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    • ON: Thu Sep 25th 08:28 AM
      Commented on:
      Bush's Speech: Surprisingly Coherent
      "This bailout plan is lousy and there are a lot better alternatives out there that need to be explored."

      Like what?
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    • ON: Sun Sep 21st 16:59 PM
      Commented on:
      Morgan Stanley: Exploding the Short-Seller Myth
      bearfund asks, "please explain the mechanism by which shorting drives a company into BK. Go ahead, I'm waiting."

      As User237528 states, it is the interconnectedness. IB and CBs lend money to one another often using stock prices and assets as collateral. When the value of those assets go down, so does the necessary collateral reserve necessary to lend money. For a non-financial company, eg PG or AAPL, the stock price may not matter as much
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    • ON: Thu Jun 12th 07:31 AM
      Commented on:
      1,238 Billion Barrels of Oil Reserves: Is This an Oil Price Bubble?
      Yes. Some conspiracy folks would argue that the price increase was imposed by the Federal government to allow states to recoup lost real estate taxes.
      View article »
    • ON: Fri May 23rd 20:09 PM
      Commented on:
      Is Oil a Bubble? Part One
      "Learn to distinguish between trends and bubbles. Oil is in a trend. Not everything that increases rapidly is a bubble. Oil was $2 a barrel in the 1940s--now its $135."

      True, there is a difference between trends and bubbles; bubbles pop. And it is not until after it pops that we know the truth. Neither the Tech Bubble nor the Real Estate Bubble were thought to be so until after the fact. Time will tell on the commodity front.
      View article »
    • ON: Fri May 23rd 20:09 PM
      Commented on:
      Is Oil a Bubble? Part One
      "Learn to distinguish between trends and bubbles. Oil is in a trend. Not everything that increases rapidly is a bubble. Oil was $2 a barrel in the 1940s--now its $135."

      True, there is a difference between trends and bubbles; bubbles pop. And it is not until after it pops that we know the truth. Neither the Tech Bubble nor the Real Estate Bubble were thought to be so until after the fact. Time will tell on the commodity front.
      View article »
    • ON: Fri May 23rd 18:31 PM
      Commented on:
      Is Oil a Bubble? Part One
      Read this article:
      web.mit.edu/ceepr/www/...
      View article »
    • ON: Sat Apr 26th 19:04 PM
      Commented on:
      Microsoft Did Us a Favor - Andreessen
      These comments are so 1980s. Back in those days, creating some semblance of order was needed. With Commodores, Apples, Ataris, TIs, Sinclairs, the OS landscape was a mess. However, the sleeping giant was always IBM. When they entered the market, the OS standard was created. Microsoft was fortunate that a) IBM selected them and b) IBM allowed them to continue to own and market the OS. This latter strategic mistake by IBM created the clone market and the world as we know it today. To give credit to MS is somewhat simplistic thinking.

      However, the landscape has changed. MS is now been fighting a battle of maintaining marketshare and relevance in a world that no longer needs a corporation to define the standard.
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    • ON: Mon Jul 9th 13:31 PM
      Commented on:
      Was Verizon Really Wrong To Pass On The iPhone?
      The one thing that many of these "analyses" fail to address is that all of the ATT iPhone customers are paying in full for their connection; there is no cell phone rebate that ATT must write off. Assuming the typical "rebate" is $150, and the wholesale value is only $75. That is a lot of additional revenue that ATT gets from each customer.
      View article »
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