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larocag

larocag
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  • Taking The Measure Of Our Discontent [View article]
    If I could send you to a place with nice simple laws I would.
    May 2 12:03 AM | 1 Like Like |Link to Comment
  • IBM's Culture Is Its Best Long-Term Investment Metric [View article]
    When I was at RPI in the late 70's early 80s, IBM was the place to go. A number of my brightest friends went to work at IBM and we compared notes for quite a few years. I was always impressed the the education opportunities they had and floored by the breadth of patents that came from their R&D not to mention very cute little programmable file editors and computer languages that I was very fond of.

    I have lost track of the any inside insight but the whole Watson thing seems like it can become a killer app. If you train that thing with the right data-sets, I can see that thing could do lot of stuff.

    I wouldn't be surprised if they didn't R&D themselves out of a thousand screw-ups.
    May 1 11:58 PM | Likes Like |Link to Comment
  • Taking The Measure Of Our Discontent [View article]
    I consider the whole lawyer bashing attitude to be a pretty simple minded view of the world. Things like contracts, corporations, and fiduciary duty are concepts that lawyers refined make modern commerce possible. Government and lawyers basically created the free market as we know it today.

    The very complex system of laws that we have today is what makes society possible. Sure it doesn't appeal to the average mind like an eye for an eye but the reality is the eye thing doesn't happen in a clear cut manner very often.

    I know that that kind of thinking isn't nearly as much fun as ridicule.
    May 1 10:07 PM | Likes Like |Link to Comment
  • Taking The Measure Of Our Discontent [View article]
    Articles like this one are one of the main reasons I hang around SA. I have always been fascinated by the degree to which intelligent people can lie to themselves. The more intelligent a person is the more clever the argument is in favor of the BS that they want to believe.

    I assume this is a necessary survival skill to get over bad things that happen to us but we seem to be able to apply it to anything.

    I read an insightful article on this once where the author noted that we all like to think of ourselves as like scientists, figuring out how the world works. But in reality we are more like lawyers presenting the most convincing (to us) argument for what we already believe. We believe things for reasons that are completely different from the argument we make. The belief comes first, then the case is made.

    You guys keep the data coming. I almost have this whole belief thing figured-out. It would take a bit more than a comment to explain though.
    May 1 04:58 PM | 2 Likes Like |Link to Comment
  • Taking The Measure Of Our Discontent [View article]
    Mooching ranchers.
    May 1 12:08 AM | 2 Likes Like |Link to Comment
  • The Nemesis Of Escape Velocity Is Gravity [View article]
    "You know it is bad when mandatory health insurance purchases coupled with a surge in premiums gets PCE to only 1%"

    Note to self. When you see an article from Joseph C, expect Joseph's political manifesto.

    What fraction of GDP went to insurance premiums and what fraction of that was due to ACA?
    Apr 30 11:42 PM | Likes Like |Link to Comment
  • Taking The Measure Of Our Discontent [View article]
    The author and his audience isn't even trying to understand reality. Did Bush do TARP because he figured "what the hell nothing else is going on"?

    If you lie to yourself about everything to feel good about your politics, your brain is going to turn into mush. You have to keep trying for your own good.
    Apr 30 10:47 PM | 3 Likes Like |Link to Comment
  • The Crash No One Is Talking About [View article]
    If the award wasn't of the Tarot/palm reading/astrology type that would be a valid point.
    Apr 30 12:36 PM | Likes Like |Link to Comment
  • The Efficient Market Hypothesis, Fact Or Fiction? Part 4 [View article]
    Yeap
    Apr 30 12:33 PM | Likes Like |Link to Comment
  • The Efficient Market Hypothesis, Fact Or Fiction? Part 4 [View article]
    Pstd


    I have been trying to make one point and you just ramble in response to each attempt. You are so bad at this arguing thing that I am not sure you are a real person. I suspect you are a buggy beta version of someones' computer science grad project and will I wait for several updates before attempting dialog again.
    Apr 30 12:33 PM | Likes Like |Link to Comment
  • Here's What The Buy Side Expects Boston Beer To Brew Up On Wednesday [View article]
    They have been making some pretty good brews recently.
    Apr 30 01:27 AM | Likes Like |Link to Comment
  • The Efficient Market Hypothesis, Fact Or Fiction? Part 4 [View article]
    You have given me a bunch of strategies? As far as I know, the only subject we have ever discussed is how dividends impact a stock value and that started about three comments ago.

    You are going to have to do your thing with Larry. I am not part of that.
    Apr 30 12:07 AM | Likes Like |Link to Comment
  • The Efficient Market Hypothesis, Fact Or Fiction? Part 4 [View article]
    Tell all of the Larry stuff to Larry. I was just telling you that I would not pay the same price for a stock the day after ex-dividend as I would the day before.

    I my terminology that means the value of the stock went down on that day.

    I did not say dividend good or dividend bad.
    Apr 29 11:48 PM | Likes Like |Link to Comment
  • The Efficient Market Hypothesis, Fact Or Fiction? Part 4 [View article]
    Of course when a company pays a dividend it doesn't lower the stock price. On he other hand you would have to be pretty mathematically challenged to pay the same price for the stock immediately after it went it went ex-dividend as you would have paid just before.

    See this is a win win. It is all a matter of what you think. Everybody is right. Some people just end up with more money.
    Apr 29 10:48 PM | Likes Like |Link to Comment
  • The Efficient Market Hypothesis, Fact Or Fiction? Part 4 [View article]
    I don't care about trading fees and momentum because I would never be foolish enough to try to trade on momentum. If you read what I wrote. you would read that people with more data and more computational horsepower than me are the only ones that are going to make money on momentum. Further, I would assume that the HFT bots are trying to induce momentum to extract money from the people that are foolish enough to attempt to trade based on momentum.
    Apr 29 10:10 PM | Likes Like |Link to Comment
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