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  • Who's Afraid Of The Big Bad Deflation? [View article]
    David, how popular is Abe now?

    Not very. Deflation is not the bogeyman that inflationists claim.
    Oct 21 02:43 AM | 1 Like Like |Link to Comment
  • Forbes: Microsoft to launch wearable within weeks [View news story]
    As has been the case for thirty years the Microsoft product will be rushed to market, inferior in quality and bureaucratic in design.
    Oct 20 03:50 AM | 5 Likes Like |Link to Comment
  • Who's Afraid Of The Big Bad Deflation? [View article]
    "..the Japanese people understand..."

    Says who?

    Have you asked "the Japanese people"?

    I have NEVER seen evidence that the Japanese are desperate to pay more for goods and services.
    Oct 20 03:43 AM | Likes Like |Link to Comment
  • Who's Afraid Of The Big Bad Deflation? [View article]
    David, you ignored my question about Japanese bondholders and what deflation has done for their portfolios.

    You also ignore Japanese unemployment which has remained low during this "nightmare" of deflation.

    You also ignore the fact that Japanese consumers are highly unlikely to wish that the costs of goods and services to go up.

    Like I wrote before, prudent savers and debt INVESTORS have no problems with deflation...only those who live off of credit with no regard for the future should be scared.

    Which person are you?
    Oct 19 07:37 PM | 1 Like Like |Link to Comment
  • IBM to make 'major announcement,' release earnings Monday morning [View news story]
    They are buying Blackberry.
    Oct 19 07:30 PM | 4 Likes Like |Link to Comment
  • Who's Afraid Of The Big Bad Deflation? [View article]
    David, please tell us about YOUR personal experience with deflation.

    And while your at it explain how a Japanese person who purchased bonds and held them when the stock market crashed 24 years ago is unhappy with deflation.
    Oct 19 05:59 PM | Likes Like |Link to Comment
  • Who's Afraid Of The Big Bad Deflation? [View article]
    If wages fall 5% but prices fall 10% then purchasing power has INCREASED.

    Remember that fact when people criticize deflation.
    Oct 19 03:09 PM | 2 Likes Like |Link to Comment
  • Who's Afraid Of The Big Bad Deflation? [View article]
    Wrong. "Slight" inflation is the same as decaying value in a currency. Deflation doesn't lead to default unless its hyperdeflation, which is exceedingly rare.

    And deflation is great for bondholders because their principle increases in value.
    Oct 19 03:07 PM | 2 Likes Like |Link to Comment
  • Who's Afraid Of The Big Bad Deflation? [View article]
    Deflation would be the very best thing that could happen to prudent Americans who save and keep debt levels very low.

    For those with high debt...that is the price you pay for fiscal flagrancy.
    Oct 19 09:18 AM | Likes Like |Link to Comment
  • APP: Turnaround Progressing Slowly And Stock Gyrating Wildly While Soros Takes A Stake [View article]
    Give this company time to undo the severe damage done to it by Charney.

    The brand is still very powerful and adult supervision may send this stock up into the $3s by 2017.
    Oct 18 11:43 AM | 1 Like Like |Link to Comment
  • So Much For Rate Increases... [View article]
    Ask Germans if 1.5% is the bottom for a 10 Year bond.
    Oct 17 07:54 PM | 1 Like Like |Link to Comment
  • Update: A Chance To Sell Sears Canada Rights At An Artificially High Level [View article]
    No, this destruction was obviously purposeful. The first hint is when he refused to sell any RE during the height of the RE boom.

    The second hint was refusing to buy "Warren Buffett"-esque deep values in early 2009 with (what was still then) pretty substantial free cash flows.

    Imagine if Lampert had taken $100 million of free cash flow and simply purchased shares of financials or tech blue chips on the open market in Q1, '09. He completely blew it.

    The third hint is the purposeful starvation of capital from the stores making them look like third world, war zone retailers that even impoverished refugees would refuse to shop in.

    These are basic, Investing 101 mistakes that ANY of us would have avoided if we were in Lampert's position.

    No...Lampert has a plan to destroy the brand name and I am just trying to figure out what his end game is.
    Oct 17 03:28 PM | 2 Likes Like |Link to Comment
  • Update: A Chance To Sell Sears Canada Rights At An Artificially High Level [View article]
    Can anyone explain exactly why a billionaire would work so hard to destroy an iconic brand like Sears?

    I don't get it.

    Young people have NO idea how powerful a brand Sears was in this country for a full century.

    It would be like in the year 2045 trying to explain to young people how that joke of a company, Apple, was once a mighty brand admired around the world.

    They would have no idea what you are talking about.
    Oct 17 01:53 PM | 1 Like Like |Link to Comment
  • Obama appoints Ebola czar [View news story]
    Jennifer Love Hewitt for Infrastructure Czar.

    Kate Upton for Climate Change Czar.

    Iggy Azalea for Nutrition Czar.

    Are any of the above suggestions any sillier than our newest Czar appointee, really?
    Oct 17 01:51 PM | 18 Likes Like |Link to Comment
  • GSEs near deal to re-ignite mortgage lending [View news story]
    F&F profits are going to go to the Feds...forever.

    Remember that before investing in their "common" shares.
    Oct 17 01:47 PM | Likes Like |Link to Comment
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