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Andrew Straus

Andrew Straus
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  • There Will Be No European Liquidity Crisis (Part 1) [View article]
    Get out of the market. The Germans/French will not possibly agree to finance everyone's debt forever.
    Sep 27 11:36 AM | 3 Likes Like |Link to Comment
  • The Upcoming Crash Of Apple And Amazon [View article]
    Amazon's advantage isn't just in its successful evasion of sales tax. It boasts an online infrastructure that makes users feel secure, which is more than many of its competitors can say. Similarly, Apple's appeal is not in the price point. Its appeal is in that its devices are easily synced, and because it has managed to market its devices as necessary fashion accessories. Both companies have a niche that matters more than the prices they offer their products at.
    Sep 30 11:46 AM | 2 Likes Like |Link to Comment
  • Is RIM Currently Undervalued? [View article]
    Never put much faith into future projections. The past can be used to mark possible ceilings, but when looking at the future take into account the company's current offerings.
    Apr 20 11:46 AM | 2 Likes Like |Link to Comment
  • China's Giant Catch-22 [View article]
    This is a really well-written article, and I agree with most of it. But I do see a disconnect in your progression to the Chinese labor market as a link in this problem chain. The labor market is flooded with migrant workers looking for factory jobs - hundreds of millions of Chinese are eager to move from their farms to the factories for even a sliver of a chance at a better life.

    Adding to the labor supply glut is the Chinese workers' lack of leverage over their managers. If they managed to coordinate a city-wide, region-wide, or even country-wide strike, then there may be some changes. But I'm not convinced that these laborers are confident enough in their job security that they would dare to do such a thing.
    Jul 29 12:33 PM | 1 Like Like |Link to Comment
  • The PBOC cuts bank reserve ratio requirements by 50 basis points to 20.5%, effective February 24, reports the WSJ. It's the second easing of policy in less than 90 days.  [View news story]
    Just being devil's advocate here, but things always look best before the crash.
    Feb 19 05:21 PM | 1 Like Like |Link to Comment
  • The Upcoming Crash Of Apple And Amazon [View article]
    Amazon's potential is priced into the stock. It is diving into several new markets that several years ago seemed impenetrable for a company of its nature. With the release of the Kindle Fire and streaming video, AMZN is showing that it is more than just an online retailer. Its p/e is absurdly high, but I have not seen any evidence to prove that it is unwarranted.

    By the way, I have no position in amazon.
    Sep 30 12:43 PM | 1 Like Like |Link to Comment
  • Solar company Solyndra files for bankruptcy just months after receiving a federal loan guarantee to expand its plant. About 1.1K employees will be immediately laid off. The company said it was unable to complete with larger (also subsidized) overseas manufacturers, and a global glut of panels leading to a 25% drop in prices.  [View news story]
    You make it sound as if the U.S. isn't subsidizing industry.

    Quote: "Solyndra files for bankruptcy just months after receiving a federal loan guarantee to expand its plant"

    Our labor laws and regulation simply create a too-high cost of doing business compared to Chinese firms. Of course, their workers are also suffocating from the by-products that come from production and live in tenements.
    Sep 8 02:13 PM | 1 Like Like |Link to Comment
  • Who Says China Inflation Is Under Control? [View article]
    Practically all "official" Chinese statistics are doctored to keep foreign investors investing. I wouldn't trust the paper they're printed on. Look at independent think-tank statistics.
    Jun 30 02:53 PM | 1 Like Like |Link to Comment