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SanDiegoNonSurfer

SanDiegoNonSurfer
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  • Ford: No Mulally, No Problem [View article]
    Just added at 14.76
    Sep 30 10:45 AM | 1 Like Like |Link to Comment
  • Misperceptions About Hayek: A Response To Soros [View article]
    Anyone who thinks he's not subject to subjectivism isn't being objective.
    Sep 27 10:13 PM | Likes Like |Link to Comment
  • New legislation signed in California to support electric cars [View news story]
    dsr70, you can't possibly be correct in your assumptions if "anybody with some cash is packing up and leaving".
    Sep 25 11:42 PM | Likes Like |Link to Comment
  • New legislation signed in California to support electric cars [View news story]
    Tom, the question was whether "anybody with some cash" was leaving California. Answer: Not.
    Sep 25 10:58 AM | Likes Like |Link to Comment
  • New legislation signed in California to support electric cars [View news story]
    Right. This supposed mass exodus of wealth must be what drove up the median home price in California by 11% this past year to $430K.

    And increased the state's gross product, even as government spending has been reduced every year, year over year, since 2011: http://bit.ly/1uZGkvT

    That's probably also what improved California's credit rating.

    If that's what happens when rich folks leave, I'll take more of that. Except the housing prices. I'll swap with Texas or Arizona on housing prices any day.
    Sep 24 12:18 PM | Likes Like |Link to Comment
  • New legislation signed in California to support electric cars [View news story]
    I wish people were leaving California. It's pretty darn crowded here. But they ain't. Most populous state in the nation AND 18th in population growth rate.
    Sep 23 10:14 AM | Likes Like |Link to Comment
  • Anatomy Of A Market Bubble [View article]
    "...the whole idea of stock buy backs is to drive up the price of stocks so that it pleases stock holders. The bottom line pleases stock holders .Corps don't care how they make money as long as the stock goes up and it pleases stock holders."

    Would you be happier if companies were doing offerings to raise money -- like the pyramid schemes at the turn of the century and during the "roaring 20's"? Bubbles and times of excess tend to be characterized by money-raising schemes and increases in float, not by share buybacks.
    Sep 23 09:37 AM | 2 Likes Like |Link to Comment
  • Anatomy Of A Market Bubble [View article]
    San Diego home market has been very tight for the past couple years. I'm guessing it won't cool until rates rise.
    Sep 23 09:26 AM | 1 Like Like |Link to Comment
  • Anatomy Of A Market Bubble [View article]
    Wonder how many of the other commenters on that article actually sold everything, put it into gold and guns, and disappeared into the wilderness to live off the land. Or moved to Costa Rica to escape the imminent collapse of the dollar and end of the USA ;-)
    Sep 21 10:36 PM | 4 Likes Like |Link to Comment
  • Long-Term Outlook - Bleak! [View article]
    I would certainly hope inflation would come down from the 1980's level of >12%.

    One can make a chart "proving" almost anything...if you carefully pick the start point.
    Sep 21 10:16 PM | Likes Like |Link to Comment
  • Bubble Stage Of This Bull Market May Be Nigh [View article]
    Do you always carry on these long conversations with yourself, RS055?
    Sep 20 09:11 AM | 4 Likes Like |Link to Comment
  • Bubble Stage Of This Bull Market May Be Nigh [View article]
    Gas prices are down:
    http://buswk.co/XyJwRU

    And cars are becoming more fuel efficient.

    However, I did just get my first rent increase in 10 years -- a whopping 5.7%. That's a tad more than half a percent per year.
    Sep 20 01:00 AM | 1 Like Like |Link to Comment
  • Bubble Stage Of This Bull Market May Be Nigh [View article]
    Yield bubbles are inherently impossible, Value Doc. You can't maintain both exponential growth of share price and a compelling yield.

    What you can have is an overbought condition in dividend-paying stocks, but that's not in itself a bubble -- and as described above it's inherently self limiting.
    Sep 19 11:15 PM | 2 Likes Like |Link to Comment
  • 2 Significant Warning Signs [View article]
    Pure deflection, Paulo. I never said anything about what you may or may not be doing. I'm pointing out that that someone published an article back in May giving presenting an entirely reasonable argument for why DRAM prices would pull back from their highs. And these reasons have nothing to do with impending economic doom.

    You can deny it all day long, criticize the author, and hope no one reads the article. But the fact is that the article's entire point is that recent events at that time had created a supply squeeze for DRAM, which drove up prices, and that situation won't last. That's commodities 101, and events proved the author right.
    Sep 19 11:02 PM | Likes Like |Link to Comment
  • 2 Significant Warning Signs [View article]
    Let me rephrase, Paulo. The article describes a supply squeeze and makes a case for supply constraints having driven up DRAM prices. It points out that since DRAM prices tend to be cyclical, the overly high pricing will likely be followed by a substantial correction. What's your opinion on the evidence presented for that thesis?
    Sep 19 12:33 PM | Likes Like |Link to Comment
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