Jarrod Jodoin's Comments Jarrod Jodoin's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/58917/comments What Companies Will Benefit from Obama's Vision? http://seekingalpha.com/article/104712/comments?source=feed#comment-300318 300318
> This is another analytical nonsense.
> I doubt that President Obama will be able to radically change the
> course of the U.S economy within the first two to three years.

>
> The most important economic catalysts in place are 700 billion dollarsTARP
> which will provide 5 trillion dollars of stimulus to broad sectors
> once fully implemented -and of course the monetary rate implosion(
> now global) .
> Allowing for some monetary /fiscal lag,the U.S economy is heading
> for a major rebound that will be undisputable by mid 2009.
> For all of the financial sector paranoia,this is the sector that
> likely will lead the rally as it is the focus of the TARPand monetary
> "remedies".
> President Obama ,a very charismatic and dynamic individual ,will
> likely get credit for events initiated by the current administration
> ,FED ,the Treasury and the Congress.
> Remember ,there is nothing to fear but the fear itself.
> We have identified the issues and are addressing them aggressively
> ,effectively and globally.

You don't think Obama will be able to leverage that charisma (not to mention a Democratic majority in the House and Senate) to get legislation passed that would promote clean energy generation and help to create new jobs in the “cleantech” industry? ]]>
Fri, 07 Nov 2008 14:35:50 -0500
> This is another analytical nonsense.
> I doubt that President Obama will be able to radically change the
> course of the U.S economy within the first two to three years.

>
> The most important economic catalysts in place are 700 billion dollarsTARP
> which will provide 5 trillion dollars of stimulus to broad sectors
> once fully implemented -and of course the monetary rate implosion(
> now global) .
> Allowing for some monetary /fiscal lag,the U.S economy is heading
> for a major rebound that will be undisputable by mid 2009.
> For all of the financial sector paranoia,this is the sector that
> likely will lead the rally as it is the focus of the TARPand monetary
> "remedies".
> President Obama ,a very charismatic and dynamic individual ,will
> likely get credit for events initiated by the current administration
> ,FED ,the Treasury and the Congress.
> Remember ,there is nothing to fear but the fear itself.
> We have identified the issues and are addressing them aggressively
> ,effectively and globally.

You don't think Obama will be able to leverage that charisma (not to mention a Democratic majority in the House and Senate) to get legislation passed that would promote clean energy generation and help to create new jobs in the “cleantech” industry? ]]>
Apple & Google: A Detailed Comparison http://seekingalpha.com/article/91633/comments?source=feed#comment-234083 234083
Additionally GOOG is spending HEAVILY on R&D as well as acquisitions that have, so far, contributed *zilch* to the bottom line. On the other hand APPL, on a much smaller R&D budget, continues to release products that capture the imagination (and wallet) of millions.

One other piece of the APPL financial puzzle that is often forgotten is the new iPhone/iPod touch app store. With roughly 10 million iPhone/iPod touch owners (not to mention the 22 additional countries coming online in September), the iTunes app store is now selling tens of millions of dollars in apps of which apple keeps 30%. ]]>
Tue, 19 Aug 2008 13:31:22 -0400
Additionally GOOG is spending HEAVILY on R&D as well as acquisitions that have, so far, contributed *zilch* to the bottom line. On the other hand APPL, on a much smaller R&D budget, continues to release products that capture the imagination (and wallet) of millions.

One other piece of the APPL financial puzzle that is often forgotten is the new iPhone/iPod touch app store. With roughly 10 million iPhone/iPod touch owners (not to mention the 22 additional countries coming online in September), the iTunes app store is now selling tens of millions of dollars in apps of which apple keeps 30%. ]]>