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Rationalexuberance

Rationalexuberance
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  • Exxon Mobil Needs A Big Dividend Hike This Year [View article]
    I think Ben's point is that XOM (for multiple reasons) trades at a premium to all the other oil majors and thus, their dividend increases above and beyond their long term averages will cause the market makers to adjust the yield accordingly. Using other metrics may also not change the dynamics due to the premium pricing of XOM. As a long term holder, I am happy with the above inflation returns over the long term and the ability to sleep well at night.
    Mar 8 10:16 AM | 2 Likes Like |Link to Comment
  • Three Sunday Reads [View news story]
    Counterpoint to article # 3:
    http://thebea.st/1gRXCSN
    Feb 16 08:35 PM | Likes Like |Link to Comment
  • These Charts Speak Louder Than Words [View article]
    A problem I see with you theory, is that the charts provided are in pct and not absolute numbers. Most demographic graphs I've seen show absolute population declines (aka people dying) as the age brackets increase. Therefore, to prove your point, you may want to find charts with absolutes on the y axis.
    Feb 15 03:34 PM | 1 Like Like |Link to Comment
  • Get some sleep, boost the economy [View news story]
    No, it's because people are trained here to "live to work", not "work to live". Also may have something to do with the dollar being the reserve currency of the world. But maybe you're right, sleep depravation is more important factor than that.
    Feb 2 10:50 AM | 2 Likes Like |Link to Comment
  • Why I Worry So Much [View article]
    The way I see it, the main headwinds against workforce growth are demographics (baby boom retirement), off shoring, and automation/manipulation of the workforce to part time work to avoid paying for costly benefits.

    The net result is stagnant wages and therefore stagnant purchasing power not to mention the deflationary effects of more stingy retirees.

    Companies have never been leaner (high profit margins) while consumer purchasing power is going nowhere. It will be interesting to see how this unfolds.
    Jan 13 12:07 PM | 1 Like Like |Link to Comment
  • What Exactly Is So Objectionable About Obamacare? [View article]
    Thanks. As the "gate keepers" of medicine I really believe physicians are the key to both the quality and quantity/cost of medicine provided.
    Nov 6 07:35 AM | 1 Like Like |Link to Comment
  • What Exactly Is So Objectionable About Obamacare? [View article]
    Good article that fits into this discussion...

    http://bit.ly/184KXGF
    Nov 4 12:49 PM | Likes Like |Link to Comment
  • What Exactly Is So Objectionable About Obamacare? [View article]
    I would ask you, how is this different from a pacifist's taxes going towards the military and weapons that have been used to kill. This is very morally objectionable to them. You cannot even "pretend" to direct your taxes specifically towards the programs you support. The IRS and the courts have ruled against this. In a society, you cannot get everything you want.
    Oct 15 10:40 PM | Likes Like |Link to Comment
  • What Exactly Is So Objectionable About Obamacare? [View article]
    Well, you certainly have succeeded in causing a revolt! I just hope people aren't just talking over each other but maybe getting a better understanding of the issues at hand. Perhaps there will be less vitriol on both sides...
    Oct 15 10:33 PM | Likes Like |Link to Comment
  • What Exactly Is So Objectionable About Obamacare? [View article]
    Shareholders, enjoyed the article. This was a good start and judging by the comments, stimulated some good discussion. A good follow up article would be to help decipher some of the current issues with our healthcare system that were not touched upon. Specifically, how the fee-for-service model is one of the main drivers of our runaway costs. Also, trying to rationalize how hospitals decide on charges for services. For instance, why does the same procedure (say hip replacement) cost $30k in one hospital and $100k in the hospital down the street. Where is the rationale for this. This was nicely reported on in the Time magazine article, the bitter pill. http://ti.me/18XoEp4
    Oct 12 08:42 AM | Likes Like |Link to Comment
  • What Exactly Is So Objectionable About Obamacare? [View article]
    There are many other countries with exceptional doctors (most of western Europe) as well as the same exceptional medical technology. In fact a good amount of that technology was also developed there.

    I agree the separation of the patient from payment is a problem. That being said, you should not punish a patient from developing an expensive illness. In fact, I believe that is the whole point of getting insurance. What is also important is the way our system reimburses. It reimburses based on the amount of service, aka. fee-for-service. This is one of the main culprits of our runaway costs since the doctor will most likely get paid for the unnecessary MRI he ordered by the insurance company. They just raise individual premiums the next year. What should instead be done is a bundled payment based on diagnosis and stop paying for every service. If an institution orders unnecessary tests, they eat the costs.
    Oct 12 12:19 AM | 1 Like Like |Link to Comment
  • What Exactly Is So Objectionable About Obamacare? [View article]
    According to the previous post, BG 6638-2's doctor is retiring because of increased paperwork required by ObamaCare. As a practicing doctor, I can tell you increased paperwork in medicine began well before ObamaCare was even thought up. This is just another example of scapegoating the ACA, and scaring people with half truths and blatant lies. That's why.
    Oct 12 12:09 AM | 4 Likes Like |Link to Comment
  • What Exactly Is So Objectionable About Obamacare? [View article]
    Royalty comes here because we have the most expensive diagnostic tools and for them, money is not an issue. Our institutions are more than happy to order every test in the book irrespective of the indication or value and charge them full price. The Saudi princes can leave here and brag to their friends about how all their doctors pampered them.
    Oct 11 08:29 AM | 4 Likes Like |Link to Comment
  • What Exactly Is So Objectionable About Obamacare? [View article]
    Obamacare hasn't started so your retiring doctor should blame someone else!
    Oct 11 12:28 AM | 5 Likes Like |Link to Comment
  • What Exactly Is So Objectionable About Obamacare? [View article]
    So you prefer 30% waste in the system instead. Another interesting stat. Estimates are that over 30% of an individual's life long healthcare costs are spent in their last year of life. Seems like when its time, all the magic of modern medicine may not be enough. http://on.wsj.com/15sdXKC
    Oct 11 12:21 AM | 3 Likes Like |Link to Comment
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