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CharlieGordon

CharlieGordon
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  • QE3: The Fed's Faustian Bargain For The U.S. Economy [View article]
    QE seems destined to pump up real estate and the banks ( via treasuries - due to Basel incentives).

    Does that seem reasonable?

    I get the sense that the real estate bubble is smaller than the treasury bubble and that the treasury bubble impact could be the only bubble that matters in the scheme of things. That is until treasury collapse means no more subsidies for real estate! I would guess the real estate bubble is larger in the areas where all the speculation occurred in the first place?

    Is there any way to avoid the impact of the treasury bubble?
    Aug 15, 2013. 09:36 AM | 2 Likes Like |Link to Comment
  • Charlie Munger: Energy Independence Is Dumb [View article]
    Technology will solve the petroleum issues in the long run. Munger is part of a company that depends on government largesse in order to among other things keep pipelines from being built and in exchange he will promulgate any position that the Dems want. Who cares what Buffet and Munger want... they're part of the large company political influence class and what they want is not necessarily good for you and me and/or good for an investment.
    Jul 26, 2013. 05:08 AM | 2 Likes Like |Link to Comment
  • More on Evercore's downgrade of Intel (INTC -3.9%): Analyst Patrick Wang is worried about still-weakening PC trends, peaking chip prices, and the potential of Atom CPUs to cannibalize Core CPUs. Meanwhile, fellow Evercore analyst Rob Chira now expects PC sales to fall 10% Y/Y, worse than a prior 6%. Citi's Glen Yeung, who has cut his Q2 Intel revenue forecast to $12.61B from $12.9B (consensus is at $12.89B), says notebook production has been weak and Intel's back-end (assembly/test) supplier orders were flat to down 5% in Q2. (IDC on PC sales[View news story]
    after they've made their rounds seeing their highly valued clients talking about their findings they then make it available to the public.. highly valued clients get to dump and buy lower or dump before the public
    Jul 8, 2013. 01:37 PM | 1 Like Like |Link to Comment
  • Is Intel A Long-Term Value Trap? [View article]
    seriously making a very narrow specific attack?

    and generalizing it to then say they aren't getting penetration

    Rob... you're the true Charlie Gordon here
    Jun 1, 2013. 06:57 AM | 2 Likes Like |Link to Comment
  • How Intel Could Jump 2 Moore Generations Ahead And Capture The Mobile Chip Industry [View article]
    u don't understand fab economics... not even close
    May 21, 2013. 09:56 AM | Likes Like |Link to Comment
  • Tim Cook: The (Negative) $250,000,000,000 Man [View article]
    Jobs ruled this company and they should have gone outside for another iconic rather than the man behind the curtain. The backbone of this company has always been inspiration and innovation, not strategy and not service. Yet much of what they talk about as being their innovative advantage is software and things that are pretty close to services. This is in clear conflict with their differentiated strategy / niche services to niche markets strategy. I purchase their products for my wife and one kid but I can say that I like my Android hardware if only because I can get really competitive services and software from it. ITunes? Damn thing is always having problems not transferring files not acknowledging a purchase on another machine, etc, etc. Frankly I think 17 year olds on Android write better software than Apple. But if they don't Amazon is building the lost cost high volume infrastructure that I want delivering my services. Plenty of others emerging as well. No fuss, no muss and having someone motivated to solve my problems (that is what scale does for you... gives you the ability to hire smart motivated people to solve and debug your software and processes. Yet to continue on with this niche strategy seems to be such a rehash of Steve Job's initial cycle with Apple. Get killed because the broader markets want something else whether it be larger screens, lower cost hardware, etc. Apple should want to dominate all markets and spread the software and the ecosystem magic blanket over more and more of the computing machinery that undergirds our every moment. Ugggggh.... what a country where such a stupid strategy can be doubly employed by the same company... same "genius" ... and no one calls it for what it is? A failure. A complete and utter failure. Sadly that is what we will write about Mr. Jobs in 10 years when we're all using some Telco or SKorean software services but not even caring about who wrote it we'll just know it works seamlessly. Jobs will be an infantile spec... a momentary speed bump in the road on a Friday night after a Pepsi or two.
    Apr 19, 2013. 05:51 PM | 1 Like Like |Link to Comment
  • What Does Tesla's Late Form 10-K Filing Mean For Investors [View article]
    >>>> I think we'll see flying pigs before we see an affordable Gen3 EV from Tesla.<<

    >>You're not referring to the battery pack in the 787 there, are you?

