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BruceInKY

BruceInKY
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  • Jack Daniel's Is Creating A Competitive Advantage For Brown-Forman [View article]
    Jack Daniel's volume is down yoy despite an extremely aggressive 100ml pricing program, and BF stock is very vulnerable to insiders cashing out long-term positions for creature comforts. I like the segment but also look for lower entry points.
    Jan 7, 2013. 11:29 PM | Likes Like |Link to Comment
  • Buffett Style Valuation Of The Procter & Gamble Co. [View article]
    I'd be interested in looking at your "green investing" picks Robert. I'm inexperienced in shorting stocks but you might be able to give me a leg up.
    Jan 7, 2013. 11:13 PM | Likes Like |Link to Comment
  • Abenomics: Japan's Thermidor [View article]
    "Sure, there is a pacifist segment, but I do not know how broad and deep it is. My sense is not very." As for "I am not sure what consensus you are referring to," you wrote in the article about "an emerging consensus favoring a re-militarization of Japan." I wondered what insight you had that might suggest domestic support of such an agenda.

    I've been around Japanese nationals and a student of Japanese popular culture for three decades and I aver that the pacifists are culturally and politically dominant. It matters naught if the US, Australians, Philippines want them to militarize. Thanks for the reply.
    Jan 7, 2013. 10:49 PM | 2 Likes Like |Link to Comment
  • Abenomics: Japan's Thermidor [View article]
    Mr. Chandler, nice summary of the state of affairs.

    I do wonder if you can share more insight into an "emerging consensus" that Japan re-arm? I see a super-majority of Japanese as enthusiastic postmodern pacifists and reflexively anti-military despite global terrorism and Chinese or Russian challenges to their territorial possessions.

    Could Abe's nationalism actually result in citizens joining the SDF and zaibatsu rebuilding a credible defense industry? I'm inclined to think the LDP is engaging in good old-fashioned "nemawashi" not newfangled "build the death ray" initiatives. Regards.
    Jan 7, 2013. 02:01 PM | Likes Like |Link to Comment
  • Abenomics: Japan's Thermidor [View article]
    Your English is clear enough fannoni, but it would be helpful if you would "take a deep breath" and paragraph your thoughts. I don't share much optimism for Japan, however, especially with China emboldened and the likelihood of Obama/Kerry projecting American indecision and indifference. So while I still admire Japan's industrial, manufacturing and supply chain skill sets I think the demographics of the nation and region point to steady decline for its economy.
    Jan 7, 2013. 01:29 PM | 1 Like Like |Link to Comment
  • Japan's new government reportedly plans to announce an extra ¥12T ($136B) in stimulus spending for the fiscal-year through March as it looks to turn around the moribund economy. Prime Minister Shinzo Abe hopes to formulate the plan this week, with ¥5-6T to be spent on public works. [View news story]
    Banzai!
    Jan 7, 2013. 07:04 AM | 1 Like Like |Link to Comment
  • Illinois legislators yesterday unveiled a plan that has bipartisan support and that aims to solve the state's massive pension crisis. Illinois has an eye-watering $96B in unfunded liabilities, which is threatening the state's A2 rating and hurting its ability to finance its services. The proposals including limiting pensionable salaries and raising retirement ages, although unions have vowed to fight the measures. [View news story]
    Just raise the occupancy tax on Chicago hotel guests to 100%, that ought to make up for the unfunded liabilities.
    Jan 7, 2013. 07:02 AM | 2 Likes Like |Link to Comment
  • The Bloomberg Consumer Comfort index inches up to -31.8 from -32.1, finishing 2012 at just about at the year's high. The index has put in what technicians might call a triple top, with three runs - one in early spring, one in the summer, and this one - into the low -30 area. With a bigger share of nearly all paychecks headed to D.C., we'll see if this resistance level can be broken in 2013. [View news story]
    My business generates substantial "revenue" for local, state and federal government on a daily basis, dectra. It does so in a city weighed down by the largest and worst public school system in the state, a system so bad that people of quite modest means line up to pay tuition at neighborhood-based parochial schools and private high schools.

    If you believe that wage slavery to unaccountable government is the cost of freedom, that's your yoke not mine.
    Jan 3, 2013. 11:22 AM | Likes Like |Link to Comment
  • More on Challenger job cuts: For all of 2012, there were 523K layoff announcements, down 14% from 2011 and the lowest annual total since 1997. [View news story]
    The good news is that there is no shortage of college graduates willing to fill part-time, night and weekend jobs at slightly above minimum wage with zero benefits.
    Jan 3, 2013. 09:57 AM | 2 Likes Like |Link to Comment
  • The Bloomberg Consumer Comfort index inches up to -31.8 from -32.1, finishing 2012 at just about at the year's high. The index has put in what technicians might call a triple top, with three runs - one in early spring, one in the summer, and this one - into the low -30 area. With a bigger share of nearly all paychecks headed to D.C., we'll see if this resistance level can be broken in 2013. [View news story]
    Love that last sentence. The glass may be half-full, but "nearly all" pockets are getting picked.
    Jan 3, 2013. 09:52 AM | Likes Like |Link to Comment
  • The Great Recession Is Over: Time To Back Up The Truck [View article]
    Elephant ganja? With some Grateful Dead on the turntable.
    Jan 1, 2013. 11:47 PM | 12 Likes Like |Link to Comment
  • The House passes the Senate's fiscal cliff bill, 257-167. It now heads to the president for signature. (what's in the deal[View news story]
    "Do not give what is holy to dogs, and do not throw pearls before swine, lest they trample them under their feet, and turn and tear you to pieces." (Matthew 7:6).
    Jan 1, 2013. 11:21 PM | 3 Likes Like |Link to Comment
  • The House passes the Senate's fiscal cliff bill, 257-167. It now heads to the president for signature. (what's in the deal[View news story]
    I'm thinking of entitled swine tossing defective cultured pearls.
    Jan 1, 2013. 11:09 PM | Likes Like |Link to Comment
  • More on Consumer Sentiment: The final read is even worse than the cliff-dive of the preliminary report (2 weeks ago). Falling to 72.9, the sentiment index has erased all of its gains since bottoming out in July. Stocks remain sharply lower, the S&P 500 -1.1%, the Nasdaq -1.4%[View news story]
    Be patient, comrade. He'll be getting back to the job after Hawaii, with the customary laser focus and first priorities.
    Dec 21, 2012. 11:36 AM | 5 Likes Like |Link to Comment
  • More on Consumer Sentiment: The final read is even worse than the cliff-dive of the preliminary report (2 weeks ago). Falling to 72.9, the sentiment index has erased all of its gains since bottoming out in July. Stocks remain sharply lower, the S&P 500 -1.1%, the Nasdaq -1.4%[View news story]
    Wait until 1Q hits.
    Dec 21, 2012. 11:35 AM | 2 Likes Like |Link to Comment
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