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  • Google Fiber Takes Internet Access To The '90s - The 1890s [View article]
    That's Google's plan all along: use Fiber to scare telecoms/cables into capex binge so that it benefits in the end
    Apr 15, 2015. 10:40 AM | Likes Like |Link to Comment
  • Warren Buffett's Berkshire Hathaway Portfolio: A Free Cash Flow Analysis [View article]
    Cash flow numbers for banks don't make sense.
    Jan 12, 2015. 03:45 PM | Likes Like |Link to Comment
  • How Many People Really Care About Google Services? [View article]
    Google Maps and Youtube are the best in their categories, period.
    Dec 7, 2014. 09:37 PM | Likes Like |Link to Comment
  • Why Berkshire Hathaway Shouldn't Pay A Dividend: A Long Look Back At Berkshire [View article]
    "Can someone take that piece of paper with a large number on it and do anything practical with it?"

    Of course, BRKA is imho more trustworthy than Federal Reserve Note.

    Since there is a market for BRKA, the exchange into Federal Reserve Note is very easy too.
    Nov 24, 2014. 02:30 AM | Likes Like |Link to Comment
  • Why Investors Should Choose Royal Bank Over Wells Fargo [View article]
    Canadian housing market + crashing oil price = ?
    Nov 19, 2014. 09:19 PM | 1 Like Like |Link to Comment
  • McDonald's: Obesity Epidemic And Changing Tastes Will Put The Company In A Tough Spot [View article]
    So?

    Tobacco consumption in the US has been down since late 60s.

    What's the best performing industry group in the US stock market?

    Tobacco producers by far!
    Nov 18, 2014. 05:27 AM | 5 Likes Like |Link to Comment
  • Why Would You Ever Buy The 10-Year Treasury? Buy These Stocks Instead [View article]
    A better question would be: why would you buy the Bund or JGB?
    Nov 18, 2014. 05:25 AM | 1 Like Like |Link to Comment
  • Goldman goes to Texas and talks oil [View news story]
    From 1973 to 1975, oil price tripled, XOM dropped 40%.

    From 1982 to 1987, oil price dropped from 35 to 15, XOM tripled.

    From 1995 to 1999, oil price dropped from 20 to 10, XOM gained 150%.

    Big oil has far greater correlation with S&P500 than with oil price.
    Nov 18, 2014. 12:52 AM | Likes Like |Link to Comment
  • Why The Shiller P/E Is Useless [View article]
    Nobel Prize for Economics is highly suspicious.

    Robert Merton and Myron Schole's LTCM was an even better example.
    Nov 3, 2014. 10:18 AM | 3 Likes Like |Link to Comment
  • Gundlach: Rates not going anywhere; oil headed lower [View news story]
    The only sensible comment under this article.
    Oct 23, 2014. 02:00 AM | Likes Like |Link to Comment
  • Is Doctor Copper Telling Us Something? [View article]
    Dr Copper is telling us:

    1. China is changing its growth mix

    2. Crashing commodity prices mean lower inflation in most developed countries and more room for central banks to print money

    3. When copper fell 60% from 1982 to 1987, S&P went up 3 times; copper fell again 50% from 1995 to 1999, S&P went up 4 times.
    Oct 20, 2014. 10:25 PM | 3 Likes Like |Link to Comment
  • Falling Oil Price And Energy Stocks [View article]
    You mentioned a bunch of "ancient" quotes from 2012 and earlier, which have long been debunked since then.
    Oct 13, 2014. 04:32 AM | 12 Likes Like |Link to Comment
  • Are Commodities Waving Red Flags For Stocks? [View article]
    Copper dropped 60% between 1982 and 1987, S&P tripled.

    Copper dropped 50% between 1995 and 1999, S&P quadrupled.
    Oct 3, 2014. 06:34 PM | 4 Likes Like |Link to Comment
  • Jobless Claims falls 8K to 287K [View news story]
    After the crash of 1987, there were a bunch people shorting the market, hoping for a crash all the time.

    They finally capitulated in 1999 and went over the cliff with the tech bubble.

    They were utterly wiped out.

    We can a emergence of the same type of people such as mdirt and Matthew Davis.
    Oct 2, 2014. 01:56 PM | 1 Like Like |Link to Comment
  • IBM And Intel: The End Game For IBM Semiconductor [View article]
    IBM semiconductor has a terrible reputation in the industry.

    Anyone who partners with it gets roughed up badly in the end. Past victims include Motorola, HP, AMD, Rambus, and etc...

    BTW, it's losing lots of money too.
    Sep 17, 2014. 08:44 PM | Likes Like |Link to Comment
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