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1980XLS-2.0

1980XLS-2.0
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  • Why I Am Long First Solar [View article]
    Oil is not used for any significant percentage of electricity generation in the United States.

    As such, Solar does not compete with oil.

    FSLR will be out of business, by the end of Obama's presidency.
    Mar 5 05:37 AM | Likes Like |Link to Comment
  • Apple Has Little Left To Lose [View article]
    AAPL has $17B in cash.

    The rest in securities, both short and long term, investments.

    AAPL shareholder have already lost (or given back) more than $150B

    Stay away from the stock.

    So just how did all that "Cash" protect you?

    It doesn't and it won't.

    And if they decide to give some of it back, you'll be paying taxes on it.

    pay $1 to get back .80 cents?

    No thanks.
    Mar 5 05:35 AM | 1 Like Like |Link to Comment
  • Backing Buffett's Bet On Bank Of America [View article]
    Buffett did not buy BAC common stock.

    The common shareholders will have to pay Buffett his returns on his preferred shares.

    GE and Goldman did not pay off Buffett for no reason.
    Mar 4 10:04 PM | 3 Likes Like |Link to Comment
  • Herbalife (HLF +3.7%) is halted on news it's expanded its board with two Icahn reps nominated to fill the slots. (PR[View news story]
    Icahn will lose.

    His ego will destroy him.

    Who's Carl gonna sell to?
    Mar 1 05:05 AM | Likes Like |Link to Comment
  • How much debt can the U.S. handle? A new paper quantifies an 80% public debt to GDP ratio - where the U.S. is right now - as the point at which a nation reaches a potential tipping point; once a nation has debt above that level, it becomes vulnerable to the kind of self-reinforcing vicious cycles that have crippled others. Two responses from Fed officials see the analysis as simplistic and eurocentric[View news story]
    bbro,

    What about under normalized interest rates?

    Are the current rates sustainable.

    Have we stopped adding to the principal balance yet?
    Feb 24 09:37 AM | Likes Like |Link to Comment
  • Will The Fed End Up Losing A Boatload Of Taxpayer Money On Its QE Programs? [View article]
    Counterfeiters typically trade $1 worth of their money, for about .70 cents woth of "real money" (chuckle)

    Is that really a loss?

    If the fed sells their assets for 10% of what they paid for them, it's all profit anyway.

    Not to mention the income stream from the assets they hold is paid to them in real money (albeit somewhat diluted from the fed's action itself)

    Sustainable business model?
    Feb 24 09:35 AM | 2 Likes Like |Link to Comment
  • World Industrial Output Reached A New Record High In 2012 [View article]
    interesting.

    Thanks for the article.

    It would be interesting to view those charts adjusted to global population.
    Feb 24 09:27 AM | Likes Like |Link to Comment
  • Some 40K people marched on the U.S. capital over the weekend to protest the Keystone XL (TRP) pipeline project, whose rejection could cause a deep and lasting rift with the U.S. But perhaps Canada is not such a benign trading partner, according to Huffington Post's Raymond Learsy, who says Alberta’s government has given "generous donations to Islamists with close connections to Hamas." [View news story]
    The 40K people probably got there with gasoline derived from oil from the Canadian Tar sands.
    Feb 19 09:02 AM | 2 Likes Like |Link to Comment
  • The WSJ takes issue with the assertion by the White House, and echoed by the NYT, that "a range of economic studies" show that increasing the minimum doesn't "measurably" hurt jobs. That "grossly misstates the weight of the evidence," says economist David Neumark, with 85% of studies finding "a negative employment effect on low-skilled workers." Especially hard hit are young black adults, the WSJ argues. [View news story]
    This will certainly limit the amount of items on the Dollar menu.

    Expect the McDouble to be the first casualty.
    Feb 18 08:27 AM | 1 Like Like |Link to Comment
  • 5 Factors That Differentiate Bank Of America From Other Banks Of America [View article]
    BAC has been screwing customers for a long time.

    And so have politicians, but people keep voting them back in office nonetheless.

    Whomever argues their success is do to offering their customers superior value, needs to take another look.

    Perhaps the stock will continue to rise.

    But if it does, it will have less to do with offering customers superior value,, vs Cronyism, amongst politicians & the Fed.


    http://seekingalpha.co...
    Feb 18 07:20 AM | 1 Like Like |Link to Comment
  • With NYSE Euronext getting hitched to ICE, Nasdaq (NDAQ) has been exploring its own options. Not only has the exchange held unsuccessful talks with private-equity firm Carlyle (CAG) about a buyout, it has held discussions with two other P-E companies as well, and with CME (CME) about partnerships around technology and indexes, but not more than that. [View news story]
    ConAgra Foods? (CAG)

    Really?
    Feb 12 07:02 AM | 1 Like Like |Link to Comment
  • "This goes much much higher than me," says alleged Libor-fixing ringleader Tom Hayes in a text to the WSJ's David Enrich. Known as "Rain Man" for his brilliance and awkward social skills, Hayes has emerged as "the connective tissue" in banks' attempts to profit as he skipped from RBS to RBC (RY) to UBS, and finally to Citigroup (C). [View news story]
    igetsit,

    What do Hedge funds have to do with the LIBOR scandal?
    Feb 10 10:00 AM | Likes Like |Link to Comment
  • Despite nearly 11M borrowers being underwater on their mortgages, home equity lines of credit are suddenly on the rise again. During the housing boom, Americans used their homes like an ATM, withdrawing over $1T in home equity before the bubble burst. JPMorgan Chase says they've already seen a 31% jump in HELOC's over last year, and with home prices up another 8% year-over-year in December, the trend appears likely to continue unabated. [View news story]
    TVIX is an ETN vs UVXY is an ETF.

    Big difference.

    Not to mention, UVXY is optionable, providing the possibility for selling premium on UVXY calls, which has been about the most profitable of all strategies since the Fall of 2011
    Feb 10 12:11 AM | Likes Like |Link to Comment
  • Even though stock indexes are climbing, don't look for a "great rotation" out of fixed income into equities anytime soon, say bond fund managers. Why? Because economic growth remains anemic and interest rates remain low as Federal Reserve continues to print money. "Fixed-income investors are not happy with their returns," says RidgeWorth Capital's Alan Gayle. But on the flipside, they're also "happy they're not losing money." [View news story]
    Aside from market manipulation from programs such as QE, The fed sets the prime rate, not bond rates. Those are "supposed" to be set by the market.
    Feb 5 03:33 PM | Likes Like |Link to Comment
  • Even though stock indexes are climbing, don't look for a "great rotation" out of fixed income into equities anytime soon, say bond fund managers. Why? Because economic growth remains anemic and interest rates remain low as Federal Reserve continues to print money. "Fixed-income investors are not happy with their returns," says RidgeWorth Capital's Alan Gayle. But on the flipside, they're also "happy they're not losing money." [View news story]
    Lacking default risk, you will not lose money in bonds, provded you hold 'till maturity. Bond Funds are another matter.

    You may not keep pace with inflation either way however.
    Feb 5 03:33 PM | 1 Like Like |Link to Comment
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