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  • The Lack of Cultural Agreement Roars, The Eurozone Mews [View article]
    Monetary union without political, fiscal, and cultural integration doesn't work well.
    Apr 28 08:56 PM | Likes Like |Link to Comment
  • The 12 Reasons Why David Rosenberg Is Still Bearish [View article]
    Actually, taxes have very little effect on stock market returns if we look at our history:

    Taxes were steadily going up from 1930s to the 1970s, and we had the greatest bull market of all time in American history;

    Taxes went down in the 80s, and we had another wonderful bull market;

    Taxes went up again after 1993, and we had the biggest bubble market of all time;

    Taxes went down since 2000, and S&P had its first negative return decade.
    Apr 28 08:54 PM | 3 Likes Like |Link to Comment
  • High Conviction: Berkshire Hathaway, With or Without Buffett [View article]
    Like KO in 1989?
    Apr 27 07:47 PM | Likes Like |Link to Comment
  • Foreign Oil Dependency by U.S. Presidential Exhortation [View article]
    Dependency on foreign oil is fine as long as it is traded in USD.
    Apr 27 07:36 PM | Likes Like |Link to Comment
  • eBay Remains a Powerhouse: Shorts Miss Forest for Trees [View article]
    JD seems to me like those typical corporate bean counters. How then can EBAY compete with visionaries like Jeff Bezos?
    Apr 27 05:30 PM | 7 Likes Like |Link to Comment
  • Inverse Treasury ETFs: 'What Everyone Knows' Is Not Worth Knowing [View article]
    If you really want to bet against US Treasuries, open a futures account short there.

    Buy and hold TBT (as with any leveraged ETFs) is poison to one's portfolio.
    Apr 27 03:40 PM | 2 Likes Like |Link to Comment
  • Is China Really in a Bubble? [View article]
    Well, you also need to consider SSEC's run-up prior to its Oct 2007 peak:
    Apr 24 07:15 PM | Likes Like |Link to Comment
  • Governments Starting to Worry About Peak Oil [View article]
    Obama opening up US continental shelf for drilling is the best indication that US government is worried.
    Apr 19 09:18 PM | 2 Likes Like |Link to Comment
  • Top 10 Dividend Paying Stocks on Our Watch List [View article]
    Its earnings have been nothing but ugly for the last 3 quarters.

    The fact that its stock still hangs around support has to do with management's very optimistic forecasts.

    But if it disappoints 1-2 more times, MON can easily crater to 40ish level.

    Right now, the biggest threats to MON comes from DD and DOW.
    Apr 19 12:48 PM | 1 Like Like |Link to Comment
  • Concerns About Sustainability of China's GDP Growth [View article]
    Building a bridge adds to GDP, destroying that bridge adds more to GDP, and rebuilding it adds even more to GDP.
    Apr 18 02:13 AM | 1 Like Like |Link to Comment
  • USO vs. OIL: Which Is the Better Crude Oil ETF? [View article]
    Neither, DBO is far better. Since its launch in Jan 2007, it has already beaten USO by a whopping 40%.

    USL sounds interesting in principle, but has too little liquidity. Its 3m average volume is only 41880, compared to DBO's 240429.
    Apr 15 08:11 PM | 4 Likes Like |Link to Comment
  • Aggregator Economics [View article]
    BTW, Wal-Mart is the second largest online retailer.
    Apr 4 12:54 AM | 3 Likes Like |Link to Comment
  • Aggregator Economics [View article]
    I don't think it makes a lot of sense to shop groceries, apparels, and daily staples online.
    Apr 3 12:43 AM | 3 Likes Like |Link to Comment
  • The Bernanke Plan: Sacrifice Savers to Recapitalize Banks and Benefit Debtors [View article]
    According to the Federal Reserve Flow of Funds, American personal sector now has
    $8699 billion in savings, money market funds, and other forms of cash;
    $4133 billion in various forms of bonds and debt instruments;
    $12115 billion in corporate equities and mutual fund shares;
    $14089 billion in various forms of pension reserves (which tend to invest in corporate equities);

    and owes

    $13149 billion in mortgages;
    $2481 billion in consumer debt.

    The right question to ask is whether the current interest policy favors American personal sector as a whole or not.
    Mar 31 09:09 PM | 2 Likes Like |Link to Comment
  • Do Non-Recourse Loans Become Recourse in the New Mortgage Plan? [View article]
    California law is very clear: after refinancing, the original non-recourse loan will become a recourse loan.
    Mar 30 01:50 AM | 1 Like Like |Link to Comment