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  • Wall Street Breakfast: IBM To Unload Semiconductor Unit - Report [View article]
    Good comments GJ. As to the EC and France extend and pretend, it won't be the EC that gets France to change, it will be the bond markets. France is setting itself up for a massive fall if the bond vigilantes ever force them to anti up more money.

    Debt/GDP ratios in the EU are blowing out and that won't go unnoticed forever, especially if the EU is back in recession.

    Stay tuned for more great news like France is willing to cut $50B of their budget if Germany will stimulate for an additional $50B.
    Oct 20 10:06 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: IBM To Unload Semiconductor Unit - Report [View article]
    You can add yahoo to the list because all of the new value is from Alibaba. You factor out Alibaba and yahoo is worth nothing.
    Oct 20 10:02 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: IBM To Unload Semiconductor Unit - Report [View article]
    The entire smartphone ecosystem is evolving. We won't know for sure what works till the market decides. These are new products so we will have to wait and see what the sales say. Given that Samsung hasn't rocked the market you are likely right that the watch may not be the device that sells.

    Personally I am going to invest all of my money in jockstraps. You can use the localized heat to power the device.
    Oct 20 07:24 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: ECB To Start Buying Assets In A Few Days [View article]
    X2guns, to NAZI's jews were the evil capitalists.
    Oct 17 03:19 PM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: ECB To Start Buying Assets In A Few Days [View article]
    Bob you are quite clueless when it comes to NAZI policies. The are very much inline with your line of thought.
    Oct 17 03:18 PM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: ECB To Start Buying Assets In A Few Days [View article]
    With the virus rampant in these countries maybe a 21 day quarenteen before people left the country would be a good idea.
    Oct 17 03:13 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: ECB To Start Buying Assets In A Few Days [View article]
    SoCal, come now he doesn't fund raise 24/7, he has to take some time off for golf!
    Oct 17 03:12 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: ECB To Start Buying Assets In A Few Days [View article]
    The problem isn't access to nat gas, it is access at the price Russia offers. The EU is screwed.
    Oct 17 03:05 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Global Markets In Decline Again [View article]
    Now that is novel, a tire that maintains the proper level of inflation. I wonder what that would be worth to consumers? $100 seems reasonable to me, especially when you factor in the safety improvement as well as the fuel economy improvements. I wonder if insurance companies will give you a discount.
    Oct 16 03:20 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Global Markets In Decline Again [View article]
    I will compromise with anyone who shares my opinion.
    Oct 16 03:18 PM | 2 Likes Like |Link to Comment
  • Don't Fret Over The Participation Rate [View article]
    I think the participation ratio is the wrong metric because it has an element of choice in it, i.e. people choose whether they are participating in the labor force or not.

    The better metric to follow is the employment ratio and to follow it for specific age, sex and racial groups. Simply put in a healthy economy employment ratios should be increasing as more and more people participate in contributing to the economy. So dropping employment ratios are a clear sign of a worsening environment. Also concentrating on this metric for the normal employment range of the population 16-66 gives you a much better view of how the economy is doing compared to a prior period.
    Oct 16 02:04 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Global Markets In Decline Again [View article]
    The fed could just make itself the new Frannie and Freddie, i.e. buy high quality loans from the banks.
    Oct 16 12:58 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Global Markets In Decline Again [View article]
    DiR none of the oil producers will look attractive if oil truly was simply juiced due to the world wide supply/demand imbalance for diesel. If that is the case, and I think Katrina made this abundantly clear, we may well be looking back at oil below $50 as the norm.

    Fortunately right now the price declines are coming from liquidations of bets that went very very sour. So likely once that is over prices will come back up again. Then it is a question of who wants to shutter production to keep the price up around $80 or $90? Very few of the major oil producers like Russia or the Saudi's can afford sub $50 oil.
    Oct 16 11:38 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Global Markets In Decline Again [View article]
    Buck give them credit, they understand that the problem is to much regulation. That is why they want new regulation to fix the problem!
    Oct 16 11:34 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Global Markets In Decline Again [View article]
    Greek debt has popped today and over the last few weeks, up from sub 6% on their ten year recently. This might be a great chance to short some peripheral EU bonds like the Italian debt. I think that is the weakest link right now, if interest rates on Italy spike the EU is in for a major crisis.
    Oct 16 10:54 AM | Likes Like |Link to Comment
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