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bdarken

bdarken
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  • On the surface, the Fed's QE3 announcement today may appear to be a repeat of what it's done in earlier rounds, but it's not, says CNBC's John Carney. In a a stark departure from past practices, the policy is an open-ended expansion with no limit on duration, and it won't go away until the labor market improves. [View news story]
    '....and won't go away until...."

    A new President and Fed Chair take office.....
    Sep 14, 2012. 12:06 AM | 1 Like Like |Link to Comment
  • The aggressive language in the Justice Department statement against BP (BP -2.7%) doesn't look promising in reducing the chances of a swift settlement: “The behavior, words, and actions of these BP executives would not be tolerated in a middling size company manufacturing dry goods for sale in a suburban mall." BP may have a gross negligence case to answer, implying a potential $21B fine. [View news story]
    BP will last longer than this Justice Department.
    Sep 5, 2012. 08:28 PM | 1 Like Like |Link to Comment
  • 'Wait 'Til Next Year' - Lifestyle Hedging [View article]
    Wow! You did in 3 minutes what most college profs can't do in a year.
    An 8th grader could understand this. Any money manager could cut and paste this as an introductory explanation to new clients. Well done.
    Jun 30, 2012. 07:27 PM | 1 Like Like |Link to Comment
  • The Eurogroup statement on Spain: "The loan will be scaled to provide an effective backstop covering for all possible capital requirements ... with an additional margin of safety up to €100B in total ... the Fund for Orderly Restructuring (FROB), acting as agent of the Spanish government, could receive the funds and channel them to the financial institutions concerned."  [View news story]
    I remember when DOJ broke up ATT in the 70's.
    Why can't we do something similar to top 5 banks?
    It encouraged competition and was a bonus for
    ATT shareholders.
    Jun 10, 2012. 09:18 AM | 1 Like Like |Link to Comment
  • Ray Dalio explains the concept of a beautiful deleveraging and why the U.S. is in one, but the EU, not so much. He expects the ECB will ultimately print money and produce another big rally, "but this is a tougher time to be very confident about that scenario." An "uncivilized" man, Dalio remains a fan of gold, recommending most have 10% of their assets in the metal.  [View news story]
    Real estate. Rental and agricultural.
    May 19, 2012. 07:48 PM | 1 Like Like |Link to Comment
  • Ray Dalio explains the concept of a beautiful deleveraging and why the U.S. is in one, but the EU, not so much. He expects the ECB will ultimately print money and produce another big rally, "but this is a tougher time to be very confident about that scenario." An "uncivilized" man, Dalio remains a fan of gold, recommending most have 10% of their assets in the metal.  [View news story]
    I disagree.

    Go to an open house for a charter school in an urban area. You will see Americans lined up three-deep to be sure that
    their children get an education.

    Evidence to support my belief can be found watching the Academy Award winning film "Waiting for Superman." After it breaks your heart, it will infuriate you.
    May 19, 2012. 07:44 PM | 1 Like Like |Link to Comment
  • Bulls have been unable to get much done, and almost all major indices have now broken through key uptrend lines from Oct. 2011 lows. While it's still early to peg this as a major trend change, prices are likely to meander lower in the short term.  [View news story]
    Funny that California reveals that its debt is about double what was previously announced, and it goes almost unnoticed.
    May 13, 2012. 09:05 AM | 1 Like Like |Link to Comment
  • Buy This Oil Stock Now While The Price Is Low [View article]
    You won't need "stations"...just a car/valve retrofit at your house.
    The metering is already installed!
    (AND...the govt doesn't tax Nat gas at home they way they tax
    road fuels!---let the fun begin!)
    Apr 29, 2012. 10:17 AM | 1 Like Like |Link to Comment
  • Fewer Workers: A Drag On U.S. Growth [View article]
    If your job is to make money work,
    where else would you put it?
    Apr 21, 2012. 08:15 PM | 1 Like Like |Link to Comment
  • Pfizer Will Plummet On New Quigley Lawsuit Developments [View article]
    Anyone know if Pfizer has set-aside resources to remedy these (asbestos) claims?
    Apr 15, 2012. 08:29 AM | 1 Like Like |Link to Comment
  • Royal Dutch Shell (RDS.A) is considering building a giant plant in Louisiana that would convert natural gas into diesel fuel, WSJ reports. The plant, which could cost more than $10B, would be similar in size to Shell's new gas-to-liquids facility in Qatar, which turns natural gas into enough diesel to fill more than 160,000 cars a day.  [View news story]
    Don't we all?
    Otherwise, what's the point of going in debt?
    Happy Days!
    Apr 12, 2012. 12:21 AM | 1 Like Like |Link to Comment
  • The Fed must fight unemployment with more aggressive policies, even if they lead to higher inflation, Paul Krugman writes: "If the Fed refuses to take even the slightest risk on the inflation front, despite a disastrous performance on the employment front, it’s violating its own charter. And, beyond that... a rise in inflation to 3% or even 4%... would almost surely help the economy."  [View news story]
    What a government, eh?

    I was just thinking that the same people (govt) who built-in the COLA's can also "un-build" them.

    But why go through that hassle (legislating) when the BLS will just do their hocus-pocus routine, and give the govt cover....
    Apr 8, 2012. 06:30 PM | 1 Like Like |Link to Comment
  • The Treasury Department freezes the pay of GM CEO Dan Akerson at 2011 levels, while 69 senior execs at the automaker see their compensation cut by 10%. Last year, the bailed out company knocked out record profits and regained the world's largest automaker moniker.  [View news story]
    Why just GM?

    Where's treasury on Chrystler, AIG and the rest of those (banks) still owing the American Taxpayers money?
    Apr 7, 2012. 09:24 AM | 1 Like Like |Link to Comment
  • Royal Dutch Shell (RDS.A) is considering building a giant plant in Louisiana that would convert natural gas into diesel fuel, WSJ reports. The plant, which could cost more than $10B, would be similar in size to Shell's new gas-to-liquids facility in Qatar, which turns natural gas into enough diesel to fill more than 160,000 cars a day.  [View news story]
    It's not a free market.
    Apr 4, 2012. 09:47 PM | 1 Like Like |Link to Comment
  • Initially refusing to meet with French presidential candidate Francois Hollande, Angela Merkel's camp has begun making backdoor connections with his advisers as his victory becomes more likely. Item #1 on Hollande's agenda is renegotiation of the EU fiscal pact, a move Merkel believes could prove fatal to Europe's financial architecture.  [View news story]
    Agreed, sir!
    But what will that look like?
    Mexico in the 70's?
    Russia in the 90's?
    Any reading you suggest to give context to the upcoming failure?
    Mar 31, 2012. 02:41 PM | 1 Like Like |Link to Comment
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