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  • This Is a Balance Sheet Recession - And It's Likely to Persist [View article]
    Main problem facing the US presently is unemployment. Unlike Japan that has its at 4.6% (with 5.5% being there all time high in July of 2009), America's is beyond 9%.

    Unless you can provide successful examples of no regulation and no taxes leading to a rebound from a balance sheet recession, fiscal multipliers are still the best bet.

    More here
    Aug 16 06:44 AM | Likes Like |Link to Comment
  • The S&P 500 Breaks March 2009 Lows When Priced in Gold [View article]
    Unfortunately for the author I concur with PVizzle, in fact not only are bond purchases redeemable, they incur coupons...

    But more to the point Bernanke's job is not to prop up the S&P but rather to stimulate the US economy and right now unemployment is plus 9%
    Aug 14 01:24 PM | Likes Like |Link to Comment
  • Apple Patent Filing Could Allow You to Choose Your Carrier [View article]
    Aug 12 08:06 AM | Likes Like |Link to Comment
  • Zombie U.S. Banks: Turning Japanese [View article]
    I agree Cullen,

    and I think that is part of the reason why China's malaise may not be as bad as some pundits are making it out. The Chinese government does not have to inflate their debt away... a situation that is unlike Ireland's for example.
    Aug 12 05:25 AM | Likes Like |Link to Comment
  • The Downgrade FAQ [View article]

    S&P down graded Japan in 2002. Do you think this was for lack of political will of Japan in meeting its debt obligations or it was just plain obsession of a rating agency over the national debt of a country in a balance sheet recession?

    But the S&P aside you actually seem to believe that the US could actually default on its debt obligations. This is bizarre.
    Aug 8 08:29 AM | Likes Like |Link to Comment
  • August Jobs Report: Objectively Bad, But Not Crashworthy [View article]
    De ja vu?
    Aug 5 09:54 AM | Likes Like |Link to Comment
  • Taking Microsoft Over Apple and Google [View article]
    In a way this article goes a long way in highlighting the fundamental differences between AAPL & MSFT. The later has been denigrated to merely a stock for trading but with AAPL... one cannot easily begin to put in words what AAPL represents right now.. their intellectual property arsenal, the service at their stores, the ingenuity in their compact mother boards for the ipad, iphone, ipod, et al... but most of all (for me at least) the ease with which their software ecosystem 'just works'. MSFT has been hankering about the importance of software but it was merely all talk and no walk... AAPL is the pure alpha
    Jul 19 01:56 PM | 2 Likes Like |Link to Comment
  • Why I Don't Own Apple Stock [View article]
    Well Glen I guess its the internet... you cannot fool all the people all the time...
    Jul 11 04:58 AM | Likes Like |Link to Comment
  • Microsoft's Monster Moat and Marketing Issues [View article]
    Yeah the international angle is misconstrued but the ideas that nokia has a future with a windows OS or that bing could be commercially viable have not been substantiated.

    As I've mentioned before microsoft was only able to thrive in the late 90s and the earlier part of the past decade because consumers had limited choices and the internet was still nascent.
    Jul 2 09:51 AM | Likes Like |Link to Comment
  • Microsoft's Monster Moat and Marketing Issues [View article]
    "They have a solid operating system for phones which Nokia (NOK) is going to push it into developing countries where everyone has heard of Skype. This will make these phones familiar and desirable. These phones will win on price and still offer solid quality. Many of these international folks will use Bing. I believe that international adoption of Bing is possible and we will someday see Bing making money. Microsoft cannot beat Google and Apple here, but they can overseas. It is totally different internationally. When I go to Jamaica, they LOVE Blackberry phones and I am thinking what the heck? Really? After phone purchases, most will buy the less expensive PC."

    Try to be a little serious.
    Jul 1 10:31 PM | Likes Like |Link to Comment
  • Apple: One Risk That Nobody Mentions [View article]
    I think the central risk with AAPL is Steve Jobs. His design led way of running the company has certainly spurred growth but the point is without him...
    Jun 21 11:23 PM | Likes Like |Link to Comment
  • 4 Facebook Flaws Create a Massive Opportunity for Apple's iCloud [View article]
    Oops Xcerion is not Apple but if Apple offers a service that is anything similar then their servers will certainly be busy. If I think of my apps that I need to be online and am currently paying for via VPS, this will certainly be life saver. Even if it is not free, I think it will be competitively priced
    Apr 30 01:38 PM | Likes Like |Link to Comment
  • 4 Facebook Flaws Create a Massive Opportunity for Apple's iCloud [View article]
    I could not agree more with the author. I deleted my facebook account months ago.
    Apr 30 12:43 PM | Likes Like |Link to Comment
  • 4 Facebook Flaws Create a Massive Opportunity for Apple's iCloud [View article]
    ... "But it means that all the millions of people who don't have iDevices will not be part of that community, so it could never compete with Facebook, which is open to everyone. "

    Your reasoning is not critical. That mentality ceased to apply midway in the past decade. And in fact Android/Google is going to run into the same problems Microsoft faced against Apple.

    People have more choice. I just logged into my mobile desktop on icloud!! Apple rocks! :)
    Apr 30 12:33 PM | Likes Like |Link to Comment
  • End of QE2 Setting the Climate for Substantial Downside in Asset Prices [View article]
    " ...setting the climate for substantial downside in asset prices."

    They were already down, see here
    Apr 26 09:40 AM | Likes Like |Link to Comment