will fold and be selling at deeply depressed levels. Then FSLR can move in to consolidate the industry.

    There are no laws or commandments saying that FSLR must only making CaTe PV cells.
    Mar 21 02:19 PM | Likes Like |Link to Comment
  • Beijing "won't turn a blind eye" to U.S. sanctions imposed because of the yuan, says China's commerce minister. And if the U.S. labels China a currency manipulator, there's every chance China will recourse to the international multilateral legal system.  [View news story]
    “ there's every chance China will recourse to the international multilateral legal system.”

    That means litigation for many years before anything substantial is accomplished.
    Mar 21 02:12 PM | Likes Like |Link to Comment
  • So Much for Peak Demand... Try 134mb/d by 2030 [View article]
    Chinese currently pay more for gasoline than Americans do, at about $4/gallon.
    Mar 20 12:40 AM | 1 Like Like |Link to Comment
  • The EU Debt Crisis and How to Profit From It [View article]
    Things are not that bad as you fear. With all those homes built during the last boom years, housing supply will be abundant for years to come, and that bodes well for future rents.

    If we have excess supplies in many consumer goods, printing more money is not going to cause inflation, as is the case with our housing situation.
    Mar 19 11:46 PM | 4 Likes Like |Link to Comment
  • The EU Debt Crisis and How to Profit From It [View article]
    Well, we don't have the m2m rules in place this time around.

    When a loan defaults, the banks will just hide it on their books until they feel they can realize the losses. Meanwhile, they are earning operating profits from the record yield spread.

    A piece of real estate is still kind valuable. After many years, excess housing inventories will be worked off, money supply will be expanded greatly, and there will be tens of millions more people in this country. So why should banks liquidate now at massive losses when they can actually sell at nominal profits some years into the future?
    Mar 19 08:28 PM | 8 Likes Like |Link to Comment