    He is alluding to Mr. Musk's flying around in SpaceX's future passenger vehicle project... an environmentally friendly cross between Dragon and Tesla ...the Cobain... taglined... "Lithium will get you there"
    Mar 4, 2013. 08:37 PM | Likes Like |Link to Comment
  • New Flyer Industries: Big CNG Bus Contracts And A 19.99% Interest By Marcopolo [View article]
    When you speak of a home refueling appliance, have you given thought to how this type of appliance might interact with the home. So could the nat gas engine function as an electric backup generator? Could in areas where real time pricing is available, the electricity generated by an nat gas engine be sold back into the grid? These are concepts envisioned by solar smart grid etc and the rules regulations may be uneven across the country in many areas, I would guess they are favorable to such an approach. I guess the question I am asking is how does electricity generated by a nat gas auto engine compare from a pricing and carbon perspective to the electricity from the grid? Any rationale for a Prius like battery / nat gas hybrid approach that could be integrated with the electric utility service the way solar is integrated? or the way a backup generator functions into the home?
    Feb 19, 2013. 09:03 AM | Likes Like |Link to Comment
  • American Electric Power - Coal Dependency Is A Concern [View article]
    Coal is related to financial returns to AEP how? 30 words or less
    Feb 18, 2013. 09:48 PM | Likes Like |Link to Comment
  • American Electric Power - Coal Dependency Is A Concern [View article]
    Why is coal dependency a concern? Does the author know anything about the Utility / Energy industry?
    Feb 18, 2013. 01:50 PM | Likes Like |Link to Comment
  • The Retirement Portfolio: American Express - Best In Class [View article]
    what is their mobile strategy? mobile payments are a comin!
    Aug 31, 2012. 05:09 AM | Likes Like |Link to Comment
  • The Inflation's In The Poverty [View article]
    Weimar what? have to do with today here now? U people make no sense to Charlie.

    No inflation here beside energy inflation. Ethanol is energy inflation. DOn't need it but we got it cuz pols like Iowans. Thats what my momma tellz me. Ethanol bleeds into agriculture inflation.

    Libs like Mr. McD advocate for crazy energy prices go higher like tomorrow we aint gonna have new technologies to solve our problems. Then they pretend they not making the poor porrer with their stupidity. It in the poverty? It (your stupid energy policies) is in the food. Hows people gonna eat? Can't trade me a waffle like i cans a new computer chip. Momma don't like when people call me stupid, so when I says stupid i mean it.

    Libs like Mr. Mc D is assaulting the poor. They has and have been for most like 40 years now. I kiss your head and telll you I take care of it yuo vote lib. Poor is stupid and say yes you right. Day is comin when all will understand libs made de poor and are assaultin the poor.
    May 7, 2012. 11:16 AM | Likes Like |Link to Comment
  • TIPS Vs. Treasuries: The Chart Says It All [View article]
    How would you arbitrage the two?
    Mar 20, 2012. 09:40 PM | Likes Like |Link to Comment
  • Europe Is On An Ugly Road [View article]
    >> were actually in quite good shape until the floor fell out from under them

    ummm... seriously? when did this "floor fall out from under them"?
    Feb 5, 2012. 07:43 AM | 1 Like Like |Link to Comment
  • Europe Stages Greek Tragedy [View article]
    Is it Hedgers or Speculators buying the CDS? As referenced in Michael Lewis' Boomerang, clearly there are some speculators with their war chests full of 2008 US mortgage money. How do we know which banks wrote the CDS? Rumors were some US banks wrote some? Speculators or Hedgers... who cares... it take sides of a bet to make a market... if no one can take sides you will only increase the groupthink and end up with a larger collective disaster on your hands. Public employees we call politicians seem to think everyone with a desire to bet against them should be vilified, outlawed, put in jail.... laughable... whats the alternative? The political black eye that would be generated tomorrow should the US banks have to acknowledge (laughable given their opaque disclosure rules/discretion) publicly large losses of any sort incurred underwriting bets against Greece after the US public had to bail them out.... that is the answer good sirs.
    Oct 28, 2011. 04:18 AM | Likes Like |Link to Comment
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