Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Economic Analyst

Economic Analyst
37 Followers
269 Following
Send Message
View as an RSS Feed
View Economic Analyst's Comments BY TICKER:
Latest  |  Highest rated
  • Sell In May? [View article]
    Another timely and well thought out report. Thanks!
    Apr 29 10:31 AM | 0 Likes Like |Link to Comment
  • If I Could Buy Just One Stock, It Would Be This One [View article]
    Larry,

    I was the one who started it, I could just as easily have used the average bull as the benchmark. As I recall it is entirely possible for some bears to sleep 'til noon and still have more full picnic baskets than they would ever need by dark. Meanwhile the average bull may still be surprised to find an empty basket waiting for them at the end of the day.after a long walk in the park. PS May 1st is Wednesday.
    Apr 28 03:44 PM | 0 Likes Like |Link to Comment
  • Amazon Vs. Google: Battle For The Clouds [View article]

    The ability to reliably bypass the typical 5G cap available from existant wireless providers seems key to exploiting the market based on the ever expanding consumer demand for mobile throughput.

    I look forward to the results of your research. Thanks in advance.

    "The classic definition of OTT is the distribution of voice, video and data services without going through the MSOs or telcos."

    http://bit.ly/11IcTzd
    Apr 26 11:04 AM | 0 Likes Like |Link to Comment
  • If I Could Buy Just One Stock, It Would Be This One [View article]
    "...keep reading Seeking Alpha to get smarter..."

    I'm not so sure it actually makes you smarter, but there is a pretty good chance if you hang around long enough that it will expose you to the thoughts and ideas of some folks who actually are smarter than the average bear.
    Apr 25 05:39 PM | 0 Likes Like |Link to Comment
  • Amazon Vs. Google: Battle For The Clouds [View article]
    Any insights out there of the potential impact of the new set top box concept that is lurking behind the curtain?

    http://cnet.co/13xlRiP
    Apr 25 11:15 AM | 0 Likes Like |Link to Comment
  • IBM, And The Private Cloud, Will Get Here [View article]
    In what is a dynamic and rapidly changing operational environment one would likely reap more returns over the course of time with say two Knights vs a single Rook, what with the lower upfront costs per playing piece and ability to change its spots at will as well as jump over tall buildings.

    This is more of a Track and Field sort of event rather than a demonstration of strength like a Football game.

    IOW, bet on flexibility, speed and maneuverability over size and weight.
    Apr 24 05:14 PM | 1 Like Like |Link to Comment
  • IBM, And The Private Cloud, Will Get Here [View article]
    Hi Dana,

    Thanks for another thoughtful article. I for one believe the jury is still out regarding the question of public vs private cloud which is not IMO an either / or situation. Amazon which you mentioned uses CTL which looks to be another player with much undervalued potential.
    Apr 24 01:03 PM | 0 Likes Like |Link to Comment
  • Social Security Changes: A Recipe For A Demographic Disaster [View article]
    Meanwhile, in Denmark they are deeply engaged in a debate about whether their beloved welfare state has become too rich...hilarious

    http://nyti.ms/13JiNUA
    Apr 21 09:41 PM | 0 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Someone picked up some JAN '14 $3 calls at 1.05...very interesting since it closed at $4.03.

    http://bit.ly/14CEGG1
    Apr 19 04:21 PM | 0 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    You're welcome. Now more about CTL :

    http://bit.ly/XLoAEI
    Apr 19 02:08 PM | 0 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Softbank is still in a very strong negotiating position. While there is much focus on the need for a higher bid, the real issue is about the prospect of introducing new competition.

    http://buswk.co/ZC7TsL
    Apr 19 10:55 AM | 0 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Chudz -

    The Dish vs Softbanks option has strategic implications in the ongoing battle for market share. The dominant players fear competition for their oligarchical cash cows and Charlie Ergen needs innovative synergy plus a larger playing field to take it to the next level. How about a deal with CTL?
    Apr 19 10:12 AM | 0 Likes Like |Link to Comment
  • Gold Is Not Money [View article]
    "Money that isn't being used simply doesn't matter."

    Not a noun? One might better say it isn't matter...
    Apr 17 10:24 AM | 2 Likes Like |Link to Comment
  • Here's What Happened The Last Time The Fed Owned All Outstanding Treasuries [View article]
    "What am I supposed to do after reading this...?"

    A. Hold equities
    B. Hold bonds
    C. Both A and B
    D. Neither A nor B

    "...The 1945 recession was one of the only periods in our history where equity indices ignored the economy, advancing more than 20% right through the recession...long-term Treasury yields remained below 2 ½% in the face of wild swings in the economy in the late 1940s; from 25% inflation to 3% deflation."
    Apr 7 01:04 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    The premiums on deep in the money PSX LEAPS are at a level that could be attractive for the Refiner Bulls among us wishing to limit the downside risk while at the same time exploiting the medium term upside potential.
    Apr 4 12:25 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
1,688 Comments
873 Likes