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freed0m

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  • Why Amazon Is Growing Faster Than The Wal-Mart Online Business [View article]
    For Walmart, e-commerce is ice on the cake; for Amazon, it is the cake. There is always going to be huge difference between Walmart and Amazon in terms of e-commerce, but the gap is getting narrower.

    Besides shipping from FC, Walmart can always ship from stores nearby. That's something Amazon does not have. Same-day delivery is quite possible to ship from stores. It is just how long it takes Walmart to restructure supply chains to fulfill online orders from the stores. I have no doubt that Walmart can get it right and compete effectively with Amazon.
    Jul 31, 2015. 01:30 AM | 1 Like Like |Link to Comment
  • Wal-Mart: Challenged Quality At A Fair Price [View article]
    I don't think that Walmart only offers the online buyers to pick up from a Walmart store. Instead, it is a convenient option for those who visit Walmart. They can pick up their online orders there. Walmart could even offer incentives for picking up from store. After all, a visit to a Walmart could result in extra sales.
    Jul 29, 2015. 11:04 PM | 1 Like Like |Link to Comment
  • It's A Tough Road Ahead For American Express [View article]
    "Driven by lower fee revenue across the broad, total revenues were down 4.3% Y/Y. "
    seriously? It is not because of FX and that Q2 last year includes revenue from global travel business?
    Jul 27, 2015. 08:26 PM | 1 Like Like |Link to Comment
  • Qualcomm break-up could lead to deal with Intel? [View news story]
    unlikely.

    Intel is trying to push x86 over ARM, why would it want to go back to ARM after it sold its ARM last time?
    Jul 24, 2015. 04:38 AM | 3 Likes Like |Link to Comment
  • Greek banks to reopen Monday [View news story]
    ELA availability is not the real reason whether Greek banks can open or not. Solvency is! All Greek banks are insolvent, so no matter whether ELA is available or not, the Greek banks have no collateral to get much liquidity from ELA.
    Jul 17, 2015. 12:55 AM | 2 Likes Like |Link to Comment
  • China's debt-to-GDP ratio hits record high [View news story]
    I believe another ratio is more important, net-debt-to-gdp ratio. Just because most countries have very low saving rate, the debt-to-gdp ratio makes more sense. However, for a country with much higher saving rate, such as China, net-debt-to-gdp ratio is more meaningful.

    Another important ratio is net-debt-to-net-worth. However, I doubt that China has records for the data.
    Jul 16, 2015. 03:57 AM | 2 Likes Like |Link to Comment
  • It's promotions day in retail. Who wins? [View news story]
    Walmart should send a thank-you note to Amazon. How can Walmart market its e-commerce better than putting it side-by-side with Amazon Prime?
    Jul 15, 2015. 09:24 AM | 4 Likes Like |Link to Comment
  • 3 Things I Think I Think - Hellenic Hyperbole Edition [View article]
    "They want all the benefits of being the current account-surplus countries in a common currency region, without having to ever support the current account-deficit countries who will, by definition, need some form of redistribution or internal deflationary and depressionary rebalancing as is going on with Greece."

    Or work harder(produce more and cheaper to compete) and save harder(don't buy if you don't have money)

    Or attract foreign investment

    To blame someone else for one's own weakness is never a solution.
    Jul 15, 2015. 04:27 AM | 2 Likes Like |Link to Comment
  • Wal-Mart Going After The Heart Of The Amazon Beast [View article]
    Every customer who signs up Shopping Pass is one customer Amazon Prime has lost. Cheap is the strongest advantage of Walmart. There are so much bad publicity about Walmart, yet, Walmart is packed. Go figure.
    Jul 14, 2015. 10:14 PM | 3 Likes Like |Link to Comment
  • Greece: Better The Devil You Don't Know [View article]
    If the Greek is willing to accept 1000(or whatever amount) new Greek currency for pension, which is probably less than EUR 100, why would they not accepting EUR 100 now?

    devaluing the currency will only work if the people are willing to accept much lower living standard, which is not what Greek want.
    Jul 14, 2015. 05:15 AM | 1 Like Like |Link to Comment
  • The Greek Drama Continued - How About A Little IMF Debt Relief? [View article]
    What has Greece done to deserve a debt relief, which would not send a signal which encourages further bad behavior?
    Jul 14, 2015. 02:55 AM | Likes Like |Link to Comment
  • Is Now The Time To Buy GlaxoSmithKline? [View article]
    correct me if I am wrong, the special dividend is off.
    Jul 10, 2015. 09:47 AM | Likes Like |Link to Comment
  • Tsipras In The Crucible [View article]
    Has Greece taken its responsibilities to reform public system and labor market, or privatization, to attract external investment? Does the Greece have the capital to turn around itself?

    Too bad that there isn't going to be a better Greece. You reap what you sow.
    Jul 9, 2015. 05:12 AM | 2 Likes Like |Link to Comment
  • Some Thoughts On Greece [View article]
    debt forgiveness should be for those who are aspired to be better and take the effort to act. The Greek lack both the will and action, therefore, why should anyone offer any debt forgiveness?
    Jul 6, 2015. 07:22 AM | 3 Likes Like |Link to Comment
  • Some Thoughts On Greece [View article]
    1. Should BoE provide unlimited liquidity when Northern Rock had no collateral for it? Of course not. When the bank is insolvent, the central bank should not provide any further liquidity. So the ECB should not provide further liquidity without new collateral from the Greek banks.

    2. "After all, there will ALWAYS be a "Greece" inside of the common currency system. That is, given the amount of intra-currency trade, there is always going to be highly indebted current account deficit countries on the other side of the core's current account surpluses."

    There are rules limiting the amount of deficit a country can run into. If someone does not follow it, punishment should be made on it.
    Jul 6, 2015. 06:14 AM | 5 Likes Like |Link to Comment
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