dmarilley

dmarilley
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  • Rout in stocks is back on; bonds soar  [View news story]
    Change your perpetual growth rate assumptions to what zombie Japan has produced then revalue your top down model. The S&P is far too high.
    Feb 11, 2016. 11:27 AM | Likes Like |Link to Comment
  • Rout in stocks is back on; bonds soar  [View news story]
    If you shock a dying patient with paddles on full blast and only the pinky moves, then you call the undertaker. This is the main fact that markets are seeing.
    Feb 11, 2016. 11:22 AM | Likes Like |Link to Comment
  • More market turmoil after Fed triggers concerns  [View news story]
    Central banks function ok with parameters very unlike current ones. Central banks can create their own irrelevance just like Barry Obama created the Donald.
    Feb 11, 2016. 06:14 AM | 1 Like Like |Link to Comment
  • Fiscal Policy Has Failed The U.S. Economy  [View article]
    The deficit limits flexibility greatly especially give pervasive man on the street perspective. The markets well perceive the inability to act much in that direction. We need leadership in every productive aspect of our society to actually donate massive human productivity to the cause. Why people receiving unemployment benefits without earning them working to build infrastructure is some kind of big mystrey. Maybe the role model is a leader that lives on the golf course?
    Feb 10, 2016. 05:56 AM | Likes Like |Link to Comment
  • A Change Has Come  [View article]
    Two scary indicators are flattening deviation from a healthy yield curve, and a clueless Philipps Curve obsessed FED. We seem to have both now. Adjust the S&P for financial engineering, then observe the anemic response to massive stimulus and we have a market that could be a patient on the TV show HOUSE.
    Feb 10, 2016. 05:40 AM | Likes Like |Link to Comment
  • Apple: Say No To A Massive Dividend Increase  [View article]
    Eliminate the dividend and buy shares with the money.
    Feb 9, 2016. 08:47 PM | 1 Like Like |Link to Comment
  • Apple Gross Margins Impressive And Sustainable  [View article]
    It appears the asset turnover ratio is what most concerns professional investors. I think it is also not credible on the surface that iPhone margins will follow a scaled trajectory much different from the historical trajectory of laptops. As harsh as that sounds, it seems inevitable. That descent is about a year from starting. Past metrics are virtually meaningless in this type of business.
    Feb 6, 2016. 07:20 PM | 10 Likes Like |Link to Comment
  • Productivity Is The Missing Ingredient  [View article]
    Work ethic is also rarer since people engage in social media at the expense of productive activity. This particularly plagues future productivity by lowering student engagement.
    Feb 5, 2016. 03:34 PM | 2 Likes Like |Link to Comment
  • Apple: Going Smaller Can Be A Big Move  [View article]
    I never understood why Apple didn't retain the 5s size as an option when bringing out the 6. It is clearly quite arrogant to not carry out the simple task of surveying existing customers to see how obvious that course of action was. Poor management is on the officers nd board. There have been plenty of poor decisions in phone form factor and in the auto effort. This is not acceptable for such an organization. Other threats lurk beyond the horizon.
    Feb 4, 2016. 10:15 PM | 1 Like Like |Link to Comment
  • Are Commodities Bottoming Out?  [View article]
    The USA us facing a wave of exploding entitlements. There is on growth. Looking at commodity prices and the systems dynamics of deflation is really pretty irrelevant. Instead invent a deflatability indicator that indicates intrinsic fragility of the whole aggregate nexus of economic activity, including the way regulation prevents business formation. Couple that with increasingly prevalent poverty globally, and the question is more one of foundational viability.
    Feb 4, 2016. 09:23 PM | Likes Like |Link to Comment
  • Why Are Treasury Bonds The Ultimate Safe Haven?  [View article]
    I Euro purchasing power parity is really around 1.30 Dollars per Euro then a European owning 1 million in 10 year average duration treasuries might want to short dollars too.
    Jan 31, 2016. 12:00 AM | Likes Like |Link to Comment
  • Apple's Problem Is That It Has Conquered The World  [View article]
    What other multinationals eeked out any gains at all with an historically strong dollar? This has been stellar relative performance.
    Jan 30, 2016. 11:22 AM | 4 Likes Like |Link to Comment
  • Comcast increasingly levying charges for heavy data users  [View news story]
    The logical thing is to have the customer pay for, say 400GB, then roll over unused data. There also could be an auction market at each carrier to sell unused data?
    Jan 29, 2016. 07:59 PM | 6 Likes Like |Link to Comment
  • Bloomberg: Apple developing extended range wireless charging  [View news story]
    Their phones have weak batteries, so it makes sense.
    Jan 29, 2016. 04:49 AM | 10 Likes Like |Link to Comment
  • More Reasons To Avoid Despair  [View article]
    How much of the above is a relatively weak response to a vigorous FED effort? How much ammunition does the FED have any more? Where is the financial flexibility in this system? Then we have the financial demands of entitlements for retiring baby boomers.
    Jan 28, 2016. 01:37 AM | Likes Like |Link to Comment
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